
Claude for Business Valuation Workshop
Description
What this workshop covers Most funds still run valuation across three disconnected spreadsheets — a comps tab, a DCF tab, and an LBO someone rebuilds every time. Three methods, three files, no single answer. It takes an analyst a week to triangulate, and the range that reaches IC is only as consistent as whoever built it that quarter. This is a 1-hour hands-on session showing PE and VC partners, principals, and analysts how to run a complete business valuation engine using Claude AI agents inside Claude Cowork. One prompt drives eight agents that triangulate Comps, DCF, and Ability-to-Pay into a single defensible range — answering the only two questions that matter: what is it worth, and what can you pay? We set up Claude Cowork from scratch, so even if you have never used it before, your team will leave running the engine live on your own deal. Limited slots available. First come, first served. Section 1: The Business Valuation Engine One prompt and a set of eight agents that run the full valuation inside Claude. You give it the target and your return hurdle. A Comps agent pulls and normalizes the trading comp set; a Precedent-Transactions agent benchmarks against real deal multiples; a DCF agent builds the cash flow and discounts it; a WACC agent sets and defends the discount rate; an Ability-to-Pay agent runs the LBO backward from your hurdle to the maximum payable price; a Sensitivity agent stress-tests every assumption that moves the answer; a Sanity-Check agent reconciles all three methods into one range; and a Red-Team agent attacks the valuation before it reaches your IC. The coordinator routes the work and gates each step — you make the call. Section 2: Building the Skill How to turn the engine into a permanent Claude Skill, so the valuation is not a prompt you paste each time but a capability your whole team invokes the same way, every time. We build the skill live, so every analyst values and stress-tests to the identical standard. Section 3: Root Files (the moat) The standing documents every session reads first: your valuation policy written as explicit rules (hurdle rates, WACC conventions, acceptable multiple ranges, addback treatment), your house model and output formats, and your scoring criteria. Collection and code are commodities; this context is what makes your engine yours, and no competitor can replicate it. Section 4: Scheduling How to put the engine on autopilot inside Claude, scheduling valuation runs to fire on their own cadence, so a fresh, IC-ready range is waiting whenever a live deal needs one — without anyone rebuilding a model from scratch. What you leave with The full valuation engine (the workflow prompt with its eight agents), a working Claude Skill, your root files, and a schedule — all ready to run tomorrow on your own deals. 30-minute Q&A with Ayub. Who this is for PE and VC partners, principals, and analysts at funds managing $50M to $5B+ who want to stop rebuilding valuations across three disconnected spreadsheets and instead triangulate Comps, DCF, and Ability-to-Pay into one defensible range, to the same standard every time.
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