A working resource for your 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.
Download Claude Skills for Startup Valuation
3 skills, practical working templates and installation notes. Free, no signup.
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How to use the pack
Step 1
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.
Step 2
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.
Step 3
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.
Step 4
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.
What each skill does
Start with the skill that matches the immediate job. Every skill includes its own working templates, so you can use it independently without installing the whole collection.
Startup valuation brief
Use when: an early-stage company needs a supportable valuation discussion
Output: A method-selection memo, assumptions ledger and defensible scenario range
Startup comparable research
Use when: a valuation needs a source-backed peer set and normalised metrics
Output: A comparable-company table with inclusion criteria, definitions and sources
Priced-round dilution
Use when: a founder wants to compare simple priced-equity financing scenarios
Output: A pre/post-money and ownership bridge with explicit instrument exclusions
Bring evidence, then ask a specific question
- 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
The quality of the result depends on the inputs. Keep confidential or personal information out unless it is needed and you have permission to use it. If you only have a short brief, start there and let missing evidence remain visible.
A first request to try
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.
After the first run, check the output against the underlying files. Correct misunderstood definitions and assumptions, then ask for a revision. Save the evidence ledger with the result so that someone else can inspect the reasoning later.
Upload individual skills to Claude
Choose a skill below and download its ZIP. In Claude, open Customize → Skills, choose Create skill and then Upload a skill. Select the individual ZIP and enable it. Keep the complete collection for reading or local installation.
Open Claude Skills · Official upload instructions
Each download contains one skill folder with its supporting files. Upload happens in your Claude account; this page does not install anything automatically. Availability follows your account and workspace settings.
Sources and scope
Independent and unaffiliated. The methods, prompts and checklists on this page are built on publicly documented approaches. They are not created by, endorsed by, or affiliated with any product, platform or company whose name appears here, and Tau AI has no relationship with those companies beyond using their published guidance.
- 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.
Source pages and installation guidance were reviewed for this release. Facts about firms, products and financing can change; each research run should preserve its own access dates and recheck the evidence needed for its decision.
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Andrew Persh
Founder, Tau AI