npx skills add ...
npx skills add anthropics/financial-services-plugins --skill funding-digest
npx skills add anthropics/financial-services-plugins --skill funding-digest
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets briefing. Triggers on: 'deal flow digest', 'weekly funding recap', 'deal roundup', 'transaction summary this week', 'what happened in [sector] this week', 'capital markets update', or any request to compile recent funding activity into a briefing slide. Produces a professional single-slide PPTX with key takeaways, valuation data, and Capital IQ deal links.
The same skill content is published under more than one repo. The install counts are split across them; any of these commands works.
AI DISCLAIMER (MANDATORY): You MUST include the following disclaimer text in the powerpoint footer. This is not optional — the report is incomplete without it:
"Analysis is AI-generated — please confirm all outputs"
Footer — At the bottom of the generated slide, as a prominent yellow banner: "Analysis is AI-generated — please confirm all outputs"
Generate an analyst-quality single-slide PowerPoint that summarizes key takeaways from recent funding rounds across watched sectors or companies, using S&P Global Capital IQ data. Each deal links back to its Capital IQ profile for quick drill-down.
Trigger on any of these patterns:
This skill produces a one-slide PPTX briefing:
/mnt/skills/public/pptx/SKILL.md before generating the PowerPoint (and its sub-reference pptxgenjs.md for creating from scratch)S&P Global's identifier system resolves company names to legal entities. This works well for most companies but has known failure modes that cause empty results. Apply these rules throughout the workflow to avoid silent data loss.
Before calling any funding tools, run every identifier through get_info_from_identifiers. This is the cheapest and most reliable way to catch problems early. Check two things in the response:
references/sector-seeds.md, the legal entity name, or the company_id directly.status field?
"Operating" → Safe to query for funding rounds."Operating Subsidiary" → The company exists but is owned by a parent. It will return zero funding rounds. Note this in the digest as context (e.g., "acquired by [Parent]") but do not query for funding.This single pre-validation step prevents the majority of empty-result issues. Batch all candidates into a single get_info_from_identifiers call (it handles large batches well) and triage before proceeding.
If get_rounds_of_funding_from_identifiers returns empty for a company you expect to have data:
references/sector-seeds.md for known mismatches. Common pattern: "[Brand] AI" → "[Legal Name], Inc." (e.g., Together AI → "Together Computer, Inc.", Character.ai → "Character Technologies, Inc.", Runway ML → "Runway AI, Inc.").get_info_from_identifiers(identifiers=["Company"]) now — if this also returns empty, the company may be too early-stage or not yet indexed.Companies that are divisions or wholly-owned subsidiaries of larger companies (e.g., DeepMind under Alphabet, GitHub under Microsoft, BeReal under Voodoo) will return zero funding rounds. Their capital events are tracked at the parent level.
How to detect: The status field from get_info_from_identifiers will show "Operating Subsidiary". The references/sector-seeds.md file also flags known subsidiaries with ⚠️ warnings. Skip these for funding queries.
get_rounds_of_funding_from_identifiers as the primary tool, not get_funding_summary_from_identifiersThe summary tool is faster but less reliable — it can return errors or incomplete data even when detailed rounds exist. Always use the detailed rounds tool as the primary data source. The summary tool is acceptable only for quick aggregate checks (total raised, round count) and should be verified against the rounds tool if results seem low.
When processing large company universes (50+ companies), batch in groups of 15–20. After each batch, check for companies that returned empty results and run them through the fallback steps in Rule 1 before moving on.
role parameter is criticalcompany_raising_funds → "What rounds did X raise?" (company perspective)company_investing_in_round_of_funding → "What did investor Y invest in?" (investor perspective)Using the wrong role returns empty results silently. For deal flow digests, you almost always want company_raising_funds. Only use the investor role when specifically analyzing an investor's portfolio activity.
S&P Global handles case variations ("openai" = "OpenAI") but is strict on spelling and punctuation. "Character AI" may fail where "Character.ai" succeeds. When in doubt, use the company_id (e.g., C_1829047235) which is guaranteed to resolve.
Determine what the digest should cover. There are two setups:
Returning user (has a watchlist): If the user has previously defined sectors or companies to track, use that list. Check conversation history for prior watchlists.
New user: Ask for:
| Parameter | Default | Notes |
|---|---|---|
| Sectors | (at least one) | e.g., "AI, Fintech, Biotech" |
| Specific companies | Optional | Supplement sector-level coverage |
| Time period | Last 7 days | "This week", "last 2 weeks", "this month" |
Calculate the exact start_date and end_date from the time period.
For each sector specified, build a company universe using a validated bootstrapping approach:
Seed companies from domain knowledge (see references/sector-seeds.md)
company_id values for known alias mismatches. Use these directly if the brand name fails.Pre-validate all seeds immediately (Rule 0):
Triage the results into two buckets:
status = "Operating") → proceed to competitor expansionExpand via competitors (using only the ✅ resolved seeds):
Validate expanded universe:
Apply the same triage. Filter by simple_industry matching the target sector. Drop any unresolved names or subsidiaries.
If the user provides specific companies, add those directly but still run them through the pre-validation triage. Never skip validation — even well-known brand names can fail silently.
Keep the universe manageable — aim for 15–40 resolved, operating companies per sector. For a multi-sector digest, this might total 50–100+ companies.
For all companies in the universe:
Process in batches of 15–20 if the universe is large.
After each batch, identify companies with empty results. For any company expected to have activity:
Collect all transaction_id values from successful results, then enrich with detailed round info:
Pass ALL transaction IDs in a single call (or small number of calls) rather than one per transaction — the tool handles batches efficiently.
