feat: Implement report generation service and add report route for investor profiles
This commit is contained in:
bolade
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@@ -5,7 +5,14 @@ from db.db import Base, db_dependency, engine
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from dotenv import load_dotenv
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from fastapi import FastAPI, File, Form, UploadFile
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from pydantic import BaseModel
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from routers import companies, folk_crm, insight_route, investors, projects
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from routers import (
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companies,
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folk_crm,
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insight_route,
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investors,
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projects,
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report_route,
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)
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from schemas.router_schemas import InvestmentResponse, PaginatedResponse
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from services.llm_parser import InvestorProcessor
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from services.querying import QueryProcessor
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@@ -110,6 +117,7 @@ app.include_router(companies.router)
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app.include_router(projects.router)
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app.include_router(folk_crm.router)
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app.include_router(insight_route.router)
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app.include_router(report_route.router)
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if __name__ == "__main__":
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import uvicorn
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from typing import Optional
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from db.db import get_db
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from db.models import FundTable, InvestorTable, ProjectTable
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from fastapi import APIRouter, Depends, HTTPException, Query
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from fastapi.responses import Response
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from services.report_gen import ReportGenerator
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from sqlalchemy.orm import Session, selectinload
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router = APIRouter(tags=["Report Generation"])
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@router.get("/report/investor/{investor_id}")
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async def generate_investor_report(
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investor_id: int,
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project_id: Optional[int] = Query(
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None, description="Optional project ID for compatibility analysis"
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),
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db: Session = Depends(get_db),
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):
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"""
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Generate a PDF report for an investor profile.
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Args:
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investor_id: The ID of the investor to generate a report for
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project_id: Optional project ID to include mandate match analysis
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Returns:
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PDF file as a downloadable response
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"""
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# Fetch investor data with all relationships
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investor = (
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db.query(InvestorTable)
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.options(
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selectinload(InvestorTable.portfolio_companies),
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selectinload(InvestorTable.team_members),
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selectinload(InvestorTable.sectors),
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selectinload(InvestorTable.funds).selectinload(FundTable.investment_stages),
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selectinload(InvestorTable.funds).selectinload(FundTable.sectors),
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)
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.filter(InvestorTable.id == investor_id)
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.first()
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)
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if not investor:
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raise HTTPException(status_code=404, detail="Investor not found")
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# Prepare investor data dictionary
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investor_data = {
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"name": investor.name,
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"description": investor.description,
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"website": investor.website,
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"headquarters": investor.headquarters,
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"aum": investor.aum,
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"geographic_focus": investor.geographic_focus,
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"portfolio_highlights": investor.portfolio_highlights or [],
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"investment_thesis": investor.investment_thesis or [],
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"sectors": [sector.name for sector in investor.sectors],
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"team_members": [
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{
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"name": member.name,
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"role": member.role,
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"title": member.title,
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"email": member.email,
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}
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for member in investor.team_members
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],
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"check_size_lower": None,
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"check_size_upper": None,
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"investment_stages": [],
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}
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# Get check sizes and stages from funds
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if investor.funds:
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# Use the first fund's data or aggregate
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fund = investor.funds[0]
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investor_data["check_size_lower"] = fund.check_size_lower
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investor_data["check_size_upper"] = fund.check_size_upper
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# Aggregate all investment stages from all funds
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stages = set()
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for fund in investor.funds:
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for stage in fund.investment_stages:
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stages.add(stage.name)
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investor_data["investment_stages"] = list(stages)
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# Fetch project data if project_id is provided
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project_data = None
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if project_id:
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project = (
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db.query(ProjectTable)
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.options(selectinload(ProjectTable.sector))
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.filter(ProjectTable.id == project_id)
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.first()
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)
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if not project:
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raise HTTPException(status_code=404, detail="Project not found")
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project_data = {
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"name": project.name,
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"description": project.description,
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"location": project.location,
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"valuation": project.valuation,
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"stage": project.stage.name if project.stage else None,
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"sectors": [sector.name for sector in project.sector],
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}
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# Generate PDF report
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report_generator = ReportGenerator()
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pdf_bytes = await report_generator.generate_investor_report(
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investor_data, project_data
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)
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# Return PDF as downloadable file
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filename = f"{investor.name.replace(' ', '_')}_Report.pdf"
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return Response(
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content=pdf_bytes,
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media_type="application/pdf",
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headers={"Content-Disposition": f'attachment; filename="{filename}"'},
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)
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from pathlib import Path
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from typing import Any, Dict, List, Optional
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from jinja2 import Environment, FileSystemLoader
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from playwright.async_api import async_playwright
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class ReportGenerator:
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"""Service for generating PDF reports from HTML templates"""
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def __init__(self):
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# Set up Jinja2 environment
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template_dir = Path(__file__).parent.parent / "templates"
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self.env = Environment(loader=FileSystemLoader(str(template_dir)))
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async def generate_investor_report(
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self,
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investor_data: Dict[str, Any],
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project_data: Optional[Dict[str, Any]] = None,
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) -> bytes:
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"""
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Generate a PDF report for an investor profile.
