lbo-model

Build Excel LBO models with formulas for IRR, MOIC, and sensitivity tables.

Updated Apr 9, 2026
One-click install
npx skills add https://github.com/MarbleSodas/Mavis --skill lbo-model-marblesodas
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: lbo-model
Source: https://github.com/MarbleSodas/Mavis/tree/main/optional-skills/finance/lbo-model
Command: npx skills add https://github.com/MarbleSodas/Mavis --skill lbo-model-marblesodas

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill removes the complexity of creating a correct, dynamic leveraged buyout (LBO) model by generating an Excel-based structure with validated formulas and professionally formatted outputs.

Core Features & Use Cases

  • Template-first LBO building: Uses an attached Excel template if provided; otherwise starts from the standard examples/LBO_Model.xlsx layout.
  • Dynamic Excel math: Writes all calculations as Excel formulas (no hardcoded computed values) and runs a recalculation step via the excel-author workflow.
  • Full LBO coverage: Builds Sources & Uses, Operating Model, Debt Schedule, Returns analysis (IRR/MOIC), and sensitivity tables aligned to the template.

Quick Start

Build an LBO model in an .xlsx file using my attached template, filling in sources & uses, operating projections, debt schedule, returns (IRR/MOIC), and a properly wired sensitivity table for my assumptions.

Frequently Asked Questions about lbo-model

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a leveraged buyout model in Excel with dynamic formulas?

Build a leveraged buyout model in Excel by providing operating projections and financing assumptions to a template-driven generator. This creates a structured .xlsx file with dynamic formulas for Sources & Uses, Debt Schedule, and Returns analysis without hardcoded values.

Can I generate IRR and MOIC sensitivity tables in an LBO Excel model?

Yes, generating IRR and MOIC sensitivity tables is a core feature. The model wires sensitivity outputs directly to your assumption inputs and uses a post-write recalculation step to ensure all return metrics update correctly within the Excel file.

Do I need a custom Excel template to create a private equity LBO model?

No, a custom Excel template is not required. The LBO model can start from a standard built-in layout if no template is provided, filling in operating projections, debt schedule, and returns analysis based on your sponsor-case assumptions.

What is the best way to automate debt schedule and sources & uses calculations for an LBO?

Automate debt schedule and Sources & Uses calculations by using openpyxl to write validated Excel formulas programmatically. This ensures all financing mechanics remain dynamic and consistent with operating projections throughout the model.

Why do my Excel LBO model returns show errors after writing formulas with openpyxl?

Excel LBO model returns may show errors because openpyxl writes formulas but does not calculate them natively. A post-write recalculation step via an excel-author workflow is required to update IRR, MOIC, and sensitivity outputs correctly.

Does this LBO modeling approach work for private equity screening and pitching?

Yes, this LBO modeling approach works for private equity screening and illustrative pitching. It ensures operating projections, financing mechanics, and returns analysis remain consistent, making it suitable for sponsor-case valuation scenarios.