Three tools you can build yourself: a deal screener, a portfolio tracker, and an investment memo generator. Includes 10 copy-paste prompts that work with the free version of Claude.
Enter your email and we'll send you the PDF — 10 copy-paste prompts for deal screening, yield modelling, investment memos, and due diligence.
Give Claude Code your buy box. Point it at a folder of deal packs. It reads every one and returns a ranked shortlist — without you opening a single document.
Prompts 1, 2 & 3 in the library
Claude Code reads your spreadsheets, pulls in new data, and rebuilds your portfolio summary on demand. No manual updates. One command, full picture.
Prompts 4 & 5 in the library
Feed it a deal pack. Claude Code parses the documents, extracts the financials, and produces a structured memo. Client-ready in minutes, not hours.
Prompts 6 & 7 in the library
Screen any acquisition against your buy box in seconds.
Go / No Go verdict with clear reasoning
Generate a sourcing brief to share with agents and sourcers.
Consistent deal flow from your network
Benchmark any deal against recent comparables before you negotiate.
Data-backed offer range in minutes
Model returns across base, bull, and bear scenarios before you commit.
Full scenario analysis in under 60 seconds
Identify underperformers, concentration risk, and where your capital is working hardest.
Clear view of where to act first
Paste a deal pack. Get a client-ready memo with executive summary, financials, risks, and recommendation.
Investor-ready memo in under 10 minutes
Values, rents, days on market, supply pipeline — for any location and asset type.
Data-backed location decisions
Local plan status, Article 4 directions, permitted development constraints — summarised for any area.
No planning surprises after exchange
Score any deal across five dimensions, each rated 1–10 with reasoning and mitigants.
Structured risk view before you exchange
Full DD checklist tailored to any acquisition, with the three highest-priority items flagged.
Nothing missed, nothing wasted
The more context you give, the better the output.
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