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Args:
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investor_data: Dictionary containing investor information
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project_data: Optional dictionary containing project information for compatibility analysis
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Returns:
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bytes: PDF file content
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"""
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# Prepare template context
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context = self._prepare_context(investor_data, project_data)
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# Render HTML from template
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template = self.env.get_template("report.html")
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html_content = template.render(**context)
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# Convert HTML to PDF using Playwright
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pdf_bytes = await self._html_to_pdf(html_content)
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return pdf_bytes
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def _prepare_context(
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self,
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investor_data: Dict[str, Any],
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project_data: Optional[Dict[str, Any]] = None,
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) -> Dict[str, Any]:
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"""Prepare the context dictionary for template rendering"""
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context = {
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"investor": investor_data,
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"project": project_data,
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"compatibility_score": 0,
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"match_criteria": [],
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"recommendation": None,
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}
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# If project data is provided, calculate compatibility
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if project_data:
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context["compatibility_score"] = self._calculate_compatibility_score(
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investor_data, project_data
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)
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context["match_criteria"] = self._generate_match_criteria(
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investor_data, project_data
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)
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context["recommendation"] = self._generate_recommendation(
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context["compatibility_score"], context["match_criteria"]
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)
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return context
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def _calculate_compatibility_score(
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self, investor_data: Dict[str, Any], project_data: Dict[str, Any]
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) -> int:
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"""Calculate overall compatibility score between investor and project"""
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score = 0
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weights = {
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"sector": 30,
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"stage": 30,
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"geography": 20,
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"check_size": 15,
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"thesis": 5,
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}
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# Sector match
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investor_sectors = set(investor_data.get("sectors", []))
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project_sectors = set(project_data.get("sectors", []))
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if investor_sectors and project_sectors:
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if investor_sectors & project_sectors:
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score += weights["sector"]
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# Stage match
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investor_stages = set(investor_data.get("investment_stages", []))
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project_stage = project_data.get("stage")
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if project_stage and project_stage in investor_stages:
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score += weights["stage"]
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# Geography match
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investor_geo = investor_data.get("geographic_focus", "").lower()
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project_geo = project_data.get("location", "").lower()
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if investor_geo and project_geo and investor_geo in project_geo:
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score += weights["geography"]
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# Check size match
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project_valuation = project_data.get("valuation", 0)
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check_lower = investor_data.get("check_size_lower", 0)
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check_upper = investor_data.get("check_size_upper", float("inf"))
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if check_lower <= project_valuation <= check_upper:
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score += weights["check_size"]
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# Thesis alignment (simplified)
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score += weights["thesis"]
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return min(score, 100)
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def _generate_match_criteria(
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self, investor_data: Dict[str, Any], project_data: Dict[str, Any]
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) -> List[Dict[str, str]]:
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"""Generate detailed match criteria table"""
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criteria = []
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# Sector criterion
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investor_sectors = investor_data.get("sectors", [])
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project_sectors = project_data.get("sectors", [])
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sector_match = (
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"Perfect" if set(investor_sectors) & set(project_sectors) else "Mismatch"
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)
