ic_finance_auditor

What problem does it solve?

This skill helps investment committees build defensible valuation ranges and financial due diligence for deals by selecting the right methodology for the company’s stage and business model, then documenting assumptions, risks, and confidence clearly.

Core Features & Use Cases

• Stage-Appropriate Valuation Framework: Selects Berkus/Scorecard for Pre-Seed/Seed, VC back-solve and revenue multiples for Early Stage, DCF and FIRE-style metrics for Growth, and DCF plus public-market multiples or LBO for Mature/Pre-IPO.
• Industry-Specific Modeling: Applies targeted valuation drivers for SaaS/B2B, consumer/marketplaces, fintech/payments, biotech/healthtech, hardware/IoT, and e-commerce/DTC.
• Audit-Grade Financial Due Diligence: Verifies revenue quality, unit economics, cash flow health, balance sheet quality, and FIRE metrics (including 2026-adjusted thresholds), then outputs IC-ready memo sections with bull/base/bear ranges and confidence intervals.
• IC Decision Support Outputs: Generates financial memo structure, dilution analysis guidance, sensitivity analysis requirements, red/yellow flag checklists, and market comp comparison with premium/discount rationale.

Quick Start

Ask the agent to create a 2026 IC financial memo for a Series A SaaS company, including a bull/base/bear valuation range with the primary and cross-validated methodologies, required key assumptions, sensitivity analysis, market comps, and the top red/yellow financial risk flags.