SaaS Valuation Compression AnalyzerFinance Skill

A SaaS valuation compression analysis skill that researches a company's funding history via web search, computes ARR-based valuation multiples at each round, and attributes compression/expansion to causes. 6-step process: (1) gather data via parallel web searches (company funding rounds, valuations, ARR, lead investors, macro SaaS multiples, AI narrative context); (2) build data model with ARR estimation heuristics (Seed/A: $500K-$3M, B: $5M-$20M, C: $20M-$60M) and cross-check via customer count x ARPC; (3) compute compression metrics (multiple_compression_pct, valuation_growth_pct, arr_growth_pct) with decomposition insight that valuation_growth = arr_growth + multiple_change; (4) attribute compression to causes using a checklist (macro/rate environment with ZIRP bubble and April 2026 Software Meltdown context, growth deceleration, narrative shift, AI premium positive/negative, competitive/market, investor supply/demand) rated Primary/Contributing/N/A; (5) build visualization with metric cards row, line chart (company ARR multiple vs macro SaaS median over time), bar chart (valuation growth vs ARR growth vs multiple change decomposition), comparison bar (company vs 2-3 peer comparables), and cause attribution table; (6) write prose summary (one-sentence verdict, primary cause, narrative premium/discount, comparable context, forward implication). Includes pre-loaded benchmark table of SaaS private market median ARR multiples by period (2019-2026 Q2), known comparables (Vercel, WorkOS, Netlify, Fastly, Stripe, HashiCorp), and April 2026 Software Meltdown public SaaS drawdown table (20 tickers with % from 52w high). Uses web search for data gathering and Visualizer tool for inline charts. No Python or yfinance required. Works on all platforms.

Snapshot quality

86/100

Snapshot risk

Medium

Audit conclusion

Needs review