Valuation & Pricing: A Financial Modeling Skill for Agents

Where this fits

A deal team asks an agent to value a target company before a preliminary bid. The analyst manually pulls financial data, builds a DCF, checks multiples, and drafts a valuation memo. This skill gives the agent the structured playbook to run that process: choose the right method, calculate WACC, compute terminal value, and output ranges with sensitivity.

Why agents benefit

• It encodes the four standard methodologies (DCF, comps, precedents, LBO) and when to apply each.
• It provides explicit WACC formulas, including risk-free rate, beta, ERP, and company-specific alpha, so agents can plug in assumptions rather than guess.
• Terminal value logic is codified: perpetual growth and exit multiples, preventing the most common error in DCF models.
• Sensitivity analysis matrix guidance lets agents vary key drivers and present valuation ranges instead of false precision.
• It includes adjustment factors (liquidity discount, control premium, synergy) for comps and precedents, making outputs more credible in negotiation contexts.

Practical scenarios

Buy-side M&A bid preparation

An agent uses comps and precedent transactions to triangulate an initial valuation range, then runs a DCF to stress-test the cash-flow story. The output includes a one-page price rationale and a list of value drivers to defend in the next committee meeting.

Equity fundraising advisory

A founder needs a pre-money valuation for a Series A. The agent applies DCF with conservative growth assumptions and compares against recent venture comps, adjusting for stage and illiquidity. It produces a defensible range and highlights what operating metrics would move the valuation above the midpoint.

LBO feasibility screen

A private equity analyst screens a mid-market target. The agent builds a simplified LBO model using the target return thresholds (IRR ≥ 20%, MOIC ≥ 2.5x), tests capital structure alternatives, and flags whether the purchase price is viable before any formal financial sponsor work begins.

Add it to your agent workflow

Install the skill with:

npx skills add guoliang1114-boop/AriaAI --skill valuation-and-pricing

Then instruct your agent with a task such as: "Value Company X using DCF and comps. Use the valuation-and-pricing skill. State all assumptions, calculate WACC, and show a sensitivity table for revenue growth and WACC." The skill will structure the agent's output so it can be exported directly into a deal memo.

Compare before adopting

Before committing, compare this skill with general financial analysis prompts or a custom-built valuation workflow. Check whether the formulas and assumptions in the skill match your team’s standards — especially tax rate treatment, beta calculation, and terminal value methodology. Look at GitHub stars and recent commits for maintenance freshness, and see whether the README matches the version you install. If you already have a proprietary model, use the skill as a checklist rather than a replacement.

Why it is worth tracking

The skill is stable and part of a public skill library with observable community signals, and you can review the full skill page at https://www.openagentskill.com/skills/guoliang1114-boop-valuation-and-pricing. Revisit it if your work involves frequent valuation memos, deal pricing, or fairness opinions — the structured framework can be adapted quickly, and the sensitivity matrix alone is worth the install.