Is this model suitable for professional investment memos?

Yes, the skill follows industry-standard private equity practices for modeling, making it an excellent foundation for initial investment committee presentations and deal screening.

Can I customize the debt structure in the model?

Yes, the skill supports multiple debt tranches including Revolvers, Term Loans A and B, and Subordinated Debt with customizable interest rates, amortization, and payment priorities.

Does it include sensitivity analysis?

Absolutely. The model automatically builds sensitivity tables that analyze how variations in exit multiples, entry multiples, and EBITDA growth impact the transaction's returns.

What does the Excel LBO Modeler skill do?

It generates a comprehensive 6-sheet leveraged buyout (LBO) model in Excel, covering transaction sources and uses, five-year operating projections, complex debt schedules, and IRR calculations.

Excel LBO Modeler

Name: Excel LBO Modeler
Author: BbgnsurfTech

byBbgnsurfTech

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Productivity & Workflow

Builds comprehensive leveraged buyout (LBO) models in Excel for professional private equity deal analysis.

About

The Excel LBO Modeler skill empowers Claude to construct professional-grade 6-sheet financial models for private equity transactions. It automates the creation of complex transaction summaries, sources and uses, operating projections, and debt schedules featuring cash flow waterfalls. This skill is specifically designed for investment professionals and analysts who need to perform rapid deal screening, calculate internal rates of return (IRR), and conduct rigorous financial stress-testing using industry-standard sensitivity tables and debt covenant analysis.

Key Features

Automated 6-sheet Excel model architecture including Transaction Summary and Returns Analysis
Dynamic sensitivity tables for IRR and MoM based on exit multiples and hold periods
Integrated debt covenant tracking for leverage and coverage ratio compliance
Customizable financing structures for Revolvers, Term Loans, and Subordinated Debt
Complex debt paydown waterfall logic with excess cash flow sweeps and mandatory amortization
3 GitHub stars

Use Cases

Rapidly screening private equity investment opportunities and calculating potential IRR/MoM
Building robust financial models for investment committee presentations and deal memos
Conducting sensitivity analysis on entry/exit multiples and operating performance scenarios

About

Key Features

Automated 6-sheet Excel model architecture including Transaction Summary and Returns Analysis
Dynamic sensitivity tables for IRR and MoM based on exit multiples and hold periods
Integrated debt covenant tracking for leverage and coverage ratio compliance
Customizable financing structures for Revolvers, Term Loans, and Subordinated Debt
Complex debt paydown waterfall logic with excess cash flow sweeps and mandatory amortization
3 GitHub stars

Use Cases

Rapidly screening private equity investment opportunities and calculating potential IRR/MoM
Building robust financial models for investment committee presentations and deal memos
Conducting sensitivity analysis on entry/exit multiples and operating performance scenarios