Bulk Write Valuation Memos

Most quarterly valuation work is data assembly and research. Investment firms synthesize KPIs, qualitative updates, recent financings, and comps, then write up a proposal before the debate about valuation can begin. An MCP-powered workflow can hand VC/PE teams a first-pass valuation for any company, automating the bulk of this work. Investment firm teams then spend time on the parts that actually require judgment.

How to set this up

Tools

• Codex (shown here) or Claude
• Standard Metrics MCP. See here for set up details.
• Google Docs connector

Prompt used in the video:

Write valuation memos for each of my companies based on last quarter performance metrics and recent valuation data in Standard Metrics. Centralize all rationale in my Google Document titled Valuation Memos and separate companies by tab. Do this right now as a test.

Tips

• Notion also works great as a centralized destination for this output
• Managing a large portfolio? Results may be more accurate and in-depth if this is done one company at a time