LBO Model - Template-Focused Excel Modeling Skill

What it does

This skill guides an agent to complete Leveraged Buyout (LBO) models in Excel using a provided template. It focuses on inserting correct formulas (never hardcoded values), maintaining sign conventions, building debt schedules, running verification checks (balances, cash flows, IRR/MOIC), and applying professional formatting standards.

When to use it

Use when a user needs a completed LBO model for private equity analyses, fundraising materials, investment committee decks, or valuation work. Trigger when the user asks for "LBO model", "fill LBO template", "private equity model", or attaches an LBO Excel template. The skill insists on using an attached template if provided.

What's included

• Scripts: none bundled (has_scripts=false)
• References: none bundled (has_references=false)
• Instructions: extensive step-by-step rules for template analysis, formula-filling hierarchy, verification checklist, common error avoidance, formatting and color conventions, and guidance for cash sweep, debt paydown, and sensitivity tables. The SKILL.md also prescribes a post-completion verification process using a provided recalc script.

Compatible agents

Best for agents capable of spreadsheet manipulation and running verification scripts (Claude/Code assistants, automation agents with xlsx tooling). Works where the agent can read/upload templates and write back completed Excel files.