Value Creation Plan

What the Agent Produces

Ten structured sections in markdown tables. Every lever has a mechanism, a formula with named inputs and a confidence level; anything not in your data is marked [To confirm] and never estimated.

Executive Summary & Business Case The thesis, the priority levers and, in three lines, how the company earns more, spends less and stops risking.

Baseline Inputs to Confirm Every figure you gave with its source and owner, and the inputs still missing — nothing is filled in for you.

Holding Profile & Phasing Classic 3-to-7-year plan or a long-hold and permanent-capital plan in phases, with refresh points and no forced exit.

Value Creation Levers Revenue, margin, capital efficiency and multiple or intrinsic-value quality, each with mechanism, formula, timing and confidence.

Value Bridge A walk from baseline to target by lever and period, built from formulas and scenarios, not promises.

Initiatives, Owners & Milestones Days 1-30, 31-60, 61-100, year 1 and the later phases to exit preparation or stewardship.

KPI Dashboard The metric that proves each lever, with baseline, scenario target, owner, frequency and data source.

Governance & Accountability Reporting cadence, decision rights, incentives matched to the horizon and initiative-level P&L tracking.

Risks & Mitigations Execution, management, FX and inflation, concentration, financing and horizon risks, with early-warning indicators.

Open Questions & Assumptions What could not be grounded, with an owner and a date to resolve it.

Describe the portfolio company, its baseline figures and the holding horizon. The agent drafts levers (revenue, margin, capital efficiency, multiple), initiatives with owners and milestones, the KPIs that prove each lever, and the risks.

Baseline figures are used exactly as you give them and are listed as inputs to confirm. Anything you leave out is marked [To confirm], never estimated. Targets are scenarios, not promises. Do not enter material non-public information.

Company *

Sector

Jurisdiction and reporting currency

Holding profile

Planned holding period (years)

Baseline figures Attach text or CSV files Plain text, markdown, CSV or JSON, up to 500 KB each. The content is added to the box above.

Company and situation *

Management and organisation

Constraints, risks and known issues

Levers or initiatives already identified

Output language

AI model

How It Works

The Value Creation Plan agent is ibizai's implementation of the Anthropic Claude for Financial Services private equity value-creation-plan skill, adapted for Latin American and Iberian businesses and extended beyond the classic exit-driven hold: long holds (10 to 15 years) and permanent capital (20 to 30 years or more) get phases, plan-refresh points, succession and stewardship instead of an assumed exit. Output in English, Spanish and French.

You bring your own data — baseline figures, the situation, the team, the constraints, optionally text or CSV files. The agent drafts the plan with the AI model you choose (a low temperature, no external data feeds). It never invents baseline figures, market data or benchmarks: they appear as inputs to confirm, and every target is a labelled scenario with its formula.

Important: All output is a draft for review by the deal team, management and finance — every figure requires confirmation against the company's own records. Do not use this tool with material non-public information. Nothing produced here constitutes investment, legal, tax or accounting advice.

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