Investment Analysis Generator
Name
Investment Analysis Generator
Description
Generates professional 18-page Investment Analysis PDF reports for M&A acquisition targets. This skill creates comprehensive investment documents following the DocumentSynthesizer pattern, combining data from triage analysis, CIM extraction, and AI-generated insights.
When to Use This Skill
Invoke this skill when you need to:
- •Generate a professional investment analysis report for a triage deal
- •Create a board-ready presentation document
- •Document comprehensive analysis of an acquisition target
- •Prepare materials for investment committee review
- •Export triage analysis results to PDF format
Required Inputs
At minimum, you need:
- •Triage ID - UUID of a completed triage analysis in the system
OR
- •Company data - Comprehensive company information including:
- •Company name
- •Financial metrics (revenue, EBITDA, margins, growth)
- •Business description
- •Strengths and weaknesses
Output Format
The skill generates an 18-page PDF with the following structure:
| Page | Section | Content |
|---|---|---|
| 1 | Cover Page | Company name, subtitle, date, CONFIDENTIAL badge |
| 2 | Executive Summary | Key value props, 4 KPI cards (EBITDA Margin, Recurring Rev, Churn, Growth) |
| 3 | Company Snapshot | Founded, HQ, Employees, Clients, Users + Financial metrics + Leadership |
| 4 | Product Portfolio | Product table (name, description, rev share) + Platform capabilities |
| 5 | Financial Performance | Multi-year metrics table + CAGR metrics |
| 6 | Revenue Quality | Recurring %, Churn %, NPS + Pie chart (revenue composition) |
| 7 | Client Portfolio | Sector distribution donut chart + Client logos by sector |
| 8 | Competitive Positioning | 5 numbered advantages + Partnership badges |
| 9 | Competitive Landscape | Competitor comparison table + Competitive advantage summary |
| 10 | SWOT Analysis | 4-quadrant grid (Strengths, Weaknesses, Opportunities, Threats) |
| 11 | Technology & Infrastructure | Infrastructure specs, Certifications, Technology stack |
| 12 | AI Development Roadmap | AI features by status + Team composition |
| 13 | Growth Strategy | 4 strategic pillars (Product, Market, Partnerships, M&A) |
| 14 | Management & Ownership | CEO bio, Cap table, Org structure |
| 15 | Transaction Summary | Investment merits, Use of proceeds, Exit strategy |
| 16 | Risk Assessment | Risk table (Category, Description, Mitigation Strategy) |
| 17 | Conclusion | 4 key takeaways with icons |
| 18 | Appendix | Key definitions, Confidentiality disclaimer, Contact info |
Design System
- •Dark navy header bar: #0A2540
- •White page background
- •Accent blue for highlights: #1A56DB
- •Teal for positive metrics: #00A19C
- •Orange for warnings: #FF8C42
- •Red for risks: #DC2626
- •Font: Inter (Google Fonts)
- •Page size: 1280x720px (presentation aspect ratio)
Data Sources
From Triage Analysis
- •Overall score and recommendation
- •Strengths and weaknesses
- •Red flags (mapped to risks)
- •Financial metrics (revenue, EBITDA, margins)
- •Company information
From CIM Extraction (if available)
- •Company profile (founded, HQ, employees)
- •Product portfolio details
- •Client list and sector distribution
- •Competitive positioning
- •Technology and infrastructure
- •Management and ownership
- •Multi-year financial history
AI-Generated (when data is incomplete)
- •Value propositions
- •SWOT opportunities and threats
- •Competitive advantages
- •Growth strategy pillars
- •Risk mitigations
- •Conclusion takeaways
Implementation
API Endpoint
code
POST /api/triages/{triage_id}/generate-investment-analysis
Response:
{
"success": true,
"triage_id": "uuid",
"company_name": "Company Name",
"file": {
"type": "investment_analysis_pdf",
"filename": "investment_analysis_company_name_20241217_123456.pdf",
"download_url": "/download/investment-reports/...",
