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.

Install to Claude Code

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