valuation-updater
Marks portfolio positions to fair value per ASC 820/IPEV guidelines
npx skills add a5c-ai/babysitter --skill valuation-updater --agent claude-code
Same command for any agent — swap --agent for codex, cursor, copilot.
Weekly change comes from our own snapshots, not the repository page — it measures attention, not adoption.
# Valuation Updater ## Overview The Valuation Updater skill supports periodic marking of portfolio positions to fair value in accordance with ASC 820 and IPEV guidelines. It ensures consistent, defensible valuations for fund reporting and LP communications. ## Capabilities ### Fair Value Assessment - Assess fair value using multiple approaches - Apply appropriate valuation methodologies - Document valuation rationale - Support valuation committee process ### Methodology Application - Apply market approach (comparables, transactions) - Apply income approach (DCF where appropriate) - Use calibration from recent rounds - Handle convertible instrument valuations ### Documentation Generation - Generate valuation memos - Document key assumptions - Support audit requirements - Maintain valuation audit trail ### Portfolio-Level Review - Aggregate portfolio valuations - Calculate NAV impacts - Track valuation changes over time - Identify outliers for review ## Usage ### Update Company Valuation ``` Input: Company data, recent developments Process: Apply valuation methodology Output: Fair value estimate, documentation ``` ### Apply Calibration ``` Input: Recent transaction, prior valuation P
- Overview
- Capabilities
- Fair Value Assessment
- Methodology Application
- Documentation Generation
- Portfolio-Level Review
- Usage
- Update Company Valuation
- Apply Calibration
- Generate Valuation Memo
- Review Portfolio Valuations
- Valuation Hierarchy
- Integration Points
- Valuation Methodologies
What does the valuation-updater skill do?
Marks portfolio positions to fair value per ASC 820/IPEV guidelines
How do I install it?
Run `npx skills add a5c-ai/babysitter --skill valuation-updater --agent claude-code` — it drops the skill into your project so the agent can pick it up. Swap the --agent value for codex, cursor or copilot if you use one of those.
Where does this skill come from?
From a5c-ai/babysitter, a repository with 1,642 stars. We read it straight from the repository tree rather than a submitted listing, so what you see here is what is actually published.
Is a popular skill a good skill?
Not necessarily. Stars measure attention, not adoption — a repository can trend for a week and be abandoned. That is why we show the weekly change from our own snapshots next to the total, instead of a single flattering number.
