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AI agent for venture capitalists

Quarterly Valuation Mark Support Agent

A supported mark for each holding with method, evidence and a policy check, ready for the committee

DecisionsAnalysisFinance
See how it worksGet access
Quarterly Valuation Mark Support Agent: what goes in, what the agent does and what you get

What it does

Every quarter the valuation committee asks why a company is marked up or down, and the evidence sits in several places. For each holding, this agent gathers the latest round terms, comparable company multiples and recent changes in company KPIs. It proposes a mark with the method used, such as the last round price, a calibrated multiple or a milestone adjustment, and writes down why. It checks the proposed mark against the fund's valuation policy, including the age of the last round and the rules for stale evidence. If evidence is out of date or conflicts, it requests data from the company or the deal team and recalculates. It leaves the final marks to the valuation committee. Edge case: a holding whose last round is 16 months old is not held at cost automatically and is sent for a method review.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Quarter closes 2 USES A TOOL List holdings and their latest round terms 3 USES A TOOL Pull comparable multiples and recent KPI changes 4 DOES Select the valuation method for each holding 5 DOES Propose a mark and write the support 6 CHECKS THE RESULT Is the evidence recent enough and consistent withpolicy? If not: request updated data from the company or dealteam and select the method again. Back to step 2. 7 DOES Compare each new mark with the prior mark andexplain moves over a set size 8 CHECKS THE RESULT Is every move above the threshold explained byevidence? If not: recalculate with other evidence or flag the markfor committee discussion. Back to step 4. 9 DOES Assemble the committee pack 10 YOU APPROVE Valuation committee approves final marks 11 RESULT Approved marks and support file
Read the steps as a list
  1. Quarter closes
  2. List holdings and their latest round terms
  3. Pull comparable multiples and recent KPI changes
  4. Select the valuation method for each holding
  5. Propose a mark and write the support
  6. Is the evidence recent enough and consistent with policy?If not: request updated data from the company or deal team and select the method again. Back to step 2.
  7. Compare each new mark with the prior mark and explain moves over a set size
  8. Is every move above the threshold explained by evidence?If not: recalculate with other evidence or flag the mark for committee discussion. Back to step 4.
  9. Assemble the committee pack
  10. Valuation committee approves final marksThe agent waits here for your OK.
  11. Approved marks and support file

How it decides

The method follows the policy: a recent round supports the round price, an older round needs a calibrated adjustment. A mark moves only when evidence supports it.

  • Treat a round older than 12 months as stale and recalibrate
  • Explain any move greater than 15% from the prior mark
  • Use the last round price only if the round was arm's length and no later negative news exists
  • Flag any holding with no recent data for committee review

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Staleness limit for rounds (default 12 months)
  • Move threshold needing explanation (default 15%)
  • Comparable set and multiple type
  • Policy rules by stage

What keeps you in control

It always asks you first

  • Final marks by the valuation committee

Hard limits

  • Never finalizes a mark
  • Does not share marks outside the fund

It stops when

  • Done: every holding has a supported mark or a flagged exception
  • Stop: valuation policy is unavailable

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor Brightfold, the last round was 14 months old at $40 million. The agent applied a calibrated multiple and proposed $52 million, up 30%. The check failed because it relied on one comparable. It added three comparables and revenue growth of 55%, and the proposal fell to $47 million. The committee reviewed 3 flagged marks and approved the pack.

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