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lbo-model

This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.

Quality

86%

Does it follow best practices?

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SecuritybySnyk

Passed

No findings from the security scan

The canonical home for this skill is lbo-model in anthropics/financial-services

SKILL.md
Quality
Evals
Security

Quality

Content

77%Weight 40%Scale 1-5

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

The body is highly actionable and workflow discipline is excellent — explicit validation commands, feedback loops, per-section checkpoints, and concrete API pitfalls make it a strong operational skill. Its weaknesses are redundancy (requirements/analysis/error sections repeat each other) and bundle hygiene: it references an examples/LBO_Model.xlsx file and an external recalc.py that are not present in the skill bundle, leaving the standard-template path unresolvable.

Suggestions

Resolve the broken bundle references: either ship examples/LBO_Model.xlsx (and a bundled copy of or clear pointer to recalc.py) in the skill, or reword the standard-template step so it does not depend on a file that is not in the bundle.

Merge the overlapping guidance sections — fold 'Clarify Requirements First' into 'TEMPLATE ANALYSIS PHASE' and collapse the 'Common Errors to Avoid' table into the verification checklist it duplicates — to cut roughly a quarter of the body's tokens.

Consider moving the long per-statement verification checklists into a references/ file (e.g., VERIFICATION.md) linked from a short 'Run verification' section, keeping SKILL.md as the overview and reducing inline token load.

DimensionReasoningScore

Conciseness

The body is dense with skill-specific, non-obvious material (Office JS merged-cell pitfall, formula/font color conventions, circularity-breaking via beginning balances, odd-dimension sensitivity rules) and avoids explaining basics Claude already knows. However, there is real duplication beyond 'minor trim': 'Clarify Requirements First' overlaps the 'Template Analysis Phase' and 'Step 1: Check the Template' guidance, the 'Common Errors to Avoid' table restates items already covered by the verification checklist, and the closing bolded paragraph restates the frontmatter description. A 4 would require only isolated instances of over-explanation rather than repeated redundant sections.

3 / 5

Actionability

Guidance is copy-paste ready throughout: a concrete validation command (`python /mnt/skills/public/xlsx/recalc.py model.xlsx`), executable Office JS patterns (`range.formulas = [["=B5*B6"]]` plus the exact merge-then-format sequence), openpyxl formula assignment (`ws["D20"] = "=B5*B6"`), exact hex colors, number-format strings (`$#,##0;($#,##0);"-"`, `0.0"x"`), and mixed-reference patterns (`$A5`, `B$4`) for sensitivity grids. These cover the common cases of the task with specific, executable examples.

5 / 5

Workflow Clarity

The sequence is explicit and well-gated: template detection → environment selection (Office JS vs openpyxl) → template analysis phase → formula-filling hierarchy (template, then user instructions, then standard practice) → verification checklist → section-by-section checkpoints with mandatory STOP-and-verify gates after each section. Validation is explicit (recalc must return zero errors, center-cell-equals-base-case proof for sensitivity tables) with a feedback loop ('If errors are found during verification, fix them before moving to the next section'), matching the top anchor including checklists for a complex multi-step process.

5 / 5

Progressive Disclosure

Internal structure is good — clear headers, consistent sections, easy to scan — but the bundle contains no examples/, references/, or scripts/ directories, while the body's standard-template flow depends on `examples/LBO_Model.xlsx`, which does not exist in the bundle, and points validation at an external absolute path (`/mnt/skills/public/xlsx/recalc.py`). The ~270-line single file also inlines content (the full verification checklist and error table) that could live in reference files. This sits between anchors: better organized than the buried/unstructured cases of a 2, but short of the well-signaled, appropriately split structure of a 4 because referenced paths don't resolve.

3 / 5

Total

16

/

20

Passed

Description

87%Weight 40%Scale 1-5

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A strong description that explicitly answers both what the skill does and when to use it, with a highly distinctive niche trigger set and concrete action verbs in third-person voice. The only weaknesses are minor: a few natural trigger synonyms and named outputs (returns analysis, sensitivity tables, .xlsx) are absent, and 'formatting standards' is slightly generic.

DimensionReasoningScore

Specificity

The description lists several concrete actions — "fills in formulas, validates calculations, and ensures professional formatting standards" — in a named domain (LBO model templates in Excel). It falls short of a 5 because coverage has minor gaps: key outputs of an LBO engagement (debt schedule, IRR/MOIC returns, sensitivity tables) are not named, and 'formatting standards' is the vaguest of the three actions.

4 / 5

Completeness

Both questions are explicitly answered: 'when' via "This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations", and 'what' via the three concrete actions that follow. The trigger clause is explicit with concrete trigger phrases, matching the top anchor; a 4 would require the 'when' to be less explicit or specific, which it is not.

5 / 5

Trigger Term Quality

Good natural keyword coverage: "LBO (Leveraged Buyout)", "model templates", "Excel", "private equity transactions", "deal materials", "investment committee presentations" — terms users would actually say. A few natural terms are missing (e.g., 'financial model', 'deal model', '.xlsx', 'returns analysis', 'IRR/MOIC'), which keeps it below the comprehensive synonym-and-extension coverage of a 5.

4 / 5

Distinctiveness Conflict Risk

"LBO (Leveraged Buyout)" is a highly specific niche trigger that essentially only fires for private-equity buyout modeling; overlap risk with generic Excel/spreadsheet skills is minimal. Distinctness is reinforced by domain-specific context ('private equity transactions', 'investment committee presentations').

5 / 5

Total

18

/

20

Passed

Validation

100%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation — 16 / 16 Passed

Validation for skill structure

No warnings or errors.

Repository

anthropics/financial-services

Path

plugins/vertical-plugins/financial-analysis/skills/lbo-model/SKILL.md

Reviewed

Table of Contents

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