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| """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 [], | |
| ) | |