skills.rest
ganoro
ganoroCOMMUNITY
Explore all skills by this author →
WebsiteGitHub

Valuation Analysis

Perform fair value analysis for PE/VC portfolio companies using DCF, comparables, and precedent transactions.

Updated Mar 10, 2026
Search Tags:#valuation#DCF#fair value#comparable company analysis#PE/VC#ASC 820#IFRS 13
One-click install
npx skills add https://github.com/ganoro/equiforte-workspaces-local-2 --skill valuation-analysis-ganoro
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Valuation Analysis
Source: https://github.com/ganoro/equiforte-workspaces-local-2/tree/main/df1ef9f0-3138-4b76-8be9-a0e40bc4ccef/claude-plugin/skills/valuation
Command: npx skills add https://github.com/ganoro/equiforte-workspaces-local-2 --skill valuation-analysis-ganoro

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about Valuation Analysis

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

FAQPage Schema
How do I calculate fair value for PE/VC portfolio companies?▼

Fair value for PE/VC portfolio companies is calculated using comparable company analysis, precedent transactions, and DCF modeling. This requires detailed financial metrics, market data, and projection assumptions to ensure an accurate valuation.

How does ASC 820 and IFRS 13 fair value hierarchy classification work for private equity?▼

ASC 820 and IFRS 13 fair value hierarchy classification categorizes private equity valuations into Level 1, 2, or 3 based on input observability. The valuation process structures the analysis to classify and reconcile values derived from multiple methodologies appropriately.

What's the best way to reconcile DCF and comparable company multiples for a startup valuation?▼

The best way to reconcile DCF and comparable company multiples is through a structured valuation reconciliation approach. This synthesizes values derived from multiple methodologies, ensuring a balanced fair value analysis for the startup.

Can I use precedent transactions to value a Series B SaaS investment?▼

Yes, you can value a Series B SaaS investment using precedent transactions alongside DCF and comparable company analysis. This provides a comprehensive fair value analysis benchmarked against market data for quarterly reporting.

What financial metrics do I need for a DCF fair value analysis?▼

For a DCF fair value analysis, you need detailed financial metrics, market data, and projection assumptions. These inputs are required to model cash flows accurately and ensure compliance with fair value hierarchy standards.

When do I need to perform a fair value reconciliation across multiple valuation methodologies?▼

You need to perform a fair value reconciliation when deriving values from multiple methodologies like DCF and comparable company analysis. This structured approach ensures an accurate, compliant fair value conclusion for PE/VC reporting.

Related Skills

Explore More Finance & Accounting Skills→
yennanliuyennanliu
164

stock-eval

Evaluate US stocks using fundamental analysis, DCF, and risk assessment.

Community
Advanced
alexhegitalexhegit
4

financial-analysis-agent

Generate CFO-ready financial analysis with variance decomposition and 13-week cash flow forecasts.

Community
Advanced
hvkshetryhvkshetry
15

comps-analysis

Generate a market-based valuation band using public comparable company analysis.

Community
Advanced
guoliang1114-boopguoliang1114-boop
43

valuation-and-pricing

Generate corporate valuation reports with DCF, comps, precedents, and LBO pricing.

Community
Advanced