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skills/open-kimi-ppt/reference/design_system/02_business/02/en/lake-blue-memo.md

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+# PJ Mountain — Investment Memo (Organization Name Style) STYLE DESIGN SYSTEM
+
+## 1. Style Positioning
+
+A high-density professional PPT style for private-equity investment committees, deal approvals, due diligence reporting, and investment memos, adapted for readers with backgrounds in finance, strategy, operations, and accounting. Each page builds a traceable "conclusion–evidence–assumption–source" chain, emphasizing data density, comparison dimensions, and reviewability.
+
+The core is a white-background full canvas, an upper-left title, an italic conclusion line under the title, purple structural bars, blue/teal/gray classification colors, thin-grid tables, compact QuattrocentoSans fonts, and bottom footnotes and page numbers. The body consists mainly of charts, tables, process boxes, side-by-side modules, and a small number of evidence images; decoration is minimal, and color only serves section, classification, data-series, and risk-alert functions.
+
+Underlying principles:
+
+1. Clarity over whitespace: prioritize keeping key conclusions, data, measurement bases, sources, and comparison dimensions, maintaining order through dividers, header bars, light-gray fills, and hierarchy.
+2. Color is an information dictionary, not decoration: purple is used for structure and titles; blue/teal/gray for business categories or chart series; red only for risks, differences, sensitive assumptions, or boxed emphasis.
+3. Pages may be complex, but the skeleton must stay stable: the body may mix charts, tables, flows, maps, and images, but the title area, conclusion line, bottom sources, page numbers, and color grammar stay consistent across the whole deck.
+
+## 2. Page Skeleton
+
+The canvas is 16:9 landscape with a default white background; content pages use narrow margins and high content utilization. The top is the title area, the bottom is the footnote and page-number area, and the middle is the main evidence area. Reading path: upper-left section label/title → italic conclusion line under the title → main area left to right, top to bottom → bottom footnotes → lower-right page number.
+
+Cover page: on the left, a plain-text small-type identity mark (write the new topic name; do not draw a graphic logo), the project name, document type, and date; on the right, a large blue line-art abstract graphic; at the lower left, a red italic confidentiality note. It uses generous whitespace and brand line art, and does not adopt the content-page footnote system; this abstract linework suits only the cover and should not spread into content-page backgrounds.
+
+Disclaimer page: a large upper-left title; the body is a single column of dense small-type paragraphs with almost no color or graphics, keeping only the page number. Full disclosure takes priority; it must not be forced into display-type modules.
+
+Content pages: the upper left may hold a thin-bordered rectangle or a small numbered section label; the main title sits below it or to its right, in purple or dark gray; below the title, one italic gray conclusion line. The body divides into 2–4 modules, whose titles use purple horizontal bars or thin-bordered title bars. The bottom keeps sources, notes, and assumption statements, with a tiny page number at the lower right.
+
+Section/divider pages keep the white background and the upper-left title logic, with no large image backgrounds. There is no persistent top header navigation, no full-page watermark, and no large photo backgrounds. Sources and footnotes are a fixed bottom information layer and must not be covered by charts or tables.
+
+## 3. Content Organization
+
+Titles use declarative, analytical "topic + judgment dimension" phrasing, such as company overview, market outlook, benchmarking analysis, structural solution, etc.; avoid advertising-style short titles. Under the title, one or two italic information lines express the most important judgment, finding, or question; they do not carry the full function of body text.
+
+The body is organized into evidence blocks. Every module must have a clear subtitle stating the comparison object, the metrics, or the direction of the conclusion; inside, use bullets, short sentences, numbers, tables, or charts. A single page may carry multiple points, but they must belong to one main question; when parallel points exceed 4 groups, use numbering, color bands, or columns to establish a path.
+
+Paragraphs should be short, preferring bullets and abbreviated expressions; each bullet contains one action/judgment + one factual basis; do not write continuous prose. Keywords may be emphasized with bold, purple, red boxes, or background color, but no more than two emphasis levels per page.
