saas-valuation-compression
适合做创业/投资比较，解释估值变化的微观与宏观驱动因素。
分析 SaaS 公司在各轮融资间基于 ARR 的估值倍数压缩或扩张原因。
帮你把一家 SaaS 公司按 ARR 算的估值倍数在各轮融资间算清楚，并解释倍数为什么会压缩或扩张。适合在对比轮次估值、分析 VC-backed 公司估值变化或想知道增长、市场和叙事哪个因素在推动估值时用。特别之处是用宏观利率、增长轨迹、叙事转变和可比公司等结构化框架来分解原因，结论更有证据链。
▸ 展开 SKILL.md 英文原文
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.
帮我安装这个 skill：https://raw.githubusercontent.com/himself65/finance-skills/main/plugins/market-analysis/skills/saas-valuation-compression/SKILL.mdcurl -fsSL "https://raw.githubusercontent.com/himself65/finance-skills/main/plugins/market-analysis/skills/saas-valuation-compression/SKILL.md"# 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. --- ## 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 revenu