Saas Valuation Compression
himself65/finance-skills/plugins/market-analysis/skills/saas-valuation-compression作者 himself6501fc7b4b34ae无许可证3.3K 个星标收录于 2026年10月8日更新于 2026年10月8日仓库4天前更新
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.
- 01fc7b4b34ae当前提交 01fc7b4发布于 2026年10月8日
来源与署名
来源：himself65/finance-skills位于plugins/market-analysis/skills/saas-valuation-compression提交01fc7b4
许可证： 无许可证
内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。
更多来自 himself65/finance-skills 的技能
Yfinance Data
himself65
通过 yfinance Python 库从 Yahoo Finance 获取股票与市场数据并加以呈现。
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
基于 Yahoo Finance 价格历史分析股票联动，找出相关个股、贝塔、聚类与滚动相关性。
Sepa Strategy
himself65
使用 Mark Minervini 的 SEPA 方法分析股票：阶段分析、趋势模板、形态、入场点与仓位管理。
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
通过 opencli 命令行只读读取 Twitter/X 用于金融研究：时间线、搜索、趋势、书签、资料与通知。
更多Business & Finance技能
Value Creation Plan
anthropics
构建并购后价值创造计划，将收入、成本与运营杠杆映射到 EBITDA 桥。
Swap Curve Strategy
anthropics
利用 MCP 定价工具分析利率互换曲线、互换利差、实际利率与曲线交易机会。
Deal Sourcing
anthropics
指导私募股权项目挖掘流程：寻找目标公司、核查 CRM 往来记录，并起草创始人外联邮件。
Unit Economics
anthropics
为私募股权标的分析单位经济：ARR 队列、LTV/CAC、净留存、回收期与利润瀑布。
Option Vol Analysis
anthropics
通过结合波动率曲面、含希腊字母的期权定价与历史价格，比较隐含波动率与已实现波动率。
Dd Meeting Prep
anthropics
为尽职调查会议（如管理层演示、专家访谈）准备问题清单、基准数据和需重点探查的风险信号。