"Analysis is AI-generated — please confirm all outputs"

• "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

• Read

  /mnt/skills/public/pptx/SKILL.md

  before generating the PowerPoint (and its sub-reference

  pptxgenjs.md

  for creating from scratch)

get_info_from_identifiers

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.

get_info_from_identifiers

get_rounds_of_funding_from_identifiers

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 returns empty, the company may be too early-stage or not yet indexed.

• company_raising_funds

  → "What rounds did X raise?" (company perspective)

• company_investing_in_round_of_funding

  → "What did investor Y invest in?" (investor perspective)

company_raising_funds

1. Seed companies from domain knowledge (see

   references/sector-seeds.md

   )
   • Pay attention to the ⚠️ warnings and alias notes in the seeds file — some well-known companies are subsidiaries, have been acquired, or require a specific legal name to resolve.
   • The seeds file includes

     company_id

     values for known alias mismatches. Use these directly if the brand name fails.
2. Pre-validate all seeds immediately (Rule 0):

   get_info_from_identifiers(identifiers=[all_seeds_for_this_sector])

   Triage the results into two buckets:
   • ✅ Resolved & Operating (

     status

     = "Operating") → proceed to competitor expansion
   • ❌ Unresolved or Subsidiary → retry with alias/legal name from seeds file; subsidiaries are noted for context but excluded from funding queries
3. Expand via competitors (using only the ✅ resolved seeds):

   get_competitors_from_identifiers(identifiers=[resolved_seeds], competitor_source="all")

4. Validate expanded universe:

   get_info_from_identifiers(identifiers=[new_competitors])

   Apply the same triage. Filter by

   simple_industry

   matching the target sector. Drop any unresolved names or subsidiaries.

get_rounds_of_funding_from_identifiers(
    identifiers=[batch],
    role="company_raising_funds",
    start_date="YYYY-MM-DD",
    end_date="YYYY-MM-DD"
)

1. Retry with the legal entity name or alternate identifier (see Entity Resolution rules above).
2. Log the company as "no data" only after exhausting fallbacks.

transaction_id

get_rounds_of_funding_info_from_transaction_ids(
    transaction_ids=[all_funding_ids]
)

• transaction_id

  — needed for the Capital IQ deal link
• Announcement date — when the round was publicly announced
• Close date — when the round officially closed
• Amount raised
• Pre-money valuation (if disclosed)
• Post-money valuation (if disclosed)
• Lead investors
• Round type (Series A, B, C, etc.)
• Security terms
• Advisors
• Pricing trend (up-round / down-round / flat)

Dates are required. The announcement and close dates must always appear in the final slide's deal table. If only one date is available, show it and mark the other as "—".

• Rounds ≥ $100M
• Down rounds (pricing trend = down)
• New unicorns (post-money valuation crossing $1B)
• Significant valuation jumps (post-money ≥ 2x the last known valuation)
• Repeat raisers (same company raising again within 6 months)
• Unusually large investor syndicates

• Total capital deployed this period vs. typical (if historical data available)
• Which sub-sectors are hottest (most rounds, most capital)
• Round stage distribution (is early-stage or late-stage dominating?)
• Most active investors across the digest
• Geographic concentration
• Valuation trends (are pre-money valuations compressing or expanding?)

• "AI sector raised $2.4B across 8 rounds — 3x the prior week, led by a $800M mega-round from [Company] at a $12B post-money valuation."
• "[Company] closed a $200M Series D at $3.5B pre-money, up from $1.8B in its Series C — signaling strong demand for AI developer tools."
• "Down-round activity ticked up: 2 of 6 late-stage rounds priced below prior valuations."

async function fetchLogo(companyName, outputDir) {
    const fileName = companyName.toLowerCase().replace(/[\s.]+/g, '-') + '.png';
    const outPath = path.join(outputDir, fileName);

    // Tier 1: Try simple-icons
    const icon = findSimpleIcon(companyName);
    if (icon) {
        await simpleIconToPng(icon, outPath);
        return { path: outPath, source: 'simple-icons' };
    }

    // Tier 2: Generate initial-based fallback
    await generateInitialLogo(companyName, outPath);
    return { path: outPath, source: 'initial-fallback' };
}

• Save all logos to

  /home/claude/logos/[company-name].png

• All logos are 128×128 PNG with transparent backgrounds
• On the slide, display logos at 0.35"–0.5" tall — they're accents, not focal points
• Initial-fallback circles use gray (

  BDBDBD

  ) fill with white text — consistent with the monochrome palette
• Never mix logo styles randomly — if most companies resolve to brand icons, the few fallbacks should blend in naturally

