Startup Valuation MCP Server

io.github.simonplmak-cloud由 GitHub 帳號 simonplmak-cloud 發布v2.1.0更新於 Oct 9, 2026

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

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

AI 產生的概覽

為助理提供 14 個估值工具、涵蓋 80 多個新創估值公式,從種子期評分法到 SaaS、生技與 SAFE 模型。

可以做什麼
  • 執行種子期與核心方法:評分法、Berkus、風險因素加總、VC 法
  • 進行機率、貨幣時間價值、CAPM 與可比公司計算
  • 處理進階與產業情境:Black-Scholes、二項樹、蒙地卡羅、情境分析,以及 SaaS、生技、金融科技、平台與硬體
  • 處理利害關係人與新興方法:稀釋、OPM、PWERM、清算優先權、SAFE、加密與 ESG
  • 產出綜合三角驗證分析,每個結果都附帶數值、假設與敏感度
  • 透過引導式提示詞與方法目錄資源,在呼叫工具前查看所需參數
適用情境
適合需要結構化、可稽核的新創或種子期估值數字、而非臨時心算的情境,例如草擬募資輪模型、比較多種估值方法,或進行敏感度與情境分析。
執行需求
可使用託管的 Streamable HTTP 端點(免安裝、免 API 金鑰),或在本機安裝含 mcp 擴充的 startup-valuation Python 套件,透過主控台指令、python -m 或 uvx 執行。未宣告任何環境變數或標頭。
安裝前請注意
結果是依教科書公式與使用者假設產生的模型輸出,並非財務建議;採用任何數字前請核對輸入與假設。託管端點會接收你送出的估值輸入。README 中的託管網址與清單中的端點不一致,連線前請確認使用的是哪一個。

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。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.github.simonplmak-cloud%2Fstartup-valuation/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

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

A comprehensive startup valuation library implementing 80+ formulas from the Startup Valuation textbook — Python library, MCP server, and AI-agent skills.

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

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 (≤ 5 minutes)

Fastest path: one line — pip install "startup-valuation[mcp]" — then call any *_valuation tool (Scorecard, VC method, Black-Scholes, scenario analysis).

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
**Prompts and resources.** Besides the 14 tools, the server offers three guidedprompts (`value_pre_revenue_startup`, `value_saas_startup`, `model_funding_round`)and a machine-readable method catalog at `startup-valuation://methods`, so agentscan see every method's required parameters before calling a tool.
# 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.ascent-partners.com/api

OpenCode — add to opencode.json:

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

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

MCP Registry — published as com.ascent-partners/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

The valuation ladder

mermaid
flowchart LR    IDEA["Idea / pre-revenue"] --> SC["Scorecard · Berkus · Risk Factor"]    SC --> VC["VC Method · OPM · PWERM"]    VC --> ADV["Black-Scholes · Binomial · Monte Carlo · Scenario"]    ADV --> COMP["Comparables: P/E · P/S · EV/EBITDA"]    COMP --> IND["Industry: SaaS · Biotech · Fintech · Marketplace · Hardware"]    IND --> R["ValuationResult (value · assumptions · sensitivity)"]

Distribution

mermaid
flowchart LR    PKG["startup-valuation<br/>14 modules · 80+ functions"] --> L["pip install startup-valuation"]    PKG --> MP["pip install startup-valuation[mcp]<br/>→ 14-tool MCP server"]    MP --> T1["stdio (local)"]    MP --> T2["hosted Streamable HTTP"]

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

Note: CI and deployment run through the APG workbench pipeline.

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/simonmak-ascent/startup-valuation},  license = {MIT},}

Based on formulas from the Startup Valuation textbook.

Use with Context7

Up-to-date Startup Valuation Engine documentation is indexed on Context7, so coding agents can pull it into context on demand. With the Context7 MCP server or ctx7 CLI installed, name the library in your prompt:

text
use library /simonmak-ascent/startup-valuation for API and docs

License

MIT — see LICENSE.


By Ascent Partners — part of the Valuation in Practice Series.

If this saves you time, a ⭐ on GitHub helps others find it.

來源:README.md,提交 4ae0652

工具

0
SourceWeft 尚未讀取此伺服器的工具。

版本歷史

3
  1. v2.1.0最新Oct 2, 2026
  2. v2.0.1Oct 1, 2026
  3. v2.0.0Sep 30, 2026

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