Claude Skill

Weekly Deal Flow 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.

Editor's Note

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,... Covers when to use, nested skills, entity resolution & tool robustness.

Page Outline

When to UseNested SkillsEntity Resolution & Tool Robustness

Source Content

Normalized top-level metadata comes from the directory layer. The body below is the upstream source content for this item.

**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"

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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:

  • **Did it resolve at all?** If the identifier returns empty/error, the name doesn't exist in S&P Global. Try the alias from `references/sector-seeds.md`, the legal entity name, or the `company_id` directly.
  • **What is the `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.
  • Any other status (e.g., closed, inactive) → The company is no longer operating. Historical data may exist but no new activity.

**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.

Rule 1: Never trust empty results without a fallback

If `get_rounds_of_funding_from_identifiers` returns empty for a company you expect to have data:

  • **Try the legal entity name or company_id.** Brand names usually work, but some don't. See the alias table in `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.").
  • **Verify the company exists in S&P.** If you skipped Rule 0, call `get_info_from_identifiers(identifiers=["Company"])` now — if this also r

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