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criteria.append(
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{
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"name": "Sector",
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"requirement": "Cybersecurity, B2B SaaS" if project_sectors else "N/A",
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"evidence": ", ".join(investor_sectors[:3])
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if investor_sectors
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else "N/A",
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"match": sector_match,
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"weight": "30%",
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}
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)
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# Stage criterion
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investor_stages = investor_data.get("investment_stages", [])
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project_stage = project_data.get("stage", "N/A")
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stage_match = "Perfect" if project_stage in investor_stages else "Mismatch"
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criteria.append(
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{
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"name": "Stage",
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"requirement": str(project_stage),
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"evidence": ", ".join(investor_stages) if investor_stages else "N/A",
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"match": stage_match,
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"weight": "30%",
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}
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)
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# Geography criterion
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investor_geo = investor_data.get("geographic_focus", "N/A")
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project_geo = project_data.get("location", "N/A")
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geo_match = (
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"Strong"
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if investor_geo.lower() in project_geo.lower()
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or project_geo.lower() in investor_geo.lower()
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else "Mismatch"
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)
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criteria.append(
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{
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"name": "Geography",
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"requirement": project_geo,
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"evidence": investor_geo,
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"match": geo_match,
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"weight": "20%",
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}
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)
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# Check Size criterion
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check_lower = investor_data.get("check_size_lower", 0)
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check_upper = investor_data.get("check_size_upper", 0)
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project_val = project_data.get("valuation", 0)
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check_evidence = "N/A"
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if check_lower and check_upper:
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check_evidence = (
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f"€{check_lower / 1000000:.0f}M - €{check_upper / 1000000:.0f}M"
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)
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elif check_lower:
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check_evidence = f"€{check_lower / 1000000:.0f}M+"
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check_match = (
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"Perfect"
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if check_lower <= project_val <= check_upper
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else "Strong"
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if project_val > 0
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else "N/A"
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)
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criteria.append(
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{
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"name": "Check Size",
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"requirement": f"€{project_val / 1000000:.0f}M"
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if project_val
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else "N/A",
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"evidence": check_evidence,
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"match": check_match,
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"weight": "15%",
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}
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)
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# Thesis criterion
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thesis = investor_data.get("investment_thesis", [])
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criteria.append(
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{
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"name": "Thesis",
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"requirement": "Founder-led, ESG focus",
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"evidence": ", ".join(thesis[:2]) if thesis else "Entrepreneur-led",
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"match": "Strong",
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"weight": "5%",
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}
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)
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return criteria
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def _generate_recommendation(
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self, score: int, criteria: List[Dict[str, str]]
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) -> str:
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"""Generate recommendation text based on score and criteria"""
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if score >= 85:
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return "High Priority. A strong target due to exceptional alignment on the most heavily-weighted criteria: Sector and Stage. The strong geographic fit further solidifies this recommendation."
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elif score >= 70:
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return "Medium Priority. Good alignment on key criteria with some areas of strong fit. The geographic fit in the target region supports this recommendation."
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else:
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return "Low Priority. Limited alignment on key investment criteria. Consider for future evaluation if circumstances change."
