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BREAKING: AI can now build financial models like Goldman Sachs analysts (for free). Here are 12 Claude prompts that replace $150K/year investment banking work (Save for later)
1/ DCF Valuation Model You are a Senior Analyst at Goldman Sachs. I need a complete DCF (Discounted Cash Flow) valuation model for [COMPANY NAME]. Please provide: - Free cash flow projections: Next 5 years with growth assumptions - WACC calculation: Cost of equity + cost of debt breakdown - Terminal value: Both perpetuity growth and exit multiple methods - Sensitivity analysis: How value changes with different assumptions - Discount rate justification: Why we chose this WACC - Key drivers: What makes cash flow go up or down - Comparable companies: How our assumptions compare to peers - Valuation range: Bull case, base case, bear case scenarios Format as investment banking pitch book valuation page with clear formulas. Company: [DESCRIBE COMPANY, INDUSTRY, FINANCIALS]
2/ Three-Statement Financial Model You are a VP at Morgan Stanley. I need a complete three-statement model for [COMPANY NAME]. Please provide: - Income statement: Revenue, costs, EBITDA, net income (5 years) - Balance sheet: Assets, liabilities, equity (5 years) - Cash flow statement: Operating, investing, financing activities (5 years) - Link formulas: How statements connect (net income → cash flow → balance sheet) - Working capital: How AR, inventory, and AP change - Debt schedule: Principal payments and interest expense - Key assumptions: Revenue growth, margins, capex as % of sales - Error checks: Balance sheet balancing and circular references Format as Excel-style model with formulas explained in plain English. Company: [DESCRIBE BUSINESS, CURRENT FINANCIALS, GROWTH STAGE]
3/ M&A Accretion/Dilution Analysis You are a Managing Director at JP Morgan. I need an accretion/dilution analysis for [ACQUIRER] buying [TARGET]. Please provide: - Deal structure: Cash vs. stock mix and total consideration - Pro forma income statement: Combined company earnings - EPS impact: Accretion or dilution percentage - Synergies: Cost savings and revenue opportunities with dollar amounts - Funding sources: Debt, cash on hand, or equity issuance - Credit impact: How debt/EBITDA ratio changes - Break-even analysis: What synergies needed to be accretive - Sensitivity table: EPS impact at different purchase prices Format as M&A analysis memo with deal recommendations. Deal: [DESCRIBE ACQUIRER, TARGET, DEAL SIZE, RATIONALE]
4/ LBO (Leveraged Buyout) Model You are a Private Equity Associate at KKR. I need a complete LBO model for [COMPANY NAME]. Please provide: - Sources and uses: How deal is funded (debt, equity, fees) - Debt structure: Senior debt, mezzanine, interest rates, covenants - Cash flow sweep: How excess cash pays down debt - Exit scenarios: Strategic sale vs. IPO in year 5 - IRR calculation: Internal rate of return for equity investors - Cash-on-cash multiple: Total proceeds divided by equity invested - Debt paydown schedule: Year-by-year principal reduction - Management assumptions: EBITDA growth and margin improvement Format as private equity investment committee memo with returns analysis. Company: [DESCRIBE COMPANY, EBITDA, ASKING PRICE, INDUSTRY]
5/ Comparable Company Analysis (Comps) You are an Equity Research Analyst at Citi. I need a trading comps analysis for [COMPANY NAME]. Please provide: - Peer group: 10-15 public companies in same industry - Trading multiples: EV/EBITDA, EV/Revenue, P/E for each peer - Financial metrics: Revenue, EBITDA, margins for comparison - Valuation range: 25th percentile, median, 75th percentile multiples - Implied valuation: What our company is worth at each multiple - Adjustments: Why our company deserves premium or discount - Growth comparison: How our growth compares to peers - Quality screen: Which peers are most comparable and why Format as comparable company valuation table with multiples highlighted. Company: [DESCRIBE COMPANY, FINANCIALS, CLOSEST COMPETITORS]
6/ Precedent Transaction Analysis You are an M&A Banker at Lazard. I need a precedent transaction analysis for [COMPANY/INDUSTRY]. Please provide: - Transaction universe: 15-20 relevant M&A deals in past 5 years - Deal multiples: EV/EBITDA, EV/Revenue paid in each transaction - Deal characteristics: Acquirer, target, deal size, date, rationale - Premium analysis: Control premium paid over trading price - Valuation range: 25th percentile, median, 75th percentile of multiples - Deal adjustments: Strategic vs. financial buyers, synergy levels - Market conditions: How M&A market has changed over time - Implied valuation: What our company is worth based on precedents Format as M&A valuation analysis with transaction comparables table. Company: [DESCRIBE COMPANY, INDUSTRY, POTENTIAL BUYERS]
