name: saas-valuation-compression description: > Analyze how a private SaaS company's ARR valuation multiple changed across funding rounds, and attribute the compression or expansion to rate cycles and macro selloffs, growth deceleration, narrative shifts (including an AI premium), competition, and investor demand, benchmarked against private-market medians and peers. Use this skill whenever the user asks about valuation compression, ARR multiples, round-to-round valuation or multiple changes, down rounds, or wants to compare a VC-backed software company's funding rounds. Research the rounds rather than answering from memory.
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.