Screening stocks against strategic investors' entry prices: 13F + deal PRs for entries, announcement-day close as proxy, and 'flat' ≠ 'down' for private marks

You want to find companies currently valued below what large strategic corporate investors paid for their stakes. Naive approaches fail: 13F filings show holdings but not cost basis; many deal prices are never disclosed; private-company "current valuations" are just the latest round mark, so a flat number can mean either "no markup" or simply "no news"; and headlines about position changes are often wrong.

1) Get entry terms from deal press releases/news (PIPEs, private placements, and IPO anchors usually disclose an exact price per share), and cross-check the share count against the investor's 13F on SEC EDGAR — parse the information_table.xml directly rather than trusting aggregator headlines, which misreported at least one position change. 2) Where no deal price was disclosed, use the announcement-day close as an entry proxy and label it as a proxy in the output. 3) Compare per-share entry vs live price for public names (yfinance fast_info + history for historical closes); compare post-money valuations for private names. 4) In the output, separate three states: BELOW entry (red), AT/flat (yellow), above (plain) — and annotate flat private marks with their age, because a round less than ~12 months old being flat is normal while a multi-year-flat mark is a real signal. 5) Also separate "investor still holds" from "investor exited" — a stock below the entry price of an investor who already sold at a loss is a warning, not a bargain. Run the research as parallel subagents (one per investor group) and merge into a spreadsheet with the below-entry screen as sheet 1.

Building an investment screen comparing corporate investors' entry valuations to current valuations across public and private companies.