returns-analysis

Build IRR and MOIC sensitivity tables for LBO deal scenarios.

Updated May 27, 2026

Search Tags:#excel #sensitivity analysis #irr #lbo #moic #investment returns #deal modeling

Ready to run

npx skills add https://github.com/cwstedctw/financial-services-tw --skill returns-analysis-cwstedctw

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: returns-analysis
Source: https://github.com/cwstedctw/financial-services-tw/tree/main/taiwan-finance/skills/returns-analysis
Command: npx skills add https://github.com/cwstedctw/financial-services-tw --skill returns-analysis-cwstedctw

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

It helps you evaluate an investment deal by turning deal assumptions into IRR and MOIC results and exposing how returns change under different entry/exit multiples, leverage, and holding periods.

Core Features & Use Cases

建立報酬敏感度表：快速做出以「跨進場倍數、槓桿、出場倍數、成長、持有期間」為主軸的情境矩陣，讓你一眼看懂回報波動。
拆解報酬來源並給出 waterfall：同時呈現 EBITDA 成長、倍數擴張/收縮、債務還本/槓桿效果，以及費用/成本拖累等貢獻。
輸出可用的交付物：提供格式化的 Excel 工作簿（Assumptions、Returns、敏感度表、情境摘要）以及一頁式報酬摘要，適合放進 IC 投資審議簡報。
Use Case：你正在評估一筆 LBO／併購交易，想比較不同的 entry/exit EV/EBITDA 倍數與持有期，並確認在 bull/base/bear 情境下 IRR 與 MOIC 是否達標。

Quick Start

Provide the deal inputs for entry/exit multiples, entry EBITDA, net debt, leverage terms, and growth/hold assumptions to generate an Excel workbook with MOIC/IRR sensitivity tables.

Frequently Asked Questions about returns-analysis

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

FAQPage Schema

How do I build an IRR and MOIC sensitivity table for an LBO deal?▼

You calculate IRR and MOIC by supplying entry/exit multiples, leverage, and growth assumptions to generate a 2-way sensitivity matrix and bull/base/bear scenario outputs for LBO-style deal evaluation.

What is a return sensitivity analysis and how does it evaluate investment deals?▼

Return sensitivity analysis evaluates investment deals by calculating IRR and MOIC across varying entry/exit multiples, leverage, growth, and holding periods to expose how returns fluctuate under different market scenarios.

Can I generate a formatted Excel workbook for investment committee presentations?▼

Yes, you can generate a formatted Excel workbook containing Assumptions, Returns, sensitivity tables, and a one-page summary suitable for investment committee review presentations.

Does this deal modeling tool break down the sources of return in a waterfall?▼

Yes, the deal modeling tool decomposes returns into a waterfall showing contributions from EBITDA growth, multiple expansion/contraction, debt paydown, leverage effects, and fee drag.

What inputs do I need to calculate MOIC and solve for IRR in an LBO model?▼

To calculate MOIC and solve for IRR in an LBO model, you need to provide entry/exit multiples, entry EBITDA, net debt, leverage terms, and growth and holding period assumptions.

How to compare bull, base, and bear scenarios for LBO investment returns?▼

Compare bull, base, and bear scenarios by adjusting entry/exit multiples and leverage assumptions to generate scenario outputs that confirm whether IRR and MOIC targets are met across different market conditions.