returns-analysis

returns-analysis is a skill for Claude Code, Codex from leecyno1/boutique-skills. It costs 88 tokens per session (864 once invoked), scanned A, a copy of returns-analysis, MIT.

A private-equity returns-analysis workflow for estimating internal rate of return (IRR) and multiple of invested capital (MOIC) under different deal assumptions. IRR is an annualized return measure, while MOIC compares money returned with money invested.

In plain words
What is it for?
It helps build base-case returns, two-way sensitivity tables, and a breakdown of returns from earnings growth, valuation changes, debt repayment, and fees.
Why use it?
It shows how sensitive a deal's outcome is to entry price, debt, growth, exit price, and holding period before those assumptions are treated as fixed.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit It helps build base-case returns, two-way sensitivity tables, and a breakdown of returns from earnings growth, valuation changes, debt repayment, and fees.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/leecyno1/boutique-skills/anthropic-fs-private-equity-returns-analysis
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 leecyno1/boutique-skills --skill anthropic-fs-private-equity-returns-analysis
Clone the repo
git clone --depth 1 https://github.com/leecyno1/boutique-skills

Made for: Claude Code, Codex.

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 returns-analysis

README.md
[![agentmods](https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-private-equity-returns-analysis/github.svg)](https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-private-equity-returns-analysis)
Your own site
<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-private-equity-returns-analysis"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-private-equity-returns-analysis/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 returns-analysis

Your own site · 80×15
<a href="https://agentmods.dev/skills/leecyno1/boutique-skills/anthropic-fs-private-equity-returns-analysis"><img src="https://agentmods.dev/badge/skills/leecyno1/boutique-skills/anthropic-fs-private-equity-returns-analysis.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 88 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 864 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.
Origin 100% copy Near-identical to another mod 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 $0.00088 $0.00864
Opus 5 $0.00044 $0.00432
Sonnet 5 $0.00018 $0.00173
Haiku 4.5 $0.00009 $0.00086

Measured 8d ago against content hash 362f2a713bc5, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

returns-analysis 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 8d 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.

Origin

This is a copy

100% identical to returns-analysis — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

skills/default/anthropic-fs-private-equity-returns-analysis/SKILL.md · 120 lines

How it starts

The opening of the file, as written. The whole thing — 120 lines — stays where its author put it; the contents beside it link to each section on GitHub.

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 contribution
  • Debt paydown contribution
  • Fee/expense drag

Step 3: Sensitivity Tables

Build 2-way sensitivity matrices:

Entry Multiple vs. Exit Multiple

Exit 6x Exit 7x Exit 8x Exit 9x Exit 10x
Entry 7x
Entry 8x
Entry 9x
Entry 10x

EBITDA Growth vs. Exit Multiple (at fixed entry)

Leverage vs. Exit Multiple (at fixed entry and growth)

Hold Period vs. Exit Multiple

Show both IRR and MOIC in each cell (IRR / MOIC format).

Step 4: Scenario Analysis

Build 3 scenarios:

Bull Base Bear
Revenue CAGR
Exit EBITDA margin
Exit multiple
Exit EBITDA
MOIC
IRR

Step 5: Output

  • Excel workbook with:
    • Assumptions tab
    • Returns calculation
    • Sensitivity tables (formatted with conditional coloring)
    • Scenario summary
  • One-page returns summary suitable for IC deck

Read the full file on GitHub · 120 lines

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. 8d ago First seen · 120 lines · 88 tokens per session scan A 362f2a713bc5

Subscribe to this mod's changes

returns-analysis is a skill published in the GitHub repository leecyno1/boutique-skills (5 stars, last pushed today), licensed MIT. It adds 88 tokens to every session and 864 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to returns-analysis, differing in 0 lines, and is treated as a copy.

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