returns-analysis Skill
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", "wha Published by anthropics in financial-services.
What is returns-analysis Skill?
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", "wha Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Testing
- Data analysis
- Testing use cases
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use returns-analysis Skill
- Use it for testing.
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/private-equity/skills/returns-analysis/SKILL.md
What it does
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", "wha
Skill instructions
Returns Analysis Workflow Step 1: Gather Deal Inputs Ask for (or extract from prior analysis): Entry: - Entry EBITDA (LTM or NTM) - Entry multiple (EV / EBITDA) - Enterprise value - Net debt at close - Equity check size - Transaction fees & expenses Financing: - Senior debt (x EBITDA, rate, amortization) - Subordinated debt / mezzanine (if any) - Total leverage at entry (x EBITDA) - Equity contribution Operating Assumptions: - Revenue growth rate (annual) - EBITDA margin trajectory - Capex as % of revenue - Working capital changes - Debt paydown schedule Exit: - Hold period (years) - Exit multiple (EV / EBITDA) - Exit EBITDA (calculated from growth assumptions) Step 2: Base Case Returns Calculate: | Metric | Value | |--------|-------| | Entry EV | | | Equity invested | | | Exit EBITDA | | | Exit EV | | | Net debt at exit | | | Exit equity value | | | MOIC | | | IRR | | | Cash-on-cash | | Show the returns waterfall: - EBITDA growth contribution - Multiple expansion/contraction contribut
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Frequently asked questions
What is returns-analysis?
returns-analysis is a open-source AI agent skill with Copy skill directory. Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios.
Who is returns-analysis best for?
returns-analysis is best for reusing agent instructions, scripts, and references, testing workflows, data analysis workflows.
How do I install returns-analysis?
Install or run returns-analysis using Copy skill directory. Check returns-analysis for the latest setup command.
Is returns-analysis actively maintained?
returns-analysis may need a closer maintenance check before production use.
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