"size_bytes": 1234567,
"generated_at": "2024-12-17T12:34:56",
"pages": 18
},
"extraction_quality": "high|medium|low"
}
Download Endpoint
code
GET /download/investment-reports/{filename}
Returns: application/pdf
Status Endpoint
code
GET /api/triages/investment-analysis/status
Response:
{
"available": true,
"renderer_type": "playwright-html",
"output_format": "pdf",
"pages": 18,
"message": "Ready to generate investment analysis reports"
}
File Locations
| Component | Path |
|---|---|
| API Routes | /Volumes/AI/Code/MNA/nuvini-ma-system-complete/nuvini-ma-system-complete/api/triage_report_routes.py |
| HTML Template | /Volumes/AI/Code/MNA/nuvini-ma-system-complete/nuvini-ma-system-complete/presenter_module/templates/investment_analysis_template.html |
| Playwright Renderer | /Volumes/AI/Code/MNA/nuvini-ma-system-complete/e2e/scripts/render-investment-analysis-pdf.js |
| Enhanced PDF Extractor | /Volumes/AI/Code/MNA/nuvini-ma-system-complete/nuvini-ma-system-complete/api/triage_scripts/enhanced_pdf_extractor.py |
| Generated Files | /Volumes/AI/Code/MNA/nuvini-ma-system-complete/nuvini-ma-system-complete/api/generated_files/investment_reports/ |
Claude Code Integration
When this skill is invoked in Claude Code:
- •Identify the triage - Use Grep/Read to find triage ID or locate saved triage data
- •Call the API - Use Bash with curl to POST to the generate endpoint:
bash
curl -X POST "http://localhost:8000/api/triages/{triage_id}/generate-investment-analysis" \ -H "Content-Type: application/json" - •Present results - Show download URL and report summary to user
Examples
Example 1: Generate from Triage ID
code
User: Generate an investment analysis report for triage abc123 Claude: I'll generate the investment analysis PDF for this triage. [Uses API to generate PDF] The 18-page Investment Analysis PDF has been generated: - Company: TechBrasil - Download: /download/investment-reports/investment_analysis_techbrasil_20241217_123456.pdf - Size: 1.2 MB - Pages: 18 - Extraction quality: high (comprehensive CIM data available)
Example 2: Generate from Current Analysis
code
User: We just completed the triage for Project Alpha. Create the investment analysis report. Claude: I'll find the most recent triage for Project Alpha and generate the report. [Locates triage, calls API] Investment Analysis generated successfully: - File: investment_analysis_project_alpha_20241217_154523.pdf - The report includes all 18 sections with data extracted from the CIM.
DocumentSynthesizer Pattern
This skill follows the DocumentSynthesizer pattern with:
Persona
code
Senior M&A Investment Analyst at Nuvini Group with expertise in Brazilian B2B SaaS acquisitions, financial analysis, and investment committee presentations.
Report Topic
code
[Company Name] Investment Analysis - Comprehensive evaluation of acquisition opportunity including financial performance, competitive positioning, technology assessment, and risk analysis.
Report Structure
18 sections as defined in the output format table above.
Documents
Combined data from:
- •Triage analysis results
- •CIM/Teaser PDF extraction
- •Market research and competitive analysis
- •AI-synthesized insights
Troubleshooting
PDF not generated
- •Check that Playwright is installed:
npx playwright install chromium - •Verify Node.js is available in PATH
- •Check renderer script exists at the specified path
Missing data in report
- •Ensure triage has been completed
- •If CIM PDF is available, check extraction logs for errors
- •Review extraction_quality field in response
Slow generation
- •18-page PDF typically takes 15-30 seconds
- •Timeout is set to 120 seconds
- •Large CIM PDFs may add extraction time
Related Skills
- •triage-analyzer - Run initial triage analysis
- •mna-proposal-generator - Generate financial proposals
- •committee-presenter - Create board approval presentations