
Saas Valuation Compression
by himself6501fc7b4b34aeNo license3.3K starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 3 days ago
Analyze how a private SaaS company's ARR valuation multiple changed across funding rounds, and attribute the compression or expansion to rate cycles and macro selloffs, growth deceleration, narrative shifts (including an AI premium), competition, and investor demand, benchmarked against private-market medians and peers. Use this skill whenever the user asks about valuation compression, ARR multiples, round-to-round valuation or multiple changes, down rounds, or wants to compare a VC-backed software company's funding rounds. Research the rounds rather than answering from memory.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| README.md | 1.9 KB | text/markdown |
| references/benchmarks.md | 3.7 KB | text/markdown |
| SKILL.md | 7.1 KB | text/markdown |
Source and attribution
Source:himself65/finance-skillsinplugins/market-analysis/skills/saas-valuation-compressionat commit01fc7b4
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
More from himself65/finance-skills

Yfinance Data
himself65
Fetches stock and market data from Yahoo Finance via the yfinance Python library and presents it.

Stock Liquidity
himself65
Analyze how liquid a stock is using Yahoo Finance data (yfinance): bid-ask spreads, volume and dollar volume (ADTV), top-of-book and options depth, square-root market impact and slippage estimates, turnover ratio, and Amihud illiquidity, rolled into a liquidity grade. Use this skill whenever the user asks about liquidity or trading costs — how easily a position can be entered or exited, what a large order would do to the price, spread or execution-cost estimates, order book depth, volume patterns, or liquidity comparisons — especially for small caps, penny stocks, and thinly traded names.

Stock Correlation
himself65
Analyzes stock co-movement from Yahoo Finance price history, finding correlated peers, betas, clusters and rolling correlations.

Sepa Strategy
himself65
Analyzes stocks using Mark Minervini's SEPA methodology: stage analysis, trend template, patterns, entries and position sizing.

Yc Reader
himself65
Look up Y Combinator companies and batches from the public yc-oss API, a static JSON dataset refreshed daily: company profiles, batch rosters (e.g. W25, S24), companies by industry or tag, top companies, who is hiring, founder-diversity lists, and overall YC stats. Use this skill whenever the user asks about YC-backed startups, a YC batch, YC companies in a sector or tag or that are hiring, the Y Combinator portfolio, or startup and venture research that draws on YC data. Read-only.

Twitter Reader
himself65
Read-only Twitter/X research via the opencli CLI: timelines, search, trends, bookmarks, profiles and notifications.
More in Business & Finance

Value Creation Plan
anthropics
Structures post-acquisition value creation plans with revenue, cost and operational levers mapped to an EBITDA bridge.

Swap Curve Strategy
anthropics
Analyzes interest rate swap curves, swap spreads, real rates and curve trade ideas using MCP pricing tools.

Deal Sourcing
anthropics
Guides a private equity deal sourcing pipeline: find target companies, check CRM history, and draft founder outreach emails.

Unit Economics
anthropics
Analyzes unit economics for private equity targets: ARR cohorts, LTV/CAC, net retention, payback and margin waterfall.

Option Vol Analysis
anthropics
Analyzes option volatility by combining vol surfaces, option pricing with Greeks, and historical prices to compare implied and realized vol.

Dd Meeting Prep
anthropics
Prepares question lists, benchmarks and red flags for due diligence meetings such as management presentations and expert calls.