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Funding Digest

Generates a one-slide PowerPoint digest of recent funding rounds and capital markets activity for whatever sectors or companies you're tracking. Built specifically for S&P Capital IQ data, with careful entity resolution logic to handle brand names versus legal names, subsidiaries that won't have funding data, and the quirks of their identifier system. The workflow pre-validates every company identifier before querying to avoid silent failures, bootstraps sector coverage from seed lists, then expands through competitor networks. Useful for weekly deal flow recaps or transaction summaries when you need a formatted briefing slide with valuation data and links back to Capital IQ profiles. The mandatory AI disclaimer footer is a nice touch of institutional honesty.

skills.sh installs
1.7K
GitHub stars
41.2K
last updated
Aug 21, 2026

Install

$ npx -y skills add anthropics/financial-services --skill funding-digest --agent claude-code

Installs into .claude/skills of the current project.

Files

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

Sponsors

Details

Repository
github.com/anthropics/financial-services
Categories
Sales & Marketing, Office & Documents, Finance & Trading
First seen
Jun 3, 2026

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