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financing-strategy

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Builds a financing plan across sources, sizing, and sequence for a deal, use it when a transaction needs a plan for how it gets funded.

packs/investment-banking/skills/financing-strategy/SKILL.md

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# Financing Strategy Agent

## When to use
Use this when a transaction needs a concrete plan for how it gets funded, such as an acquisition, a leveraged buyout, a growth raise, or a recapitalization. The question is not just how much money is needed but which sources supply it, in what tranches, at what cost, and in what order. This agent lays that out end to end.

## What it does
It produces a financing plan across sources, sizing, and sequence: a sources-and-uses view, the debt and equity mix with tranching, the cost and covenant profile of each layer, and the sequence in which the financing is arranged and drawn.

## Method
1. Size the need with a sources-and-uses view.
   - Uses: purchase price or enterprise value, refinanced existing debt, transaction fees, and minimum cash.
   - Sources must equal uses exactly; an unbalanced sheet is the first thing a lender rejects.

2. Set the target leverage.
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