bolade
330 lines
14 KiB
HTML
330 lines
14 KiB
HTML
<!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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size: A4;
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margin: 0;
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}
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html,
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body {
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margin: 0;
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padding: 0;
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height: 100%;
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background: white;
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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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/* Each page is exactly one A4 sheet */
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.page {
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width: 210mm;
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height: 297mm;
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position: relative;
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background: white;
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overflow: hidden;
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}
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/* Adds a break between pages (for print/PDF) */
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.page-with-break {
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page-break-after: always;
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}
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/* Inner content wrapper for consistent padding */
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.page-content {
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box-sizing: border-box;
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padding: 48px; /* equivalent to Tailwind p-12 */
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height: 100%;
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display: flex;
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flex-direction: column;
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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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/* Ensure the footer text stays inside page bounds */
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.page-footer {
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position: absolute;
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bottom: 48px;
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right: 48px;
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font-size: 10px;
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color: #9ca3af; /* Tailwind gray-400 */
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}
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</style>
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</head>
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<body>
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<!-- Page 1 -->
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<div class="page page-with-break">
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<div class="page-content">
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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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<a
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href="{{ investor.website }}"
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target="_blank"
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class="bg-gray-200 text-gray-700 px-4 py-2 rounded text-sm no-underline"
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>Visit Website →</a
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>
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</div>
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<div class="grid grid-cols-2 gap-8 flex-grow">
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<!-- Left Column -->
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<div>
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<div class="mb-4">
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<h2 class="text-sm font-bold text-gray-900 uppercase mb-4">
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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 available.' }}
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</p>
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</div>
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<div class="mb-4">
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<h2 class="text-sm font-bold text-gray-900 uppercase mb-4">
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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 %}
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{% for company in investor.portfolio_highlights[:5] %}
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<span class="tag">{{ company }}</span>
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{% endfor %}
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{% 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-4">
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<h2 class="text-sm font-bold text-gray-900 uppercase mb-4">
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Senior Leadership
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</h2>
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{% if investor.team_members %}
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{% for member in 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>
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<p class="text-sm text-gray-600">
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{{ member.role or member.title or 'Team Member' }}
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</p>
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{% if member.email %}
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<p class="text-xs text-blue-600">
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{{ member.email }}
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</p>
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{% endif %}
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</div>
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{% endfor %}
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{% else %}
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<p class="text-sm text-gray-500">No team information available</p>
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{% endif %}
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</div>
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</div>
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<!-- Right Column -->
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<div class="bg-gray-50 p-6 rounded-lg">
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<h2 class="text-sm font-bold text-gray-900 uppercase mb-4">
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Key Data
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</h2>
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<div class="space-y-3 text-sm">
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<div>
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<p class="text-xs text-gray-600">Headquarters:</p>
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<p class="font-semibold text-gray-900">
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{{ investor.headquarters or 'N/A' }}
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</p>
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</div>
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<div>
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<p class="text-xs text-gray-600">Sectors:</p>
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<p class="font-semibold text-gray-900">
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{% if investor.sectors %}
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{{ investor.sectors | join(', ') }}
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{% else %}
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N/A
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{% endif %}
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</p>
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</div>
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<div>
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<p class="text-xs text-gray-600">AUM (EUR million):</p>
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<p class="font-semibold text-gray-900">
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{% if investor.aum %}
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€{{ '{:,.0f}'.format(investor.aum / 1000000) }}M
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{% else %}
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N/A
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{% endif %}
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</p>
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</div>
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<div>
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<p class="text-xs text-gray-600 mb-1">Number of Funds:</p>
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<p class="font-semibold text-gray-900">
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{{ investor.funds | length if investor.funds else 'N/A' }}
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</p>
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</div>
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</div>
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<div class="mt-4">
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<h3 class="text-xs font-bold text-gray-900 uppercase mb-2">
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Fund Details
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</h3>
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{% if investor.funds %}
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{% for fund in investor.funds %}
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<div class="mb-3 pb-3 border-b border-gray-200">
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<p class="text-sm font-semibold text-gray-900 mb-1">
