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DCF Validation Checklist

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Jun 14, 2026

Editorially graded · Jun 14, 2026

This prompt generates a comprehensive checklist for reviewing and validating DCF models, covering key areas such as input assumptions, calculation methodology, and output interpretation. The user provides the DCF model and input parameters, and the prompt produces a detailed report highlighting potential errors, inconsistencies, and areas for improvement. The output includes a checklist of review questions, a summary of potential issues, and recommendations for model refinement.

What you get

A ready-to-paste prompt you can drop into your AI. Produces a Word document (.docx).

Works in
Claude · ChatGPT · Gemini
Paste it in, fill the [brackets]
Any AI assistant
Works anywhere you can paste text

See it in action

A real input → output sample

Sample input
I'm a junior analyst at a PE firm, and I've built a DCF model for a late-stage SaaS portfolio company. Unfortunately I can't share the actual Excel file due to confidentiality, but I can describe the key assumptions. Revenue $200M in 2023, growing at 25% for 2024-2025, then 20% for 2026-2027, then 15% terminal growth. COGS = 30% of revenue, opex (R&D, S&M, G&A) modeled as % of revenue with slight operating leverage. CapEx = 5% of revenue, Depreciation = 4% of revenue. Net working capital is negative (subscription model). Tax rate 25%. WACC: Rf 4%, Equity risk premium 5.5%, beta 1.2 (from Yahoo Finance), cost of debt 4% pre-tax. I used target D/E of 30%? I'm not sure. No terminal value method set yet. The use case is internal valuation for quarterly review. Country: US. Thanks!
Sample output
Sample Word output produced by the DCF Validation Checklist prompt
Produced by an AI assistant following this prompt on the sample input above.
View the full output as text
Example Output
I’ve attached the DCF Model Review & Validation Report as a DOCX file (DCF Review & Validation — SaaS Portfolio Company — UndatedModel.docx). It contains 3 critical, 5 moderate, and 4 minor findings. Please review the Reader Note for assumptions made.

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