This skill uses templates for LBO models. Always check for an attached template file first.
Before starting any LBO model:
If a template file is attached/provided
Use that template's structure exactly - copy it and populate with the user's data
If no template is attached
Ask the user:
"Do you have a specific LBO template you'd like me to use? If not, I can use the standard template which includes Sources & Uses, Operating Model, Debt Schedule, and Returns Analysis."
If using the standard template
Copy
examples/LBO_Model.xlsx
as your starting point and populate it with the user's assumptions
IMPORTANT
When a file like
LBO_Model.xlsx
is attached, you MUST use it as your template - do not build from scratch. Even if the template seems complex or has more features than needed, copy it and adapt it to the user's requirements. Never decide to "build from scratch" when a template is provided.
CRITICAL INSTRUCTIONS FOR CLAUDE - READ FIRST
Environment: Office JS vs Python
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