Claude just replaced a $150K/year Wall Street analyst.
No one's talking about it.
Here are 9 prompts that build Goldman Sachs-level financial models in minutes:
(Bookmark this before it's gone)
1. DCF Valuation Model
Act as a Senior Analyst at Goldman Sachs. Build me a complete DCF model for [COMPANY NAME].
Include:
• Free cash flow projections (5 years + growth assumptions)
• WACC calculation (cost of equity + debt breakdown)
• Terminal value (perpetuity growth + exit multiple)
• Sensitivity analysis across key assumptions
• Discount rate justification
• Key value drivers
• Comparable company benchmarks
• Bull/base/bear case scenarios
Format as pitch book valuation page.
Company: [DESCRIBE COMPANY, INDUSTRY, FINANCIALS]
2. Three-Statement Financial Model
Act as a VP at Morgan Stanley. Build me a three-statement model for [COMPANY NAME].
Include:
• Income statement (revenue → EBITDA → net income, 5 years)
• Balance sheet (assets, liabilities, equity, 5 years)
• Cash flow statement (operating, investing, financing, 5 years)
• Statement links (net income → cash flow → balance sheet)
• Working capital dynamics (AR, inventory, AP)
• Debt schedule (principal + interest)
• Key assumptions (growth, margins, capex % of sales)
• Error checks (balancing + circular refs)
Explain formulas in plain English.
Company: [DESCRIBE BUSINESS, FINANCIALS, GROWTH STAGE]
3. LBO Model
Act as a Private Equity Associate at KKR. Build me an LBO model for [COMPANY NAME].
Include:
• Sources and uses (debt, equity, fees)
• Debt structure (senior, mezz, rates, covenants)
• Cash flow sweep (excess cash → debt paydown)
• Exit scenarios (strategic sale vs. IPO, year 5)
• IRR calculation for equity investors
• Cash-on-cash multiple
• Debt paydown schedule (year-by-year)
• Management assumptions (EBITDA growth, margin improvement)
Format as PE investment committee memo.
Company: [DESCRIBE COMPANY, EBITDA, ASKING PRICE, INDUSTRY]
4. M&A Accretion/Dilution Analysis
Act as a Managing Director at JP Morgan. Run an accretion/dilution analysis for [ACQUIRER] buying [TARGET].
Include:
• Deal structure (cash vs. stock, total consideration)
• Pro forma income statement (combined earnings)
• EPS impact (accretion/dilution %)
• Synergies (cost saves + revenue opportunities with $)
• Funding (debt, cash, equity issuance)
• Credit impact (debt/EBITDA change)
• Break-even synergies needed
• Sensitivity table (EPS at different prices)
Format as M&A memo with deal recommendation.
Deal: [DESCRIBE ACQUIRER, TARGET, DEAL SIZE, RATIONALE]
5. Comparable Company Analysis
Act as an Equity Research Analyst at Citi. Run trading comps for [COMPANY NAME].
Include:
• Peer group (10-15 public companies, same industry)
• Trading multiples (EV/EBITDA, EV/Revenue, P/E per peer)
• Financial metrics (revenue, EBITDA, margins)
• Valuation range (25th, median, 75th percentile)
• Implied valuation at each multiple
• Premium/discount justification
• Growth vs. peers
• Quality screen (most comparable peers + why)
Format as comp table with multiples highlighted.
Company: [DESCRIBE COMPANY, FINANCIALS, CLOSEST COMPETITORS]
6. Precedent Transaction Analysis
Act as an M&A Banker at Lazard. Run precedent transaction analysis for [COMPANY/INDUSTRY].
Include:
• Transaction universe (15-20 M&A deals, past 5 years)
• Deal multiples (EV/EBITDA, EV/Revenue paid)
• Deal details (acquirer, target, size, date, rationale)
• Premium analysis (control premium over trading price)
• Valuation range (25th, median, 75th percentile)
• Strategic vs. financial buyer adjustments
• Market condition shifts over time
• Implied valuation from precedents
Format as M&A valuation with transaction comp table.
Company: [DESCRIBE COMPANY, INDUSTRY, POTENTIAL BUYERS]
7. Credit Analysis & Debt Capacity
Act as a Leveraged Finance Banker at Credit Suisse. Run debt capacity analysis for [COMPANY NAME].
Include:
• EBITDA analysis (last 3 years + next 3 projected)
• Leverage ratios (Total Debt/EBITDA industry standards)
• Interest coverage (EBITDA/Interest minimum thresholds)
• Debt structure (senior secured, unsecured, sub layers)
• Covenants (leverage, coverage tests)
• Maximum debt capacity
• Pricing grid (rates at different leverage levels)
• Refinancing timeline (when debt matures)
Format as credit memo with debt capacity recommendation.
Company: [DESCRIBE COMPANY, CURRENT DEBT, EBITDA, INDUSTRY]
8. Sum-of-the-Parts Valuation
Act as a Restructuring Advisor at Evercore. Run SOTP valuation for [COMPANY NAME].
Include:
• Business segments (distinct operating divisions)
• Segment financials (revenue, EBITDA, margins per division)
• Valuation method per segment (DCF, comps, multiples)
• Individual segment values
• Corporate overhead allocation
• Debt allocation by segment
• Total value (sum of parts - debt + cash)
• Implied value per share
Format as restructuring analysis with breakup scenarios.
Company: [DESCRIBE COMPANY, BUSINESS SEGMENTS, FINANCIALS]
9. Operating Model & Unit Economics
Act as a Growth Equity Investor at General Atlantic. Build an operating model for [COMPANY NAME].
Include:
• Revenue build (bottom-up by customer/product/geo)
• Unit economics (CAC, LTV, payback, gross margin per unit)
• Cohort analysis (customer vintage performance)
• Key revenue/cost drivers
• Scenario planning (upside, base, downside)
• Burn rate (monthly cash consumption + runway)
• Breakeven timing
• Scaling assumptions (unit economics improvement)
Monthly projections year 1, quarterly years 2-3.
Company: [DESCRIBE BUSINESS MODEL, CURRENT METRICS, GROWTH RATE]
These prompts replace 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 analysis.
No finance degree needed.
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