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SkillReady to runValuationFinance

LBO Model Builder

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 13, 2026

Trigger check passed

Editorially graded · Jun 14, 2026

Ingests an existing LBO model workbook and refreshes every market-sensitive input — SOFR/base rate, leveraged loan spreads, public comps EV/EBITDA, precedent transaction multiples — returning a fully editable XLSX and a PDF tear-sheet. Falls back to building a complete, convention-compliant LBO from scratch when no existing file is provided. Use when a deal team needs a live-data-updated or freshly built leveraged buyout model before an IC meeting, credit committee submission, or deal closing.

What you get

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

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
Hi, I need to refresh an LBO model for Acme Manufacturing. I have the existing model file but I can't upload it right now. Key parameters: LTM EBITDA $100M, entry EV/EBITDA 10x, 65% leverage (TLB only), spread S+450 (no floor), hold 5 years, exit range 8x–12x. I don't have the revenue growth or EBITDA margin figures at hand. Please use current market data from your knowledge. Thanks.
Sample output
Sample output produced by the LBO Model Builder skill
Produced by an AI assistant following this skill on the sample input above.
View the full output as text
Example Output
Delivered files: Acme_Manufacturing_LBO_Model_20250115.xlsx and Acme_Manufacturing_LBO_Tearsheet_20250115.pdf. Model assumptions include 18% EBITDA margin, 3% revenue CAGR, 4% capex, and 0% management rollover. The model is fully editable and includes a 1-page returns summary, sensitivity analysis, and market data log. Key outputs: Entry equity $350M, base exit 10×, MoM 2.4×, IRR 19.1%. Users can update assumptions on the Market Data Inputs tab to reflect their specific needs.

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Goes well with

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