A practical workflow for the next decision
A valuation conversation often begins with a number and ends with an argument about the number. A more useful starting point is the purpose of the valuation, the date, the financing terms and the evidence behind the assumptions. This toolkit helps you build that record before presenting a range.
The pack includes three skills, a comparable-company evidence sheet, a valuation decision memo and a simple priced-round dilution calculator. It is built for founders preparing a discussion and analysts checking a model. The output should make assumptions easier to inspect; it should never present an AI-generated estimate as an independent professional valuation.
The same headline valuation can imply different economics when option pools, debt, liquidation preferences or convertible instruments differ. Keep enterprise value, equity value, pre-money and post-money value separate. This pack places those definitions next to the calculation so that comparisons do not silently change meaning.
Free download. Choose an individual skill below if you prefer to start with one workflow.
How to work through the pack
Define what is being valued and why: a fundraising discussion, scenario analysis or internal planning exercise. Record the valuation date, currency, fully diluted share count and the actual information available.
Select methods that the evidence can support. A young company without stable revenue may not support a conventional revenue multiple. A discounted cash-flow model should expose how much of its result comes from distant assumptions and terminal value.
Build a comparable set with dated sources. Keep public trading multiples separate from private financing headlines, and distinguish enterprise value from equity value. Record the period and definition of the metric rather than mixing trailing revenue with forward ARR.
Present a range and a bridge from enterprise to equity value where relevant. Then model the financing mechanics separately: new investment, ownership dilution, option-pool timing and any instruments requiring specialist treatment.
Bring the right inputs
- Valuation purpose, date, currency, current cap table and financing documents
- Historical actuals, forecast assumptions and the available comparable evidence
- Proposed raise amount and any option-pool or convertible-instrument terms
Try this first
Use startup-valuation-brief on this model and cap table. Identify which valuation methods are supportable, create a dated assumptions ledger and explain the largest sources of uncertainty. Then use priced-round-dilution to compare the supplied term scenarios. Do not invent market multiples or treat a SAFE cap as a current valuation.Install a skill and run one task
- Download the pack, or choose one individual skill ZIP from the directory below.
- Upload that skill ZIP using the skill settings available in your Claude account. Keep the skill folder and its supporting files together. For Claude Code, place the skill folder in your project’s .claude/skills/ directory.
- Share the context, evidence and output you need. Ask Claude to use the selected skill, then review its answer before acting on it.
You can also attach selected Markdown instructions to a Claude Project as reference material. Account features and upload limits can differ; the archive includes a README and the complete skill folders so the instructions remain usable.
Free download. Choose an individual skill below if you prefer to start with one workflow.
The 3 skills in this pack
01
Priced-round dilution
A founder wants to compare simple priced-equity financing scenarios. Produces A pre/post-money and ownership bridge with explicit instrument exclusions.
Output: A pre/post-money and ownership bridge with explicit instrument exclusions
Download this skill (.zip)02
Startup comparable research
A valuation needs a source-backed peer set and normalised metrics. Produces A comparable-company table with inclusion criteria, definitions and sources.
Output: A comparable-company table with inclusion criteria, definitions and sources
Download this skill (.zip)03
Startup valuation brief
An early-stage company needs a supportable valuation discussion. Produces A method-selection memo, assumptions ledger and defensible scenario range.
Output: A method-selection memo, assumptions ledger and defensible scenario range
Download this skill (.zip)Review the work, then tell the story
This is an analytical preparation toolkit, not an appraisal, fairness opinion or investment recommendation.
The included calculator covers a simple priced equity round without convertibles, fees, warrants or pool changes. It stops rather than silently approximating those instruments.
Once the evidence and conclusions are reviewed, turn them into a page brief: one main point, the supporting facts, the visual you need and the source notes. Oria helps turn that brief, rough layout or sketch into professional slides. It is the presentation layer; your reviewed analysis remains the source of truth.
For the next step, explore the financial modelling agent pack and the Claude skills for pitch books.
Frequently asked questions
What is included in the download?
The complete pack contains 3 Claude skills with supporting instructions and examples. The directory below also offers one ZIP per skill so you can start with a single workflow.
How do I use it?
Download a single skill ZIP and upload it through the skill settings available in your Claude account. For Claude Code, keep each skill folder intact under the project’s .claude/skills/ directory. You can also add selected Markdown instructions to a Claude Project as reference material.
How does Oria fit?
Use Claude to research, test and structure the answer. Once you have reviewed the content, Oria helps turn the brief, rough layout or sketch into professional, editable slides.
Free download. Choose an individual skill below if you prefer to start with one workflow.