Stakeholder & Equity Allocation
valuation_stakeholderSplit a known company valuation across stakeholders and equity classes using dilution, OPM, PWERM, liquidation, synergy, option, vesting, and loan models. Supply the method and its required inputs.
Instructions
Allocate value across stakeholders and equity classes: single-round dilution, OPM common stock, PWERM, liquidation value, M&A synergy, employee-option values, vesting adjustment, cash-vs-equity break-even, and asset-based loan capacity. Method selects the model. Use only after the company-level value is known (from valuation_core, valuation_saas, or valuation_comparables) to split that value across the cap table; for the company value itself do not use this tool. Parameters apply per method: dilution needs ownership_before + investment + post_money; opm needs enterprise_value + liquidation_pref + time_to_exit + volatility; pwerm and employee_option need scenarios; liquidation needs assets + recovery_rates; risk_adjusted_synergy needs revenue_synergies + cost_synergies; vesting_adjusted needs total_value + vested_fraction; max_asset_loan takes collateral values. Only method is required; other parameters are method-dependent, so supply those named for the selected method and omit the rest (documented defaults apply where defined). Returns an object with value, method, inputs, assumptions, chapter, formula_number and calculation steps. Pure arithmetic: no I/O and no external calls, and numeric results are returned rounded to 2 decimals. No authentication, credentials, or rate limits apply. Supplying an unknown method, or leaving unset a parameter that the chosen method requires, returns an error instead of a value.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cash | No | Cash and equivalents, currency units. | |
| years | No | Forecast horizon in years. | |
| assets | No | Map of asset name to book value, e.g. {"cash": 500000}. | |
| method | Yes | Formula to apply. Options: dilution = Ownership = before × (1 - investment / post-money).; opm = Option-pricing allocation of equity value to common shares.; pwerm = Probability-weighted expected return method across exit scenarios.; liquidation = V = Σ(asset × recovery rate).; risk_adjusted_synergy = Probability-weighted, discounted M&A revenue + cost synergies.; intrinsic_option = Intrinsic value = max(0, FMV - strike) × shares.; employee_option = Probability-weighted employee option value across scenarios.; vesting_adjusted = Option value adjusted for vesting schedule and retention probability.; cash_equity_breakeven = Break-even comparing salary reduction against discounted equity.; max_asset_loan = Borrowing capacity from asset collateral values. | |
| shares | No | Number of option shares. | |
| tax_rate | No | Effective tax rate as a decimal. | |
| equipment | No | Equipment, currency units. | |
| inventory | No | Inventory, currency units. | |
| prob_cost | No | Probability of realising cost synergies, 0-1. | |
| scenarios | No | Scenario objects: {name: str, probability: 0-1, value: currency}; probabilities should sum to 1. | |
| investment | No | Amount invested, currency units. | |
| post_money | No | Post-money valuation, currency units. | |
| volatility | No | Annualised volatility σ as a decimal (0.80 = 80%). | |
| real_estate | No | Real estate, currency units. | |
| total_value | No | Total grant value, currency units. | |
| equity_value | No | Value of equity offered, currency units. | |
| prob_revenue | No | Probability of realising revenue synergies, 0-1. | |
| strike_price | No | Option strike price, currency units. | |
| time_to_exit | No | Expected time to exit / liquidity in years. | |
| discount_rate | No | Discount rate as a decimal (0.12 = 12%). | |
| cost_synergies | No | Cost synergy value, currency units. | |
| recovery_rates | No | Map of asset name to recovery rate in [0,1], matching assets. | |
| retention_prob | No | Probability the holder stays, 0-1. | |
| vested_fraction | No | Fraction vested in [0,1]. | |
| years_remaining | No | Years of vesting remaining. | |
| annual_vest_rate | No | Annual vesting rate as a decimal. | |
| enterprise_value | No | Enterprise value (market cap + net debt), currency units. | |
| liquidation_pref | No | Liquidation preference amount, currency units. | |
| ownership_before | No | Founder ownership before the round as a decimal (0.60 = 60%). | |
| salary_reduction | No | Annual salary foregone for equity, currency units. | |
| fair_market_value | No | Current fair market value per share, currency units. | |
| revenue_synergies | No | Revenue synergy value, currency units. | |
| accounts_receivable | No | Accounts receivable, currency units. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| error | No | Error message when the call fails. | |
| steps | No | Intermediate steps for traceability. | |
| value | Yes | Computed valuation or metric. | |
| inputs | No | Echo of the normalised inputs used. | |
| method | No | Formula / method name that produced the result. | |
| chapter | No | Source textbook chapter. | |
| assumptions | No | Modelling assumptions applied. | |
| formula_number | No | Source textbook formula number (e.g. '3.1'). |