/tear-sheet

name: tear-sheet
description: "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."

Financial Tear Sheet Generator

Generate audience-specific company tear sheets by pulling live data from S&P Capital IQ via the S&P Global MCP tools and formatting the result as a professional Word document.

Style Configuration

These are sensible defaults. To customize for your firm's brand, modify this section — common changes include swapping the color palette, changing the font (Calibri is standard at many banks), and updating the disclaimer text.

**Colors:**

• Primary (header banner background, section header text): #1F3864
• Accent (signature section highlights): #2E75B6
• Table header row fill: #D6E4F0
• Table alternating row fill: #F2F2F2
• Table borders: #CCCCCC
• Header banner text: #FFFFFF

**Typography (sizes in half-points for docx-js):**

• Font family: Arial
• Company name: 18pt bold (size: 36)
• Section headers: 11pt bold (size: 22), Primary color
• Body text: 9pt (size: 18)
• Table text: 8.5pt (size: 17)
• Footer/disclaimer: 7pt italic (size: 14)
• Per-template overrides are specified in each reference file's Formatting Notes.

**Company Header Banner:**

• The header is a navy (#1F3864) banner spanning the full page width with company name in white.
• **Below the banner, key-value pairs MUST be rendered in a two-column borderless table spanning the full page width.** Left column: company identifiers (ticker, HQ, founded, employees, sector). Right column: financial identifiers (market cap, EV, stock price, shares outstanding). Each cell contains a bold label and regular-weight value on the same line (e.g., "**Market Cap** $124.7B"). Do not left-justify all fields in a single column — this wastes horizontal space and looks unprofessional. The two-column spread is the single most important visual signal that distinguishes a professional tear sheet from a default document.
• **Implementation:** Create a 2-column table with `borders: none` and `shading: none` on all cells. Set column widths to 50% each. Place left-column fields (ticker, HQ, founded, employees) as separate paragraphs in the left cell. Place right-column fields (market cap, EV, stock price, shares outstanding) in the right cell. Each field is a single paragraph: bold run for the label, regular run for the value.
• The specific fields in each column vary by audience — see the reference file's header spec. The principle is always: spread across the page, not clumped left.
• **Do not use a bordered table for the header key-value block.** Bordered tables are reserved for financial data only.
• Key metrics in the header (market cap, EV, stock price) should be displayed as inline key-value pairs, not in a separate bordered table.

**Section Headers:**

• Each section header gets a horizontal rule (thin line, #CCCCCC, 0.5pt) directly beneath it to create clean visual separation between sections.
• **Render the rule as a bottom border on the header paragraph itself** — do not insert a separate paragraph element for the rule. A separate paragraph adds its own before/after spacing and causes excessive whitespace below section titles.
• **Implementation:** In docx-js, apply a bottom border to the section header paragraph via `paragraph.borders.bottom = { style: BorderStyle.SINGLE, size: 1, color: "CCCCCC" }`. Do not use `doc.addParagraph()` with a separate horizontal rule element. Do not use `thematicBreak`. The border must be on the heading paragraph itself with 0pt spacing after, so the rule sits tight against the header text.
• Spacing: 12pt before the header paragraph, 0pt after the header paragraph, 4pt before the next content element.

**Bullet Formatting:**

• Use a single bullet character (•) for all bulleted content across all tear sheet types. Do not mix •, -, ▸, or numbered lists within or across tear sheets.
• **Synthesis/analysis bullets** (Earnings Highlights, Strategic Fit, Integration Considerations, Conversation Starters): indented block-style formatting with left indent 360 DXA (0.25") and a hanging indent for the bullet character. These should be visually offset from body text — they're interpretive content and should look distinct from data tables and prose paragraphs.
• **Informational bullets** within relationship sections: standard body indent (180 DXA), no hanging indent.
• **Do not apply left-border accents to any bullet sections.** Left-border styling renders inconsistently in docx-js and creates visual artifacts. Use indentation and text size differentiation to distinguish signature sections instead.

**Tables (financial data only):**

• Header row: Table Header Fill (#D6E4F0) with bold dark text
• Body rows: alternating white / Table Alternating Fill (#F2F2F2)
• Borders: Table Border color (#CCCCCC), thin (BorderStyle.SINGLE, size 1)
• Cell padding: top/bottom 40 DXA, left/right 80 DXA
• Right-align all numeric columns
• Always use ShadingType.CLEAR (never SOLID — SOLID causes black backgrounds)

**Layout:**

• US Letter portrait, 0.75" margins (1080 DXA all sides)

**Number formatting:**

• Currency: USD. Use millions unless company revenue > $50B (then billions, one decimal). Label units in column headers (e.g., "Revenue ($M)"), not in individual cells.
• **Table cells: plain numbers with commas, no dollar