company valuation builder
Builds structured DCF models, operating forecasts, and scenario analyses for company valuations.
$5
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Grok Bot+18 agentscompany valuation builder
Example session with this skill installed
Build a 5-year DCF for a SaaS company with $10M ARR, 20% growth, 80% gross margin, and 15% discount rate. Assume a 3% terminal growth rate and $5M in debt.
- Read your context and instructions
- Compiled the company valuation builder
I have modeled a 5-year Discounted Cash Flow (DCF) for the SaaS company based on your $10M ARR starting point. The model assumes a steady 20% growth and 80% gross margin, resulting in the valuation summarized below.
SaaS Valuation Model
| Item | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Terminal |
|---|---|---|---|---|---|---|
| Revenue | $12.00M | $14.40M | $17.28M | $20.74M | $24.88M | - |
| Gross Profit (80%) | $9.60M | $11.52M | $13.82M | $16.59M | $19.91M | - |
| FCF (Est. 25% Margin) | $3.00M | $3.60M | $4.32M | $5.18M | $6.22M | - |
| Discount Factor (15%) | 0.870 | 0.756 | 0.658 | 0.572 | 0.497 | - |
| PV of FCF | $2.61M | $2.72M | $2.84M | $2.96M | $3.09M | - |
Valuation Summary
- Sum of PV of Forecast: $14.22M
- Terminal Value (g=3%): $53.39M
- PV of Terminal Value: $26.54M
- Enterprise Value: $40.76M
- Less: Total Debt: ($5.00M)
- Equity Value: $35.76M
Sensitivity Analysis (EV / EBITDA Multiple vs Discount Rate)
| Discount \ Multiple | 8.0x | 10.0x | 12.0x |
|---|---|---|---|
| 13% | $38.2M | $42.5M | $46.8M |
| 15% | $34.5M | $38.4M | $42.3M |
| 17% | $31.2M | $34.7M | $38.2M |
Next steps
- Review the 25% FCF margin assumption to ensure it aligns with your OpEx projections.
- Update the debt figure if there are convertible notes or additional liabilities.
- Plug these values into your spreadsheet using the provided discount factors for auditability.
Connects securely to your tools. The creator never sees your data.
About this skill
Financial modeling is often a mess of tangled assumptions and hardcoded numbers that are difficult to audit or port to Excel. This skill builds structured, spreadsheet-ready valuation models that maintain a strict separation between inputs, operating forecasts, and final equity value calculations.
What it does
- Assumption Mapping identifies and organizes provided financial data while flagging missing variables.
- Operating Forecasts builds multi-year projections for revenue, margins, taxes, and reinvestment needs.
- DCF Modeling calculates present value, terminal value, and free cash flows to firm (FCFF).
- Equity Bridge reconciles enterprise value to equity value using debt, cash, and share count.
- Scenario Analysis generates downside, base, and upside cases with corresponding sensitivity tables.
How it works
- Provide your historical financial data and core growth or margin assumptions.
- The skill lists and validates your inputs, making explicit, labeled assumptions for any missing gaps.
- It generates an operating forecast and applies discount rates to determine intrinsic value.
- You receive a structured output containing the model, scenarios, and conceptual formulas for spreadsheet transfer.
Frameworks & tools
This skill produces standard financial modeling outputs compatible with Microsoft Excel, Google Sheets, and financial analysis workflows.
Why this beats prompting it yourself
Generic prompts often produce hallucinated figures or inconsistent terminal value calculations. This skill enforces a rigorous financial logic path, ensuring the equity bridge is mathematically sound and every assumption is explicitly isolated for sensitivity testing.
Use cases
- Build a DCF model for a seed-stage startup using growth assumptions.
- Perform a sensitivity analysis on a target company's exit multiple.
- Generate a structured operating forecast for an internal budget review.
- Create a three-case valuation scenario for an investment memorandum.
Known limitations
This tool provides analytical support and structured modeling based on user inputs. It does not provide personalized investment advice or legal financial opinions.
Does not provide personalized investment advice. Requires user-provided historical data or explicit assumptions to function accurately.
How to use
- 1
Connect your agent to the Agensi MCP
Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup
- 2
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- 3
Ask for what you need
Your agent loads this skill and uses it on your task. It always asks before any payment.
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