Codon Valuation
Indicative US 409A and UK EMI share value estimates from cap table and financial inputs. Read-only.
Should I use this
Quality & Safety
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
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Install
One-Click Install
Add this to your `claude_desktop_config.json` file:
{
"mcpServers": {
"codon-valuation": {
"url": "https://mcp.codonvaluation.com/mcp"
}
}
}Remote endpoints
https://mcp.codonvaluation.com/mcpstreamable-httpWhat it can do
Tool inventory
Tools (3)
🟢estimate_409a_value(sector, common_shares_outstanding, preferred_series, options_outstanding, options_weighted_average_strike, ...)
Gives an indicative range for the fair market value per share of a US private company's common stock, as a planning estimate before a formal 409A valuation (for example, to anticipate an option strike price). Uses an option pricing model backsolve when there is a priced round in the last 12 months; otherwise a rolled-forward round, a sector revenue multiple, or an asset-based approach, depending on the inputs. Applies Finnerty and Chaffe marketability discounts. Inputs are numbers from the cap table and financials; no company or personal names are needed. Limitations: treats all preferred as non-participating and pari passu with 1:1 conversion, and does not model SAFEs or convertible notes. The result is not a 409A valuation.
Input Schema
{
"type": "object",
"properties": {
"sector": {
"type": "string",
"enum": [
"software_saas",
"fintech",
"ai_ml",
"marketplace_ecommerce",
"consumer",
"hardware_deeptech",
"healthtech_digital_health",
"medtech_devices",
"biotech_therapeutics",
"diagnostics",
"climate_energy",
"other"
],
"description": "Company sector. Sets the default volatility and revenue multiple. Use 'other' if unsure."
},
"common_shares_outstanding": {
"type": "number",
"description": "Number of common shares issued and outstanding (excluding options and preferred)."
},
"preferred_series": {
"type": "array",
"description": "Each priced preferred share round. Leave empty or omit if the company has never raised a priced round.",
"items": {
"type": "object",
"additionalProperties": false,
"required": [
"shares",
"original_issue_price",
"months_since_issue"
],
"properties": {
"name": {
"type": "string",
"description": "Series name, for example 'Seed' or 'Series A'."
},
"shares": {
"type": "number",
"description": "Shares issued in this series."
},
"original_issue_price": {
"type": "number",
"description": "Price paid per share, in US dollars."
},
"months_since_issue": {
"type": "number",
"description": "Months since the round closed."
},
"liquidation_preference_multiple": {
"type": "number",
"description": "Liquidation preference multiple. Defaults to 1."
}
}
}
},
"options_outstanding": {
"type": "number",
"description": "Number of share options granted and outstanding."
},
"options_weighted_average_strike": {
"type": "number",
"description": "Weighted average exercise price of outstanding options, in US dollars."
},
"years_to_exit": {
"type": "number",
"description": "Expected years until a sale or IPO. Defaults to 3."
},
"revenue_last_12_months": {
"type": "number",
"description": "Revenue for the last 12 months, in US dollars."
},
"revenue_growth_pct": {
"type": "number",
"description": "Year-over-year revenue growth, as a percentage (for example 40 for 40%)."
},
"gross_margin_pct": {
"type": "number",
"description": "Gross margin, as a percentage."
},
"cash": {
"type": "number",
"description": "Cash on hand, in US dollars."
},
"debt": {
"type": "number",
"description": "Interest-bearing debt, in US dollars."
},
"total_capital_invested": {
"type": "number",
"description": "Total equity capital invested to date, in US dollars. Used when there is no priced round and no revenue."
},
"performance_since_last_round": {
"type": "string",
"enum": [
"ahead",
"on_plan",
"behind"
],
"description": "How the company has performed against plan since its last priced round. Used when that round is more than 12 months old."
},
"has_unconverted_safes_or_notes": {
"type": "boolean",
"description": "True if the company has SAFEs or convertible notes that have not yet converted."
},
"has_participating_preferred": {
"type": "boolean",
"description": "True if any preferred series is participating."
},
"volatility_pct": {
"type": "number",
"description": "Optional override for equity volatility, as a percentage."
},
"risk_free_rate_pct": {
"type": "number",
"description": "Optional current government bond yield matching years_to_exit, as a percentage."
}
},
"required": [
"common_shares_outstanding"
],
"additionalProperties": false
}🟢estimate_emi_share_value(sector, common_shares_outstanding, preferred_series, options_outstanding, options_weighted_average_strike, ...)
