Indexedanthropics/financial-services

LBO Model Finance Skill

A financial analysis workflow for building institutional-grade LBO models in Excel. It covers template analysis, section-by-section formula filling (Sources & Uses, Operating Model, Debt Schedule, Returns Analysis, Sensitivity Tables), formula color conventions (blue/black/purple/green), fill color palette, circular reference handling with beginning balances, debt paydown waterfalls, IRR/MOIC returns with correct signs, odd-dimension sensitivity tables, section-by-section user checkpoints, and a comprehensive verification checklist.

Snapshot quality

77/100

Risk

Medium

Audit

Needs review

Assessment time

2026-07-29 07:31 UTC

Install with a fresh review

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View current source

Current upstream content may differ from the assessed snapshot. The source link opens the current Skill path, not a pinned revision.

Discovery

What this Skill helps an agent do

Search metadata is limited to this summary, the controlled finance taxonomy, and relation labels. Detailed upstream instructions are not part of the Search Index.

Finance tasks

Lbo modelExcel financial modeling

Domains and assets

Fundamental analysisPublic equities

Search aliases and tags

lboleveraged buyout modelpe modelbuyout modelsources and usesdeal modellbo-modelleveraged-buyoutprivate-equitysources-and-usesdebt-scheduleirr-moicfinancial-analysis

Trust

Evidence from the captured directory

This is a content snapshot assessment. It does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not provide enough evidence for 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

Snapshot ID
fsh-lbo-model-2026-07-29-001
Files reviewed
1
Captured
2026-07-29 07:31 UTC

Permissions

FilesystemRead

Yes

The workflow reads template files (e.g. examples/LBO_Model.xlsx) and user-provided templates.

FilesystemWrite

Yes

The workflow generates Excel model files with formulas, formatting, and cell color conventions.

NetworkAccess

No

No network access is required or referenced. All data comes from user-provided assumptions and templates.

ShellExecution

Yes

The workflow references running a Python recalc script (recalc.py) for formula validation after model completion.

CodeExecution

Yes

The 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

No

No external credentials or paid data sources are referenced.

Dependencies

openpyxl

Python library for standalone .xlsx file generation

Not verified

Python openpyxl library for generating Excel files with formulas and formatting.

recalc.py

Formula validation script for recalculation

Not verified

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

77/100

Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.

Medium risk. Needs review.

Skill structure

80/100

Instruction clarity

100/100

Dependency transparency

50/100

Permission transparency

75/100

Safety guardrails

65/100

Finance task fit

100/100

Audit findings

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.

Low

Financial advice boundary is absent

The workflow produces LBO models for investment committee presentations but includes no explicit investment advice disclaimer.

Content

The pages and relations around this Skill

Skill

LBO Model

Repository

anthropics/financial-services

topic

LBO modeling

P0 relation label. No public page yet.

agent

Claude Code

P0 relation label. No public page yet.

collection

Financial analysis

P0 relation label. No public page yet.

guide

Reviewing finance skills before install

P0 relation label. No public page yet.

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.