Generates professional company tear sheets and one-pagers using live S&P Capital IQ financial data.
This skill enables Claude to create high-quality, audience-specific company profiles and financial summaries directly as Word documents. By leveraging the S&P Global MCP tools, it pulls live data for both public and private companies, formatting it into professional templates tailored for equity research, M&A, corporate development, or sales meetings. It handles complex financial data points including market capitalization, enterprise value, and earnings highlights, ensuring every document follows standardized banking-grade design principles and layout requirements.
主要功能
013 GitHub stars
02Support for both public and private company snapshots
03Audience-specific templates for M&A, Equity Research, and Sales/BD
04Live S&P Capital IQ data integration for real-time financial accuracy
05Automated synthesis of strategic fit and earnings highlights
06Professional .docx export with standardized banking-style formatting
使用场景
01Preparing M&A target profiles for corporate development teams
02Creating company snapshot documents for sales and business development meeting prep
03Generating equity research summaries for investment analysis
