saas-valuation-compression

1# SaaS Valuation Compression Analyzer
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3## What This Skill Does
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5For a given SaaS company, research its funding history and compute ARR-based valuation
6multiples at each round. Then explain the compression (or expansion) using a structured
7framework that covers macro rates, growth trajectory, narrative shifts, and comparables.
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9Render the output as an inline visualization (using the Visualizer tool) plus a concise
10prose explanation, rather than a wall of numbers.
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12---
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14## Workflow
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16### 1. Gather Data via Web Search
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18Research these, running independent searches in parallel:
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20- **Each funding round of the target company** — round name, date, amount raised, post-money valuation, and lead investor.
21- **ARR at or near each round date** — from press coverage, founder interviews, or investor posts; note when a figure is estimated.
22- **Growth and retention around each round** — ARR growth rate, NRR, churn, notable customers.
23- **Narrative context** — AI positioning and product launches, category leadership, competitive moves.
24- **Private-market SaaS multiples at each round date** — fall back on the dated tables in `references/benchmarks.md` when search is thin.
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26### 2. Build the Data Model
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28For each funding round, extract or estimate:
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30| Field | How to get it |
31|---|---|
32| Round name | Direct from search |
33| Date | Direct from search |
34| Amount raised | Direct from search |
35| Post-money valuation | Direct or compute from ownership %; if unavailable, note as estimated |
36…