funding-digest

The saved excerpt is a snapshot from when this skill was listed. The external source remains the complete and most current version.

---
name: funding-digest
description: "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."
---

**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"

---

# 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:

1. **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.
2. **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:
1. **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.").
2. **Verify the company exists in S&P.** If you skipped Rule 0, call `get_info_from_identifiers(identifiers=["Company"])` now — if this also r