ttplus10.builds
Watch reelsDM me
Guides
COMMENT "LBO"

Build a full LBO model with Claude (free finance skill)

Anthropic's free financial-services plugin gives Claude Code an /lbo skill that builds the core deliverable of a $180k/yr IB analyst: Sources & Uses, a debt schedule with cash sweep, IRR and MOIC, and sensitivity tables, every cell a live Excel formula.

01Quick steps

  1. 1Add the plugin: claude plugin marketplace add anthropics/financial-services, then claude plugin install financial-analysis@claude-for-financial-services
  2. 2Put the CIM, historical financials, and deal terms (entry multiple, leverage, hold period, exit multiple) in one folder.
  3. 3Run /lbo and work it section by section, signing off each before the next.
  4. 4Keep interest on the BEGINNING balance so the circular reference never breaks; floor balances with MAX/MIN.
  5. 5Finish with returns (IRR + MOIC) and a 5x5 sensitivity on entry and exit multiple.

02Your ready to use prompt

Your ready to use prompt
claude plugin marketplace add anthropics/financial-services claude plugin install financial-analysis@claude-for-financial-services /lbo

03Full tutorial

In Claude Code: `claude plugin marketplace add anthropics/financial-services` then `claude plugin install financial-analysis@claude-for-financial-services`. This adds the /lbo skill (from Anthropic's financial-services repo, 40k+ stars). It is free.

Make one folder with the CIM, historical financials, and the deal terms: entry multiple, leverage (debt/EBITDA), hold period, exit multiple. Bring your own Excel template or let it use the example model.

Run /lbo and start here. Sources must equal Uses; let it solve the plug (usually the equity check). Sign off before moving on.

Revenue drivers, margins, and the projection period. This feeds EBITDA, which drives the debt capacity and the exit value.

Priority waterfall across tranches, with a cash sweep paying down debt. Floor balances with MAX/MIN so they never go negative, and compute interest on the BEGINNING balance so the circular reference stays stable.

IRR and MOIC off the equity cash flows: the check at entry, the dividends, and the exit equity value.

A 5x5 table flexing entry and exit multiple so you see the return range, not one point estimate. Blue cells = inputs; every cell stays a live formula so you can audit it.

Not financial advice. The model is only as good as your assumptions; sanity-check every driver.

DM me a question All guides