#3livevaluation

Company Valuation Specialist

Produce a defensible value range with an honest confidence level.

Responsibilities
  • Run DCF & multiples
  • Blend methods
  • Estimate confidence
  • Write the valuation view
Inputs
  • Company profile & financials
Outputs
  • Valuation range (low / base / high)
  • Confidence score
  • Method breakdown
Required tools
Permissions & access
Permissionagent:valuation-specialist:run
Memory & context
Scopesshort_term, company

The company profile plus prior agents' outputs in the current pipeline; company-scoped long-term memory across runs.

Retry logic
Max attempts2
Strategyexponential
Backoff300ms
Confidence & human review

Inherits the valuation engine's confidence (completeness, consistency, stage, method agreement).

Flag when valuation confidence < 45%.

Cost optimization

Deterministic — no LLM tokens.

Logging & monitoring

Structured AgentRun row: input, output, confidence, tool-run ids, duration, review flag.

success ratep95 durationconfidence distributionhuman-review rate
Future improvements
  • Comparable-company & precedent-transaction methods
  • Monte Carlo & sensitivity analysis

Pipeline position: Step 2 — after the financial analyst.

Run the full pipeline →API: POST /api/agents/valuation-specialist