lbo

name	lbo
multi_ticker_semantics	target_with_optional_peers
description	LBO model, leveraged buyout, private equity acquisition, sources and uses, debt schedule, returns waterfall, sponsor IRR, MOIC calculation, PE exit analysis, LBO valuation
temporal_scope	{"default_quarters":4,"max_quarters":12,"description":"Typical lookback: 4 quarters, max: 12"}
allowed_tools	["search_companies","search_xbrl_facts","get_company_financials","get_company_profile","search_earnings_calendar","list_xbrl_concepts","search_documents","search_sec_filings","read_source_outline","read_source_deep_outline","read_source_pages","search_keyword_in_source","search_cross_period","batch_search","get_statement_structure"]
retrieval_scope	unstructured_document_search
min_tool_diversity	5

Preflight

Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace style.md override, memory load, and coverage check. See contracts/preflight.md.

Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md.

Triggers

• analyze lbo model
• run lbo model analysis
• produce lbo model report
• lbo model breakdown
• lbo model deep dive
• build a lbo model
• assess lbo model
• quantify lbo model
• compare lbo model across peers
• review lbo model for
• generate lbo model on
• lbo model for investment decision

Defaults

Parameter	Default	Notes
lookback_years	3	Historical data window
include_peers	false	Whether to surface a peer comparison block

Methodology

Retrieval Scope

This skill performs unstructured document search at scale across SEC filings (10-K, 10-Q, 8-K). The three-layer agent-use-ready retrieval protocol (Document Discovery → Page Map → Deep Read) applies to all unstructured document search at scale.

Retrieval Strategy

See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.

Temporal Scope

Default: 12 fiscal quarters (max 20). Financial modeling: trailing 12 quarters (3 fiscal years) for long-range projection inputs.

Tool Allowlist

See frontmatter allowed_tools.

Protocol

Step-by-step execution detail is in references/methodology.md.

Deliverable Chain

Inputs → Build → Validate → Output → Next

1. Inputs: resolved ticker + search_xbrl_facts (Income Statement, Balance Sheet, Cash Flow) + get_company_financials for historical financials.
2. Build: write a self-contained Python script using openpyxl that creates the LBO workbook (sources & uses, debt schedule, pro forma statements, returns waterfall) per ## Output Structure. Execute via Bash: python3 script.py. Verify the .xlsx exists. If import openpyxl fails, fall back to .md summary with data_availability: degraded (see contracts/office-tooling.md).
3. Validate: run LibreOffice recalc; audit per ## Validation Gates.
4. Output: write the artifact path per ## Output File.
5. Next: append to agentii.md; hand off to a downstream pitch/review skill if requested.

Validation Gates

1. sources vs uses: sources = uses within 0.1% tolerance. If failed: If unbalanced: refuse delivery.

2. sponsor IRR: >= 20% at exit. If failed: If IRR < 20%: flag in assumptions.

3. debt schedule: mandatory repayments present for each tranche. If failed: If missing: refuse delivery.

4. **calculation arc cross-validation **: cross-statement balancing verified against gold.xbrl_calculations weights — the LBO model's financial projections MUST align with the filer's reported accounting relationships. Call get_statement_structure/{ticker}?statement_type=balance_sheet&include_calculations=true. Flag discrepancies ≥1% of parent concept value. If failed: If material discrepancy (≥1%): flag in audit findings.

5. tool diversity: distinct MCP tools used in this invocation >= min_tool_diversity (5). If failed: flag as depth-insufficient in Coverage Gaps, listing which tool categories were unused (structured data / document retrieval / company metadata / earnings calendar / coverage). This gate does NOT block analysis completion — it is a quality signal for your review.

Tool Fallbacks

Per-tool failure modes and fallback actions are tabulated in references/tool-fallbacks.md.

Output File

Write the final deliverable to {ticker}/{YYYY-MM-DD_HHMM}_lbo_{affix}.md .

Output Structure

The deliverable is a structured markdown report written to the path in ## Output File. Full section-by-section template (headings, tables, and field definitions) lives in references/output-structure.md. Required elements:

1. Executive Summary — headline conclusions (≤200 words).
2. Core analysis sections — per this skill's methodology and analyst modes.
3. Data classification — tag findings [FACT] / [DEDUCTED] / [VIEW] per contracts/snapshot-synthesis.md.
4. Coverage Gaps & Citations — inline /v/ citations are PRIMARY (immediately after each fact); the bottom Citations section is a non-duplicative roll-up index.
5. Output frontmatter — emit the FR-090 structured block per contracts/output-frontmatter-schema.md.

Citations & memory: follow contracts/citation-and-memory.md — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link; a bottom Citations section provides a non-duplicative roll-up index; the closing TUI reply includes a compact Key Citations list (headline 5–10 facts) of clickable /v/ URLs; and append the run to agentii.md per contracts/agentii-md-schema.md.

Memory & Snapshot

• Memory load (pre-flight): load prior workspace context for the ticker before retrieval — see contracts/memory-load.md.
• Structured output frontmatter: emit the FR-090 block (key_metrics, conclusions, facts_count, deducted_count, views_count, citation_count) per contracts/output-frontmatter-schema.md.
• Snapshot synthesis: after writing the deliverable, update the two-tier snapshot and classify findings as [FACT]/[DEDUCTED]/[VIEW] — see contracts/snapshot-synthesis.md.
• Session archival: record the run under sessions/{YYYY-MM-DD}/ and update sessions/INDEX.md per contracts/session-format.md.

Final Summary (TUI)

End the closing chat reply with a compact Key Citations list (headline 5–10 facts), each a clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link, so the user can cmd+click straight to the exact SEC page. See contracts/citation-and-memory.md.

Error Handling

Failure Mode	Detection	Action	User-Facing Message
Missing data	Data API returns empty result set	Widen date range and retry once	"No data available for {ticker} in requested window."
Partial data	Data API returns <80% expected records	Proceed with coverage gaps section	"Analysis based on partial data; see Coverage Gaps section."
Sector mismatch	Peer sector != target sector	Filter out mismatched peers	"Removed {n} peer(s) due to sector mismatch."
Insufficient history	Ticker <3 years on public markets	Downgrade to limited-history profile	"Limited historical data; analysis adjusted accordingly."
MCP unreachable	Preflight probe fails	Halt with actionable error	"agentii data plane unreachable; check connection."