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    Financial Analysis Decision Engine

    by Joker

    1

    Financial analysis engine with valuation decision tree (DCF/Comparable/Precedent/VC), 3-statement model, 5-stage due diligence SOP, and industry benchmarks.

    Free

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    See it in action

    You say

    Valuation request: SaaS company, $2M ARR, 85% gross margin, 120% net revenue retention, growing 80% YoY, no debt.

    Your agent does

    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

    1. NRR 120% — Exceptional. Means customers expand 20% annually without new sales
    2. 80% YoY growth — Well above median (40-50% at this stage)
    3. 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)

    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

    Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.

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    Frequently Asked Questions

    Popular in Finance, Legal & Accounting

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