Meta — Agent Valuation Adjustments Skill

Overview

SaaS valuation (handled by meta-valuation + saas-valuation-and-fundraising-strategy) uses Rule-of-40-adjusted ARR multiples + cohort discipline. AI valuation (handled by meta-ai-valuation-adjustments) layers premium / discount for AI defensibility. Agent valuation must add a separate adjustment because agent businesses span a much wider range — from "genuinely defensible vertical agent" earning a substantial premium to "GPT prompt wrapper" earning a wrapper discount of 40-70% on the headline ARR multiple.

The dispersion of agent-business multiples in 2025-2026 is wider than any other AI category. Investors are explicit about premium and discount; the model must be too.

Use When

• An agent-product plan is being valued
• A funding round is being planned and pre-money expectation set
• An exit comparable analysis is being run
• A board pack includes valuation update
• The plan must declare its expected multiple range with reasoning
• Cross-loaded with meta-valuation and meta-ai-valuation-adjustments

Do Not Use When