Works with the AI tools you already use

    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIGitHub CopilotGitHub CopilotGemini CLIGemini CLI+20 more

    Financial Analysis Decision Engine

    1

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

    Free

    7 installs5.0 (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.

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

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    2. 2

      Unzip into your skills folder

      Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.

    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

    Skills folder by agent

    Click the path to copy it. Create the folder if it does not exist yet.

    Reviews

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    7 people have installed this skill.

    Trust & safety

    Security scanned

    Verified clean 3 months ago

    • Free to download with an account

    Listed3 months ago

    Frequently Asked Questions