$ ~/registry/skill/anthropics-plugins-vertical-plugins-private-equity-skills-returns-analysis

SKILL

returns-analysis

Build quick IRR and MOIC sensitivity tables for PE deal evaluation.

Stars

★ 33,345

Source

GitHub

Updated

2026-08-27

// securityLow risk

Prompt only, no code
Open source
Community-trusted· 33.3k

Running security audit…

Credentials
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Code execution
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Supply chain

// install

Copy the install command and let the AI configure it · recommended for beginners

Please install the "returns-analysis" skill from askskill:
1. Download https://raw.githubusercontent.com/anthropics/financial-services/main/plugins/vertical-plugins/private-equity/skills/returns-analysis/SKILL.md
2. Save it as ~/.claude/skills/returns-analysis/SKILL.md
3. Reload skills and tell me it's ready

// download

Download SKILL.mdInstall manifest ↗

// examples

Calculate base-case returns

Prompt

Using the assumptions below, calculate the PE deal base-case returns and provide MOIC, IRR, and return attribution: entry EBITDA 100, entry multiple 8x, net debt 200, hold period 5 years, 8% annual growth, exit multiple 9x, and annual debt paydown.

Expected

Output base-case IRR, MOIC, exit equity value, and growth/multiple/deleveraging contributions.

Build sensitivity tables

Prompt

Build a two-way sensitivity table for entry multiple vs exit multiple, showing IRR / MOIC in each cell. Assume entry EBITDA 120, net debt 180, 4-year hold, and 5% growth.

Expected

Output a two-way sensitivity matrix with both IRR and MOIC in every cell.

Create an IC summary

Prompt

Please turn this deal model into a one-page IC summary, including key assumptions, base-case returns, Bull/Base/Bear scenarios, and key risk points to flag.

Expected

Output a one-page returns summary suitable for an IC deck.

// use cases

Quickly judge deal attractiveness after diligence

Investors or analysts can use it during screening or diligence to estimate the return range and test whether the deal clears target thresholds. It is useful for early-stage discussion.

Stress-test key assumptions

When entry multiple, leverage, growth, or exit multiple are uncertain, sensitivity tables and scenario analysis show how returns move under different assumptions.

Prepare IC return exhibits

When presenting to an investment committee, it can produce a one-page summary and formatted tables suitable for an IC deck.

// docs

AI summary

The document outlines a workflow for PE deal return analysis: gather entry, financing, operating, and exit assumptions; calculate base-case returns; build multiple sensitivity tables; run Bull/Base/Bear scenarios; and produce an Excel workbook plus a one-page IC summary. It also lists key MOIC and IRR formulas, return attribution logic, and notes on fees, rollover, dividend recaps, and tax effects.

Show full docs ▾

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

Key Formulas

MOIC = Exit Equity Value / Equity Invested
IRR = solve for r: Equity Invested × (1 + r)^n = Exit Equity Value (adjust for interim cash flows)
Returns attribution:
- Growth: (Exit EBITDA - Entry EBITDA) × Exit Multiple / Equity
- Multiple: (Exit Multiple - Entry Multiple) × Entry EBITDA / Equity
- Leverage: Debt paydown over hold period / Equity

Important Notes

Always show returns both gross and net of fees/carry where applicable
Management rollover and co-invest change the equity check — ask if relevant
Dividend recaps or interim distributions affect IRR significantly — include if planned
Don't forget transaction costs (typically 2-4% of EV) — they reduce Day 1 equity value
Tax considerations (asset vs. stock deal, 338(h)(10) election) can materially affect after-tax returns

// FAQ

What does this skill do?

It builds quick PE deal IRR/MOIC return models, sensitivity tables, and scenario analysis, and can package the results into a one-page IC summary.

What inputs are needed?

Typically you should provide entry EBITDA, entry multiple, net debt, leverage, growth rate, exit multiple, and hold period. If fees, management rollover, or dividend recaps matter, include those too.

What does it output?

It outputs base-case returns, IRR/MOIC sensitivity matrices, Bull/Base/Bear scenarios, and a one-page returns summary for Excel or IC materials.