Skills

Lbo Model

Should be used when completing LBO (Leveraged Buyout) model templates in Excel for...

Install

npx skills add anthropics/financial-services --skill lbo-model -g -a claude-code -y
Category
Documents
Updated
7d ago
License
Apache-2.0
Context cost
Mediumabout 3,000 tokens
Runs scripts
No, instructions only

What it does

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:

  1. If a template file is attached/provided: Use that template's structure exactly - copy it and populate with the user's data
  2. 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."
  3. If using the standard template: Copy examples/LBO_Model.xlsx as 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

Read the whole SKILL.md on GitHub

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