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.

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

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

python -m pytest