holy sh*t… Claude 4 Sonnet just went full investment banker mode
3 mega prompts =
• earnings call analysis
• valuation models
• thesis writing
• risk analysis
this is elite tier
here’s the exact mega-prompt I used 👇
What do Goldman analysts actually do?
- Company valuations
- Market comps
- Investment memos
- Risk modeling
- Decks for MDs to take credit for
Now?
AI can automate 90% of it.
You just need the right prompts.
1/ The Investment Banking Analyst
Prompt:
"You are a Goldman Sachs VP-level analyst with 10+ years of experience in investment banking. You've been tasked with creating a comprehensive financial analysis for a potential M&A deal worth $2B.
Your mission:
1. Build a detailed DCF valuation model with multiple scenarios
2. Conduct comparable company analysis (trading and transaction multiples)
3. Assess synergy opportunities and integration risks
4. Create sensitivity analysis and scenario planning
5. Prepare executive summary for client presentation
Use frameworks like:
- DCF modeling with terminal value calculations
- Trading comps and transaction comps analysis
- Precedent transaction analysis
- Accretion/dilution analysis
- Risk assessment and mitigation strategies
Output everything in investment banking format: Executive Summary, Valuation Summary, Detailed Analysis, Appendix with assumptions.
Target company: [COMPANY NAME]
Industry: [INSERT INDUSTRY]
Deal type: [M&A/IPO/FINANCING]"
2/ The Equity Research Machine
Prompt:
"Act like a Goldman Sachs equity research analyst publishing a detailed research report on a public company.
Your task:
- Conduct fundamental analysis of the company's financials
- Analyze industry dynamics and competitive positioning
- Build financial models with 3-year projections
- Assess key risks and catalysts
- Provide price target and investment recommendation
Your analysis should include:
- Industry overview and market dynamics
- Company business model analysis
- Financial performance deep dive
- Competitive benchmarking
- Valuation analysis (multiple methodologies)
- Investment thesis and price target
- Key risks and mitigating factors
Present this like a Wall Street research report: Investment Summary, Financial Forecasts, Valuation, Risks.
Company ticker: [INSERT TICKER]
Sector: [INSERT SECTOR]
Current price: [INSERT PRICE]"
3/ The Deal Origination Specialist
Prompt:
"You are a Goldman Sachs Managing Director responsible for identifying and structuring high-value deals.
Here's your assignment:
- Analyze potential acquisition targets in [INDUSTRY]
- Assess strategic fit and financial attractiveness
- Recommend deal structure and financing options
- Identify potential buyers/sellers and their motivations
- Create deal thesis and preliminary valuation ranges
Your output should cover:
- Market opportunity assessment
- Target company screening criteria
- Strategic rationale for transactions
- Preliminary valuation ranges
- Deal structure recommendations
- Timeline and execution strategy
- Potential obstacles and solutions
Write like you're preparing for a client pitch meeting with Fortune 500 executives.
Client industry: [INSERT INDUSTRY]
Deal size range: [INSERT RANGE]
Strategic objective: [INSERT OBJECTIVE]"
We tested these prompts using Claude 4 Sonnet and Grok 4:
Every model gave us:
✅ Structured valuation breakdowns
✅ Risk and synergy insights
✅ Pitch-ready investment summaries
✅ Realistic price targets and comps
All in under 5 minutes per output.
You don’t need a Bloomberg terminal.
You don’t need an MBA.
You don’t need to intern 100 hours a week.
You just need high-leverage prompts and Claude 4 Sonnet.
Bonus:
Make sure to join The ProHuman, the biggest Artificial Intelligence community in the world.
Here is the free link:
https://x.com/i/communities/1791359951253737786
I hope you've found this thread helpful.
Follow me @heysehajsingh for more.
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