+
+Numbers, units, and time bases stay adjacent to the data and are stated in chart titles, table headers, or footnotes. Financial and operating data keep column alignment; percentages, multiples, years, and currency units must not be mixed. Source footnotes go at the bottom in small gray type; multiple external data sources are ordered by chart or module.
+
+## 4. Content Page Layout System
+
+1. **Text-based summary page**: suited to Executive Summary, investment theses, and key findings. Structure: big title + italic overview + multiple groups of purple subtitles + bullets; each group carries only one judgment category, with subtitles, bold keywords, and sparse numbering providing emphasis; do not insert complex charts that break summary reading.
+
+2. **Left numbered navigation + right conclusion list**: suited to presenting side by side about 4 due-diligence topics, investment theses, or risk responses. The left side holds vertical color blocks or numbered labels; the right side holds the corresponding conclusions and bullets. Color blocks represent sections or question categories and must not be purely decorative; if the topics have no clear grouping relationship, do not use this layout.
+
+3. **Multi-chart dashboard page**: suited to multi-metric comparisons such as market size, business mix, cost benchmarking, and growth drivers. The body uses a 2×2 grid or a one-large-two-small vertical arrangement, each block with a purple title bar; short annotation boxes beside may explain outliers. Avoid collaging unrelated charts; all charts must jointly answer the information line under the title.
+
+4. **Chart + right-side explanation/annotation page**: suited to trend lines, column charts, box plots, and waterfall charts. Place the main chart on the left or in the middle; on the right, use light-filled boxes, red boxes, or short bullets to flag conclusions; red strokes, arrows, labels, or contrasting data points may be used for emphasis. If the chart itself is already crowded, move the explanatory text to the bottom or split the page.
+
+5. **Table/matrix page**: suited to financial models, comparable companies, deal structures, due diligence checklists, and earnings bridges. The body is a large table or several small tables; purple headers establish the primary grouping, and light-gray fills serve secondary headers or summary rows. Use only for information that naturally has row-column dimensions; do not force narrative text into tables.
+
+6. **Flow/structure diagram page**: suited to deal structures, financing paths, organizational relationships, or value-creation paths. Use rectangular boxes, thin-line arrows, and small amounts of color to distinguish stages or parties. Arrows represent real processes or capital/information flows and must not be used as decorative motion lines. Complex structure diagrams keep legends and footnote explanations.
+
+7. **Evidence image / name-text mixed page**: a small number of maps, office locations, people, customer name text lists, or business screenshots may be placed. Images must be constrained by borders, titles, and captions, and are usually smaller in area than the chart/table body; they are not emotional backgrounds or full-page visual protagonists.
+
+## 5. Color System
+
+- **Background: #FFFFFF**. The absolute main background of all content pages, summary pages, and table pages. Cannot be replaced with a dark background; if modules need distinction, use light-gray fills rather than recoloring the whole page.
+- **Main text: #333333–#4A4A4A**. Used for body text, table content, and chart labels; may be slightly darkened per output device, but should not use pure black, which feels too oppressive.
+- **Title/structure purple: #470D59**. Used for content-page titles, section labels, module title bars, table headers, and key dividers, at small-to-medium areas; should not carpet entire pages. May be replaced with a dark brand color, but must keep high contrast and a financial-institution seriousness.
+- **Cover/business deep blue: #0020AC / #0126AE**. Used for the cover's abstract linework, some classification colors, column chart series, and emphasis blocks; may serve as a section color or main chart-series color, but its area on content pages should stay below the white and gray backgrounds.
+- **Auxiliary blue: #3E58B5 / #7B8DC7**. Used for secondary chart series, stacked columns, labels, and light-toned categories; must not compete with purple for the title role.
+- **Teal/blue-green: approximately #00A6B2–#20B8C6**. Used for business categories, process stages, chart series, and some module color bars; may be replaced with a brand auxiliary color, but must stay distinguishable from purple and deep blue.
+- **Light-gray backgrounds/table fills: #F2F2F3, #F6F7F7, #E8EAEB**. Used for table shading, module backgrounds, chart plot areas, and light zoning; may occupy large areas. Cannot be replaced with high-saturation colors.
