Startup Valuation MCP Server

io.github.simonplmak-cloudv2.0.0更新於 Sep 30, 2026

Startup valuation for AI agents: 14 tools, 80+ pre-revenue formulas.

已驗證Streamable HTTP可網頁執行FinanceData & Analytics

概覽

AI 產生的概覽

讓助理使用 80 多個未產生營收階段的估值公式(從計分卡法、VC 法到 Black-Scholes 及產業模型)計算新創估值。

功能
提供 14 個 MCP 工具,將《Startup Valuation》教材中的 80 多個估值公式依方法族摺疊,每個工具透過 method 參數選擇具體公式。涵蓋機率、貨幣時間價值、CAPM、核心未營收估值方法、選擇權、可比公司、SaaS、市場平台、金融科技、生技、硬體、國際、股東權益、新興方法,以及三角化綜合分析。每個函式回傳 ValuationResult,包含估值、假設與敏感度分析,便於稽核。同一套件也以 Python 函式庫與 AI 代理技能定義的形式發布。
適用情境
適合助理需要進行結構化、可稽核的新創或未營收企業估值時使用,例如計分卡法、Berkus 法、VC 法、風險因素加總、選擇權定價,或 SaaS 的 LTV 與 CAC 等產業模型。也適用於情境分析與蒙地卡羅分析、稀釋與清算優先權問題,以及 SAFE 或加密貨幣估值公式。
執行需求
可作為託管 Streamable HTTP 端點使用提供方網址,無需安裝、無需 API 金鑰;也可透過 PyPI 套件 startup-valuation 在本機執行,用 pip 安裝或以 uvx 臨時執行,需要 Python。未宣告任何環境變數或標頭。
安裝前請注意
此伺服器只做計算,不取得即時市場資料,輸入與假設由呼叫方提供,結果應視為模型輸出而非財務建議。使用託管端點時,你提供的估值輸入會傳送到第三方服務。未宣告憑證、付款或寫入操作。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Startup Valuation MCP Server,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "startup-valuation": {
      "type": "http",
      "url": "https://startup-valuation.simonmak.com/api"
    }
  }
}

README

Startup Valuation Engine

Comprehensive startup valuation library implementing 80+ formulas from the Startup Valuation textbook. Python library + MCP server + AI-Agent Skills.

[PyPI] [CI] [License: MIT] [Python 3.10+] [Docs] [Coverage] [OpenSSF Scorecard] [Glama MCP] [MCP tools]

Overview

A production-grade Python library for startup valuation, implementing every formula from the Startup Valuation textbook by Simon Mak (Valuation in Practice Series, Ascent Partners). Designed for developers, financial analysts, and AI agents who need auditable, structured valuation computations.

Three-layer architecture:

mermaid
graph TB    subgraph Library["Python Library"]        MOD["14 Modules<br/>80+ Functions"] --> VR["ValuationResult"]    end    subgraph MCP["MCP Server"]        VR --> SVR["FastMCP Server<br/>14 Tools"]    end    subgraph Skills["AI-Agent Skills"]        SVR --> CORE["Core"]        SVR --> ADV["Advanced"]        SVR --> IND["Industry"]        SVR --> STAKE["Stakeholder"]        SVR --> EMER["Emerging"]    end    style Library fill:#0083AB,color:#fff    style MCP fill:#4CAF50,color:#fff    style Skills fill:#9C27B0,color:#fff
  1. Python Library — 14 modules, 80+ typed functions, all returning ValuationResult (value + assumptions + sensitivity)
  2. MCP Server — 14 folded tools (80+ formulas) for AI agents via stdio and hosted Streamable HTTP
  3. AI-Agent Skills — 6 skill definitions with workflow guidance for valuation domains

Installation

bash
pip install startup-valuation          # library onlypip install startup-valuation[mcp]     # + MCP serverpip install startup-valuation[dev]     # + pytest, ruff, mypy

Quick Start

Python Library

python
from startup_valuation.core import scorecard_valuation, vc_method_post_moneyfrom startup_valuation.advanced import black_scholes, scenario_analysisfrom startup_valuation.types import Scenario
# Scorecard Method (pre-revenue startups)result = scorecard_valuation(    average_valuation=1_500_000,    weights=[0.30, 0.25, 0.15, 0.10, 0.10, 0.05, 0.05],    scores=[1.25, 1.50, 1.20, 0.75, 1.00, 0.90, 1.00],)print(f"Scorecard: ${result.value:,.0f}")  # $1,800,000
# Black-Scholes for real options (startup equity)result = black_scholes(    underlying=20_000_000, strike=5_000_000,    risk_free_rate=0.05, volatility=0.40, time_to_maturity=1.0,)print(f"Option value: ${result.value:,.0f}")  # $15,240,000
# Scenario Analysisscenarios = [    Scenario("bull", 0.20, 10_000_000),    Scenario("base", 0.60, 5_000_000),    Scenario("bear", 0.20, 1_000_000),]result = scenario_analysis(scenarios)print(f"Expected value: ${result.value:,.0f}")  # $5,200,000

MCP Server (for AI Agents)

The server exposes 14 tools, each folding a family of formulas behind a method argument — probability, time value, CAPM, core pre-revenue methods, options, comparables, SaaS, marketplaces, fintech, biotech, hardware, international, stakeholder equity, emerging methods, and a triangulated full analysis.

