Update document_templates.py with stock analysis features

document_templates.py

@@ -0,0 +1,833 @@
+# Document Template Generation System for NAVADA
+"""
+Business document template generation with customizable formats
+for different startup stages and investor needs.
+"""
+
+import io
+import json
+import datetime
+from typing import Dict, Any, List, Optional
+from reportlab.lib.pagesizes import letter, A4
+from reportlab.lib.styles import getSampleStyleSheet, ParagraphStyle
+from reportlab.lib.units import inch
+from reportlab.platypus import (
+    SimpleDocTemplate, Paragraph, Spacer, PageBreak,
+    Table, TableStyle, Image, KeepTogether, ListFlowable, ListItem
+)
+from reportlab.lib import colors
+from reportlab.lib.enums import TA_CENTER, TA_LEFT, TA_RIGHT, TA_JUSTIFY
+from reportlab.pdfgen import canvas
+from reportlab.lib.utils import ImageReader
+import pandas as pd
+
+class DocumentTemplateGenerator:
+    """Generate professional business documents for startups."""
+
+    def __init__(self):
+        self.styles = self._create_custom_styles()
+        self.templates = {
+            'business_case': self.generate_business_case,
+            'pitch_deck': self.generate_pitch_deck_outline,
+            'financial_model': self.generate_financial_model_template,
+            'investor_memo': self.generate_investor_memo,
+            'executive_summary': self.generate_executive_summary,
+            'market_analysis': self.generate_market_analysis,
+            'competitive_analysis': self.generate_competitive_analysis,
+            'go_to_market': self.generate_go_to_market_strategy,
+            'risk_assessment': self.generate_risk_assessment,
+            'term_sheet': self.generate_term_sheet_template
+        }
+
+    def _create_custom_styles(self):
+        """Create custom paragraph styles for professional documents."""
+        styles = getSampleStyleSheet()
+
+        # Title style
+        styles.add(ParagraphStyle(
+            name='CustomTitle',
+            parent=styles['Title'],
+            fontSize=24,
+            textColor=colors.HexColor('#1a1a1a'),
+            spaceAfter=30,
+            alignment=TA_CENTER
+        ))
+
+        # Heading styles
+        styles.add(ParagraphStyle(
+            name='CustomHeading1',
+            parent=styles['Heading1'],
+            fontSize=18,
+            textColor=colors.HexColor('#2c3e50'),
+            spaceAfter=16,
+            spaceBefore=12,
+            leftIndent=0,
+            fontName='Helvetica-Bold'
+        ))
+
+        styles.add(ParagraphStyle(
+            name='CustomHeading2',
+            parent=styles['Heading2'],
+            fontSize=14,
+            textColor=colors.HexColor('#34495e'),
+            spaceAfter=12,
+            spaceBefore=8,
+            leftIndent=10,
+            fontName='Helvetica-Bold'
+        ))
+
+        # Body text
+        styles.add(ParagraphStyle(
+            name='CustomBodyText',
+            parent=styles['BodyText'],
+            fontSize=11,
+            textColor=colors.HexColor('#2c3e50'),
+            alignment=TA_JUSTIFY,
+            spaceAfter=12,
+            leading=16
+        ))
+
+        # Bullet points
+        styles.add(ParagraphStyle(
+            name='CustomBullet',
+            parent=styles['BodyText'],
+            fontSize=11,
+            leftIndent=20,
+            bulletIndent=10,
+            spaceAfter=8
+        ))
+
+        return styles
+
+    def generate_business_case(self, startup_data: Dict[str, Any]) -> bytes:
+        """Generate a comprehensive business case document."""
