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- Financial Analysis Decision Engine
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Financial Analysis Decision Engine
Financial analysis engine with valuation decision tree (DCF/Comparable/Precedent/VC), 3-statement model, 5-stage due diligence SOP, and industry benchmarks.
Free
Financial Analysis Decision Engine
Example session with this skill installed
Valuation request: SaaS company, $2M ARR, 85% gross margin, 120% net revenue retention, growing 80% YoY, no debt.
- Read your context and instructions
- Compiled the financial analysis decision
Valuation: SaaS Company ($2M ARR)
Method: Revenue Multiple (Primary) + DCF (Validation)
Comparable Company Analysis:
| Company | ARR | Growth | NRR | Multiple |
|---|---|---|---|---|
| Peer avg | $5M | 60% | 110% | 12x |
| Your company | $2M | 80% | 120% | 15-18x |
Valuation Range
- Conservative: $24M (12x ARR, matching peer avg)
- Base case: $30M (15x, premium for growth + NRR)
- Aggressive: $36M (18x, top-quartile premium)
Key Value Drivers
- NRR 120% — Exceptional. Means customers expand 20% annually without new sales
- 80% YoY growth — Well above median (40-50% at this stage)
- 85% margin — Best-in-class SaaS benchmark
⚠️ Valuation Risks
- $2M ARR still early — high volatility
- Revenue concentration? (top 5 customers = ?% of ARR)
- Path to $10M ARR unclear without additional context
DCF Sensitivity
At 25% discount rate + 5-year horizon: $22-28M range (validates revenue multiple)
Connects securely to your tools. The creator never sees your data.
About this skill
DCF modeling, valuation, due diligence, budgeting, and cost optimization — this engine doesn't just calculate, it helps you make financial decisions with confidence. From startup unit economics to enterprise financial modeling.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
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Trust & safety
Security scanned
Verified clean 3 months ago
- Free to download with an account