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async def _html_to_pdf(self, html_content: str) -> bytes:
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"""Convert HTML content to PDF using Playwright"""
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async with async_playwright() as p:
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browser = await p.chromium.launch()
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page = await browser.new_page()
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# Set content and wait for any dynamic content to load
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await page.set_content(html_content, wait_until="networkidle")
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# Generate PDF with proper settings
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pdf_bytes = await page.pdf(
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format="A4",
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print_background=True,
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margin={"top": "0", "right": "0", "bottom": "0", "left": "0"},
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)
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await browser.close()
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return pdf_bytes
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<!DOCTYPE html>
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<html lang="en">
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<head>
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<meta charset="UTF-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<title>Investor Profile Report</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<style>
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@page {
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margin: 0;
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size: A4;
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}
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body {
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margin: 0;
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padding: 0;
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font-family: -apple-system, BlinkMacSystemFont, "Segoe UI",
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Roboto, sans-serif;
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}
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.page {
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page-break-after: always;
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min-height: 100vh;
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background: white;
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}
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.page:last-child {
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page-break-after: auto;
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}
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.tag {
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display: inline-block;
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padding: 4px 12px;
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background: #f3f4f6;
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border-radius: 4px;
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font-size: 12px;
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margin: 4px;
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}
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</style>
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</head>
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<body class="bg-white">
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<!-- Page 1: Investor Profile -->
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<div class="page p-12">
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<div class="flex justify-between items-start mb-8">
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<div>
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<p class="text-sm text-gray-600 mb-2">Investor Profile</p>
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<h1 class="text-4xl font-bold text-gray-900">
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{{ investor.name }}
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</h1>
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</div>
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<button
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class="bg-gray-200 text-gray-700 px-4 py-2 rounded text-sm"
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>
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<a
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href="{{ investor.website }}"
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target="_blank"
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class="no-underline text-gray-700"
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>Visit Website →</a
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>
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</button>
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</div>
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<div class="grid grid-cols-2 gap-8">
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<!-- Left Column -->
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<div>
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<div class="mb-8">
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<h2
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class="text-sm font-bold text-gray-900 uppercase mb-4"
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>
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Investor Description
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</h2>
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<p class="text-sm text-gray-700 leading-relaxed">
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{{ investor.description or 'No description
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available.' }}
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</p>
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</div>
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<div class="mb-8">
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<h2
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class="text-sm font-bold text-gray-900 uppercase mb-4"
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>
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Portfolio Highlights
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</h2>
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<div class="flex flex-wrap gap-2">
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{% if investor.portfolio_highlights %} {% for
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company in investor.portfolio_highlights[:5] %}
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<span class="tag">{{ company }}</span>
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{% endfor %} {% else %}
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<p class="text-sm text-gray-500">
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No portfolio highlights available
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</p>
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{% endif %}
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</div>
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</div>
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<div class="mb-8">
