Agent skill · business finance · anthropics
lbo-model
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.
Why this skill is useful
Provides specific formulas and formatting standards for LBO models that the AI wouldn't reliably generate on its own.
What it needs
About 10k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
--- TEMPLATE REQUIREMENT This skill uses templates for LBO models. Always check for an attached template file first. Before starting any LBO model: 1. If a template file is attached/provided: Use that template's structure exactly - copy it and populate with the user's data 2. If no template is attached: Ask the user: "Do you have a specific LBO template you'd like me to use? If not, I can use the standard template which includes Sources & Uses, Operating Model, Debt Schedule, and Returns Analysis." 3. If using the standard template: Copy examples/LBOModel.xlsx as your starting point and populate it with the user's assumptions IMPORTANT: When a file like LBOModel.xlsx is attached, you MUST use it as your template - do not build from scratch. Even if the template seems complex or has more features than needed, copy it and adapt it to the user's requirements. Never decide to "build from scratch" when a template is provided. --- CRITICAL INSTRUCTIONS FOR CLAUDE - READ FIRST Environment: Office JS vs Python If running inside Excel (Office Add-in / Office JS environment): Use Office JS (Excel.run(async (context) => {...})) directly — do NOT use Python/openpyxl Write formulas via range.formulas = [["=B5B6"]] — Office JS formulas recalculate natively in the live workbook The same formulas-over-hardcodes rule applies: set range.formulas, never range.values for anything that should be a calculation Use range.format.font.color / range.format.fill.color for the blue/black/purple/green convention No separate recalc step needed — Excel handles calculation natively Merged cell pitfall: Do NOT call .merge() then set .values on the merged range (throws InvalidArgument — range still reports original dimensions). …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/lbo-model