What problem does it solve?
Generates standardized, professionally formatted tear sheets for companies by pulling live data from S&P Capital IQ through the Kensho MCP server. This ensures consistent, governance-friendly documents across equity research, IB/M&A, corporate development, and sales contexts.
Core Features & Use Cases
- Pulls four-year financials, market data, valuation, relationships, and M&A activity to assemble a comprehensive, auditable report.
- Produces audience-specific narratives and sections (Company Header, Financial Summary, Strategic Fit, Integration Considerations, and Relationship Context) with a consistent DOCX layout and a fixed footer.
- Exports to Word with precise formatting: header banner, 2-column header metrics, borderless tables, and standardized bullet styles for synthesis and informational bullets.
Quick Start
Provide a company name or ticker and target audience to generate a tear sheet; the system will fetch MCP data, compute derived metrics, and render a formatted DOCX report.