Claude valuation report creation
What you'll need
Claude Sonnet/Opus Gemini Deep Research Perplexity
How to do it
Create comprehensive company valuation reports using Claude's document capabilities. Process: 1. Use Gemini Deep Research for company profile. 2. Use Perplexity for raw financial data (income statement, balance sheet, cash flow). 3. Provide sales pipeline data. 4. Task Claude to: Read and analyze sales pipeline, create 2 compelling charts with insights, read company background and financials, then create PDF report with: opening paragraph about company, industry overview with company position, sales data section with graphs, properly formatted multi-year financial statements. Claude outperformed ChatGPT Agent mode and Perplexity Labs which had formula/logic errors.