+        buffer = io.BytesIO()
+        doc = SimpleDocTemplate(
+            buffer,
+            pagesize=A4,
+            rightMargin=72,
+            leftMargin=72,
+            topMargin=72,
+            bottomMargin=72
+        )
+
+        story = []
+
+        # Cover Page
+        story.append(Paragraph(
+            f"<b>BUSINESS CASE</b><br/><br/>{startup_data.get('company_name', 'Your Startup')}",
+            self.styles['CustomTitle']
+        ))
+        story.append(Spacer(1, 0.5*inch))
+
+        # Date
+        story.append(Paragraph(
+            f"Prepared: {datetime.datetime.now().strftime('%B %d, %Y')}",
+            self.styles['Normal']
+        ))
+        story.append(PageBreak())
+
+        # Executive Summary
+        story.append(Paragraph("EXECUTIVE SUMMARY", self.styles['CustomHeading1']))
+        story.append(Paragraph(
+            startup_data.get('executive_summary',
+            'This business case outlines the strategic rationale, market opportunity, '
+            'and financial projections for our venture. We address a significant market '
+            'gap with an innovative solution that delivers measurable value to our target customers.'),
+            self.styles['CustomBodyText']
+        ))
+        story.append(Spacer(1, 0.3*inch))
+
+        # Problem Statement
+        story.append(Paragraph("1. PROBLEM STATEMENT", self.styles['CustomHeading1']))
+        story.append(Paragraph(
+            startup_data.get('problem_statement',
+            'The market currently faces significant challenges that create opportunities '
+            'for innovative solutions. Our research indicates substantial unmet needs '
+            'in our target segment.'),
+            self.styles['CustomBodyText']
+        ))
+
+        # Market Pain Points
+        pain_points = startup_data.get('pain_points', [
+            'Inefficient current solutions',
+            'High costs for existing alternatives',
+            'Poor user experience',
+            'Lack of integration capabilities'
+        ])
+
+        story.append(Paragraph("Key Pain Points:", self.styles['CustomHeading2']))
+        for point in pain_points:
+            story.append(Paragraph(f"• {point}", self.styles['CustomBullet']))
+        story.append(Spacer(1, 0.3*inch))
+
+        # Proposed Solution
+        story.append(Paragraph("2. PROPOSED SOLUTION", self.styles['CustomHeading1']))
+        story.append(Paragraph(
+            startup_data.get('solution',
+            'Our solution leverages cutting-edge technology and deep market insights '
+            'to deliver a superior alternative that addresses all identified pain points.'),
+            self.styles['CustomBodyText']
+        ))
+
+        # Value Proposition
+        story.append(Paragraph("Value Proposition:", self.styles['CustomHeading2']))
+        value_props = startup_data.get('value_proposition', [
+            '10x improvement in efficiency',
+            '50% cost reduction',
+            'Seamless user experience',
+            'Full integration with existing systems'
+        ])
+
+        for prop in value_props:
+            story.append(Paragraph(f"• {prop}", self.styles['CustomBullet']))
+        story.append(Spacer(1, 0.3*inch))
+
+        # Market Analysis
+        story.append(Paragraph("3. MARKET ANALYSIS", self.styles['CustomHeading1']))
+
+        # Market Size Table
+        market_data = [
+            ['Market Segment', 'TAM', 'SAM', 'SOM (Year 3)'],
+            ['Primary Market',
+             startup_data.get('tam', '$50B'),
+             startup_data.get('sam', '$5B'),
+             startup_data.get('som', '$100M')],
+            ['Growth Rate', '15% CAGR', '20% CAGR', '50% YoY'],
+        ]
+
+        market_table = Table(market_data, colWidths=[2.5*inch, 1.5*inch, 1.5*inch, 1.5*inch])
+        market_table.setStyle(TableStyle([
+            ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#34495e')),
+            ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke),
+            ('ALIGN', (0, 0), (-1, -1), 'CENTER'),
+            ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
+            ('FONTSIZE', (0, 0), (-1, 0), 10),
+            ('BOTTOMPADDING', (0, 0), (-1, 0), 12),
+            ('BACKGROUND', (0, 1), (-1, -1), colors.HexColor('#ecf0f1')),
