Does it handle complex debt structures?

It supports multi-tranche debt structures including Revolvers, Term Loan A, Term Loan B, and Subordinated Debt with automated payment waterfalls.

Can this skill calculate returns like IRR and MoM?

Yes, it automatically calculates Internal Rate of Return (IRR) and Money-on-Money (MoM) multiples based on exit valuation and initial equity investment.

Is it suitable for professional deal screening?

Yes, it is designed for initial deal analysis, investment committee prep, and running various 'what-if' financial scenarios with built-in sensitivity tables.

What is the Excel LBO Modeler skill?

It is a specialized Claude Code skill that builds comprehensive 6-sheet leveraged buyout models in Excel following private equity industry standards.

Does the model include covenant tracking?

Yes, the skill creates a dedicated Debt Covenants sheet to monitor leverage and coverage ratios like Total Debt/EBITDA and EBITDA/Interest Expense.

Excel LBO Modeler

Name: Excel LBO Modeler
Author: BbgnsurfTech

byBbgnsurfTech

•

Data Science & ML

Automates the creation of professional-grade Leveraged Buyout (LBO) models in Excel for private equity and investment analysis.

The Excel LBO Modeler skill enables Claude to construct comprehensive, industry-standard LBO models featuring automated debt schedules, cash flow waterfalls, and IRR/MoM return calculations. It streamlines the financial modeling process by generating structured Excel sheets for transaction summaries, sources and uses, operating projections, and sensitivity analyses, making it an essential tool for deal screening, investment committee preparation, and financial training.

Key Features

01Creates sensitivity tables for exit multiples, hold periods, and growth

02Automates complex debt paydown waterfalls and interest calculations

033 GitHub stars

04Generates a complete 6-sheet Excel LBO model structure

05Includes automated debt covenant tracking and leverage alerts

06Calculates Internal Rate of Return (IRR) and Money-on-Money (MoM) multiples

Use Cases

01Preparing financial models for investment committee presentations

02Performing rapid deal screening and initial private equity transaction analysis

03Modeling dividend recapitalizations and debt refinancing scenarios

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add bbgnsurftech/claude-skills-collection excel-lbo-modeler

For use in Claude.ai and ChatGPT

Download Skill