• Primary background:

  FFFFFF

  (white) — clean, open slide background
• Header bar:

  1A1A1A

  (near-black) — strong contrast for the title region
• Primary text:

  1A1A1A

  (near-black) — all body text, stat numbers, takeaways
• Secondary text:

  6B6B6B

  (medium gray) — labels, captions, footer, date stamps
• Borders & dividers:

  D0D0D0

  (light gray) — subtle structural lines, card outlines, table borders
• Card backgrounds:

  F5F5F5

  (off-white / very light gray) — stat card fills, alternating table rows
• Link text:

  2B5797

  (muted blue) — Capital IQ deal links in the table (the only blue on the slide)
• Semantic color (sparingly):
  • Down rounds or negative signals:

    C0392B

    (muted red) — use only as a small dot, tag, or single-word highlight, never as a fill or background
  • Standout positive metrics (new unicorn, outsized round):

    2E7D32

    (muted green) — same minimal usage: a dot, a small tag, or a single highlighted number
  • If no data points warrant a color indicator, use no color at all. A fully monochrome slide is perfectly correct.

• Title: 28–32pt, bold, white on near-black header bar
• Stat numbers: 36–44pt, bold, near-black
• Stat labels: 10–12pt, medium gray (

  6B6B6B

  )
• Takeaway text: 12–14pt, near-black, left-aligned
• Table text: 9–11pt, near-black with gray (

  6B6B6B

  ) for secondary columns
• Link text: 9–10pt, muted blue (

  2B5797

  )
• Footer: 8pt, medium gray

• 4 key metrics as large-number callouts: Total Raised, # Rounds, Avg Pre-Money Valuation, Largest Round
• Each in a card with

  F5F5F5

  fill and a thin

  D0D0D0

  border — no shadow, no color fills
• If a stat is surprising or extreme (e.g., 3x normal volume, a record deal), a small colored dot or underline may be placed next to that single number — otherwise keep fully monochrome
• If pre-money valuations are mostly undisclosed, substitute with a different metric (e.g., Median Round Size, # New Unicorns)

• 3–5 one-line takeaways, each prefixed with the relevant company logo (small, ~0.35" tall)
• If no logo available, use a gray circle with the company initial in white — not a colored circle
• Left-aligned, with enough spacing to breathe
• Down-round or negative takeaways may use a small red dot prefix; otherwise no color
• Include valuation context where available (e.g., "at a $5B post-money valuation")

• Compact table showing the 4–6 most notable deals
• Columns: Company, Type (Series X), Announced (date), Closed (date), Amount ($M), Pre-Money ($M), Post-Money ($M), Lead Investor, Deal Link
• Announced and Closed columns show dates in

  MMM DD

  format (e.g., "Jan 15"). These columns are required and must always be present. If a date is not available, show "—".
• The Deal Link column contains a clickable "View →" text linking to Capital IQ:

  https://www.capitaliq.spglobal.com/web/client?#offering/capitalOfferingProfile?id=<transaction_id>

  where

  <transaction_id>

  is the

  transaction_id

  from

  get_rounds_of_funding_from_identifiers

  .
• If pre-money or post-money valuation is not disclosed, show "—" in that cell
• Header row with near-black (

  1A1A1A

  ) fill and white text; alternating rows in

  F5F5F5

  and

  FFFFFF

• Center the table horizontally on the slide. Calculate the table's total width, then set

  x

  so it is centered within the slide width:

  x = (slideWidth - tableWidth) / 2

  . For a 16:9 layout (13.33" wide), if the table is 12" wide, use

  x = 0.67

  . Never left-align the table to the slide edge.
• Keep it tight — this is a reference, not the focal point
• No colored fills in table cells. If a deal is a down round, a small red text tag "(↓ down)" may appear next to the amount — that is the only permitted color in the table.

options.hyperlink

// Table cell with Capital IQ deal link
{
  text: "View →",
  options: {
    hyperlink: {
      url: `https://www.capitaliq.spglobal.com/web/client?#offering/capitalOfferingProfile?id=${transactionId}`
    },
    color: "2B5797",
    fontSize: 9,
    fontFace: "Arial"
  }
}

const SLIDE_W = 13.33; // 16:9 slide width
const TABLE_W = 12.5;  // total table width (sum of all column widths)
const TABLE_X = (SLIDE_W - TABLE_W) / 2; // ≈ 0.42"

slide.addTable(tableRows, {
  x: TABLE_X,
  y: tableY,
  w: TABLE_W,
  colW: [1.8, 0.9, 0.9, 0.9, 1.0, 1.1, 1.2, 1.6, 0.7], // Company, Type, Announced, Closed, Amount, Pre-$, Post-$, Lead, Link
  // ... other options
});

colW

TABLE_X

(SLIDE_W - sum(colW)) / 2

• Small text in medium gray: "Deal Flow Digest · [Period] · Sources: S&P Global Capital IQ · Generated [Date]"

• Company logos are the only "full color" elements on the slide — they appear as-is from the source.
• Deal links use muted blue (

  2B5797

  ) — this is the only non-monochrome text color besides semantic red/green.
• Outside of logos and links, the slide should look correct printed on a black-and-white printer.
• Never apply color to backgrounds, accent bars, decorative shapes, or section dividers.
• When in doubt, leave it gray.