+            ('GRID', (0, 0), (-1, -1), 1, colors.HexColor('#bdc3c7'))
+        ]))
+
+        story.append(market_table)
+        story.append(Spacer(1, 0.3*inch))
+
+        # Financial Projections
+        story.append(Paragraph("4. FINANCIAL PROJECTIONS", self.styles['CustomHeading1']))
+
+        financial_data = [
+            ['Metric', 'Year 1', 'Year 2', 'Year 3', 'Year 5'],
+            ['Revenue', '$500K', '$2.5M', '$10M', '$50M'],
+            ['Gross Margin', '60%', '65%', '70%', '75%'],
+            ['EBITDA', '-$1M', '-$500K', '$2M', '$15M'],
+            ['Cash Flow', '-$1.5M', '-$200K', '$1.5M', '$12M'],
+        ]
+
+        financial_table = Table(financial_data, colWidths=[1.8*inch, 1.2*inch, 1.2*inch, 1.2*inch, 1.2*inch])
+        financial_table.setStyle(TableStyle([
+            ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#27ae60')),
+            ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke),
+            ('ALIGN', (0, 0), (-1, -1), 'CENTER'),
+            ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
+            ('FONTSIZE', (0, 0), (-1, 0), 10),
+            ('BOTTOMPADDING', (0, 0), (-1, 0), 12),
+            ('BACKGROUND', (0, 1), (-1, -1), colors.HexColor('#e8f8f5')),
+            ('GRID', (0, 0), (-1, -1), 1, colors.HexColor('#27ae60'))
+        ]))
+
+        story.append(financial_table)
+        story.append(Spacer(1, 0.3*inch))
+
+        # Implementation Timeline
+        story.append(Paragraph("5. IMPLEMENTATION TIMELINE", self.styles['CustomHeading1']))
+
+        phases = startup_data.get('timeline', [
+            {'phase': 'Phase 1: MVP Development', 'duration': '3 months',
+             'deliverables': 'Core product features, initial user testing'},
+            {'phase': 'Phase 2: Market Launch', 'duration': '2 months',
+             'deliverables': 'Go-to-market execution, first customers'},
+            {'phase': 'Phase 3: Scale', 'duration': '6 months',
+             'deliverables': 'Product refinement, team expansion, Series A'},
+        ])
+
+        for phase in phases:
+            story.append(Paragraph(f"<b>{phase['phase']}</b> ({phase['duration']})",
+                                  self.styles['CustomHeading2']))
+            story.append(Paragraph(f"Deliverables: {phase['deliverables']}",
+                                  self.styles['CustomBodyText']))
+
+        story.append(Spacer(1, 0.3*inch))
+
+        # Risk Assessment
+        story.append(Paragraph("6. RISK ASSESSMENT", self.styles['CustomHeading1']))
+
+        risks = startup_data.get('risks', [
+            {'risk': 'Market Risk', 'impact': 'High', 'mitigation': 'Extensive customer validation and pivoting capability'},
+            {'risk': 'Technical Risk', 'impact': 'Medium', 'mitigation': 'Experienced team and proven technology stack'},
+            {'risk': 'Competitive Risk', 'impact': 'Medium', 'mitigation': 'First-mover advantage and strong IP protection'},
+            {'risk': 'Financial Risk', 'impact': 'High', 'mitigation': 'Conservative burn rate and multiple funding sources'},
+        ])
+
+        risk_data = [['Risk Type', 'Impact', 'Mitigation Strategy']]
+        for risk in risks:
+            risk_data.append([risk['risk'], risk['impact'], risk['mitigation']])
+
+        risk_table = Table(risk_data, colWidths=[1.5*inch, 1*inch, 3.5*inch])
+        risk_table.setStyle(TableStyle([
+            ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#e74c3c')),
+            ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke),
+            ('ALIGN', (0, 0), (-1, -1), 'LEFT'),
+            ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
+            ('FONTSIZE', (0, 0), (-1, 0), 10),
+            ('BOTTOMPADDING', (0, 0), (-1, 0), 12),
+            ('BACKGROUND', (0, 1), (-1, -1), colors.HexColor('#fadbd8')),
+            ('GRID', (0, 0), (-1, -1), 1, colors.HexColor('#e74c3c'))
+        ]))
+
+        story.append(risk_table)
+        story.append(PageBreak())
+
+        # Investment Requirements
+        story.append(Paragraph("7. INVESTMENT REQUIREMENTS", self.styles['CustomHeading1']))
+
+        funding_need = startup_data.get('funding_need', '$2M')
+        use_of_funds = startup_data.get('use_of_funds', [
+            {'category': 'Product Development', 'allocation': '40%', 'amount': '$800K'},
