Financial Company Profile

Financial Company Profile

Create a compact company profile in one of two output modes: Tear Sheet or Strip Profile.

Core Rule

Choose the output mode and audience before collecting data. Preserve data provenance, reporting periods, units, and missing-data labels. Do not invent management, ownership, financial, or relationship facts.

How To Apply

1. Ask for the company, audience, output mode, valuation date, available source materials, and output format when any are unclear.
2. Read references/tear-sheet.md and the matching audience reference for Tear Sheet mode; read references/strip-profile.md for Strip Profile mode.
3. Use S&P/Kensho only when available and authorized. Otherwise consume an approved fact pack and retain the same data-integrity rules.
4. Create intermediate files inside {{RUN_FOLDER}}/tear-sheet-data/ and write artifacts to the user project folder, never to this plugin.
5. Apply the full migrated formatting and quality rules before delivering DOCX, PDF, or PPTX.

Required Output

Company:
Audience:
Mode:
Source artifacts / provider:
As-of date:
Output path:
Data gaps:
Quality checks:

Do Not Use

• The user needs an initiating-coverage report, IC memo, full pitch deck, CIM, or teaser.
• The required data is missing and the user has not accepted an explicitly incomplete profile.

References

• references/tear-sheet.md — complete migrated Tear Sheet workflow and document components.
• references/equity-research.md — equity-research audience variant.
• references/ib-ma.md — investment-banking / M&A audience variant.
• references/corp-dev.md — corporate-development audience variant.
• references/sales-bd.md — sales and business-development audience variant.
• references/strip-profile.md — complete migrated Strip Profile workflow and layout guidance.

完成标准

• 完成 Required Output 中全部适用交付物与 Quality checks，数字、口径、单位、来源、时期和叙事相互一致。
• 产物必须可由目标读者直接使用；缺失输入保持可见，不得补造财务数字、交易事实或客户结论。
• 在 Mode 内调用与独立调用执行同一质量门槛，失败项由本 Skill 原地返工。