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SkillReady to runFinance

IB Excel Formatting

Written in-house · editorially graded

Every SkillsBank offering is written in-house — never scraped or crowd-sourced — and graded against a fixed editorial rubric in a separate grading step.

Dry-run test passed · Jun 12, 2026

Trigger check passed

Editorially graded · Jun 14, 2026

Applies authentic investment-banking formatting and construction conventions to any financial model in Excel — blue inputs / black formulas / green cross-tab links, IB number-format strings, sign and units discipline, a clean tab structure, visible check rows, and model-specific conventions for three-statement models, LBOs, DCFs, and comps. Use when building, editing, or bringing any financial model up to IB standard.

What you get

An installable SKILL.md file for your AI assistant. Produces an Excel workbook (.xlsx).

Works in
Claude Code · Cursor
Native — drops into .claude/skills/
Copilot · Codex · Gemini CLI
Native — reads .agents/skills/
claude.ai — web & desktop
Upload the .zip in Customize → Skills
ChatGPT
Via a Project — paste into its instructions

See it in action

A real input → output sample

Sample input
Build me an LBO model in Excel for a $450M industrials buyout — 5-year hold, 55/45 debt-equity split, base and downside cases. I don't have an exit multiple yet.
Sample output
Sample Excel output produced by the IB Excel Formatting skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
Your model, delivered as lbo_industrials_450m.xlsx and IB-formatted as it was built:
- Four sheets in standard order — Assumptions, Inputs, Calculations, Outputs — plus a hidden Audit sheet
- Blue inputs, black same-sheet formulas, green cross-sheet links; negatives in parentheses
- Currency and percentage formats applied; named ranges follow SHEETNAME_DESCRIPTIVE
- Exit multiple defaulted to 8.0x EV/EBITDA and flagged yellow with an "Unverified assumption" note — swap in your number and the returns recalculate

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