How does it handle EBITDA definitions?

It includes quality checks to ensure consistent use of LTM, NTM, or pro forma EBITDA across both entry and current valuation points to prevent calculation errors.

Can it handle complex capital structures?

Yes, the skill accounts for debt tranches, follow-on equity injections, dividend recaps, and management rollover amounts to ensure accurate attribution.

Which financial drivers does this skill track?

It tracks revenue growth, margin expansion, multiple expansion/contraction, leverage paydown, and interaction effects to provide a complete picture of equity value change.

Is the output ready for presentations?

The skill generates both tabular data and structured narrative points that are formatted for easy insertion into waterfall charts and LP reporting slide decks.

Does it support benchmarking?

Yes, if sector trading data is provided, the skill can compare company-specific multiple expansion against broader market re-rating trends.

Private Equity Value Creation Attribution

Name: Private Equity Value Creation Attribution
Author: lev-os

bylev-os

•

Analíticas y Monitorización

Decomposes private equity investment returns into core drivers including revenue growth, margin expansion, multiple shifts, and leverage paydown.

This skill empowers Claude to perform complex financial return decomposition for private equity and leveraged buyout scenarios. It systematically breaks down the change in equity value from entry to exit, attributing gains or losses to specific operational and financial levers such as top-line growth, EBITDA margin improvements, valuation multiple expansion, and debt reduction. It is an essential tool for investment professionals building exit case studies, quarterly portfolio monitoring reports, or Investment Committee memos that require a rigorous, reconciled narrative of how value was created during the holding period.

Características Principales

01Separates organic revenue growth from M&A-driven inorganic growth

02Includes automated quality checks for entry/exit equity reconciliation

03Decomposes total equity returns into five distinct financial drivers

04Calculates MOIC and percentage contributions for each value lever

052 GitHub stars

06Generates structured equity bridge waterfalls and summary attribution tables

Casos de Uso

01Drafting Investment Committee memos for realized or unrealized gain attribution

02Quarterly portfolio monitoring and fund-level performance reporting

03Creating exit case studies for prospective buyers or Limited Partners

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add lev-os/agents tracking-value-creation-attribution

For use in Claude.ai and ChatGPT

Características Principales

01Separates organic revenue growth from M&A-driven inorganic growth

02Includes automated quality checks for entry/exit equity reconciliation

03Decomposes total equity returns into five distinct financial drivers

04Calculates MOIC and percentage contributions for each value lever

052 GitHub stars

06Generates structured equity bridge waterfalls and summary attribution tables

Casos de Uso

01Drafting Investment Committee memos for realized or unrealized gain attribution

02Quarterly portfolio monitoring and fund-level performance reporting

03Creating exit case studies for prospective buyers or Limited Partners