Finance tasks
Lbo modelExcel financial modeling
Indexedanthropics/financial-services
LBO ModelFinance 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
- Snapshot risk
- Medium
- Audit conclusion
- Needs review
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.
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 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
77/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.
Medium risk · Needs review
Skill structure
80/100Instruction clarity
100/100Dependency transparency
50/100Permission transparency
75/100Safety guardrails
65/100Finance task fit
100/100Audit 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.
Sources and relations
Context around this Skill.
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.