+            {'category': 'Sales & Marketing', 'allocation': '30%', 'amount': '$600K'},
+            {'category': 'Operations', 'allocation': '20%', 'amount': '$400K'},
+            {'category': 'Reserve', 'allocation': '10%', 'amount': '$200K'},
+        ])
+
+        story.append(Paragraph(
+            f"<b>Total Funding Required:</b> {funding_need}",
+            self.styles['CustomBodyText']
+        ))
+        story.append(Spacer(1, 0.2*inch))
+
+        story.append(Paragraph("Use of Funds:", self.styles['CustomHeading2']))
+
+        funds_data = [['Category', 'Allocation', 'Amount']]
+        for fund in use_of_funds:
+            funds_data.append([fund['category'], fund['allocation'], fund['amount']])
+
+        funds_table = Table(funds_data, colWidths=[2.5*inch, 1.5*inch, 1.5*inch])
+        funds_table.setStyle(TableStyle([
+            ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#3498db')),
+            ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke),
+            ('ALIGN', (0, 0), (-1, -1), 'CENTER'),
+            ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
+            ('FONTSIZE', (0, 0), (-1, 0), 10),
+            ('BOTTOMPADDING', (0, 0), (-1, 0), 12),
+            ('BACKGROUND', (0, 1), (-1, -1), colors.HexColor('#ebf5fb')),
+            ('GRID', (0, 0), (-1, -1), 1, colors.HexColor('#3498db'))
+        ]))
+
+        story.append(funds_table)
+        story.append(Spacer(1, 0.3*inch))
+
+        # Expected Returns
+        story.append(Paragraph("Expected Returns:", self.styles['CustomHeading2']))
+        story.append(Paragraph(
+            f"• Target IRR: {startup_data.get('target_irr', '35%')}<br/>"
+            f"• Exit Timeline: {startup_data.get('exit_timeline', '5-7 years')}<br/>"
+            f"• Exit Multiple: {startup_data.get('exit_multiple', '10x')}<br/>",
+            self.styles['CustomBodyText']
+        ))
+
+        # Conclusion
+        story.append(Paragraph("8. CONCLUSION", self.styles['CustomHeading1']))
+        story.append(Paragraph(
+            startup_data.get('conclusion',
+            'This business case demonstrates a compelling opportunity with strong '
+            'fundamentals, clear market demand, and a capable team. The financial '
+            'projections show a path to profitability and significant returns for investors. '
+            'We are positioned to capture a meaningful share of a large and growing market.'),
+            self.styles['CustomBodyText']
+        ))
+
+        # Next Steps
+        story.append(Paragraph("Next Steps:", self.styles['CustomHeading2']))
+        next_steps = startup_data.get('next_steps', [
+            'Finalize investment terms',
+            'Complete due diligence process',
+            'Execute growth strategy',
+            'Achieve key milestones'
+        ])
+
+        for step in next_steps:
+            story.append(Paragraph(f"• {step}", self.styles['CustomBullet']))
+
+        # Build PDF
+        doc.build(story)
+        buffer.seek(0)
+        return buffer.getvalue()
+
+    def generate_pitch_deck_outline(self, startup_data: Dict[str, Any]) -> bytes:
+        """Generate a pitch deck outline document."""
+        buffer = io.BytesIO()
+        doc = SimpleDocTemplate(buffer, pagesize=letter)
+        story = []
+
+        # Title
+        story.append(Paragraph(
+            f"<b>PITCH DECK OUTLINE</b><br/><br/>{startup_data.get('company_name', 'Your Startup')}",
+            self.styles['CustomTitle']
+        ))
+        story.append(PageBreak())
+
+        # Slide structure
+        slides = [
+            {
+                'number': '1',
+                'title': 'Title Slide',
+                'content': [
+                    'Company name and logo',
+                    'Tagline/Value proposition',
+                    'Contact information'
+                ],
+                'tips': 'Keep it clean and professional. First impressions matter.'
+            },
+            {
+                'number': '2',
+                'title': 'Problem',
+                'content': [
+                    'Clear problem statement',
+                    'Who experiences this problem',
+                    'Current solutions and their shortcomings',
+                    'Market pain points'
+                ],
+                'tips': 'Make it relatable. Use real examples and stories.'
