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# Project Report Name — Organization Name Syndication Memo STYLE DESIGN SYSTEM
## 1. Style Positioning
A private equity / investment banking memo-type, high-density report style, suitable for syndication memos, investment committee materials, due diligence summaries, deal approvals, financing packages, and management business plan materials. Aimed at finance and industry analysis readers, it supports rapid review of deal terms, investment logic, customer and market evidence, financial projections, valuation, risks, and execution plans; the goal is "reviewable, open to follow-up questioning, and traceable."
Fixed style: a 16:9 landscape, high-utilization canvas; a light cream-white background; a thin orange vertical line on the left; gray / dark navy segmented section navigation at the top; a small brand wordmark at the upper right (plain small text presenting the new topic name; do not draw a graphic logo); a large orange title; and a gray information sentence under the title. The body uses tables, bar charts, bridge charts, side-by-side modules, rating dots, process boxes, and textual evidence blocks. Fonts are absolutely dominated by the Arial family; bold is used for titles, table headers, field names, and key numbers; italics are used only for notes or special emphasis.
Underlying principles:
1. Information completeness comes first, but it must be structured into tables, columns, numbering, colored-block headings, footnotes, and thin divider systems; long passages of text must not float freely.
2. Orange is used only for page titles, the current section, key data, key bars, the left vertical line, and a small number of labels; it is not used as a large-area decorative fill and does not sacrifice body readability.
3. The body area may vary; the navigation, title area, identity mark, left boundary, and footnotes / page numbers remain stable. Chart aesthetics must be subordinate to data clarity, comparability, and traceability.
## 2. Page Skeleton
The canvas is 16:9 landscape widescreen with narrow page margins, and the body area occupies the vast majority. The default background is a light cream-white / near-white, approximately `#FCF8F5`, `#FEFBF7`, `#F4F0EC`; a very faint brand geometric watermark or light gray graphic is allowed, but at low opacity so it does not affect the reading of figures.
The cover uses a full-bleed deep blue city night-scene photograph overlaid with semi-transparent deep blue brand geometry. The title group sits in the right-middle area: the main title in white bold, the subtitle in white regular, and the date placed inside a small orange label; vertical confidentiality / time / email information is placed on the left, and the orange brand wordmark at the upper right (plain small text presenting the new topic name; do not draw a graphic logo). The cover does not use the content-page top navigation.
Section dividers use the light cream-white background, a left orange line, an identity mark at the upper right (plain small text presenting the new topic name; do not draw a graphic logo), and generous whitespace. The section number is a large orange numeral, and the section title is large dark navy type; they only switch sections and do not carry complex argumentation. Examples include "Industry and Company Overview", "Business Plan", "Valuation and Exit", and "Financing, Diligence & Key IC Findings".
Standard content-page skeleton:
- Top navigation: a horizontal segmented arrow / band at the very top of the page; the current section has a dark navy background with white text, the other sections a light gray background or low-contrast gray text. Its height is very low and it serves only for orientation.
- Upper-right identity mark: a small orange brand wordmark (plain small text presenting the new topic name; do not draw a graphic logo), fixed at the top right with clear space reserved around it, not overlapping chart titles or navigation.
- Left orange line: most content pages keep a thin orange vertical line from top to bottom; content begins to its right.
- Title area: left-aligned below the navigation; the main title is usually orange bold, followed by a single gray / dark gray information sentence.
- Body area: immediately below the title, carrying tables, charts, modules, processes, side-by-side evidence, or long text, with a narrow footnote band reserved at the bottom.
- Footer: sources, notes, confidentiality wording, and page numbers at the bottom. Footnotes are significantly smaller than body text and light gray; the page number is usually at the lower right or bottom edge.
Reading path: top navigation → orange title → information sentence → body area left to right, top to bottom → bottom footnotes.
## 3. Content Organization
Titles use judgment-type or topic-type phrases, such as "Deal Summary", "Executive Summary", "Why We Like Organization Name", "Customer Overview", "Business Plan: M&A"; strong conclusions may be stated directly, e.g., "Strong game release pipeline driving game development spend" — no marketing slogans.
The information sentence under the title is usually one line, used to state the conclusion, the data basis, or the significance of the page; it is lighter in color than body text and professionally restrained in tone, with no exclamations, rhetoric, or large centered passages.