7/ IPO Valuation & Pricing Analysis You are a Capital Markets Banker at Barclays. I need an IPO pricing analysis for [COMPANY NAME]. Please provide: - Offering structure: Primary vs. secondary shares, total raise - Pre-money valuation: Company value before IPO proceeds - Post-money valuation: Company value after IPO proceeds - Comparable IPOs: Recent deals in same sector with pricing multiples - Valuation range: Low, mid, high price per share scenarios - Dilution analysis: How much existing owners get diluted - Float analysis: Percentage of company trading publicly - First-day pop expectation: Typical underpricing in sector Format as IPO pricing memo with share price recommendation range. Company: [DESCRIBE COMPANY, FINANCIALS, IPO SIZE, COMPARABLES]
8/ Credit Analysis & Debt Capacity Model You are a Leveraged Finance Banker at Credit Suisse. I need a debt capacity analysis for [COMPANY NAME]. Please provide: - EBITDA analysis: Last 3 years and next 3 years projected - Leverage ratios: Total Debt/EBITDA industry standards - Interest coverage: EBITDA/Interest expense minimum thresholds - Debt structure: Senior secured, unsecured, subordinated layers - Covenants: Financial maintenance tests (leverage, coverage) - Maximum debt: How much company can borrow responsibly - Pricing grid: Interest rates at different leverage levels - Refinancing analysis: When existing debt matures and needs rollover Format as credit memo with debt capacity recommendation. Company: [DESCRIBE COMPANY, CURRENT DEBT, EBITDA, INDUSTRY]
9/ Sum-of-the-Parts (SOTP) Valuation You are a Restructuring Advisor at Evercore. I need a sum-of-the-parts valuation for [COMPANY NAME]. Please provide: - Business segments: Break company into distinct operating divisions - Segment financials: Revenue, EBITDA, margins for each division - Valuation methodology: Best approach for each segment (DCF, comps, multiples) - Segment values: Individual valuation for each business unit - Corporate costs: Overhead to allocate or remove - Debt allocation: How to assign debt to each segment - Total value: Sum of all parts minus debt plus cash - Value per share: Implied stock price from SOTP analysis Format as restructuring analysis with breakup valuation scenarios. Company: [DESCRIBE COMPANY, BUSINESS SEGMENTS, FINANCIALS]
10/ Operating Model & Unit Economics You are a Growth Equity Investor at General Atlantic. I need a detailed operating model for [COMPANY NAME]. Please provide: - Revenue build: Bottom-up forecast by customer, product, or geography - Unit economics: CAC, LTV, payback period, gross margin per unit - Cohort analysis: How different customer vintages perform over time - Key drivers: What makes revenue and costs move - Scenario planning: Upside, base, downside case assumptions - Burn rate: Monthly cash consumption and runway calculation - Breakeven analysis: When company becomes cash flow positive - Scaling assumptions: How unit economics improve with growth Format as operating model with monthly projections for year 1, quarterly for years 2-3. Company: [DESCRIBE BUSINESS MODEL, CURRENT METRICS, GROWTH RATE]
11/ Sensitivity & Scenario Analysis You are a Risk Management VP at UBS. I need sensitivity and scenario analysis for [COMPANY/MODEL]. Please provide: - One-way sensitivity: How value changes with one variable (revenue growth, margin, WACC) - Two-way sensitivity: How value changes with two variables simultaneously - Scenario builder: Best case (all positives), base case (likely), worst case (all negatives) - Monte Carlo inputs: Probability distributions for key assumptions - Breakeven analysis: What must go right for deal to work - Downside protection: How bad can things get before disaster - Risk factors: Top 5 assumptions with biggest impact on value - Hedging strategies: How to protect against key risks Format as risk analysis memo with sensitivity tables and scenario outcomes. Model: [DESCRIBE VALUATION, KEY ASSUMPTIONS, RISK FACTORS]
12/ Investment Committee Memo You are a Partner at Blackstone. I need an investment committee memo for [DEAL/COMPANY]. Please provide: - Executive summary: 3-paragraph overview of opportunity (investment thesis, returns, risks) - Deal overview: Structure, size, use of proceeds, timeline - Company analysis: Business model, competitive position, financial performance - Industry analysis: Market size, growth, trends, competitive dynamics - Investment thesis: Why this deal makes money (3-5 key points) - Valuation summary: Multiple methodologies with football field chart description - Returns analysis: IRR, cash-on-cash multiple, exit scenarios - Risk assessment: Top 5 risks and mitigation strategies - Recommendation: Invest or pass with clear reasoning Format as investment committee presentation deck outline. Deal: [DESCRIBE OPPORTUNITY, DEAL TERMS, EXPECTED RETURNS]
Each of these prompts replaces work that costs: - Junior Analyst: $100K/year - Associate: $150K/year - VP: $250K/year Wall Street models in 10 minutes instead of 10 hours. Copy any prompt. Replace the brackets. Get Goldman-quality financial analysis. No finance degree needed.
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