Build a DCF Model with Claude in Excel

Hosted by Matt Burton and Christian Burton

107 students

In this video

What you'll learn

Build a Financial Model Using Claude

Generate a 5-year DCF with revenue projections, cost structure, and free cash flow from plain-English assumptions.

Add Scenario and Sensitivity Analysis

Stress-test your model with bull/base/bear scenarios and two-way sensitivity tables — no formulas by hand.

Apply This Workflow to Any Business Case

Use the same pattern — assumptions in, model out — for budgets, forecasts, pricing, or any spreadsheet analysis.

Why this topic matters

We recently built a full 5-year DCF with scenario analysis, sensitivity tables, unit economics, and monthly cash flow — entirely inside Excel using Claude. No  VBA. No formulas by hand. No finance degree required. In this live demo, we'll build a business case from scratch so you can see exactly how it works.

You'll learn from

Matt Burton

CEO & Founder, SAVANT-AI

Matt Burton is the founder of SAVANT-AI and creator of the SAVANT 5™ framework, which measures AI maturity at both the individual and organizational level. He trains executive teams at Fortune 500 and mid-market companies to deploy AI tools for measurable business results. His current focus is agentic architecture, multi-agent systems, and building micro-SaaS solutions for clients. Currently on the marketing faculty at Golden Gate University, Matt is a former Private Banker at J.P. Morgan and has taught at Columbia University's School of Engineering and Parsons School of Design. His clients routinely report cutting hours-long workflows to minutes—one CEO described doing in 2 minutes what used to take 20. Matt is a United States Marine Corps veteran.

Christian Burton

Co-Founder, SAVANT-AI · President, Savant Games

Christian Burton is co-founder of SAVANT-AI and President of Savant Games. He has spent his life at the intersection of technology, interactive design, and game mechanics—and now brings that focus to how people learn through gamification of the learning process. Christian is SAVANT-AI's automation architect, building the workflows, agents, and M365 Copilot implementations that Fortune 500 and mid-market clients actually deploy. His favorite part of executive training is the problem-solving—engineering workflow automations, building better Digital Twins, and creating custom AI tools that non-technical professionals can use on day one.

Working in Partnership with:

NVIDIA
Dell
Amazon Web Services
Google
Microsoft

Go deeper with a course

AI Mastery for Business Leaders
Matt Burton and Christian Burton
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