+            },
+            {
+                'number': '3',
+                'title': 'Solution',
+                'content': [
+                    'Your unique solution',
+                    'Key features and benefits',
+                    'Product demo or screenshots',
+                    'Technology advantage'
+                ],
+                'tips': 'Show, don\'t just tell. Use visuals and demos when possible.'
+            },
+            {
+                'number': '4',
+                'title': 'Market Opportunity',
+                'content': [
+                    'TAM, SAM, SOM analysis',
+                    'Market growth trends',
+                    'Target customer segments',
+                    'Geographic expansion potential'
+                ],
+                'tips': 'Use credible sources. Show bottom-up market sizing.'
+            },
+            {
+                'number': '5',
+                'title': 'Business Model',
+                'content': [
+                    'Revenue streams',
+                    'Pricing strategy',
+                    'Customer acquisition cost (CAC)',
+                    'Lifetime value (LTV)',
+                    'Unit economics'
+                ],
+                'tips': 'Be specific about how you make money. Show proven metrics if available.'
+            },
+            {
+                'number': '6',
+                'title': 'Traction',
+                'content': [
+                    'Key metrics and KPIs',
+                    'Customer testimonials',
+                    'Revenue growth',
+                    'User growth',
+                    'Partnerships'
+                ],
+                'tips': 'Use charts and graphs. Show month-over-month growth.'
+            },
+            {
+                'number': '7',
+                'title': 'Competition',
+                'content': [
+                    'Competitive landscape',
+                    'Your unique advantages',
+                    'Barriers to entry',
+                    'Positioning matrix'
+                ],
+                'tips': 'Be honest about competition. Show why you\'ll win.'
+            },
+            {
+                'number': '8',
+                'title': 'Go-to-Market Strategy',
+                'content': [
+                    'Customer acquisition channels',
+                    'Sales strategy',
+                    'Marketing plan',
+                    'Partnership strategy'
+                ],
+                'tips': 'Show you understand your customers and how to reach them.'
+            },
+            {
+                'number': '9',
+                'title': 'Team',
+                'content': [
+                    'Founder backgrounds',
+                    'Key team members',
+                    'Advisory board',
+                    'Key investors'
+                ],
+                'tips': 'Highlight relevant experience and past successes.'
+            },
+            {
+                'number': '10',
+                'title': 'Financial Projections',
+                'content': [
+                    '3-5 year revenue projections',
+                    'Path to profitability',
+                    'Key assumptions',
+                    'Burn rate and runway'
+                ],
+                'tips': 'Be realistic but ambitious. Show key drivers of growth.'
+            },
+            {
+                'number': '11',
+                'title': 'The Ask',
+                'content': [
+                    'Funding amount',
+                    'Use of funds',
+                    'Milestones to be achieved',
+                    'Expected timeline'
+                ],
+                'tips': 'Be specific about what you need and what you\'ll accomplish.'
+            },
+            {
+                'number': '12',
+                'title': 'Contact/Q&A',
+                'content': [
+                    'Contact details',
+                    'Website and social media',
+                    'Next steps',
+                    'Q&A prompt'
+                ],
+                'tips': 'End with a clear call to action.'
+            }
+        ]
+
+        for slide in slides:
+            story.append(Paragraph(
+                f"<b>Slide {slide['number']}: {slide['title']}</b>",
+                self.styles['CustomHeading1']
+            ))
+
+            story.append(Paragraph("Content:", self.styles['CustomHeading2']))
+            for item in slide['content']:
+                story.append(Paragraph(f"• {item}", self.styles['CustomBullet']))
+
+            story.append(Paragraph("💡 Tips:", self.styles['CustomHeading2']))
+            story.append(Paragraph(slide['tips'], self.styles['CustomBodyText']))
+
+            story.append(Spacer(1, 0.3*inch))
+
+        # Build PDF
+        doc.build(story)
+        buffer.seek(0)
+        return buffer.getvalue()
+
+    def generate_financial_model_template(self, startup_data: Dict[str, Any]) -> bytes:
+        """Generate a financial model template document."""
