• VELOCITY
  • MAGNITUDE
  • TRENDS
  • HUMAN

How to track company valuation changes with your AI

Connect your portfolio data to your AI client. From there, you can pinpoint exactly how fast and how much individual company valuations are moving.

Ask AI about this page

Short answer

How can I track valuation changes with my AI?

Your AI uses the markup velocity tool to analyze the frequency and magnitude of valuation shifts for every company in your portfolio. You get a clear view of which companies are accelerating or stalling. This breakdown shows you the specific math behind those shifts.

Where your data lands.

The outcomes of your analysis.

The AI processes your portfolio updates and organizes the results into these four areas.

VELOCITY

Identify shift speed

The AI calculates how quickly valuations are moving. You see which companies are hitting new milestones most frequently.

MAGNITUDE

Measure value swings

The AI determines the exact size of each valuation change. You get a clear picture of the total value added or lost per company.

TRENDS

Spot portfolio patterns

The AI groups companies by their markup behavior. You can see if certain sectors or stages are moving faster than others.

HUMAN

Review high-risk shifts

The AI flags extreme or unusual valuation jumps. You decide if these shifts require a manual audit or a follow-up meeting.

The workflow

What your AI does when the data arrives.

The AI handles the heavy lifting of comparing historical marks against current data.

  1. Pull latest marks

    The AI reads your latest portfolio valuation records to establish a baseline.

    analyze_company_markup_velocity

  2. Calculate velocity

    The AI measures the time elapsed between valuation updates to find the frequency of change.

    analyze_company_markup_velocity

  3. Quantify magnitude

    The AI compares the new valuation against the previous one to find the percentage of the shift.

    analyze_company_markup_velocity

  4. Flag outliers

    The AI identifies companies where the markup speed or size deviates from the portfolio average.

    analyze_company_markup_velocity

Try it

Copy these to start.

Use these prompts once you have connected the MCP.

Starting points

Replace the bracketed text with your specific portfolio names or sheet identifiers.

Accelerator Portfolio Markup Frequency Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ACMa8wGI7tSPRDUQe9BUo3EWx3MxDlS6tP2pfeW2/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Accelerator Portfolio Markup Frequency capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "accelerator-portfolio-markup-frequency-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ACMa8wGI7tSPRDUQe9BUo3EWx3MxDlS6tP2pfeW2/mcp"
    }
  }
}
Copy into chat04

  • Analyze the markup velocity for the Sequoia Fund spreadsheet.

  • Which companies in my portfolio have the highest valuation frequency this quarter?

  • Show me the magnitude of valuation changes for all Series A companies in my tracker.

  • Identify any companies in the Tech Portfolio where the markup velocity has suddenly spiked.

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Start here

Connect Accelerator Portfolio Markup Frequency once, then ask.

Click the link to connect your data. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Accelerator Portfolio Markup Frequency to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my valuation data?

    No. The AI only reads the data to perform calculations. It cannot edit or delete your original records.

  • 02

    Does the AI automatically update my spreadsheet?

    No. The AI analyzes the data you provide, but it does not write new rows or change existing cells in your sheets.

  • 03

    What data does it need to work?

    It needs access to your portfolio's valuation history, specifically the company names and their recorded marks.

  • 04

    Can I use this with any AI client?

    Yes, as long as the client supports the Model Context Protocol (MCP).

  • 05

    How does it handle different currencies?

    The AI processes the numbers exactly as they are written in your source data.

  • More questions about Accelerator Portfolio Markup Frequency? The Connector page answers them. See everything the Accelerator Portfolio Markup Frequency Connector can do

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