Skills

Funding Digest

Generate a polished one-page PowerPoint slide summarizing key takeaways from recent...

Install

npx skills add AI4Finance-Foundation/FinRobot --skill funding-digest -g -a claude-code -y
Category
Documents
Updated
11d ago
License
Apache-2.0
Context cost
Mediumabout 3,000 tokens
Runs scripts
No, instructions only

What it does

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 ca...

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"


Weekly Deal Flow Digest

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.

When to Use

Trigger on any of these patterns:

  • "Give me a deal flow digest for this week"
  • "Weekly funding recap for [sector]"
  • "What deals closed in [sector/companies] recently?"
  • "Transaction roundup" or "deal roundup"
  • "Capital markets update for my coverage universe"
  • "Summarize recent funding activity"
  • Any periodic briefing request about deals, raises, or rounds

Nested Skills

This skill produces a one-slide PPTX briefing:

  • Read /mnt/skills/public/pptx/SKILL.md before generating the PowerPoint (and its sub-reference pptxgenjs.md for creating from scratch)

Entity Resolution & Tool Robustness

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.

Rule 0: Pre-validate ALL identifiers before querying funding

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:

Read the whole SKILL.md on GitHub

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