Body rules:
- Long text uses bold subheadings + body explanations + bullet / numbered points; every paragraph must have an explicit subheading or left-side label.
- Summary pages may use a left vertical navigation card or numbered boxes with dense bullets on the right; each bullet gives a bold keyword first, then the explanation.
- Group by professional dimensions such as deal terms, investment highlights, industry / customers, financials, valuation, risks, financing, and due diligence.
- Compress a single page into 3–6 modules or 4–8 table rows; a page containing only one big statement is discouraged.
- Use bold, orange numbers, dark blue table headers, light-filled boxes, or dots for emphasis; no fluorescent highlighting, hand-drawn circles, or exaggerated stickers.
- Keep numbers, units, and time bases adjacent to the data, e.g., FY, CY, 24E, 25E, CAGR, EV, EBITDA, bps, %; table column headers explain the basis.
- Source footnotes go at the bottom in small light-gray type; multiple bases are connected with superscripts or parentheses — do not pile long notes into the body.
## 4. Content Page Layout System
### A. Deal Summary / Term Sheet Type
Used for deal overviews, capital structure, valuation, sources & uses, and key terms. The body is a large table: the left column holds dark or gray field names, the right side holds explanations and data; a small valuation table or sources & uses table with an orange header may be embedded in the middle. The reading order is field name → value → note. Suitable for multi-basis facts; not suitable for complex causality or multi-stage processes.
### B. Executive Summary / Multi-Conclusion Long-Text Type
Used for investment highlights, key risks, and argument summaries. Vertical section cards / numbered modules sit on the left, dense bullets on the right; dark navy cards mark the major categories, orange cards mark the current or key item. Each bullet opens with a bold keyword. Suitable for scanning by professional readers; not suitable for non-professional audiences or talk-style presentations.
### C. Investment Rationale / Itemized Argument Type
The typical page is "Why We Like Organization Name". The body organizes horizontal argument bands with circular A/B/C/D numbering or labels; each band contains a dark navy subtitle bar, an orange number, body bullets, and key figures. Suitable for 3–5 parallel reasons; not suitable for more than 6 items or content where each item requires complex charts.
### D. Horizontal Comparison Table / Peer Matrix Type
Used to compare companies, customers, products, competitors, or peer metrics. The left column holds company names or category labels, the top holds the metrics, and the cells hold numbers, text, rating dots, or short labels. Headers may use light orange / dark blue; key rows and columns may use light blue or light orange fills. Suitable for horizontal comparison; not suitable for long qualitative explanation.
### E. Chart + Explanation Mixed Type
Used for revenue trends, market size, growth rates, customer penetration, financial projections, bridge charts, and operating KPIs. The main chart occupies most of the width, with a conclusion bar / title above and an explanation box below or on the side. Orange highlights the core series, dark blue / teal is used for comparison series, and gray for background or historical items. Suitable for data argumentation; not suitable for conceptual diagrams without a clear data basis.
### F. Process / Business Plan Type
Used for M&A pipelines, operational initiatives, and value creation plans. Built from horizontal process boxes, stage arrows, small tables, and a bottom chart; dark blue bars serve as stage titles, orange nodes mark key actions or key results, and light boxes carry explanations. Suitable for stages, paths, funnels, and execution levers; it should not be abused for ordinary lists.
### G. High-Density Side-by-Side Module Type
Used for customer overviews, management / advisor viewpoints, risk mitigation, and due diligence findings. The page is divided into multiple same-size cards or horizontal modules, each containing a subtitle, short bullets, icon-style markers, or micro charts; module spacing is small, with thin lines and light fills for separation. Not suitable for a single large image or emotional storytelling.
## 5. Color System
- Background colors: light cream-white / near-white `#FCF8F5`, `#FEFBF7`, `#F4F0EC`. Used for the large-area base of content pages; may be replaced with a warm white of the same lightness — do not switch to a high-saturation background.
- Main text: dark gray `#4D4E53`, `#3E3E42`. Used for body text, table text, and note text; must maintain high contrast and must not be replaced with light gray.
- Title / brand accent orange: `#C4794A`, `#D8752A`, `#F07A00`. Used for main titles, the left vertical line, date labels, current items, key numbers, important bars, and table headers; small-to-medium area. May be replaced with the brand primary color, but the warm-accent role must be retained.
