lbo-model

Automate LBO model construction and validation in Excel.

1|Updated Mar 5, 2026
One-click install
npx skills add https://github.com/smrik/ai-fund --skill lbo-model-smrik
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: lbo-model
Source: https://github.com/smrik/ai-fund/tree/main/skills/financial-analysis/skills/lbo-model
Command: npx skills add https://github.com/smrik/ai-fund --skill lbo-model-smrik

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl, and includes scripts (resource) components.

What problem does it solve?

This skill eliminates manual errors and formatting inconsistencies in Leveraged Buyout (LBO) modeling by enforcing strict financial logic, standardized Excel formula conventions, and automated verification checks.

Core Features & Use Cases

  • Template-Driven Modeling: Automatically populates and structures LBO models based on provided Excel templates, ensuring consistency across deal materials.
  • Financial Logic Enforcement: Implements robust, dynamic Excel formulas for debt schedules, tax calculations, and returns analysis (IRR/MOIC) while preventing circular references.
  • Automated Validation: Runs programmatic checks to ensure balance sheet integrity, correct sign conventions, and formula accuracy before final delivery.

Quick Start

Use the lbo-model skill to populate the attached LBO template with the provided transaction assumptions and run the verification suite.

Frequently Asked Questions about lbo-model

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

FAQPage Schema
How do I automate LBO modeling in Excel without creating circular references?

Automate LBO modeling in Excel by using template-driven formulas for debt schedules and tax calculations that programmatically enforce financial logic and prevent circular references.

How do I ensure balance sheet integrity in a private equity LBO model?

Ensure balance sheet integrity in an LBO model by running automated validation checks that verify formula accuracy, correct sign conventions, and structural balance before final delivery.

Does openpyxl support complex debt paydown waterfalls and IRR calculations?

Yes, openpyxl supports complex debt paydown waterfalls and IRR calculations by programmatically constructing dynamic Excel formulas for private equity returns analysis.

What is the best way to standardize Excel formula color-coding for investment banking deals?

Standardize Excel formula color-coding for investment banking deals by using an automated template-driven modeling approach that requires strict adherence to predefined formatting conventions.

Can I run sensitivity analysis for LBO transactions using Python?

Yes, you can run sensitivity analysis for LBO transactions using Python by automating the population of transaction assumptions into an Excel template and structuring dynamic return formulas.