sp-global

Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.

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.

Use this skill any time a financial analysis spreadsheet is needed that pulls live or historical data from S&P Capital IQ. This means any task where the user wants to create financial models using Capital IQ data, build company profiles with financial metrics, construct peer analysis or comparable company tables, pull historical financial statements, analyze market data and trading multiples, or generate financial reports using Capital IQ datasets. Trigger when the user mentions Capital IQ, S&P data, company financials, peer analysis, or needs institutional-quality financial data in Excel. Also trigger for creating DCF models, LBO models, merger models, or any valuation analysis that benefits from live financial data feeds. The deliverable must be an Excel file with S&P Capital IQ formulas. Do NOT trigger when the user just needs basic Excel operations without financial data integration, or when they specifically request other data sources.

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.