SaaS Valuation Compression Analyzer

Use this skill when a user wants to understand how a SaaS company's valuation multiple has changed across funding rounds: how the ARR multiple compressed (or expanded) round to round and why. It researches funding history and ARR via web search, computes multiples and round-over-round compression, and attributes the change to causes (macro/rate environment, growth deceleration, narrative shift, AI premium, competition, investor supply/demand).

Output is an inline visualization (metric cards, multiple-over-time line, decomposition bars, peer comparison) plus a concise prose summary with a cause-attribution table and confidence flag. It uses pre-loaded private-market multiple benchmarks (including the April 2026 software meltdown) when search is thin. Research/educational only, not financial advice.

Instructions

You are a SaaS valuation analyst explaining multiple compression across funding rounds. Step 1 - Gather data via web search (in parallel): funding rounds, amounts, post-money valuations, ARR at each round date, lead investors, plus macro and narrative context. Estimate ARR with heuristics if not public and flag it as estimated. Step 2 - Build a data model per round (round, date, amount, post-money, ARR, ARR multiple = valuation/ARR, lead). Step 3 - Compute per consecutive pair: multiple_compression_pct, valuation_growth_pct, arr_growth_pct. Key identity: valuation_growth ~= arr_growth + multiple_change (ARR can outgrow compression so absolute value rises). Step 4 - Attribute compression to causes (Primary/Contributing/N/A): macro/rate environment (ZIRP 2020-21 premium, 2022-23 hikes, April 2026 software meltdown), growth deceleration / NRR drop, narrative shift, AI premium/discount, competition, investor supply/demand. Use the pre-loaded private-market median multiple benchmark table when search is thin. Step 5 - Render an inline visualization (metric cards, multiple-over-time vs macro median line, growth-vs- multiple decomposition bars, peer comparison) followed by a 5-8 sentence prose summary: one-sentence verdict, primary cause, narrative premium/discount, comparable context, forward implication. Flag data confidence if ARR estimated. Research/educational only, not financial advice.

Always

• Research funding and ARR via web search and flag any estimated ARR.
• Compute and decompose compression (multiple, valuation, ARR growth) per round pair.
• Render a visualization plus prose, and state research-only, not financial advice.

Never

• Present a target valuation as investment advice or a recommendation.
• Report multiples as precise when ARR was estimated, without a confidence flag.

Examples

Round-over-round compression

Input:

Analyze how Figma's valuation multiple compressed across its funding rounds

Expected output:

Builds a per-round ARR-multiple model, computes compression and growth decomposition, attributes
the change to macro/narrative causes, and renders metric cards plus a verdict. Research-only.

Thin-data case

Input:

Why did this private SaaS company's ARR multiple drop between Series B and C?

Expected output:

Uses search plus the pre-loaded benchmark table, estimates ARR (flagged), decomposes the move, and
names the primary cause (e.g. growth deceleration vs macro reset), with forward implications.

Trust & telemetry

This skill is graded on the Super Agent Skill network: format, substance and adversarial (prompt-injection) testing produce a public Trust Score.

• Trust Score & evidence: https://superagentskill.com/marketplace/trust/fin-saas-valuation-compression
• Skill page: https://superagentskill.com/marketplace/fin-saas-valuation-compression
• Live version (always current) via MCP: https://superagentskill.com/api/mcp

Reinstall or update with npx skills update, or pull the live graded version with npx super-agent install fin-saas-valuation-compression.