Excel LBO Modeler

Table of Contents

• Overview — Prerequisites — Instructions — Output — Examples — Error Handling — Resources

Overview

Generates comprehensive 6-sheet LBO models for private equity transactions following industry-standard practices. Automates sources & uses, debt schedules, operating projections, returns analysis, and covenant tracking so PE associates can produce deal models from natural language inputs instead of building from scratch.

Prerequisites

• Node.js 18+
• @negokaz/excel-mcp-server MCP server configured
• Claude Code 1.0+

Instructions