Gives an indicative range for the market value per ordinary share of a UK private company, as a planning estimate before agreeing an EMI valuation with HMRC (for example, to anticipate an EMI option exercise price). Uses the same methods as the 409A estimate, in pounds sterling: an option pricing model backsolve for a priced round in the last 12 months, otherwise a rolled-forward round, a sector revenue multiple, or an asset-based approach. Inputs are numbers from the shareholder register and accounts; no company or personal names are needed. Limitations: treats all preference shares as non-participating and pari passu, and does not model convertible instruments. The result is not an HMRC-agreed valuation.
Input Schema
{
"type": "object",
"properties": {
"sector": {
"type": "string",
"enum": [
"software_saas",
"fintech",
"ai_ml",
"marketplace_ecommerce",
"consumer",
"hardware_deeptech",
"healthtech_digital_health",
"medtech_devices",
"biotech_therapeutics",
"diagnostics",
"climate_energy",
"other"
],
"description": "Company sector. Sets the default volatility and revenue multiple. Use 'other' if unsure."
},
"common_shares_outstanding": {
"type": "number",
"description": "Number of ordinary shares issued and outstanding (excluding options and preferred)."
},
"preferred_series": {
"type": "array",
"description": "Each priced preferred share round. Leave empty or omit if the company has never raised a priced round.",
"items": {
"type": "object",
"additionalProperties": false,
"required": [
"shares",
"original_issue_price",
"months_since_issue"
],
"properties": {
"name": {
"type": "string",
"description": "Series name, for example 'Seed' or 'Series A'."
},
"shares": {
"type": "number",
"description": "Shares issued in this series."
},
"original_issue_price": {
"type": "number",
"description": "Price paid per share, in pounds sterling."
},
"months_since_issue": {
"type": "number",
"description": "Months since the round closed."
},
"liquidation_preference_multiple": {
"type": "number",
"description": "Liquidation preference multiple. Defaults to 1."
}
}
}
},
"options_outstanding": {
"type": "number",
"description": "Number of share options granted and outstanding."
},
"options_weighted_average_strike": {
"type": "number",
"description": "Weighted average exercise price of outstanding options, in pounds sterling."
},
"years_to_exit": {
"type": "number",
"description": "Expected years until a sale or IPO. Defaults to 3."
},
"revenue_last_12_months": {
"type": "number",
"description": "Revenue for the last 12 months, in pounds sterling."
},
"revenue_growth_pct": {
"type": "number",
"description": "Year-over-year revenue growth, as a percentage (for example 40 for 40%)."
},
"gross_margin_pct": {
"type": "number",
"description": "Gross margin, as a percentage."
},
"cash": {
"type": "number",
"description": "Cash on hand, in pounds sterling."
},
"debt": {
"type": "number",
"description": "Interest-bearing debt, in pounds sterling."
},
"total_capital_invested": {
"type": "number",
"description": "Total equity capital invested to date, in pounds sterling. Used when there is no priced round and no revenue."
},
"performance_since_last_round": {
"type": "string",
"enum": [
"ahead",
"on_plan",
"behind"
],
"description": "How the company has performed against plan since its last priced round. Used when that round is more than 12 months old."
},
"has_unconverted_safes_or_notes": {
"type": "boolean",
"description": "True if the company has SAFEs or convertible notes that have not yet converted."
},
"has_participating_preferred": {
"type": "boolean",
"description": "True if any preferred series is participating."
},
"volatility_pct": {
"type": "number",
"description": "Optional override for equity volatility, as a percentage."
},
"risk_free_rate_pct": {
"type": "number",
"description": "Optional current government bond yield matching years_to_exit, as a percentage."
}
},
"required": [
"common_shares_outstanding"
],
"additionalProperties": false
}🟢get_formal_valuation_info(valuation_type)
Lists the documents and typical steps for a formal US 409A valuation or UK EMI valuation, with contact details for Codon Valuation Advisors, the firm that provides this connector. Use when the user asks what a formal valuation requires or how to obtain one.
Input Schema
{
"type": "object",
"properties": {
"valuation_type": {
"type": "string",
"enum": [
"us_409a",
"uk_emi",
"both"
],
"description": "Which formal valuation the user is asking about. Use 'both' for a company with US and UK option holders."
}
},
"required": [
"valuation_type"
],
"additionalProperties": false
}Community
Evidence