Agent skill · business finance · anthropics
returns-analysis
Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on "returns analysis", "IRR sensitivity", "MOIC table", "what's the return at", "model the returns", or "back of the envelope".
Why this skill is useful
Provides detailed domain-specific knowledge for building IRR/MOIC sensitivity tables that the AI wouldn't reliably generate on its own.
What it needs
About 2k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
Returns Analysis Workflow Step 1: Gather Deal Inputs Ask for (or extract from prior analysis): Entry: Entry EBITDA (LTM or NTM) Entry multiple (EV / EBITDA) Enterprise value Net debt at close Equity check size Transaction fees & expenses Financing: Senior debt (x EBITDA, rate, amortization) Subordinated debt / mezzanine (if any) Total leverage at entry (x EBITDA) Equity contribution Operating Assumptions: Revenue growth rate (annual) EBITDA margin trajectory Capex as % of revenue Working capital changes Debt paydown schedule Exit: Hold period (years) Exit multiple (EV / EBITDA) Exit EBITDA (calculated from growth assumptions) Step 2: Base Case Returns Calculate: Metric Value -------- ------- Entry EV Equity invested Exit EBITDA Exit EV Net debt at exit Exit equity value MOIC IRR Cash-on-cash Show the returns waterfall: EBITDA growth contribution Multiple expansion/contraction contribution Debt paydown contribution Fee/expense drag Step 3: Sensitivity Tables Build 2-way sensitivity matrices: Entry Multiple vs. Exit Multiple Exit 6x Exit 7x Exit 8x Exit 9x Exit 10x --- --------- --------- --------- --------- ---------- Entry 7x Entry 8x Entry 9x Entry 10x EBITDA Growth vs. Exit Multiple (at fixed entry) Leverage vs. Exit Multiple (at fixed entry and growth) Hold Period vs. Exit Multiple Show both IRR and MOIC in each cell (IRR / MOIC format). …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/returns-analysis