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{{ fund.fund_name or 'Fund ' + loop.index|string }}
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</p>
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<div class="text-xs text-gray-700 space-y-1">
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{% if fund.fund_size %}
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<p>Fund Size: €{{ '{:,.0f}'.format(fund.fund_size / 1000000) }}M</p>
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{% endif %}
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{% if fund.check_size_lower and fund.check_size_upper %}
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<p>Check Size: €{{ '{:,.0f}'.format(fund.check_size_lower / 1000000) }}M - €{{ '{:,.0f}'.format(fund.check_size_upper / 1000000) }}M</p>
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{% endif %}
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{% if fund.geographic_focus %}
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<p>Geography: {{ fund.geographic_focus }}</p>
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{% endif %}
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{% if fund.investment_stages %}
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<p>Stages: {{ fund.investment_stages | join(', ') }}</p>
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{% endif %}
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{% if fund.sectors %}
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<p>Sectors: {{ fund.sectors[:3] | join(', ') }}</p>
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{% endif %}
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</div>
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</div>
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{% endfor %}
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{% else %}
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<p class="text-xs text-gray-500">No fund information available</p>
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{% endif %}
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</div>
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</div>
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</div>
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<div class="page-footer">Page 1</div>
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</div>
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</div>
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<!-- Page 2 -->
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{% if project %}
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<div class="page">
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<div class="page-content">
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<h1 class="text-3xl font-bold text-gray-900 mb-8">
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{{ investor.name }}: Mandate Match Analysis
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</h1>
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<!-- Overall Match Circle -->
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<div class="flex justify-center mb-12">
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<div class="text-center">
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<p class="text-sm font-bold text-gray-700 uppercase mb-4">
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Overall Mandate Match
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</p>
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<div
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class="w-48 h-48 rounded-full border-8 border-green-400 flex items-center justify-center bg-green-50 mx-auto"
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>
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<span class="text-5xl font-bold text-green-600"
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>{{ compatibility_score }}%</span
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>
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</div>
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</div>
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</div>
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<!-- Mandate Alignment Analysis Table -->
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<div class="mb-12">
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<h2 class="text-xl font-bold text-gray-900 mb-6">
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Mandate Alignment Analysis
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</h2>
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<table class="w-full border-collapse">
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<thead>
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<tr class="border-b-2 border-gray-300">
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<th
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class="text-left py-3 px-4 text-sm font-bold text-gray-700"
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>
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Criterion
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</th>
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<th
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class="text-left py-3 px-4 text-sm font-bold text-gray-700"
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>
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Mandate Requirement
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</th>
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<th
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class="text-left py-3 px-4 text-sm font-bold text-gray-700"
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>
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Investor Evidence (from Database)
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</th>
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<th
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class="text-left py-3 px-4 text-sm font-bold text-gray-700"
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>
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Match Score
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</th>
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<th
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class="text-left py-3 px-4 text-sm font-bold text-gray-700"
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>
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Weight
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</th>
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</tr>
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</thead>
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<tbody>
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{% for criterion in match_criteria %}
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<tr class="border-b border-gray-200">
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<td class="py-4 px-4 text-sm text-gray-900">
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{{ criterion.name }}
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</td>
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<td class="py-4 px-4 text-sm text-gray-700">
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{{ criterion.requirement }}
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</td>
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<td class="py-4 px-4 text-sm text-gray-700">
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{{ criterion.evidence }}
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</td>
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<td class="py-4 px-4 text-sm">
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<span
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class="{% if criterion.match == 'Perfect' %}text-green-600{% elif criterion.match == 'Strong' %}text-blue-600{% else %}text-yellow-600{% endif %} font-semibold"
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>
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{{ criterion.match }}
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</span>
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</td>
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<td class="py-4 px-4 text-sm text-gray-700">
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{{ criterion.weight }}
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</td>
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</tr>
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{% endfor %}
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</tbody>
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</table>
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</div>
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<!-- Final Recommendation -->
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<div class="bg-blue-50 border-l-4 border-blue-500 p-6 rounded">
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<h3 class="text-lg font-bold text-gray-900 mb-3">
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Final Recommendation & Rationale
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</h3>
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<p class="text-sm text-gray-700 leading-relaxed">
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{{ recommendation or "High Priority. A strong target due to
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exceptional alignment on the most heavily-weighted criteria:
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Sector and Stage. The strong geographic fit in the DACH
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region further solidifies this recommendation." }}
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</p>
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</div>
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<div class="absolute bottom-12 right-12 text-xs text-gray-400">
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Page 2
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</div>
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</div>
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{% endif %}
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</body>
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</html>
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