What does this skill do, and when should you use it?
This skill serves users tracking selected sectors or companies and uses S&P Global Capital IQ data to summarize recent funding rounds and notable capital-markets activity. It processes transaction dates, amounts, valuations, investors, terms, and pricing trends, then surfaces notable deals and patterns. The output is a polished single-slide PPTX with key takeaways, a deal table, and Capital IQ links. It fits recurring deal-flow reporting for banking, research, and investment teams, provided the required data connectors and presentation tooling are available.
Establishes coverage from user-specified sectors, companies, and periods; validates identifiers and handles legal entities, subsidiaries, and empty results; calls S&P Global Capital IQ tools for funding rounds and transaction details; extracts announcement and close dates, amounts raised, pre- and post-money valuations, lead investors, round types, security terms, advisers, and pricing trends; flags large rounds, down rounds, new unicorns, valuation jumps, repeat raisers, and unusually large syndicates; generates brand or initial-based company logos; and creates a single-slide PowerPoint with metric cards, takeaways, a Top Deals table, Capital IQ hyperlinks, and the required AI disclaimer.
- An investment-banking analyst needs a weekly deal-flow slide for a sector
- A private-equity or venture team monitors recent raises by covered companies
- An equity-research team prepares a capital-markets or sector update
- A coverage professional needs a compact view of round sizes, valuations, and lead investors
How do you install this skill?
- Core data and links depend on S&P Global Capital IQ/MCP access; mainland-China reachability and subscription availability are unverified.
- The skill requires simple-icons and sharp without pinned versions or documented dependency integrity, vulnerability handling, or rollback.
- Users must verify valuations, dates, transaction classifications, and links individually; the source files provide no generated PPTX for inspection.
- Shell / CLI
- Network access
- Local filesystem
- MCP Server
Node.jsnpmpptxgenjssimple-iconssharpPythonS&P Global Capital IQ MCPPowerPoint/PPTX tooling
The repository README supports adding https://github.com/anthropics/financial-services through Cowork Settings → Plugins → Add plugin, or uploading a zip of a directory under plugins/. For Claude Code, it documents claude plugin marketplace add anthropics/financial-services. It does not document a standalone installation command for this skill; the skill is located at plugins/partner-built/spglobal/skills/funding-digest/.
tmp="$(mktemp -d)"
git clone --depth 1 https://github.com/anthropics/financial-services.git "$tmp"
mkdir -p ~/.claude/skills
cp -R "$tmp/plugins/partner-built/spglobal/skills/funding-digest" ~/.claude/skills/
rm -rf "$tmp"Generated from the source repository and skill path; it copies only this skill's folder. If the author's install steps above differ, follow those first. To scope it to one project, replace ~/.claude/skills with that project's .claude/skills.
How do you use this skill?
Provide the sectors or companies to monitor and a time period, for example Give me a weekly deal flow digest for AI and fintech or Summarize this week's funding in biotech. New users must specify at least one sector; the default period is the last 7 days. Producing the PPTX also requires S&P Global Capital IQ access and the referenced PowerPoint-generation skill.
What are this skill's strengths and limitations?
- Produces a clearly scoped, presentation-ready one-slide PPTX
- Covers amounts, announcement and close dates, valuations, investors, and Capital IQ deal links
- Includes explicit identifier validation, subsidiary handling, and fallback rules for empty results
- Requires a visible AI-generated-output verification disclaimer in the footer
- Requires S&P Global Capital IQ access and the relevant MCP tools
- Depends on Node.js, pptxgenjs, simple-icons, sharp, and PPTX QA tooling
- Requires local filesystem, network, and shell access
- The source provides no standalone test suite or verified platform matrix
- The one-slide format limits the Top Deals table to a compact selection, generally up to six notable deals
How does this skill compare with similar options?
Side by side with related skills; every score comes from the same FSRS standard.
| Skill | FS score | Stars | Last updated | License |
|---|---|---|---|---|
| Funding & Capital Markets Digest this page ✓ Anthropic · Official | 45 · Not recommended | ★ 40k | 1mo ago | Apache-2.0 |
| S&P Company Tear Sheet Generator ✓ Anthropic · Official | 46 · Use with care | ★ 40k | 1mo ago | Apache-2.0 |
| Comprehensive Financial Plan ✓ Anthropic · Official | 41 · Not recommended | ★ 40k | 1mo ago | Apache-2.0 |
| Income Investment: Durable & Opportunistic Distribution Analysis | 59 · Recommended | ★ 17k | 13d ago | MIT |
| PE Investment Committee Memo Writer ✓ Anthropic · Official | 54 · Use with care | ★ 40k | 1mo ago | Apache-2.0 |
How did FollowSkills review this skill?
The skill identifies S&P Global Capital IQ, transaction links, and a mandatory AI disclaimer, while requiring human confirmation; however, it does not define sensitive-data handling, least-privilege boundaries, user confirmation points, rollback, or external side effects, and npm installation may alter the environment, so points were deducted.
The workflow includes identifier pre-validation, subsidiary filtering, empty-result fallbacks, batching, and required date fields, making the main path fairly clear; however, there are no skill-specific tests, structured exception handling, diagnosable failure messages, or execution evidence, so the static score is capped at 8.
Trigger semantics, inputs, default period, and single-slide PPTX output are relatively clear; however, non-fit boundaries and Chinese-language support are not specified, and the core depends on S&P MCP/Capital IQ services whose reachability from mainland China is uncertain, so points were deducted.
The documentation is reasonably layered and includes examples, alias guidance, known identifier failure modes, license metadata, and dependency notes; it lacks a skill version, changelog, explicit maintenance owner, update path, complete prerequisites, and FAQ, preventing a higher score.
The intended artifact, layout, fields, links, and AI-review notice are specified in detail and could produce a directly usable briefing; however, no representative output is provided for verification, and subscription access, identifier failures, and PPTX execution may require substantial manual review, so the static cap and uncertainty reduce the score.
Transaction IDs, Capital IQ links, dates, and requested data fields provide some traceability; however, the files contain no skill-specific test suite, CI coverage, or third-party execution evidence, and independent corroboration of claims is limited.
Open a dimension to read why it scored that way
Evidence confidence：Low — Mostly static review, author material or a limited demo; useful for discovery, not high-risk decisions.
See the full review method →