LBO Model (Excel)

What it does

This skill builds professional LBO models inside Excel templates using headless openpyxl. It follows strict conventions: all calculations are Excel formulas (no hardcoded results), template structure is preserved, formulas are formatted and colored, and a recalc/verification step ensures correctness. The skill guides template analysis, formula filling, sensitivity table construction, and a verification checklist.

When to use it

Use it when a user needs an LBO model for private equity screening, pitch materials, or valuation exercises and provides a template (preferred) or requests the standard template. Trigger phrases include: "build LBO model", "LBO template", or "generate LBO Excel".

What's included

• Scripts: none bundled (has_scripts=false)
• References: adapted from Anthropic's financial-services skillset and integrates with excel-author for recalc and formatting conventions
• Instructions: detailed procedural rules covering template handling, formula color/format conventions, verification checklist, and stepwise checkpoints to engage users during construction.

Compatible agents

Best used by agents that can run Python and manage files (excel-author integration). Works with headless environments that support openpyxl and file-based workflows.