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returns-analysis

Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on "returns analysis", "IRR sensitivity", "MOIC table", "what's the return at", "model the returns", or "back of the envelope".

Quality

87%

Does it follow best practices?

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Adds up to 20 points to the overall score

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SecuritybySnyk

Passed

No findings from the security scan

The canonical home for this skill is returns-analysis in anthropics/financial-services

SKILL.md
Quality
Evals
Security

Quality

Content

76%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.

An efficient, well-sectioned instruction-only skill whose domain guidance (inputs, formulas, table specs) is concrete and actionable. Its main weaknesses are the complete absence of validation/checkpoint steps in the workflow and no worked example or concrete tooling for the Excel output.

Suggestions

Add explicit validation checkpoints to the workflow, e.g. a Step 2a sanity check that IRR and MOIC are mutually consistent for the hold period, and a confirmation of gathered inputs with the user before building the tables.

Include one short worked example with real numbers (entry 8x, 6x leverage, 5-year hold, exit 8x) showing the computed base-case MOIC/IRR and one attribution waterfall, so the common case is instantiated.

Give concrete guidance for the Step 5 output — e.g., the library or approach to use for the Excel workbook and conditional coloring — instead of just naming the tabs.

DimensionReasoningScore

Conciseness

Lean checklists, table templates, and formulas throughout; it assumes Claude's competence and never explains known concepts (no "what is IRR", no library introductions). The blank tables earn their tokens by fixing the output format.

5 / 5

Actionability

Concrete formulas (MOIC, IRR solve, three attribution formulas), exact input lists, and specified table geometries make the guidance mostly executable, but there is no worked numeric example and no concrete tool guidance for producing the promised Excel workbook output.

4 / 5

Workflow Clarity

Steps 1-5 are clearly ordered and each is well-defined, but there are no validation or checkpoint steps at all — no MOIC/IRR consistency sanity check and no input confirmation before building outputs. This matches anchor 3 (steps listed, checkpoints missing) rather than anchor 4 (most checkpoints present).

3 / 5

Progressive Disclosure

Well-organized sections in a single self-contained file with no bundle files provided. At ~115 lines none are strictly required, but the under-50-line simple-skill exception does not apply, and the formulas/notes could plausibly be split into a reference file.

4 / 5

Total

16

/

20

Passed

Description

92%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: concrete capabilities, explicit use-when triggers, and a well-defined niche. The only weakness is modest trigger-term coverage — a few common synonyms and phrasings a PE user might naturally say are absent.

DimensionReasoningScore

Specificity

"Build quick IRR/MOIC sensitivity tables" and "Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios" list multiple specific concrete actions with comprehensive coverage of the returns-modeling dimensions for this niche.

5 / 5

Completeness

It explicitly answers both what ("Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across...") and when ("Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits") with concrete trigger phrases.

5 / 5

Trigger Term Quality

Triggers include natural phrasings users would actually say ("IRR sensitivity", "MOIC table", "what's the return at", "model the returns", "back of the envelope"), but a few natural variants are missing (e.g., "LBO returns", "returns model", "gross/net IRR").

4 / 5

Distinctiveness Conflict Risk

A clear PE-deal returns niche with distinct triggers ("IRR sensitivity", "MOIC table", "IC returns exhibits") that would not plausibly fire a generic Excel, document, or general-modeling skill.

5 / 5

Total

19

/

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/private-equity/skills/returns-analysis/SKILL.md

Reviewed

Table of Contents

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