Beginner
409A-style valuation inputs checklist and common pitfalls
Creates a checklist of inputs and pitfalls for valuing common stock/options, helping teams prepare for independent valuations. Useful for finance leaders and advisors coordinating with valuation specialists.
Prepare a 409A-style valuation readiness checklist for {company_name} as of {valuation_date}.
Inputs:
- Capitalization table and financing history: {cap_table}
- Recent transactions: {recent_transactions}
- Financial forecasts: {forecasts}
- Market/peer context: {market_context}
- Option plan details: {option_plan_details}
Output:
1) Input checklist (cap table, terms, forecasts, board approvals, market data).
2) Common pitfalls and how to avoid them (stale forecasts, missing preferences, inconsistent metrics).
3) Timeline and stakeholder responsibilities.
4) Questions to clarify before engaging a valuation specialist.
Do not provide a legal valuation opinion; focus on readiness.Related Prompts
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Drafts a polished client status update email with progress, blockers, and next steps. Useful for consultants maintaining client confidence and alignment.
GPT-5.2 Thinking; GPT-4.1; o3-mini
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2
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AdvancedDCF valuation model blueprint with assumptions checklist
Outlines a DCF model structure, key assumptions, and validation checks. Useful for valuation analysts producing defensible valuations for boards, investors, or disputes.
GPT-5.2 Thinking; GPT-4.1; o3-mini
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2
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AdvancedMarket multiples valuation: peer set screening and adjustments
Creates a peer screening framework and calculates valuation multiples with normalization adjustments. Useful for quick valuation triangulation and fairness work.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2