lbo

lbo is a skill for Claude Code from agentii-ai/agentii-investment-intelligence. It costs 40 tokens per session (1,803 once invoked), scanned A, original, Apache-2.0.

A financial-analysis skill for an LBO, or leveraged buyout—the purchase of a company using a significant amount of borrowed money. It analyzes acquisition funding, debt, valuation, investor returns, and the planned sale of the company.

In plain words
What is it for?
Use it to build or review an LBO model, analyze sources and uses, create debt schedules, calculate sponsor IRR and MOIC, assess exit value, or compare peers.
Why use it?
It organizes the calculations and document research needed to judge whether an acquisition can support its debt and produce acceptable investor returns.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Part of the models-and-pitches plugin — 9 skills, 9 commands shipped together

Good fit Use it to build or review an LBO model, analyze sources and uses, create debt schedules, calculate sponsor IRR and MOIC, assess exit value, or compare peers.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/agentii-ai/agentii-investment-intelligence/lbo
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add agentii-ai/agentii-investment-intelligence --skill lbo
Clone the repo
git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence

Made for: Claude Code.

Or install models-and-pitches, the plugin that ships this one along with the rest of its 9 skills, 9 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for lbo

README.md
[![agentmods](https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/lbo/github.svg)](https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/lbo)
Your own site
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/lbo"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/lbo/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for lbo

Your own site · 80×15
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/lbo"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/lbo.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 40 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,803 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00040 $0.01803
Opus 5 $0.00020 $0.00901
Sonnet 5 $0.00008 $0.00361
Haiku 4.5 $0.00004 $0.00180

Measured 6d ago against content hash 1d9e5477516d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

lbo scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 6d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/vertical-plugins/models-and-pitches/skills/agentii/lbo/SKILL.md · 137 lines

How it starts

The opening of the file, as written. The whole thing — 137 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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 references/methodology.md.

Deliverable Chain

InputsBuildValidateOutputNext

  1. Inputs: resolved ticker + search_xbrl_facts (Income Statement, Balance Sheet, Cash Flow) + get_company_financials for historical financials.
  2. Build: write a self-contained Python script using openpyxl that creates the LBO workbook (sources & uses, debt schedule, pro forma statements, returns waterfall) per ## Output Structure. Execute via Bash: python3 script.py. Verify the .xlsx exists. If import openpyxl fails, fall back to .md summary with data_availability: degraded (see contracts/office-tooling.md).
  3. Validate: run LibreOffice recalc; audit per ## Validation Gates.
  4. Output: write the artifact path per ## Output File.
  5. Next: append to agentii.md; hand off to a downstream pitch/review skill if requested.

Read the full file on GitHub · 137 lines

Files

What ships with it

8 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 6d ago Changed 1d9e5477516d
  2. 11d ago First seen · 137 lines · 40 tokens per session scan A 54c1ab9579fc

Subscribe to this mod's changes

lbo is a skill published in the GitHub repository agentii-ai/agentii-investment-intelligence (204 stars, last pushed today), licensed Apache-2.0. It adds 40 tokens to every session and 1,803 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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