methodiq-valuation-mcp

MCP server for investment valuation — DCF analysis, comparable company valuation, precedent transactions, LBO modeling, and WACC calculation for analysts, VCs, PE firms, and investment bankers.

Tools

| Tool | Description | |------|-------------| | dcf_analysis | Discounted cash flow model with projected revenues, EBITDA margins, terminal value, and WACC/growth sensitivity table | | comparable_valuation | Value using sector-specific EV/Revenue, EV/EBITDA, or P/E multiples with growth and margin adjustments | | lbo_model | Leveraged buyout analysis — debt structure, paydown schedule, exit returns (MOIC + IRR) with sensitivity | | wacc_calculator | CAPM-based WACC with industry betas, optimal capital structure analysis, and D/E sensitivity | | precedent_transactions | Historical M&A transaction comps with premium/discount analysis for strategic vs financial buyers |

Installation

npx methodiq-valuation-mcp

Claude Desktop

{
  "mcpServers": {
    "methodiq-valuation": {
      "command": "npx",
      "args": ["-y", "methodiq-valuation-mcp"]
    }
  }
}

Use Cases

• Startup Valuation: DCF + comps to triangulate fair value for fundraising or M&A
• PE Deal Analysis: Full LBO model with debt paydown, IRR targets, and exit sensitivity
• Investment Banking: Precedent transaction analysis with strategic/competitive premiums
• Portfolio Management: WACC calculation with optimal capital structure recommendations
• Board Presentations: Sensitivity tables across WACC, growth, and exit multiple assumptions

Sectors Covered

SaaS, Fintech, HealthTech, AI/ML, Cybersecurity, E-commerce, EdTech, CleanTech, Biotech, Hardware, Marketplace, DevTools, PropTech, InsurTech, LegalTech

Example Usage

DCF Analysis

Revenue: $50M, Growth: [40%, 30%, 25%, 20%, 15%], EBITDA margin: 20% → 30%, WACC: 10%, Terminal growth: 3%

LBO Model

Purchase: $500M, Revenue: $100M, EBITDA: $30M, 4x leverage, 5-year hold, 8x exit multiple

Comparable Valuation

Sector: saas, Revenue: $20M, Growth: 80%, Margin: 75%

License

MIT

Built by Crawde | Investment methodology: MethodIQ