dealflow-ai / src /tasks /report_tasks.py
PeterBot22's picture
feat: DealFlow AI MVP — 3-agent CrewAI due diligence system on HF Spaces
8dcf472 verified
"""Report writing task — synthesize findings into investment memo."""
from __future__ import annotations
from crewai import Agent, Task
def build_report_task(
report_writer: Agent,
company_name: str,
output_dir: str,
context_tasks: list | None = None,
) -> Task:
return Task(
description=f"""
You are writing the final investment memo for **{company_name}**.
You have access to research findings and financial analysis from previous agents.
## Memo Structure (Required)
Write a comprehensive investment memo in Markdown with exactly these sections:
```markdown
# Investment Memo: {{Company Name}}
**Date:** {{today}}
**Analyst Team:** DealFlow AI
**Status:** For Investment Committee Review
---
## Executive Summary
[2-3 paragraphs: what the company does, why it's interesting, recommendation]
## Company Overview
- **Company:** ...
- **Founded:** ...
- **Stage:** ...
- **Ask:** ...
- **Use of Funds:** ...
- **Website:** ...
## Problem & Solution
[Describe the problem being solved and the startup's solution]
## Market Opportunity
| Metric | Value | Source |
|--------|-------|--------|
| TAM | $XB | ... |
| SAM | $XB | ... |
| SOM | $XM | ... |
[Market dynamics, tailwinds, headwinds]
## Product & Technology
[Product description, tech stack, moat/defensibility]
## Business Model
[Revenue model, pricing, unit economics]
## Traction & Financials
[Current revenue, growth metrics, projections, burn rate]
[Reference any generated charts here]
## Team
| Name | Role | Background |
|------|------|-----------|
...
## Competitive Landscape
[Top competitors, differentiation, competitive advantages]
## Risk Assessment
| Risk | Severity | Mitigation |
|------|----------|-----------|
...
## Investment Recommendation
**Recommendation:** [PASS / SOFT PASS / WATCH / INVEST]
**Rationale:**
[Clear, 3-5 sentence rationale]
**Key Investment Thesis Points:**
1. ...
2. ...
3. ...
**Key Risks:**
1. ...
2. ...
3. ...
**Due Diligence Priorities (if moving forward):**
1. ...
2. ...
3. ...
---
*Generated by DealFlow AI — Multi-Agent Investment Due Diligence System*
*Powered by AMD MI300X + CrewAI*
```
After writing the memo, use the memo_writer tool to save it:
```json
{{
"company_name": "{company_name}",
"memo_content": "...the full markdown memo...",
"output_dir": "{output_dir}"
}}
```
""",
expected_output=(
"A complete, professional investment memo in Markdown format "
"covering all required sections with clear investment recommendation, "
"and the file path where the memo was saved."
),
agent=report_writer,
context=context_tasks or [],
)