LBO Investment Memo

Streamlit app for generating a standardized LBO / investment memo from a user-completed Excel input template.

V1 Scope

V1 uses a standard Excel template as the source of truth. It does not try to reliably parse arbitrary third-party LBO workbooks.

The app can:

• generate and download a standard input template;
• upload and validate the completed template;
• convert validated inputs into StandardModel;
• calculate return summary, value creation bridge, debt paydown, and sensitivity tables;
• show qualitative investment thesis, risks, diligence questions, and exit rationale supplied by the user;
• display missing fields and audit warnings clearly.

Legacy Dragon / Spark / Project Sunday adapters are retained as experimental import paths only.

Standard Template Sheets

• Deal Setup
• Operating Forecast
• Debt & Cash
• Return Assumptions
• Qualitative Inputs

Forecast periods support 3-7 years. Missing numeric fields are treated as missing, not zero.

Run

python -m pip install -r requirements.txt
python -m streamlit run app.py

Test

python -m pytest