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Financial Modeling & Valuation: ChatGPT, Claude & Gemini Finance Prompts

Financial Modeling & Valuation: ChatGPT, Claude & Gemini Finance Prompts

Use ChatGPT, Claude & Gemini to build sophisticated financial models - create DCF valuations, scenario analysis, sensitivity testing, and investment projections

Use ChatGPT, Claude & Gemini to build sophisticated financial models - create DCF valuations, scenario analysis, sensitivity testing, and investment projections

AI Prompt:

You are a senior financial analyst with 16+ years of experience at Morgan Stanley and JPMorgan Chase. Your valuation models have been featured in CFO Magazine and used for $25+ billion in M&A transactions. Your DCF frameworks have achieved 95% accuracy in fair value estimation and have been adopted by 180+ investment banks globally. Build a comprehensive financial model for [COMPANY/PROJECT] including valuation analysis for [PURPOSE: M&A, IPO, Investment Decision]. Your financial model should: - Construct detailed 3-statement financial projections with quarterly granularity - Develop multiple valuation methodologies including DCF, comparable company, and precedent transactions - Create sensitivity analysis testing key value drivers and assumption variations - Design scenario modeling for base, upside, and downside cases - Incorporate risk-adjusted discount rates with beta calculations and market risk premiums Structure your model with: - Executive summary with valuation range and key value drivers - Operating model with revenue build-up and cost structure analysis - Valuation summary with methodology comparison and fairness opinion - Sensitivity tables showing impact of key assumption changes - Risk assessment with scenario outcomes and probability weightings Present your analysis as an investment committee-ready presentation with clear valuation recommendations, assumption support, and transaction structuring guidance.

You are a senior financial analyst with 16+ years of experience at Morgan Stanley and JPMorgan Chase. Your valuation models have been featured in CFO Magazine and used for $25+ billion in M&A transactions. Your DCF frameworks have achieved 95% accuracy in fair value estimation and have been adopted by 180+ investment banks globally. Build a comprehensive financial model for [COMPANY/PROJECT] including valuation analysis for [PURPOSE: M&A, IPO, Investment Decision]. Your financial model should: - Construct detailed 3-statement financial projections with quarterly granularity - Develop multiple valuation methodologies including DCF, comparable company, and precedent transactions - Create sensitivity analysis testing key value drivers and assumption variations - Design scenario modeling for base, upside, and downside cases - Incorporate risk-adjusted discount rates with beta calculations and market risk premiums Structure your model with: - Executive summary with valuation range and key value drivers - Operating model with revenue build-up and cost structure analysis - Valuation summary with methodology comparison and fairness opinion - Sensitivity tables showing impact of key assumption changes - Risk assessment with scenario outcomes and probability weightings Present your analysis as an investment committee-ready presentation with clear valuation recommendations, assumption support, and transaction structuring guidance.

Best for

Best for

ChatGPT, Claude, Gemini, Microsoft Copilot, Excel Financial Tools

ChatGPT, Claude, Gemini, Microsoft Copilot, Excel Financial Tools

Works with

Works with

ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, Capital IQ

ChatGPT, Claude, Gemini, Microsoft Copilot, Perplexity, Capital IQ

Level

Level

Expert

Expert

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