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<h2
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class="text-sm font-bold text-gray-900 uppercase mb-4"
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>
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Senior Leadership
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</h2>
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{% if investor.team_members %} {% for member in
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investor.team_members[:2] %}
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<div class="mb-3">
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<p class="text-sm font-semibold text-gray-900">
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{{ member.name }}
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</p>
|
||||
<p class="text-sm text-gray-600">
|
||||
{{ member.role or member.title or 'Team Member'
|
||||
}}
|
||||
</p>
|
||||
{% if member.email %}
|
||||
<p class="text-xs text-blue-600">
|
||||
{{ member.email }}
|
||||
</p>
|
||||
{% endif %}
|
||||
</div>
|
||||
{% endfor %} {% else %}
|
||||
<p class="text-sm text-gray-500">
|
||||
No team information available
|
||||
</p>
|
||||
{% endif %}
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Right Column -->
|
||||
<div class="bg-gray-50 p-6 rounded-lg">
|
||||
<h2 class="text-sm font-bold text-gray-900 uppercase mb-4">
|
||||
Key Data
|
||||
</h2>
|
||||
|
||||
<div class="mb-4">
|
||||
<p class="text-xs text-gray-600 mb-1">Headquarters:</p>
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
{{ investor.headquarters or 'N/A' }}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<p class="text-xs text-gray-600 mb-1">Sectors:</p>
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
{% if investor.sectors %} {{ investor.sectors |
|
||||
join(', ') }} {% else %} N/A {% endif %}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<p class="text-xs text-gray-600 mb-1">DACH Region:</p>
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
{{ investor.geographic_focus or 'N/A' }}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<p class="text-xs text-gray-600 mb-1">
|
||||
AUM: (EUR million) (as of Fund IX)
|
||||
</p>
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
{% if investor.aum %} €{{
|
||||
'{:,.0f}'.format(investor.aum / 1000000) }}M {% else
|
||||
%} N/A {% endif %}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<p class="text-xs text-gray-600 mb-1">
|
||||
Investment Stage:
|
||||
</p>
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
{% if investor.investment_stages %} {{
|
||||
investor.investment_stages | join(', ') }} {% else
|
||||
%} N/A {% endif %}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<p class="text-xs text-gray-600 mb-1">
|
||||
Est. Investment Size:
|
||||
</p>
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
{% if investor.check_size_lower and
|
||||
investor.check_size_upper %} €{{
|
||||
'{:,.0f}'.format(investor.check_size_lower /
|
||||
1000000) }}M - €{{
|
||||
'{:,.0f}'.format(investor.check_size_upper /
|
||||
1000000) }}M {% elif investor.check_size_lower %}
|
||||
€{{ '{:,.0f}'.format(investor.check_size_lower /
|
||||
1000000) }}M+ {% else %} N/A {% endif %}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<p class="text-xs text-gray-600 mb-1">
|
||||
Select Deals, Series A, Series B:
|
||||
</p>
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
Growth
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="mb-4">
|
||||
<p class="text-xs text-gray-600 mb-1">Focus Areas:</p>
|
||||
<p class="text-sm font-semibold text-gray-900">
|
||||
{% if investor.investment_thesis %} {{
|
||||
investor.investment_thesis[:3] | join(', ') }} {%
|
||||
else %} Disruptive Technologies, Entrepreneur-led,
|
||||
Sustainability {% endif %}
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="absolute bottom-12 right-12 text-xs text-gray-400">
|
||||
Page 3
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Page 2: Mandate Match Analysis -->
|
||||
{% if project %}
|
||||
<div class="page p-12">
|
||||
<h1 class="text-3xl font-bold text-gray-900 mb-8">
|
||||
{{ investor.name }}: Mandate Match Analysis
|
||||
</h1>
|
||||
|
||||
<!-- Overall Match Circle -->
|
||||
<div class="flex justify-center mb-12">
|
||||
<div class="text-center">
|
||||
<p class="text-sm font-bold text-gray-700 uppercase mb-4">
|
||||
Overall Mandate Match
|
||||
</p>
|
||||
<div
|
||||
class="w-48 h-48 rounded-full border-8 border-green-400 flex items-center justify-center bg-green-50 mx-auto"
|
||||
>
|
||||
<span class="text-5xl font-bold text-green-600"
|
||||
>{{ compatibility_score }}%</span
|
||||
>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Mandate Alignment Analysis Table -->
|
||||
<div class="mb-12">
|
||||
<h2 class="text-xl font-bold text-gray-900 mb-6">
|
||||
Mandate Alignment Analysis
|
||||
</h2>
|
||||
<table class="w-full border-collapse">
|
||||
<thead>
|
||||
<tr class="border-b-2 border-gray-300">
|
||||
<th
|
||||
class="text-left py-3 px-4 text-sm font-bold text-gray-700"
|
||||
>
|
||||
Criterion
|
||||
</th>
|
||||
<th
|
||||
class="text-left py-3 px-4 text-sm font-bold text-gray-700"
|
||||
>
|
||||
Mandate Requirement
|
||||
</th>
|
||||
<th
|
||||
class="text-left py-3 px-4 text-sm font-bold text-gray-700"
|
||||
>
|
||||
Investor Evidence (from Database)
|
||||
</th>
|
||||
<th
|
||||
class="text-left py-3 px-4 text-sm font-bold text-gray-700"
|
||||
>
|
||||
Match Score
|
||||
</th>
|
||||
<th
|
||||
class="text-left py-3 px-4 text-sm font-bold text-gray-700"
|
||||
>
|
||||
Weight
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
{% for criterion in match_criteria %}
|
||||
<tr class="border-b border-gray-200">
|
||||
<td class="py-4 px-4 text-sm text-gray-900">
|
||||
{{ criterion.name }}
|
||||
</td>
|
||||
<td class="py-4 px-4 text-sm text-gray-700">
|
||||
{{ criterion.requirement }}
|
||||
</td>
|
||||
<td class="py-4 px-4 text-sm text-gray-700">
|
||||
{{ criterion.evidence }}
|
||||
</td>
|
||||
<td class="py-4 px-4 text-sm">
|
||||
<span
|
||||
class="{% if criterion.match == 'Perfect' %}text-green-600{% elif criterion.match == 'Strong' %}text-blue-600{% else %}text-yellow-600{% endif %} font-semibold"
|
||||
>
|
||||
{{ criterion.match }}
|
||||
</span>
|
||||
</td>
|
||||
<td class="py-4 px-4 text-sm text-gray-700">
|
||||
{{ criterion.weight }}
|
||||
</td>
|
||||
</tr>
|
||||
{% endfor %}
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Final Recommendation -->
|
||||
<div class="bg-blue-50 border-l-4 border-blue-500 p-6 rounded">
|
||||
<h3 class="text-lg font-bold text-gray-900 mb-3">
|
||||
Final Recommendation & Rationale
|
||||
</h3>
|
||||
<p class="text-sm text-gray-700 leading-relaxed">
|
||||
{{ recommendation or "High Priority. A strong target due to
|
||||
exceptional alignment on the most heavily-weighted criteria:
|
||||
Sector and Stage. The strong geographic fit in the DACH
|
||||
region further solidifies this recommendation." }}
|
||||
</p>
|
||||
</div>
|
||||
|
||||
<div class="absolute bottom-12 right-12 text-xs text-gray-400">
|
||||
Page 4
|
||||
</div>
|
||||
</div>
|
||||
{% endif %}
|
||||
</body>
|
||||
</html>
|
||||
@@ -48,6 +48,7 @@ jsonpointer==3.0.0
|
||||
jsonschema==4.25.1
|
||||
jsonschema-specifications==2025.4.1
|
||||
kubernetes==33.1.0
|
||||
playwright==1.48.0
|
||||
langchain==0.3.27
|
||||
langchain-community==0.3.29
|
||||
langchain-core==0.3.75
|
||||
|
||||
Reference in New Issue
Block a user