tear-sheet

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

---
name: tear-sheet
description: "Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies."
---

# Financial Tear Sheet Generator

Generate audience-specific company tear sheets by pulling live data from S&P Capital IQ via the S&P Global MCP tools and formatting the result as a professional Word document.

## Style Configuration

These are sensible defaults. To customize for your firm's brand, modify this section — common changes include swapping the color palette, changing the font (Calibri is standard at many banks), and updating the disclaimer text.

**Colors:**
- Primary (header banner background, section header text): #1F3864
- Accent (signature section highlights): #2E75B6
- Table header row fill: #D6E4F0
- Table alternating row fill: #F2F2F2
- Table borders: #CCCCCC
- Header banner text: #FFFFFF

**Typography (sizes in half-points for docx-js):**
- Font family: Arial
- Company name: 18pt bold (size: 36)
- Section headers: 11pt bold (size: 22), Primary color
- Body text: 9pt (size: 18)
- Table text: 8.5pt (size: 17)
- Footer/disclaimer: 7pt italic (size: 14)
- Per-template overrides are specified in each reference file's Formatting Notes.

**Company Header Banner:**
- The header is a navy (#1F3864) banner spanning the full page width with company name in white.
- **Below the banner, key-value pairs MUST be rendered in a two-column borderless table spanning the full page width.** Left column: company identifiers (ticker, HQ, founded, employees, sector). Right column: financial identifiers (market cap, EV, stock price, shares outstanding). Each cell contains a bold label and regular-weight value on the same line (e.g., "**Market Cap** $124.7B"). Do not left-justify all fields in a single column — this wastes horizontal space and looks unprofessional. The two-column spread is the single most important visual signal that distinguishes a professional tear sheet from a default document.
  - **Implementation:** Create a 2-column table with `borders: none` and `shading: none` on all cells. Set column widths to 50% each. Place left-column fields (ticker, HQ, founded, employees) as separate paragraphs in the left cell. Place right-column fields (market cap, EV, stock price, shares outstanding) in the right cell. Each field is a single paragraph: bold run for the label, regular run for the value.
  - The specific fields in each column vary by audience — see the reference file's header spec. The principle is always: spread across the page, not clumped left.
- **Do not use a bordered table for the header key-value block.** Bordered tables are reserved for financial data only.
- Key metrics in the header (market cap, EV, stock price) should be displayed as inline key-value pairs, not in a separate bordered table.

**Section Headers:**
- Each section header gets a horizontal rule (thin line, #CCCCCC, 0.5pt) directly beneath it to create clean visual separation between sections.
- **Render the rule as a bottom border on the header paragraph itself** — do not insert a separate paragraph element for the rule. A separate paragraph adds its own before/after spacing and causes excessive whitespace below section titles.
- **Implementation:** In docx-js, apply a bottom border to the section header paragraph via `paragraph.borders.bottom = { style: BorderSty