Claude Financial Modeling 101: Setup Guide + 60 Prompts
Sixty tested prompts covering the exact models an early-stage founder needs.
Open sidsaladi.substack.com →Use AI as your analyst pair, not your CFO: it drafts model structure, writes and audits formulas, stress-tests assumptions (which assumption would an investor attack first?), and explains finance jargon in plain language. Keep the model itself in a spreadsheet you understand line by line, because investors probe the logic, not the tool. Claude in Excel and purpose-built prompts have made the drafting step dramatically faster.
A quick orientation. The real value is below: resources worth your time, from people who've actually done it.
Sixty tested prompts covering the exact models an early-stage founder needs.
Open sidsaladi.substack.com →The advanced sequel for when a term sheet makes DCF suddenly relevant.
Open sidsaladi.substack.com →A finance educator with a huge CFO following builds a model live.
Watch on YouTube youtube.com →A direct head-to-head on modeling tasks so you pick the right assistant.
Watch on YouTube youtube.com →A tech CFO shows the fastest path to AI inside your actual financial model.
Watch on YouTube youtube.com →The investor view on how AI changes finance functions, useful before your next raise.
Listen on Spotify open.spotify.com →A valuation firm's precise line between what AI drafts and what diligence demands.
Open finrofca.com →The modeling-training institution benchmarks AI tools on real modeling tasks.
Open wallstreetprep.com →Compares the big three specifically on forecasting, with accuracy caveats.
Open corporatefinanceinstitute.com →A business-planning company's step-by-step for first-time forecasters.
Open liveplan.com →A documented case of Claude Projects halving three-statement model build time.
Open albusi.com →A packaged Claude skill purpose-built for startup financial planning.
Open mcpmarket.com →An India-based finance training firm's honest capability assessment.
Open thewallstreetschool.com →A ready-made GPT tuned for modeling questions, zero setup.
Open chatgpt.com →The pre-Series A stack: Causal or Sheets for the model, AI for stress-testing the thinking.
Open startupfortune.com →A finance YouTuber's fast track to formula auditing and model updates with AI.
Watch on YouTube youtube.com →A worked example with the actual prompts and outputs shown.
Open medium.com →Break the model into revenue build, schedules, and working capital, one prompt each.
Open thebricks.com →