AI agent for investment bankers
Valuation Methods Cross-Check Agent
Show valuation ranges from three methods with a clear, checked explanation of any gaps.
What it does
A discounted cash flow, comparable companies and precedent transactions often give different ranges, and the gap is discovered in the client meeting. This agent runs all three methods from the same company data and compares the ranges. It then investigates outliers, such as a peer with an unusual margin, a one-time gain in a comparable or a deal with unusual terms. It rebuilds each method after the assumption fixes and checks whether the ranges now overlap or the remaining gap can be explained. It drafts a reconciliation page showing why the methods differ. The banker approves the summary before the client sees it.
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.
Read the steps as a list
- Valuation requested
- Load company financials and projections
- Run the discounted cash flow with a range of discount rates
- Run comparable companies and precedent transactions
- Compare the three ranges
- Investigate outliers in the peer and deal sets
- Correct assumption errors and rebuild each method
- Do the ranges overlap or is the remaining gap explained?If not: test the next likely cause such as growth, margin or terminal value and rebuild. Back to step 5.
- Draft the reconciliation page
- Banker approves the summaryThe agent waits here for your OK.
- Valuation summary with reconciliation
How it decides
It treats methods as consistent when ranges overlap, and otherwise traces the gap to specific inputs or outliers.
- Treat a peer as an outlier if its margin is more than 2 standard deviations from the set
- Exclude deals with unusual terms from multiples
- Flag a gap above 20 percent between method midpoints
- Show terminal value as a share of total value
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Methods to include
- Outlier rule
- Gap flag level (default 20 percent)
- Discount rate range
What keeps you in control
It always asks you first
- Banker approves the summary before the client sees it
Hard limits
- Never sends valuations to a client
- Labels all ranges as estimates
It stops when
- Done: ranges overlap or gaps are explained and approved
- Stop: projections are not final
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.
- 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
