lbo-model
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.
Best for Private equity professionalsWorks with GitHubLow risk
⌘source
- author
@anthropics- language
- Python
★11kstars
1.5kforks
May 6, 2026
✦overview.md
Key Features
- ·Fills LBO model formulas
- ·Validates calculations
- ·Ensures professional formatting
- ·Adapts to any template structure
Use Cases
- →Completing LBO model templates for private equity transactions
- →Populating deal materials with user assumptions
- →Preparing investment committee presentations
Best for
- ✓Private equity professionals
- ✓Investment bankers
- ✓Deal teams
Not ideal for
- !Non-financial modeling tasks
- !Ad-hoc one-off calculations
name
lbo-model
description
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.
TEMPLATE REQUIREMENT
This skill uses templates for LBO models. Always check for an attached template file first.
Before starting any LBO model:
- If a template file is attached/provided: Use that template's structure exactly - copy it and populate with the user's data
- If no template is attached: Ask the user: "Do you have a specific LBO template you'd like me to use? If not, I can use the standard template which includes Sources & Uses, Operating Model, Debt Schedule, and Returns Analysis."
- If using the standard template: Copy
examples/LBO_Model.xlsxas your starting point and populate it with the user's assumptions
IMPORTANT: When a file like LBO_Model.xlsx is attached, you MUST use it as your template - do not build from scratch. Even if the template seems complex or has more features than needed, copy it and adapt it to the user's requirements. Never decide to "build from scratch" when a template is provided.
CRITICAL INSTRUCTIONS FOR CLAUDE - READ FIRST
Environment: Office JS vs Python
If running inside Excel (Office Add-in / Office JS environment):
$install
1-click copynpx skills add anthropics/financial-services --skill lbo-modelSafety assessment
★
Clarity score
How clear and easy to understand the SKILL.md instructions are, rated from 1 to 5.
3/ 5
goodMostly clear, but there are still a few confusing or poorly structured parts.
◎
Actionability score
How directly an agent can act on the SKILL.md instructions, rated from 1 to 5.
3/ 5
mediumPartially actionable with several concrete steps, but still missing important details.