Content
65%Weight 40%Scale 1-5Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.
The body is a concise, well-organized overview with excellent progressive disclosure and a useful error table, but its core workflow is a high-level outline: no validation checkpoints and little executable detail in the body itself. Pulling key formulas or checks forward from the reference would materially raise actionability and workflow clarity.
Suggestions
Add inline validation checkpoints to the Instructions workflow (e.g., 'Verify total sources = total uses' and 'Confirm debt schedule closing balances tie to the balance sheet') before proceeding to exit modeling.
Surface 2-3 key formulas from references/lbo-formulas.md directly in the body (e.g., the cash sweep roll-forward or =XIRR(cash_flows, dates)) so the primary workflow is executable without opening the reference.
Make the reference pointer more prominent and specific — e.g., a '## Formulas' section listing what lbo-formulas.md contains (sources & uses, debt schedule, IRR/MOIC, exit value) rather than a single line in Resources.
| Dimension | Reasoning | Score |
|---|---|---|
Conciseness | The body is lean, assumes LBO domain knowledge, and includes no concept explanations; only minor trims remain, e.g., the Prerequisites items 'Excel or compatible spreadsheet software' add little. Not a 5 because of that small residual padding. | 4 / 5 |
Actionability | Steps carry useful parenthetical specifics ('purchase price, debt/equity split', 'senior, mezzanine, etc.') and the Error Handling table gives concrete fixes ('Enable iterative calculation'), but the body contains no formulas, cell layouts, or templates — the executable detail lives in references/lbo-formulas.md and is only weakly surfaced. High-level steps like 'Create operating projections with debt service' keep it below the 'mostly executable' anchor. | 3 / 5 |
Workflow Clarity | The five numbered Instructions steps form a clear sequence, but no validation checkpoints exist in the workflow (e.g., verify the debt schedule ties out or the cash sweep balances); the Error Handling table is reactive error recovery, not an inline checkpoint. The 4 anchor requires most checkpoints present, which this lacks. | 3 / 5 |
Progressive Disclosure | A short, well-sectioned overview with a clearly signaled one-level-deep reference — '[references/lbo-formulas.md](references/lbo-formulas.md) for debt schedule templates' — pointing to a real file; navigation is easy and nothing that belongs elsewhere is inlined. | 5 / 5 |
Total | 15 / 20 Passed |