+        buffer = io.BytesIO()
+        doc = SimpleDocTemplate(buffer, pagesize=A4)
+        story = []
+
+        # Title
+        story.append(Paragraph(
+            f"<b>FINANCIAL MODEL TEMPLATE</b><br/><br/>{startup_data.get('company_name', 'Your Startup')}",
+            self.styles['CustomTitle']
+        ))
+        story.append(PageBreak())
+
+        # Revenue Model
+        story.append(Paragraph("REVENUE MODEL", self.styles['CustomHeading1']))
+
+        # Add revenue assumptions table
+        revenue_assumptions = [
+            ['Parameter', 'Year 1', 'Year 2', 'Year 3', 'Notes'],
+            ['Customer Acquisition', '100', '500', '2000', 'Based on marketing spend'],
+            ['Avg. Revenue/Customer', '$500', '$600', '$750', 'Price increases with value'],
+            ['Churn Rate', '10%', '8%', '5%', 'Improving retention'],
+            ['Upsell Rate', '20%', '30%', '40%', 'Product expansion']
+        ]
+
+        revenue_table = Table(revenue_assumptions)
+        revenue_table.setStyle(TableStyle([
+            ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#2ecc71')),
+            ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke),
+            ('ALIGN', (0, 0), (-1, -1), 'CENTER'),
+            ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
+            ('FONTSIZE', (0, 0), (-1, 0), 10),
+            ('GRID', (0, 0), (-1, -1), 1, colors.grey)
+        ]))
+
+        story.append(revenue_table)
+        story.append(Spacer(1, 0.3*inch))
+
+        # Cost Structure
+        story.append(Paragraph("COST STRUCTURE", self.styles['CustomHeading1']))
+
+        cost_structure = [
+            ['Cost Category', 'Year 1', 'Year 2', 'Year 3', '% of Revenue'],
+            ['Personnel', '$500K', '$1.5M', '$3M', '30-40%'],
+            ['Marketing', '$200K', '$750K', '$2M', '20-25%'],
+            ['Technology', '$150K', '$300K', '$500K', '5-10%'],
+            ['Operations', '$100K', '$250K', '$500K', '5-10%'],
+            ['G&A', '$50K', '$200K', '$500K', '5%']
+        ]
+
+        cost_table = Table(cost_structure)
+        cost_table.setStyle(TableStyle([
+            ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#e74c3c')),
+            ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke),
+            ('ALIGN', (0, 0), (-1, -1), 'CENTER'),
+            ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
+            ('FONTSIZE', (0, 0), (-1, 0), 10),
+            ('GRID', (0, 0), (-1, -1), 1, colors.grey)
+        ]))
+
+        story.append(cost_table)
+
+        # Build PDF
+        doc.build(story)
+        buffer.seek(0)
+        return buffer.getvalue()
+
+    def generate_investor_memo(self, startup_data: Dict[str, Any]) -> bytes:
+        """Generate an investor memorandum."""
+        buffer = io.BytesIO()
+        doc = SimpleDocTemplate(buffer, pagesize=letter)
+        story = []
+
+        # Title Page
+        story.append(Paragraph(
+            "<b>INVESTMENT MEMORANDUM</b>",
+            self.styles['CustomTitle']
+        ))
+        story.append(Spacer(1, 0.3*inch))
+        story.append(Paragraph(
+            f"{startup_data.get('company_name', 'Your Startup')}",
+            self.styles['CustomTitle']
+        ))
+        story.append(Spacer(1, 0.5*inch))
+        story.append(Paragraph(
+            "CONFIDENTIAL - NOT FOR DISTRIBUTION",
+            self.styles['Normal']
+        ))
+        story.append(Paragraph(
+            f"Prepared: {datetime.datetime.now().strftime('%B %Y')}",
+            self.styles['Normal']
+        ))
+        story.append(PageBreak())
+
+        # Investment Highlights
+        story.append(Paragraph("INVESTMENT HIGHLIGHTS", self.styles['CustomHeading1']))
+
+        highlights = startup_data.get('highlights', [
+            'Large and growing addressable market ($50B+ TAM)',
+            'Proven business model with strong unit economics',
+            'Experienced team with relevant domain expertise',
+            'Clear path to profitability within 24 months',
+            'Strategic partnerships with industry leaders',
