Returns Analysis

Calculate IRR and MOIC across entry and exit multiples for private equity deals.

34.1k|5.1k|Updated Feb 23, 2026
One-click install
npx skills add https://github.com/anthropics/financial-services-plugins --skill returns-analysis-anthropics
Or copy as Structured Prompt for Agent
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Skill: Returns Analysis
Source: https://github.com/anthropics/financial-services-plugins/tree/main/private-equity/skills/returns-analysis
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill returns-analysis-anthropics

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the creation of sensitivity tables and scenario analyses for Private Equity deal evaluation, simplifying complex return modeling.

Core Features & Use Cases

  • IRR/MOIC Sensitivity Tables: Quickly generate matrices showing returns across various entry/exit multiples, growth rates, and hold periods.
  • Scenario Planning: Model returns under bull, base, and bear market conditions.
  • Use Case: When evaluating a new deal, use this Skill to instantly see how changes in entry valuation or exit multiples impact the projected Internal Rate of Return (IRR) and Multiple on Invested Capital (MOIC).

Quick Start

Use the returns analysis skill to build an IRR/MOIC sensitivity table for a deal with an entry EBITDA of $50M, entry multiple of 10x, and exit multiple ranging from 8x to 12x.

Frequently Asked Questions about Returns Analysis

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

FAQPage Schema
How do I calculate IRR and MOIC sensitivity tables for private equity deals?

To calculate IRR and MOIC sensitivity tables for private equity deals, input your entry EBITDA, entry multiple, and exit multiple range to instantly generate matrices showing returns across various entry/exit multiples, growth rates, and hold periods.

What is the best way to model private equity returns under different leverage scenarios?

Modeling private equity returns under different leverage scenarios involves analyzing IRR and MOIC across bull, base, and bear market conditions, allowing you to see how changes in entry valuation or exit multiples impact projected returns.

Can I generate waterfall breakdowns for an investment committee presentation?

Yes, you can generate waterfall breakdowns for an investment committee presentation by modeling deal returns that include entry and exit multiples, leverage scenarios, growth projections, and hold periods to support deal evaluation.

How do I build a scenario analysis showing returns across varying hold periods and growth projections?

Build a scenario analysis showing returns across varying hold periods and growth projections by calculating IRR and MOIC for private equity deals, generating sensitivity tables that map out returns under multiple market conditions.

Does this returns analysis approach work for evaluating deals with a $50M entry EBITDA and 10x multiple?

Yes, this returns analysis approach works for evaluating deals with a $50M entry EBITDA and 10x multiple, allowing you to build an IRR/MOIC sensitivity table with an exit multiple ranging from 8x to 12x for comprehensive deal evaluation.