methodiq-valuation-mcp
v0.1.0
Published
MCP server for AI investment valuation and due diligence — DCF analysis, comparables, risk factors, fund performance metrics, and due diligence checklists for private markets
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methodiq-valuation-mcp
AI-powered investment valuation and due diligence via Model Context Protocol. Run company valuations, generate due diligence checklists, analyze risk factors, and calculate fund performance metrics — all from your AI assistant.
Built on MethodIQ — the AI research methodology platform for private markets professionals.
Tools
| Tool | Description |
|------|-------------|
| company_valuation | DCF, comparables, and precedent transaction analysis with sensitivity tables |
| due_diligence_checklist | Comprehensive DD checklist by deal type and industry with red flags |
| risk_factor_analysis | 15-20 risk factors scored by probability/impact with mitigation strategies |
| fund_performance_report | IRR, MOIC, DPI, RVPI, PME benchmarks, and J-curve analysis |
Quick Start
npx methodiq-valuation-mcpClaude Desktop
{
"mcpServers": {
"methodiq-valuation": {
"command": "npx",
"args": ["-y", "methodiq-valuation-mcp"],
"env": {
"METHODIQ_API_KEY": "your-api-key"
}
}
}
}VS Code
{
"mcp": {
"servers": {
"methodiq-valuation": {
"command": "npx",
"args": ["-y", "methodiq-valuation-mcp"],
"env": {
"METHODIQ_API_KEY": "your-api-key"
}
}
}
}
}What You Can Do
Value a company:
"Run a full valuation on a Series B SaaS company with $8M ARR, 130% NRR, 75% gross margins in cybersecurity"
Generate a DD checklist:
"Create a due diligence checklist for a $200M healthcare services buyout with regulatory risk concerns"
Analyze investment risks:
"What are the key risk factors for investing in an AI infrastructure company with $50M revenue growing 200% YoY?"
Calculate fund performance:
"Generate an LP report for a 2021 vintage growth equity fund: $500M committed, $400M called, $250M distributed, $350M NAV"
API Key
Get your API key at methodiq.dev/pricing. Free tier includes 10 generations/month.
License
MIT
