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funding-digest

Generate a single-slide PowerPoint deal-flow digest from Capital IQ data.

Updated May 9, 2026
Search Tags:#automation#pptx#financial-analysis#capital-iq#deal-flow#funding-digest
One-click install
npx skills add https://github.com/iTzFaisal/financial-services --skill funding-digest-itzfaisal
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: funding-digest
Source: https://github.com/iTzFaisal/financial-services/tree/main/.opencode/skills/funding-digest
Command: npx skills add https://github.com/iTzFaisal/financial-services --skill funding-digest-itzfaisal

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Generate concise, analyst-grade PPTX summaries of recent funding rounds across watched sectors to accelerate executive briefings and decision-making.

Core Features & Use Cases

  • Automates end-to-end deal-flow reporting: seeds universe, fetches rounds, enriches with Capital IQ links, and prepares a single-slide briefing.
  • Produces a polished, executive-style PPTX with key metrics, narrative takeaways, and top deals.
  • Includes robust entity resolution, pre-validation checks, and fallbacks to minimize data gaps or zero-result scenarios.

Quick Start

Provide a watchlist of sectors and optional companies and a time period to generate a single-slide Deal Flow Digest PPTX.

Frequently Asked Questions about funding-digest

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate deal-flow briefings from Capital IQ data into a PPTX presentation?▼

You can automate deal-flow briefings by providing a watchlist of sectors and optional companies to generate a single-slide PowerPoint digest. The output includes lead investors, round sizes, valuations, and Capital IQ links for each deal.

What is the best way to generate a weekly funding digest for executive review?▼

To generate a weekly funding digest, input your target sectors and time period to produce an executive-style PPTX. It features key takeaways, a top-deals table, and a citation footer for governance.

Can I create a single-slide PowerPoint deal summary with lead investors and round sizes?▼

Yes, you can create a single-slide PowerPoint deal summary that highlights lead investors and round sizes. The layout is clean and centered, designed specifically for executive briefings.

How does the entity resolution and validation work when fetching Capital IQ funding rounds?▼

The process applies robust entity resolution and pre-validation checks to fetched Capital IQ funding rounds. It includes fallbacks to minimize data gaps and prevent zero-result scenarios before presentation.

Do I need to specify individual companies to generate a funding digest, or are sectors enough?▼

You do not need to specify individual companies; providing a watchlist of sectors is sufficient. You can optionally include specific companies alongside sectors to narrow the deal-flow digest results.

What happens if Capital IQ data is missing for a requested sector during deal-flow reporting?▼

If Capital IQ data is missing, the system uses fallbacks to minimize data gaps and avoid zero-result scenarios. It validates identifiers and outcomes before generating the final presentation.

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