saas-valuation-compression

name

saas-valuation-compression

description

Analyze SaaS company valuation compression between funding rounds. Use this skill whenever the user asks about: how much a SaaS company's valuation multiple changed between rounds, why the ARR multiple compressed or expanded, comparing a company's compression to macro benchmarks, or explaining what drove valuation changes for any VC-backed software company. Trigger on phrases like "valuation compression", "ARR multiple", "round-to-round valuation", "multiple change", or when the user asks to compare a company's funding rounds. Always use this skill for any multi-round SaaS valuation analysis — do not try to answer from memory alone.

SaaS Valuation Compression Analyzer

What This Skill Does

For a given SaaS company, research its funding history and compute ARR-based valuation multiples at each round. Then explain the compression (or expansion) using a structured framework that covers macro rates, growth trajectory, narrative shifts, and comparables.

Always render the output as an inline visualization (using the Visualizer tool) plus a concise prose explanation. Do not just return a wall of numbers.

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Step-by-Step Workflow

1. Gather Data via Web Search

Search for each of the following. Run searches in parallel where possible.

For the target company:

• [company] funding rounds valuation ARR revenue
• [company] Series [X] raised valuation for each round
• [company] annual recurring revenue ARR [year] for each round date
• [company] investors lead investor [round]

For macro context:

• SaaS ARR valuation multiples [year] private market
• Use the known benchmark table below as fallback if search is thin.

For narrative context:

• — AI narrative premium?