Extract the following from each round (critical for the slide):
transaction_id — needed for the Capital IQ deal linkDates are required. The announcement and close dates must always appear in the final slide's deal table. If only one date is available, show it and mark the other as "—".
For any company involved in a significant deal (large round, notable valuation shift), get a brief description:
This adds context to the narrative (e.g., "The company, an AI infrastructure startup founded in 2021, is expanding into...").
Before designing the slide, analyze the data to surface the story:
Flag as "Notable":
Identify Trends:
Select Key Takeaways (3–5): Distill the most important signals into 3–5 concise bullet-style takeaways. These are the centerpiece of the slide. Each takeaway should be one sentence, punchy, and data-backed.
Examples:
For each company featured in the key takeaways or notable deals, generate a logo using a two-tier local pipeline. Do not use Clearbit (logo.clearbit.com) — it is deprecated and consistently fails. External logo CDNs (Brandfetch, logo.dev, Google Favicons) require API keys or are blocked by network restrictions. Instead, use the following approach:
simple-icons npm Package (3,300+ Brand SVGs, No Network Required)The simple-icons package bundles high-quality SVG icons for thousands of well-known brands. It works entirely offline — no API keys, no network calls. Install it alongside sharp for SVG → PNG conversion:
Lookup strategy:
Coverage: ~43% of typical deal flow companies (strong for major tech brands like Stripe, Anthropic, Databricks, Snowflake, Discord, Shopify, SpaceX, Mistral AI, Hugging Face; weaker for niche fintech, biotech, or early-stage companies).
sharp (100% Coverage)For companies not found in simple-icons, generate a clean initial-based logo as a PNG:
Logo guidelines:
/home/claude/logos/[company-name].pngBDBDBD) fill with white text — consistent with the monochrome paletteRead /mnt/skills/public/pptx/SKILL.md and /mnt/skills/public/pptx/pptxgenjs.md before creating the slide.
Create a single-slide PowerPoint using pptxgenjs. The slide should be information-dense but visually clean — think "executive dashboard" not "wall of text."
Color philosophy: Minimal, monochrome-first. The slide should feel like a high-end financial brief — black, white, and gray dominate. Color is used only where it carries meaning (e.g., a red indicator for a down round, a green indicator for a standout metric) or where the reader would naturally expect it (company logos). Never use color for purely decorative purposes like background fills, accent bars, or gradient effects.
Color palette — Monochrome Executive:
FFFFFF (white) — clean, open slide background1A1A1A (near-black) — strong contrast for the title region1A1A1A (near-black) — all body text, stat numbers, takeaways6B6B6B (medium gray) — labels, captions, footer, date stampsD0D0D0 (light gray) — subtle structural lines, card outlines, table bordersF5F5F5 (off-white / very light gray) — stat card fills, alternating table rows2B5797 (muted blue) — Capital IQ deal links in the table (the only blue on the slide)C0392B (muted red) — use only as a small dot, tag, or single-word highlight, never as a fill or background2E7D32 (muted green) — same minimal usage: a dot, a small tag, or a single highlighted numberTypography:
6B6B6B)6B6B6B) for secondary columns2B5797)Stat Cards (top row):
F5F5F5 fill and a thin D0D0D0 border — no shadow, no color fillsKey Takeaways (middle section):
Top Deals Table (bottom section):
MMM DD format (e.g., "Jan 15"). These columns are required and must always be present. If a date is not available, show "—".<transaction_id> is the transaction_id from get_rounds_of_funding_from_identifiers.1A1A1A) fill and white text; alternating rows in F5F5F5 and FFFFFFx so it is centered within the slide width: x = (slideWidth - tableWidth) / 2. For a 16:9 layout (13.33" wide), if the table is 12" wide, use x = 0.67. Never left-align the table to the slide edge.Deal Link Implementation (pptxgenjs):
In pptxgenjs, hyperlinks are added to table cells using the options.hyperlink property on the cell object:
Table Centering (pptxgenjs): Always center the deal table on the slide. Calculate the x position dynamically:
Adjust colW values as needed, but always recompute TABLE_X from (SLIDE_W - sum(colW)) / 2 to keep the table centered.
Footer:
General color rules (enforce strictly):
2B5797) — this is the only non-monochrome text color besides semantic red/green.Use factory functions (not shared objects) for shadows and repeated styles per the pptxgenjs pitfalls guidance.
Follow the QA process from the PPTX skill:
python -m markitdown deal-flow-digest.pptx — verify all text, numbers, company names, valuation figures, and deal links are correct.pptx to /mnt/user-data/outputs/present_files to share the slideget_info_from_identifiers — if that fails, try the alias from references/sector-seeds.md or the company_id directly. Common brand→legal mismatches: Together AI → "Together Computer, Inc.", Character.ai → "Character Technologies, Inc.", Runway ML → "Runway AI, Inc.".references/sector-seeds.md file flags these — check it before including a company.get_funding_summary_from_identifiers errors or returns zeros: Fall back to get_rounds_of_funding_from_identifiers — the summary tool is less reliable. Never rely on the summary tool as the sole data source.role parameter: If investor-perspective queries return empty, verify you're using company_investing_in_round_of_funding, not company_raising_funds (and vice versa).simple-icons npm package provides ~43% coverage for typical deal flow companies. For the remainder, use the sharp-generated initial-based fallback. Keep a consistent icon style — don't mix random approaches. If simple-icons or sharp fail to install, fall back to pptxgenjs shape-based initials (gray ellipse + white text overlay) which require no external dependencies.transaction_id from the funding tool doesn't produce a valid Capital IQ URL, omit the link cell for that row rather than including a broken link.