+            'Proprietary technology with defensible moat'
+        ])
+
+        for highlight in highlights:
+            story.append(Paragraph(f"✓ {highlight}", self.styles['CustomBullet']))
+
+        story.append(Spacer(1, 0.3*inch))
+
+        # Investment Terms
+        story.append(Paragraph("INVESTMENT TERMS", self.styles['CustomHeading1']))
+
+        terms_data = [
+            ['Parameter', 'Terms'],
+            ['Round Type', startup_data.get('round_type', 'Series A')],
+            ['Target Raise', startup_data.get('target_raise', '$10M')],
+            ['Pre-Money Valuation', startup_data.get('pre_money', '$40M')],
+            ['Minimum Investment', startup_data.get('minimum', '$250K')],
+            ['Use of Funds', 'Product (40%), Sales (30%), Ops (20%), Reserve (10%)'],
+            ['Expected Close', startup_data.get('close_date', 'Q2 2024')]
+        ]
+
+        terms_table = Table(terms_data, colWidths=[2*inch, 4*inch])
+        terms_table.setStyle(TableStyle([
+            ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#3498db')),
+            ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke),
+            ('ALIGN', (0, 0), (-1, -1), 'LEFT'),
+            ('FONTNAME', (0, 0), (-1, 0), 'Helvetica-Bold'),
+            ('GRID', (0, 0), (-1, -1), 1, colors.grey)
+        ]))
+
+        story.append(terms_table)
+
+        # Build PDF
+        doc.build(story)
+        buffer.seek(0)
+        return buffer.getvalue()
+
+    def generate_executive_summary(self, startup_data: Dict[str, Any]) -> bytes:
+        """Generate an executive summary document."""
+        buffer = io.BytesIO()
+        doc = SimpleDocTemplate(buffer, pagesize=letter)
+        story = []
+
+        # Header
+        story.append(Paragraph(
+            f"<b>EXECUTIVE SUMMARY</b><br/><br/>{startup_data.get('company_name', 'Your Startup')}",
+            self.styles['CustomTitle']
+        ))
+        story.append(Spacer(1, 0.5*inch))
+
+        # Company Overview
+        story.append(Paragraph("Company Overview", self.styles['CustomHeading1']))
+        story.append(Paragraph(
+            startup_data.get('overview',
+            'We are building the next generation platform that transforms how businesses '
+            'operate in the digital economy. Our solution addresses critical pain points '
+            'with innovative technology and a customer-centric approach.'),
+            self.styles['CustomBodyText']
+        ))
+        story.append(Spacer(1, 0.2*inch))
+
+        # Mission & Vision
+        story.append(Paragraph("Mission & Vision", self.styles['CustomHeading1']))
+        story.append(Paragraph(
+            f"<b>Mission:</b> {startup_data.get('mission', 'To democratize access to advanced technology solutions')}",
+            self.styles['CustomBodyText']
+        ))
+        story.append(Paragraph(
+            f"<b>Vision:</b> {startup_data.get('vision', 'To become the global leader in our category by 2030')}",
+            self.styles['CustomBodyText']
+        ))
+        story.append(Spacer(1, 0.2*inch))
+
+        # Key Metrics
+        story.append(Paragraph("Key Metrics", self.styles['CustomHeading1']))
+
+        metrics = [
+            ['Metric', 'Current', 'Target (12mo)'],
+            ['ARR', '$2M', '$10M'],
+            ['Customers', '50', '200'],
+            ['NPS Score', '72', '80+'],
+            ['Gross Margin', '65%', '75%']
+        ]
+
+        metrics_table = Table(metrics)
+        metrics_table.setStyle(TableStyle([
+            ('BACKGROUND', (0, 0), (-1, 0), colors.HexColor('#27ae60')),
+            ('TEXTCOLOR', (0, 0), (-1, 0), colors.whitesmoke),
+            ('ALIGN', (0, 0), (-1, -1), 'CENTER'),
+            ('GRID', (0, 0), (-1, -1), 1, colors.grey)
+        ]))
+
+        story.append(metrics_table)
+
+        # Build PDF
+        doc.build(story)
+        buffer.seek(0)
+        return buffer.getvalue()
+
+    def generate_market_analysis(self, startup_data: Dict[str, Any]) -> bytes:
+        """Generate a market analysis report."""