Local (stdio):

bash
pip install "startup-valuation[mcp]"startup-valuation-mcp          # console script installed with the [mcp] extra# or: python -m startup_valuation.mcp# or ephemeral, no clone: uvx --from startup-valuation startup-valuation-mcp

Hosted (Streamable HTTP) — no install, no API key:

https://startup-valuation.simonmak.com/api

OpenCode — add to opencode.json:

json
"startup-valuation": {  "type": "remote",  "url": "https://startup-valuation.simonmak.com/api",  "timeout": 60000}

Claude Desktop / Cursor — add the HTTP URL https://startup-valuation.simonmak.com/api as an MCP server, or run the stdio entrypoint above.

MCP Registry — published as io.github.simonplmak-cloud/startup-valuation (manifest: server.json) and listed on Glama and the Official MCP Registry. The glama.json file holds the Glama maintainer entry.

AI-Agent Skills

Copy the skills/ directory to your agent's skills folder:

  • valuation-core — Scorecard, Berkus, VC Method, Risk Factor Summation
  • valuation-foundations — Probability, time value, CAPM, comparables
  • valuation-advanced — Black-Scholes, Binomial, Monte Carlo, Scenario Analysis
  • valuation-industry — SaaS, Biotech, Fintech, Marketplace, Hardware
  • valuation-stakeholder — Dilution, OPM, PWERM, Liquidation Preference
  • valuation-emerging — SAFE, Crypto (MV=PQ), ESG, Metcalfe's Law

Valuation Methods by Category

CategoryMethodsChapter
ProbabilityExpected value, joint probability, Poisson2
Time ValuePV, NPV, annuity2
CAPMCAPM, portfolio beta, startup-adjusted2
CoreScorecard, Berkus, Risk Factor, VC Method3
AdvancedBlack-Scholes, Binomial, Monte Carlo, Scenario4
ComparablesP/E, P/S, EV/EBITDA, regression-adjusted5
SaaSLTV, CAC, NRR, Magic Number, Rule of 4011
BiotechrNPV, decision tree, peak sales, pipeline11
FintechPayment revenue, lending, neobank, network effects11
MarketplaceGMV, take rate, liquidity, network density11
HardwareTRL-adjusted, break-even, P-weighted DCF11
InternationalPPP, CRP, currency-adjusted DCF, Damodaran12
StakeholdersDilution, OPM, PWERM, liquidation, synergies13
EmergingSAFE, MV=PQ, ESG, Metcalfe's, data moat14

Why This Library?

  • Auditable — Every function returns ValuationResult with value, method, inputs, assumptions, and sensitivity analysis
  • Textbook-accurate — All formulas verified against book example values with unit tests
  • AI-ready — MCP server and Skills for seamless AI agent integration
  • Industry-specific — Dedicated modules for SaaS, biotech, fintech, marketplace, and hardware startups
  • Open source — MIT license, extensible, well-documented

Development

bash
# Install dev dependenciespip install -e ".[dev]"
# Run testspytest
# Run with coveragepytest --cov=startup_valuation --cov-report=term-missing
# Lintruff check .
# Type checkmypy src/startup_valuation --ignore-missing-imports

Documentation

Companion Textbook

Startup Valuation: A Comprehensive Guide to Valuing Fast-Growing Pre-Revenue Companies
Theory, Methods, Regulation, and Practice — Valuation in Practice Series by Ascent Partners
By Simon Mak · 338 pages · 15 chapters · 300+ exercises · 20+ real-world cases

Citing This Project

bibtex
@software{startup_valuation_engine,  author = {Mak, Simon},  title = {Startup Valuation Engine},  year = {2026},  url = {https://github.com/simonplmak-cloud/startup-valuation},  license = {MIT},}

Based on formulas from the Startup Valuation textbook. See output/ for the full textbook source in markdown.

License

MIT — see LICENSE for details.

來源:README.md,提交 9823bc5

工具

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版本歷史

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  1. v2.0.0最新Sep 30, 2026