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Returns Analysis

Generate Private Equity deal financial models with IRR and MOIC sensitivity analysis.

145|36|Updated Feb 26, 2026
Search Tags:#returns analysis#sensitivity analysis#IRR#private equity#MOIC#deal evaluation
One-click install
npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill returns-analysis-w95
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Returns Analysis
Source: https://github.com/w95/awesome-claude-corporate-skills/tree/main/02-finance-accounting/returns-analysis
Command: npx skills add https://github.com/w95/awesome-claude-corporate-skills --skill returns-analysis-w95

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the creation of financial models to analyze Private Equity deal returns, including Internal Rate of Return (IRR) and Multiple of Invested Capital (MOIC) sensitivities. It helps in deal evaluation, assumption stress-testing, and preparing investment committee materials.

Core Features & Use Cases

  • Deal Input Gathering: Collects essential deal metrics like entry EBITDA, multiples, debt, fees, growth rates, and exit assumptions.
  • Base Case Returns Calculation: Computes key return metrics (MOIC, IRR) and visualizes the returns waterfall.
  • Sensitivity Analysis: Generates 2-way sensitivity tables for various input combinations (e.g., Entry Multiple vs. Exit Multiple).
  • Scenario Planning: Builds Bull, Base, and Bear case scenarios for comprehensive analysis.
  • Output Generation: Produces an Excel workbook with detailed analysis and a one-page summary for presentations.

Quick Start

Build a returns analysis for a new deal using the provided deal inputs.

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 sensitivities for a private equity deal?▼

Calculating IRR and MOIC sensitivities for a private equity deal requires inputting entry EBITDA, multiples, leverage, and growth assumptions to generate 2-way sensitivity tables and Bull, Base, Bear scenarios.

What is private equity sensitivity analysis used for in deal evaluation?▼

Private equity sensitivity analysis is used in deal evaluation to stress-test assumptions by varying entry and exit multiples, leverage, growth, and hold periods to determine their impact on IRR and MOIC returns.

Can I generate an Excel workbook with investment committee summaries for LBO returns?▼

Yes, you can generate an Excel workbook with investment committee summaries for LBO returns. The output includes detailed financial analysis, returns waterfalls, and a one-page executive summary.

What inputs are needed to model private equity returns and build Bull, Base, and Bear scenarios?▼

Inputs needed to model private equity returns and build Bull, Base, and Bear scenarios include entry EBITDA, entry and exit multiples, debt amounts, fees, growth rates, and hold period assumptions.

Does this returns analysis approach support 2-way sensitivity tables for entry and exit multiples?▼

Yes, this returns analysis approach supports 2-way sensitivity tables for entry and exit multiples. It calculates IRR and MOIC variations across multiple input combinations to visualize potential returns.

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