1. Content QA:

   python -m markitdown deal-flow-digest.pptx

   — verify all text, numbers, company names, valuation figures, and deal links are correct
2. Visual QA: Convert to image and inspect:
   bash

   python /mnt/skills/public/pptx/scripts/office/soffice.py --headless --convert-to pdf deal-flow-digest.pptx
   pdftoppm -jpeg -r 200 deal-flow-digest.pdf slide

   Check for overlapping elements, text overflow, alignment issues, low-contrast text, logo sizing problems, and that deal link text is visible.
3. Link QA: Verify that the Capital IQ URLs in the table are correctly formatted with the right transaction IDs.
4. Fix and re-verify — at least one fix-and-verify cycle before declaring done.

1. Copy the final

   .pptx

   to

   /mnt/user-data/outputs/

2. Use

   present_files

   to share the slide
3. Provide a 2–3 sentence verbal summary:
   • "Your digest covers X rounds totaling $Y raised across [sectors]."
   • Call out the single most notable deal and its valuation
   • Flag any concerning trends (down rounds, valuation compression, etc.)

• Empty results for a known company: First check

  get_info_from_identifiers

  — if that fails, try the alias from

  references/sector-seeds.md

  or the

  company_id

  directly. Common brand→legal mismatches: Together AI → "Together Computer, Inc.", Character.ai → "Character Technologies, Inc.", Runway ML → "Runway AI, Inc.".
• Subsidiary companies: DeepMind, GitHub, Instagram, WhatsApp, YouTube, BeReal, etc. are subsidiaries — they have zero independent funding rounds. Note these as "acquired/subsidiary" in context but do not report them as "no activity."
• Defunct companies: Companies like Convoy (shut down Oct 2023) still resolve in S&P Global but will never have new activity. The

  references/sector-seeds.md

  file flags these — check it before including a company.

• get_funding_summary_from_identifiers

  errors or returns zeros: Fall back to

  get_rounds_of_funding_from_identifiers

  — the summary tool is less reliable. Never rely on the summary tool as the sole data source.
• Wrong

  role

  parameter: If investor-perspective queries return empty, verify you're using

  company_investing_in_round_of_funding

  , not

  company_raising_funds

  (and vice versa).

• No activity in period: If a sector had zero funding rounds, note this explicitly on the slide ("No transactions recorded in [Sector] during the period") — absence of activity is itself informative.
• Sparse valuation data: If pre-money and post-money valuations are undisclosed for most transactions, note the data limitation in a footer annotation and use "—" in the table. Adjust the stat card to show a different metric (e.g., Median Round Size) instead of Avg Pre-Money.
• Logo retrieval failures: The

  simple-icons

  npm package provides ~43% coverage for typical deal flow companies. For the remainder, use the

  sharp

  -generated initial-based fallback. Keep a consistent icon style — don't mix random approaches. If

  simple-icons

  or

  sharp

  fail to install, fall back to pptxgenjs shape-based initials (gray ellipse + white text overlay) which require no external dependencies.
• Too many deals for one slide: If there are more than 6 notable deals, show the top 6 in the table and add a footnote: "+N additional deals not shown." Prioritize by deal size.
• Large universes: For multi-sector digests with 100+ companies, batch all API calls in groups of 15–20. Prioritize depth on notable deals over completeness on minor ones.
• Stale seeds: If competitor expansion returns very few results for a sector, the seed companies may be too niche. Broaden by adding 2–3 more well-known names and re-expanding.
• Invalid transaction IDs for links: If a

  transaction_id

  from the funding tool doesn't produce a valid Capital IQ URL, omit the link cell for that row rather than including a broken link.

• "Give me a weekly deal flow digest for AI and fintech"
• "Summarize this week's funding in biotech"
• "Deal roundup for my coverage — cybersecurity, cloud infrastructure, and dev tools — last 2 weeks"
• "What happened in venture this week across all sectors I follow?"
• "Quick deal flow slide for climate tech this month"