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Valuation Analysis

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Fair value analysis for PE/VC.

Finance & Accounting#valuation#DCF#fair value#comparable company analysis#PE/VC#ASC 820#IFRS 13
Authorganoro
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the complex process of performing fair value analysis for private equity and venture capital portfolio companies, ensuring compliance with accounting standards.

Core Features & Use Cases

  • Comprehensive Valuation Methodologies: Supports Comparable Company Analysis, Precedent Transactions, and Discounted Cash Flow (DCF) modeling.
  • Accounting Standard Compliance: Classifies valuations according to ASC 820 / IFRS 13 Fair Value Hierarchy (Level 1, 2, 3).
  • Valuation Reconciliation: Provides a structured approach to reconcile values derived from multiple methodologies.
  • Use Case: A fund manager needs to determine the fair value of a Series B investment in a SaaS company for quarterly reporting. This Skill can be used to perform a DCF analysis, benchmark against public SaaS comparables, and reconcile the results, classifying the valuation appropriately.

Quick Start

Use the Valuation Analysis skill to perform a comparable company analysis for 'TechCorp Inc.' using LTM Revenue and EBITDA multiples, as of 2023-10-27.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Valuation Analysis
Download link: https://github.com/ganoro/equiforte-workspaces-local-2/archive/main.zip#valuation-analysis

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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