How does it handle revenue growth versus margin expansion?

It isolates the profit impact of top-line growth at constant entry margins and captures the impact of efficiency gains on the current revenue base separately.

What inputs are required to run a value creation bridge?

You need entry and exit/current metrics including Enterprise Value, EBITDA, Revenue, Net Debt, and any follow-on equity or dividends.

Can this skill be used for unrealized investments?

Yes, it is designed for both periodic portfolio monitoring of unrealized gains and final exit case studies for realized deals.

Does the attribution reconcile to the total equity value?

Yes, the workflow includes specific reconciliation steps to ensure the sum of all drivers matches the total change in equity value and gross MOIC.

What are the primary value drivers this skill tracks?

The skill decomposes returns into revenue growth, margin expansion, multiple expansion or contraction, and leverage/debt paydown.

Value Creation Attribution Tracker

Name: Value Creation Attribution Tracker
Author: lev-os

bylev-os

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Analíticas y Monitorización

Decomposes private equity investment returns into revenue growth, margin expansion, valuation multiples, and leverage paydown.

This skill provides a structured framework for private equity professionals to analyze and attribute investment performance across a portfolio. It guides Claude through a rigorous financial workflow to break down total equity value creation into its fundamental components: revenue growth, EBITDA margin expansion, multiple expansion (or contraction), and debt paydown. By standardizing the math behind the equity bridge, this skill helps investment teams generate consistent, reconciled, and narrative-driven reports for Investment Committee memos, exit case studies, and LP reporting. It ensures that complex interaction effects are handled correctly and that all drivers tie back exactly to the entry and exit equity values.

Características Principales

01Standardized decomposition of PE returns into five core value drivers

02Internal consistency checks to reconcile returns with entry and exit valuations

03Precise quantification of multiple expansion and debt paydown effects

042 GitHub stars

05Automated calculation of revenue vs. margin impact on EBITDA growth

06Generation of ready-to-use equity bridge waterfalls and attribution tables

Casos de Uso

01Conducting post-mortem deal analysis to identify successful underwriting patterns versus external market factors

02Generating quarterly portfolio monitoring reports that attribute performance to specific operational levers

03Preparing exit case studies to illustrate value creation narratives to prospective buyers and LPs

Características Principales

01Standardized decomposition of PE returns into five core value drivers

02Internal consistency checks to reconcile returns with entry and exit valuations

03Precise quantification of multiple expansion and debt paydown effects

042 GitHub stars

05Automated calculation of revenue vs. margin impact on EBITDA growth

06Generation of ready-to-use equity bridge waterfalls and attribution tables

Casos de Uso

01Conducting post-mortem deal analysis to identify successful underwriting patterns versus external market factors

02Generating quarterly portfolio monitoring reports that attribute performance to specific operational levers

03Preparing exit case studies to illustrate value creation narratives to prospective buyers and LPs