Agentic Toolkit

Claude Value Investing Toolkit

Created by ex-J.P. Morgan, McKinsey and Deloitte professionals, this Toolkit includes AI agents that invest in listed companies the way disciplined long-term value investors do, from the investment strategy and the screener to the moat, the owner earnings, the intrinsic value, the thesis, the purchase plan and the portfolio dashboard.

32 AI skills, 5 agents and 128 prompts do the work in hours rather than months. A library of 100+ frameworks, tools and best practices, across 400 editable PPT slides, 35 Excel sheets and 52 minutes of video training, teaches you to think like a seasoned value investor.

The Toolkit works with Claude and any other AI model.

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How it works

Three steps from a question to a finished deliverable

Step 1

Type your prompt

Describe what you need in plain language. Use one skill on its own for a single task, or run them one at a time in phase order to take an investment from the strategy and the first idea to the purchase and the yearly review. Not sure how to start? Use one of the 128 ready-to-use prompts and replace the example facts with yours. If a required fact is missing, the agent in charge will ask for it.

Step 2

AI agents run the method

Five AI agents use the skills to run the method: the Chief Investment Officer scopes, reviews and signs off, the Portfolio Manager writes the strategy, the rules and the decisions to buy and sell, the Equity Analyst finds the ideas and studies each company, from the moat and the managers to the thesis, the Valuation Analyst reads the accounts, values the company and builds the workbooks, the Presentation Designer lays out every page.

Step 3

Open your deliverable

A McKinsey-style deliverable in PowerPoint or an analysis workbook in Excel. Fully editable, saved, and ready to feed the next deliverable.

Your 6-Phase approach

Every phase comes with its AI skills, and every skill produces a finished deliverable

Tap a phase to see its skills and one of its deliverables.

Phase I · Investment strategy

Set the rules before any stock is studied, from the return objective to the limits of the portfolio.

1Investment strategy statement
2Investment principles and checklist
3Portfolio strategy
4Circle of competence map
5Current portfolio review

Your AI investment team

Five AI agents work like the team of a value investing firm, from the chief investment officer to the analysts

Chief Investment Officer

Scopes every skill, holds the gates, reviews every deliverable against the checks, signs it off or sends it back, and delivers it.

Portfolio Manager

Sets the rules and takes the decisions, from the investment strategy, the principles and the portfolio limits to the devil’s advocate review, the purchase plan, the sales and the annual review.

Equity Analyst

Finds the ideas and studies the companies, from the top investor holdings and the write-ups to the business model, the moat, the managers, the risks and the investment thesis.

Valuation Analyst

Reads the accounts and values the company, from the screener and the owner earnings to the intrinsic value and the margin of safety, and builds and audits every workbook.

Presentation Designer

Designs McKinsey-style PowerPoint deliverables.

Your value investing library

100+ frameworks, tools and best practices, across 400 editable PPT slides, 35 Excel sheets and 52 minutes of video training, that teach you to think like a seasoned value investor

Excel model: net worth calculator and dashboard, completed in four steps

PowerPoint slides: Warren Buffett’s value investing philosophy, from Mr. Market to the margin of safety

PowerPoint slides: Warren Buffett’s value investing strategy, from the objective to the investment frequency

Excel model: stock watchlist and screener with real-time data

Excel models: discounted owner earnings valuation and stock investment assessment

Excel model: automated stock analysis tool with real-time data from Financial Modeling Prep

What you get

Benefits of our Agentic Toolkits

Get tier-1 consulting work without the tier-1 fees

An engagement with a McKinsey, Deloitte or BCG team costs $1M+. Our Agentic Toolkits give you the same deliverables for a fraction of that, with lifetime use.

Let agents do the work in hours rather than months

Type your prompt, and the AI agents use our skills to run our multi-phase approach and produce McKinsey-style and J.P. Morgan-style deliverables in PowerPoint and Excel.

Learn to think like a tier-1 consultant

Each Toolkit comes with a library of frameworks, tools and best practices, plus video training, that show you how the Fortune 100, the tier-1 consulting firms and the tier-1 investment banks think and work.

Get free support from tier-1 consultants

Our ex-McKinsey, Deloitte and BCG consultants answer your questions regarding the Toolkits, free of charge.

Build your organization's own capability

Your team runs the same multi-phase approach and produces the same deliverables the tier-1 consulting firms and investment banks do, project after project, without depending on outside advisors.

Become your organization's go-to person

Bring your stakeholders world-class answers to their business problems, and be the one they turn to when the next question comes up.

Verified reviews

What our clients say about our Toolkits

4.89,000+ Ratings

Elise Barho

Director at Huron Consulting Group

Invaluable resource for my consulting firm

With all these toolkits, Domont Consulting provided an invaluable resource for me and my Consulting Firm. It would have taken us more than a year to create the same Toolkits on our own!

Rich Byrnes

VP Strategy & Development at Global Technology Solutions Group

Bought your Gold access. Smartest money

I bought your Gold access a while back and I'm pretty sure it's the smartest money I've spent in my 48 years in business.

Emily Carter

Entrepreneur

A team of McKinsey style AI agents

I have been using your Toolkits for many years to run my different businesses and my favorite one is the agentic toolkit Claude business strategy toolkit, as it gave me a team of McKinsey style AI agents. Though, I'm a little bit disappointed that you do not have more agentic toolkits.

Xavier Rachida

Strategy Executive

Better profit margin

The corporate and business strategy toolkit helped us clearly define our vision, strategic objectives and the initiatives required to reach our strategic objectives. By being clear on these 3 components, we were able to make the most of our financial and human resources. The company is now way more structured and our profit margin went from 12% to 19% in 1 year.

Hilda Wallace

Business student

I'm a student from India. Can't afford it

All these materials seem great but I'm a business student located in India and can't afford it. They should have different prices for students from developing countries.

Daniel Cenza

Manager at KPMG

Great complement to our own frameworks

We currently have a dozen management consultants from singapore, Italy and the US currently using their toolkits as a great complement to our own frameworks.

Anand Bais

Senior Manager at Capgemini

World-class toolkits

Your toolkits and templates are truly world-class. I will be buying more toolkits in the next few months (as soon as business starts picking up in the ANZ region).

James Misery

Strategy Consultant

$750K+ of savings

Now that we have access to all these frameworks, Tools & Templates, we don’t have to spend as much in management consulting fees, which resulted in $750K+ of savings.

Marco Spinner

Independent Management Consultant

Truly useful! Though website not always clear

"Thank you so much for your service. I am glad I found your website! Truly useful! Though, it was not crystal clear on your website that the strategic plan template was part of the corporate & business strategy toolkit."

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