funding-digest

Generate a one-slide PowerPoint summarizing funding rounds with Capital IQ data.

17|4|Updated Mar 11, 2026
One-click install
npx skills add https://github.com/yuping322/financial-services-plugins-new --skill funding-digest-yuping322
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: funding-digest
Source: https://github.com/yuping322/financial-services-plugins-new/tree/main/partner-built/spglobal/skills/funding-digest
Command: npx skills add https://github.com/yuping322/financial-services-plugins-new --skill funding-digest-yuping322

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill converts fragmented funding and capital markets data into a concise, analyst-quality one-page PowerPoint so users can quickly understand recent deal activity across watched sectors or companies without manual data aggregation.

Core Features & Use Cases

  • Automated Data Gathering: Validates identifiers, batches Capital IQ queries for detailed rounds, and enriches transactions with dates, amounts, valuations, and lead investors.
  • Executive Single-Slide Output: Produces a centered, print-friendly PPTX slide with stat cards, 3–5 data-backed takeaways, and a compact top-deals table with clickable Capital IQ links.
  • Robust Entity Handling & QA: Applies pre-validation, fallback aliasing, batching rules, logo generation fallbacks (simple-icons → initial-based), and prescribed QA steps to avoid silent data loss.
  • Use Case: Create a weekly deal flow digest for an AI or fintech coverage universe that surfaces the largest rounds, valuation moves, and sector-level trends.

Quick Start

Generate a one-slide weekly deal flow digest for AI and fintech (last 7 days) and export a single PPTX with Capital IQ links and logos.

Frequently Asked Questions about funding-digest

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

FAQPage Schema
How do I generate a one-slide PowerPoint summarizing recent funding rounds from Capital IQ data?

Generate a single-slide PowerPoint funding digest by validating company identifiers, batching Capital IQ API queries for transaction details, and exporting a PPTX file using pptxgenjs with stat cards and clickable deal links. This automates weekly deal flow recap creation.

What is the best way to automate a weekly deal flow digest for a watched sector?

Automating a weekly deal flow digest involves querying Capital IQ for recent funding rounds within your watchlist, enriching the data with valuations and lead investors, and formatting the results into a print-friendly single-slide PPTX presentation summarizing key sector activity.

Does the funding digest PowerPoint generation handle missing company logos?

Yes, the funding digest PowerPoint generation includes logo fallbacks. If a specific company logo is unavailable through standard sources, it automatically generates an initial-based placeholder to ensure the single-slide PPTX output remains visually complete.

How do I prevent silent data loss when querying Capital IQ for transaction details?

Prevent silent data loss during Capital IQ queries by applying identifier pre-validation, using fallback aliasing for unrecognized entities, and following prescribed QA steps to ensure all transaction rounds, dates, and valuation fields are captured before PPTX export.

Can I use pptxgenjs to create a single-slide transaction roundup with clickable Capital IQ links?

Yes, you can use pptxgenjs to create a single-slide transaction roundup. The funding digest Skill formats a PPTX layout featuring a compact top-deals table with transaction_id-based Capital IQ links, stat cards, and data-backed takeaways for analyst review.