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    Financial Analysis Decision Engine

    2

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

    Free

    21 uses5.0 (1 review)

    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:

    CompanyARRGrowthNRRMultiple
    Peer avg$5M60%110%12x
    Your company$2M80%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)

    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.

    • Requires manual data input for non-public company financials. - Projections are based on user assumptions. - Does not provide real-time stock market data feeds.

    How to use

    1. 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. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before any payment.

    Reviews

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    This skill has been used 21 times.

    Trust & safety

    Security scan

    Security scan passed 4 months ago

    • Free with an Agensi account

    Permissions

    No special permissions declared or detected

    Listed4 months ago

    What's inside

    Frequently Asked Questions

    The engine follows a built-in decision tree to select models like DCF, Comparable Companies, or VC methods based on data availability and company stage.

    It uses a 3-statement linking logic where Income Statement drivers flow into the Balance Sheet and Cash Flow for a balanced model.

    Yes, it includes a 5-stage SOP covering screening, deep dive, modeling, risk assessment, and final decision logic.