- Structural dark navy: `#12234E`, `#263660`, `#293B60`. Used for the current navigation section, dark sidebars, table headers, process stage bars, and cover overlays; usually paired with white text. May be replaced with a deep brand blue, but it must remain serious and high-contrast.
- Auxiliary grays: `#BEB6B3`, `#D9D5D5`, `#E8E3E1`, `#C6C6C9`. Used for dividers, table borders, non-current navigation, fills, axes, and gridlines.
- Auxiliary light blue / teal: `#5E9BB9`, `#9BA8AF`, `#C6CED6`. Used for secondary chart series, customer / competitor comparisons, key row blocks, or status areas; it must not compete with orange for the primary accent role.
- Positive/negative / status colors: mainly orange, dark blue, teal, and gray, with a small amount of green for growth or positive figures. Green should be used cautiously for positive change; red is not part of the stable primary color system.
Control the main hues of a single page to orange, dark blue, gray, and a small amount of teal-blue. Chart series should not expand into rainbow colors; status colors serve judgment only, not decoration.
## 6. Fonts and Text Hierarchy
Fonts are dominated by Arial / Arial Bold. Helvetica Bold is used only for the cover or special confidentiality overlay text; Calibri, Segoe UI, and the like are not part of the main system. Prefer Arial or an equivalent sans-serif.
- Cover main title: 3–4x body text, white bold.
- Content-page main title: 2.5–3x body text, orange bold, left-aligned.
- Section divider title: 3–4x body text, dark navy; the section number may be larger, in orange.
- Information sentence / subtitle: 1–1.2x body text, gray regular or semi-bold, positioned under the title.
- Body text: 1x, dark gray; line spacing is tight but must not overlap.
- Subheadings / field names / table headers: 1–1.15x body text, bold; may be white text on a dark blue background or dark gray text on a light background.
- Table and chart labels: 0.75–0.95x body text; compress when necessary but keep legible.
- Notes, sources, page numbers: 0.55–0.7x body text, light gray.
Text is predominantly left-aligned; table numbers are right-aligned or visually aligned by decimal point; column headers are centered or left-aligned according to data type. Large centered body passages are prohibited.
## 7. Chart Language
Use stacked columns, grouped columns, horizontal bars, bridge charts, time-series column-line combinations, small rating / dot matrices, and mini charts inside matrix tables; charts are embedded in the body area of content pages rather than being full-screen single charts.
Axis lines and gridlines use light gray; legends sit near the top of the chart or inline beside the title, using small color swatches + short labels. Data labels are placed directly at column or bar ends or inside table cells.
Orange marks the core series, the current item, or key growth; dark blue marks baseline / historical / primary comparison; teal-blue marks the second comparison; gray marks background, other items, or non-key data. Forecast, target, and estimate years are expressed through E, FY, CY, dashed lines, light-shaded areas, or explicit labels and definitions in column headers — not through complex visual effects.
Key data may use orange numbers, bold, annotation boxes, or dark labels. Do not use 3D charts, gradient columns, dimensional pie charts, heavy shadows, or decorative graphics without data labels. If a chart cannot express a comparison more clearly than a table, prefer the table.
## 8. Tables and High-Density Information
Tables carry terms, financials, peers, customers, due diligence conclusions, and model assumptions. Headers use a dark navy background with white text, an orange background with white text, or a light orange background with dark text; the left field column uses a dark gray / dark blue background with white text, or a light gray background with bold text.
Rows and columns are compact with low row height; borders are thin light-gray lines. Backgrounds alternate among white, light cream-white, light gray, light orange, and light blue to form zones; wide tables may use zebra striping, but it should not be too strong. Key rows and columns use orange headers, light orange fills, dark blue sidebars, or bold numbers; summary rows use a darker fill or a top border line.
Amounts, percentages, multiples, and years are right-aligned or centered within their columns wherever possible; text is left-aligned; units are written in column headers or the first row, not repeated in every cell. Rating dots, circles, checkmarks, or short labels are visually centered within the same column.
Footnotes and superscripts move down to the bottom and do not squeeze the data area. Avoid stuffing multi-line long sentences into cells; when explanation is necessary, use a note below the table or an explanation box on the right instead.
## 9. Components and Graphic Elements
- Top section navigation bar: the current section is dark blue, the others gray; it must not be turned into a large menu or icon navigation.
