Finance tasks
Lbo modelExcel financial modeling
Indexedanthropics/financial-services
LBO ModelFinance Skill
Instructions for filling an LBO template through sources and uses, operating forecasts, debt schedules, returns, and sensitivities, with user review after each section. The directory contains neither its standard workbook nor the referenced recalculation helper. Beginning-balance interest is an approximation, and sensitivity-grid conventions do not establish calculation accuracy or compatibility with every template.
- Assessment score
- 75/100
- Snapshot risk
- Medium
- Audit conclusion
- Needs review
How the assessment score works
Pineify weights evidence recorded from the captured files: Skill structure 15%, Instruction clarity 20%, Dependency transparency 20%, Permission transparency 20%, Safety guardrails 15%, Finance task fit 10%. Each signal receives full credit for Yes, one-quarter credit for unknown, and none for No.
The score is not an output accuracy test or user rating. Read the findings and financial assumptions even when the score is high. Risk labels summarize recorded permissions and findings; they do not measure investment risk or certify that installation is safe.
Discovery
What this Skill helps an agent do.
Use the tasks and topics below to judge whether the captured workflow fits your question. Read its findings, dependencies and data requirements before relying on an output.
Domains and assets
Fundamental analysisPublic equities
Topics
lbo-modelleveraged-buyoutprivate-equitysources-and-usesdebt-scheduleirr-moicfinancial-analysis
Trust
Evidence from the captured directory.
This content snapshot assessment does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not support a Yes or No conclusion.
License
Apache-2.0Yes
GitHub reports the repository license as Apache License 2.0.
Review state
- Automated review
- Automated review
- Install tested
- No
- Human reviewed
- Not verified
Snapshot
- Files reviewed
- 1
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-lbo-model-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow reads template files (e.g. examples/LBO_Model.xlsx) and user-provided templates.
FilesystemWrite
YesThe workflow generates Excel model files with formulas, formatting, and cell color conventions.
NetworkAccess
NoNo network access is required or referenced. All data comes from user-provided assumptions and templates.
ShellExecution
YesThe workflow references running a Python recalc script (recalc.py) for formula validation after model completion.
CodeExecution
YesThe workflow references Python/openpyxl for standalone .xlsx generation and a recalc.py script for formula validation. No code files are included in the captured directory.
ExternalCredentials
NoNo external credentials or paid data sources are referenced.
Dependencies
openpyxl
Python library for standalone .xlsx file generation
Python openpyxl library for generating Excel files with formulas and formatting.
recalc.py
Formula validation script for recalculation
External formula validation script that must return success with zero errors.
Data sources named by the Skill
User-provided template
User provides an LBO model template file and transaction assumptions.
Snapshot assessment
75/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
Medium risk · Needs review
Skill structure
80/100Instruction clarity
100/100Dependency transparency
50/100Permission transparency
75/100Safety guardrails
65/100Finance task fit
85/100Audit findings
Medium
Beginning-balance interest is an approximation
Using beginning debt balances can break circularity, but it does not model the actual timing of debt issuance, repayments, rate changes, or PIK accrual. Define that convention explicitly and reconcile interest, cash availability, and debt terms. Tax treatment may depend on interest deductibility and loss carryforwards; a blanket rule excluding debt-schedule effects is insufficient.
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory, though Python/openpyxl and a recalc.py script are referenced.
Medium
Referenced template and validation script are not included
The instructions reference examples/LBO_Model.xlsx as a standard template and /mnt/skills/public/xlsx/recalc.py for formula validation, but neither file is present in the captured directory.
Medium
Test sensitivities beyond the center cell
An odd-sized grid makes a centered base case convenient; it is not required for valid sensitivity analysis. Equal outputs can occur through rounding, payoff caps, or offsetting assumptions. Matching the center value alone does not prove the table is wired correctly: independently vary inputs and reconcile selected scenario calculations.
Medium
Template compatibility and formula accuracy are untested
Only SKILL.md is present. The standard workbook and recalc.py helper are absent, and openpyxl does not calculate formulas. Check the actual template, host calculation engine, cached results, debt terms, and return cash-flow dates; the claim of adapting to any template with financial accuracy is unsupported.
Low
Financial advice boundary is absent
The workflow produces LBO models for investment committee presentations but includes no explicit investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
LBO modeling
agent
Claude Code
collection
Financial analysis
guide
Reviewing finance skills before install
Registry
Read this record as data.
The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.
- Record ID
- github:anthropics/financial-services:plugins/vertical-plugins/financial-analysis/skills/lbo-model
- Snapshot ID
- fsh-lbo-model-2026-07-29-001
This page is an informational registry entry, not investment advice or a security guarantee. A high content quality score does not make the Skill safe for every environment. Review current files, permissions, data sources, and financial assumptions before use.