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CREATE_LBO_MODEL

Generates a Leveraged Buyout (LBO) model in Excel. Calculates debt schedules, cash sweeps, exit value, and Private Equity IRR.

Parameters

NameTypeRequiredDescription
output_pathstringyes
company_namestringyes
entry_ebitdanumberyes
entry_multiplenumberyes
exit_multiplenumberyes
debt_to_equity_rationumberyese.g., 0.6 for 60% debt / 40% equity
interest_ratenumber
yearsintegerHold period (default 5)
projected_ebitdaarrayyesList of projected EBITDA for each year

How to use it

You normally trigger this by describing what you want in chat — the agent selects CREATE_LBO_MODEL automatically. For example:

Try saying
“create a analyst tools document”

In a workflow

As a step in a multi-step workflow DAG:

json
{
  "id": "s1",
  "agent": "analyst_tools",
  "action": "CREATE_LBO_MODEL",
  "args": {
    "output_path": "/Users/me/Documents/file.txt",
    "company_name": "…",
    "entry_ebitda": 1,
    "entry_multiple": 1,
    "exit_multiple": 1,
    "debt_to_equity_ratio": 1,
    "projected_ebitda": []
  },
  "depends_on": [],
  "outputs": []
}

Direct call

For scripting, call it directly via POST /execute_tool. Every tool returns { success, message, data }.

bash
curl -X POST http://127.0.0.1:8000/execute_tool \
  -H "Content-Type: application/json" \
  -d '{"tool_name":"CREATE_LBO_MODEL","args":{"output_path":"/Users/me/Documents/file.txt","company_name":"…","entry_ebitda":1,"entry_multiple":1,"exit_multiple":1,"debt_to_equity_ratio":1,"projected_ebitda":[]}}'

Part of the analyst_tools plugin. Browse the full Plugin & Tool Catalog or the relevant feature guide.