- Left orange vertical line: a brand boundary that carries no content; kept on most content pages.
- Orange main title: the entry point to the page topic; must be left-aligned with clear spacing from the body.
- Information sentence: a one-line judgment statement under the title.
- Dark blue subtitle bars: used for groupings, argument bands, process stages, and table module titles, carrying short white-text titles.
- Orange numbering / circular badges: used for A/B/C/D, steps, key points, or emphasized items.
- Light-filled cards / module boxes: used for side-by-side evidence, customer modules, risks and mitigations; light gray borders, filled light cream / light gray / light orange.
- Process arrows and connectors: used for M&A, pipelines, and value creation steps; lines are flat, with no shadows.
- Company identifiers: used in the left column of tables on customer, peer, and competitor pages; presented as text names or neutral placeholder blocks at a uniform size, avoiding overshadowing the content — do not draw graphic logos.
- Footnote / source band: located at the bottom, in small light-gray type.
Colorful icons are not a stable language; if they must be used, use very few, in a single color or brand color, serving table recognition. Matrix markers, dot ratings, and checkmarks may be used but need a unified style.
## 10. Texture and Prohibited Items
Overall, stay flat, restrained, professional, and lightly branded. Apart from the cover photo, content pages rely on almost no large image backgrounds; photos, screenshots, and illustrations are not the main language. Rounded corners are used only on a few labels or cards, with small radii; shadows, gradients, glows, 3D, and complex textures are not part of this style.
Prohibited:
- Large photo backgrounds on content pages or low-contrast text pressed over images.
- 3D charts, gradient columns, glowing borders, heavy drop shadows, skeuomorphic buttons.
- emoji, cartoon illustrations, social-media-style stickers, hand-drawn doodles, high-saturation rainbow icons.
- Large stretches of centered copy, unstructured long paragraphs, pure-slogan pages.
- Too many primary colors on one page, or strong colors that conflict with the orange / dark navy system.
Use with caution:
- Company identifiers and customer identifiers: only on comparison tables and customer pages, presented as text names or neutral placeholder blocks at a uniform size — do not draw graphic logos.
- Light watermarks / brand geometry: may serve as a low-opacity background, but must not pass through text or tables.
- Green / red status colors: used only with clear semantics such as growth, decline, or risk.
- Rounded labels and small icons: they may only aid recognition; they do not replace textual evidence.
Special pages: the cover may use a full-bleed deep blue photo with a semi-transparent geometric overlay; section dividers may use generous whitespace and large numerals; content pages must return to the tabulated, evidence-based, navigation-consistent system.
## 11. Generation Checklist
- Skeleton: is it 16:9; do content pages keep the top navigation, upper-right brand wordmark, left orange line, title area, and bottom footnotes / page numbers?
- Copy: are titles short and professional; does the information sentence state the judgment in one line; is the body organized with fields, bullets, tables, or modules?
- Hierarchy: do orange titles, dark blue groupings, body text, and notes have clear relative size differences; is dependence on specific font sizes avoided?
- Color: is the background light cream-white; are the primary colors limited to orange, dark blue, gray, and a small amount of teal-blue; is orange used only for emphasis?
- Layout: is the body scannable left to right, top to bottom; does high-density content have columns, headers, numbering, and dividers?
- Charts: are flat columns / bars / bridges / matrices used; are axes and grids light gray; is key data labeled directly; are 3D and rainbow colors avoided?
- Tables: are headers, field columns, borders, fills, key rows and columns, number alignment, and unit bases consistent?
- Components: are the navigation bar, dark blue title bars, orange numbering, light-filled cards, and footnote sources unified, not arbitrarily reshaped from page to page?
- Prohibited items: are there no emoji, illustration-style icons, heavy shadows, gradients, glows, complex textures, or large-area photos on content pages?
- Technical quality: check for no overflow, truncation, garbled text, overlap, low contrast, occlusion, empty content, or wrong proportions; when the same template is used consecutively, the body structure should vary while the skeleton does not.
- No default use of cards: unless the user explicitly requests it, it is strictly forbidden to use rounded rectangles or rectangular cards to build hierarchy or alignment — line segments, whitespace, and font and font-size differences are better solutions.
- No equal-division composition: unless no other layout is available, do not default to three-way splits, four-way splits, or 2×2 matrices — including three-part structures such as three-way split + title + conclusion.