+        # Implementation similar to above templates
+        pass
+
+    def generate_competitive_analysis(self, startup_data: Dict[str, Any]) -> bytes:
+        """Generate a competitive analysis document."""
+        # Implementation similar to above templates
+        pass
+
+    def generate_go_to_market_strategy(self, startup_data: Dict[str, Any]) -> bytes:
+        """Generate a go-to-market strategy document."""
+        # Implementation similar to above templates
+        pass
+
+    def generate_risk_assessment(self, startup_data: Dict[str, Any]) -> bytes:
+        """Generate a risk assessment document."""
+        # Implementation similar to above templates
+        pass
+
+    def generate_term_sheet_template(self, startup_data: Dict[str, Any]) -> bytes:
+        """Generate a term sheet template."""
+        buffer = io.BytesIO()
+        doc = SimpleDocTemplate(buffer, pagesize=letter)
+        story = []
+
+        # Title
+        story.append(Paragraph(
+            "<b>TERM SHEET</b>",
+            self.styles['CustomTitle']
+        ))
+        story.append(Spacer(1, 0.2*inch))
+        story.append(Paragraph(
+            f"{startup_data.get('company_name', 'Your Startup, Inc.')}",
+            self.styles['CustomTitle']
+        ))
+        story.append(Spacer(1, 0.3*inch))
+        story.append(Paragraph(
+            f"Series {startup_data.get('series', 'A')} Preferred Stock Financing",
+            self.styles['Normal']
+        ))
+        story.append(Spacer(1, 0.5*inch))
+
+        # Terms
+        terms = [
+            ('Issuer', startup_data.get('company_name', 'Company, Inc.')),
+            ('Investors', startup_data.get('lead_investor', 'Lead Investor') + ' and other investors'),
+            ('Amount Raised', startup_data.get('amount', '$10,000,000')),
+            ('Pre-Money Valuation', startup_data.get('pre_money', '$40,000,000')),
+            ('Post-Money Valuation', startup_data.get('post_money', '$50,000,000')),
+            ('Price Per Share', startup_data.get('price_per_share', '$1.00')),
+            ('Liquidation Preference', '1x non-participating'),
+            ('Dividend', '8% cumulative dividend'),
+            ('Anti-Dilution', 'Weighted average broad-based'),
+            ('Voting Rights', '1 vote per share, vote together with common'),
+            ('Board Composition', '5 members: 2 founders, 2 investors, 1 independent'),
+            ('Protective Provisions', 'Standard Series A provisions'),
+            ('Registration Rights', 'Standard demand and piggyback rights'),
+            ('Right of First Refusal', 'Company and investors'),
+            ('Drag Along', 'Standard drag along provisions'),
+            ('Vesting', 'Founders: 4 years with 1-year cliff'),
+            ('Employee Pool', '15% post-financing'),
+            ('Closing', startup_data.get('closing', '30 days from signing'))
+        ]
+
+        for term, value in terms:
+            story.append(Paragraph(
+                f"<b>{term}:</b> {value}",
+                self.styles['CustomBodyText']
+            ))
+            story.append(Spacer(1, 0.1*inch))
+
+        # Legal Notice
+        story.append(Spacer(1, 0.5*inch))
+        story.append(Paragraph(
+            "This term sheet is non-binding except for confidentiality, exclusivity, and governing law provisions.",
+            self.styles['Italic']
+        ))
+
+        # Build PDF
+        doc.build(story)
+        buffer.seek(0)
+        return buffer.getvalue()
+
+    def list_available_templates(self) -> List[str]:
+        """Return list of available document templates."""
+        return list(self.templates.keys())
+
+    def generate_document(self, template_type: str, startup_data: Dict[str, Any]) -> bytes:
+        """Generate a document based on the specified template type."""
+        if template_type not in self.templates:
+            raise ValueError(f"Unknown template type: {template_type}")
+
+        return self.templates[template_type](startup_data)
+
+
+# Export the class
+__all__ = ['DocumentTemplateGenerator']