illiquid-valuation

Name: illiquid-valuation
Availability: InStock
Author: hvkshetry

Orchestrate valuation methodologies to determine defensible ranges for private assets.

15|7|Updated Aug 6, 2025

Search Tags:#risk assessment #valuation #dcf #private equity #illiquid assets #comps analysis

Ready to run

npx skills add https://github.com/hvkshetry/StewardOS --skill illiquid-valuation

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: illiquid-valuation
Source: https://github.com/hvkshetry/StewardOS/tree/main/skills/personas/investment-officer/illiquid-valuation
Command: npx skills add https://github.com/hvkshetry/StewardOS --skill illiquid-valuation

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill addresses the challenge of accurately valuing private and illiquid assets by employing multiple, robust valuation methodologies and synthesizing their outputs into a reliable valuation range.

Core Features & Use Cases

Multi-Method Valuation: Integrates comparable company analysis (comps), discounted cash flow (DCF), returns analysis, and unit economics.
Discount Application: Applies justified discounts for liquidity, governance, concentration, and key-person risks.
Use Case: A venture capital fund needs to value its stake in a pre-IPO technology company. This Skill will orchestrate the necessary research and analysis to produce a defensible valuation range, considering market comparables, future cash flows, and potential exit scenarios.

Quick Start

Use the illiquid-valuation skill to produce a decision-grade valuation range for the private equity stake in 'TechInnovate Corp'.

Frequently Asked Questions about illiquid-valuation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I value private equity stakes in pre-IPO companies?▼

To value private equity stakes, this Skill orchestrates comparable company analysis, discounted cash flow, and returns analysis to synthesize a defensible valuation range. It integrates market intelligence and applies specific discounts for liquidity and key-person risks.

What discounts are applied when valuing illiquid assets?▼

When valuing illiquid assets, the process applies justified discounts for liquidity, governance, concentration, and key-person risks. These adjustments ensure the final valuation range accurately reflects the specific vulnerabilities of private assets.

How do I run a DCF analysis for private companies?▼

Running a DCF analysis for private companies requires integrating projected future cash flows and assessing exit scenarios. This Skill orchestrates that DCF methodology alongside unit economics and comps analysis to produce a decision-grade valuation.

Can I use comps analysis to value illiquid assets without public market data?▼

Yes, you can use comps analysis to value illiquid assets by integrating finance graph and sec-edgar data sources. The Skill orchestrates this comparable company analysis alongside DCF to synthesize outputs even when direct public market data is scarce.

What data sources are needed for private asset valuation?▼

Private asset valuation requires integration with finance graph, market intelligence, and sec-edgar data sources. These inputs feed the comparable company analysis, discounted cash flow, and unit economics calculations needed to determine a defensible valuation range.

Does private equity valuation include tax and portfolio implications?▼

Yes, private equity valuation includes assessing portfolio and tax implications. After synthesizing multiple valuation methodologies and applying risk discounts, the Skill evaluates these broader financial impacts to deliver a comprehensive decision-grade result.