lbo

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LBO model, leveraged buyout, private equity acquisition, sources and uses, debt schedule, returns waterfall, sponsor IRR, MOIC calculation, PE exit analysis, LBO valuation

AI & Automation 204 stars 16 forks Updated today Apache-2.0

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License 10%
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Description 5%
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Skill Content

## Preflight Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace `style.md` override, memory load, and coverage check. See `contracts/preflight.md`. Include the `X-Agentii-Trace` header on every tool call per `contracts/x-agentii-trace-header.md`. ## Triggers - analyze lbo model - run lbo model analysis - produce lbo model report - lbo model breakdown - lbo model deep dive - build a lbo model - assess lbo model - quantify lbo model - compare lbo model across peers - review lbo model for - generate lbo model on - lbo model for investment decision ## Defaults | Parameter | Default | Notes | |---|---|---| | lookback_years | 3 | Historical data window | | include_peers | false | Whether to surface a peer comparison block | ## Methodology ### Retrieval Scope This skill performs unstructured document search at scale across SEC filings and earnings call transcripts (10-K, 10-Q, 8-K). The three-layer agent-use-ready retrieval protocol (Document Discovery → Page Map → Deep Read) applies to all unstructured document search at scale. ### Retrieval Strategy See `contracts/retrieval.md` for the canonical decision tree; skill-specific retrieval detail is in `references/methodology.md`. ### Temporal Scope Default: 12 fiscal quarters (max 20). Financial modeling: trailing 12 quarters (3 fiscal years) for long-range projection inputs. ### Tool Allowlist See frontmatter `allowed_tools`. ### Protocol Step-by-step execution detail is in `referen...

Details

Author
agentii-ai
Repository
agentii-ai/agentii-investment-intelligence
Created
4 months ago
Last Updated
today
Language
Python
License
Apache-2.0

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