Does this skill handle multiple contraction?

Yes, if the valuation multiple decreases over the holding period, the skill will quantify it as a negative 'multiple contraction' component in the attribution bridge.

What is value creation attribution in Private Equity?

It is a financial analysis technique used to break down the total return of an investment into specific drivers: revenue growth, margin improvement, valuation multiple changes, and debt paydown.

Can it distinguish between organic and M&A growth?

If you provide a revenue bridge with organic vs. acquisitive splits, the skill can further decompose the revenue growth contribution into same-store and inorganic components.

Is the output suitable for LP reporting?

Yes, the skill generates standardized tabular data and narrative summaries specifically designed for use in annual meeting presentations and Limited Partner reports.

Which data points are required for this skill to work?

You need entry and current/exit metrics including Enterprise Value, Equity Value, EBITDA, Revenue, and Net Debt balances, along with any capital flows like dividends or follow-on investments.

PE Value Creation Attribution

Name: PE Value Creation Attribution
Author: lev-os

bylev-os

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分析と監視

Decomposes private equity returns into revenue growth, margin expansion, multiple expansion, and leverage paydown for detailed portfolio analysis.

The PE Value Creation Attribution skill provides a standardized framework for private equity professionals to analyze the drivers of investment returns. By breaking down the change in equity value into operational and financial components, it helps investment teams create data-driven narratives for exit case studies, quarterly portfolio monitoring, and Limited Partner (LP) reporting. The skill automates the complex reconciliation of EBITDA growth, valuation shifts, and debt deleveraging, ensuring that every dollar of value created is accurately attributed and cross-checked against financial statements.

主な機能

01Automated equity bridge and waterfall chart data generation

02Multi-factor return decomposition including revenue, margin, and multiple effects

032 GitHub stars

04Quantitative MOIC contribution analysis per value driver

05Comprehensive quality checks for EBITDA consistency and debt reconciliation

06Segmentation of organic versus acquisitive (M&A) growth impacts

ユースケース

01Performing post-mortem analysis on exited deals to inform future underwriting and strategy

02Preparing exit case studies to demonstrate operational value-add to prospective buyers

03Generating quarterly portfolio company performance reviews for Investment Committees

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

主な機能

01Automated equity bridge and waterfall chart data generation

02Multi-factor return decomposition including revenue, margin, and multiple effects

032 GitHub stars

04Quantitative MOIC contribution analysis per value driver

05Comprehensive quality checks for EBITDA consistency and debt reconciliation

06Segmentation of organic versus acquisitive (M&A) growth impacts

ユースケース

01Performing post-mortem analysis on exited deals to inform future underwriting and strategy

02Preparing exit case studies to demonstrate operational value-add to prospective buyers

03Generating quarterly portfolio company performance reviews for Investment Committees