+- **Divider/grid gray: #C8CACE, #D0D4D7, #BBBBBB**. Used for table lines, axes, module borders, and dividers; should be thin, light, and low-presence — avoid thick black lines.
+- **Emphasis/risk red: approximately #B00020–#C00000**. Used for the cover confidentiality note, negative alerts, sensitive assumptions, and red-box annotations; small areas only, not a regular series color.
+
+Keep a single page's main hues to purple + blue/teal + gray, with red for warnings only. Chart series colors keep a consistent dictionary on the same page; avoid the same color meaning different businesses or states.
+
+## 6. Fonts and Text Hierarchy
+
+Fonts are dominated by QuattrocentoSans (Chinese: MiSans). Cover and large titles use Regular at large sizes, body and tables use Regular, key words and table headers use Bold, and conclusion lines and disclaimers use Italic. Do not introduce serif fonts, handwriting fonts, or strongly individual Chinese fonts.
+
+With body text = 1x: cover main title approx. 3–4x; content-page main title approx. 2–2.8x; page information line approx. 1.1–1.3x and mostly italic; module titles approx. 1–1.2x, often set inside color bars; body bullets at 1x; table content and chart labels approx. 0.75–0.9x; notes, sources, and page numbers approx. 0.45–0.65x. Disclaimer-page body text may be below normal body size, but must remain readable.
+
+Text is predominantly left-aligned. Numbers in tables are right-aligned or aligned by decimal place; years, categories, and metric names may be centered or left-aligned. Large stretches of centered copy do not belong to this style; outside of parts of the cover, it is not used.
+
+## 7. Chart Language
+
+Real charts are mainly stacked columns, grouped columns, line charts, box plots/distribution charts, scatter/bubble charts, bridge charts, area/composition charts, and benchmark comparison charts. Charts are embedded in module frames, with a short title or purple title bar above, and data sources and measurement bases noted at the bottom.
+
+Axes and gridlines use light-gray thin lines; avoid thick black axes. Legends sit above, below, or to the right of the chart, using small-type text with series color swatches. Column chart series are led by deep blue, light blue, teal, gray, and purple; the stacking order stays stable. Line charts may place multiple lines in parallel, but color, line style, and end labels should reduce reading cost.
+
+Key data uses red stroke boxes, red annotation boxes, arrows, small labels, or dark data labels. Forecasts, targets, and baselines use dashed lines, light-colored lines, or separate labels, and must not be confused with actual data. Chart beautification must not sacrifice numerical clarity: avoid 3D, gradient columns, shadows, exaggerated rounded corners, and meaningless icons.
+
+## 8. Tables and High-Density Information
+
+Headers use a deep-purple background with white text or a light-gray background with dark text; first-level grouping uses purple horizontal bars, second-level grouping uses light-gray fills. Row-column dividers are thin and light; table row height is compact, but text must not overlap itself.
+
+Number columns are right-aligned or aligned by decimal place; text columns are left-aligned; years, stages, and rating symbols may be centered. Important columns, summary rows, key assumptions, or output results may be emphasized with light-gray fills, purple text, bold, or borders. Negative values, risk items, or differences needing attention may use red, but the whole table must not turn red over large areas.
+
+Zebra striping is not mandatory; with many rows, extremely light gray alternating backgrounds may be used. Matrix-type pages may use dots, checkmarks, rating symbols, color blocks, and short labels, but every symbol must have a legend or be intuitively understandable. Tables carry the "evidence and model" role and must not be used as pure layout decoration.
+
+## 9. Components and Graphic Elements
+
+- **Title bar / section label**: a small rectangular label at the upper left, often carrying a number, section name, and a purple/blue/teal border or fill. Its function is to locate the deck's structure; do not move it freely from page to page.
+- **Module title bar**: a deep-purple or section-color horizontal bar with white or dark text; compact bar height, width matching the module.
+- **Card/boxed modules**: white or light-gray backgrounds with thin gray borders, used for charts, explanations, maps, and process nodes. Rounding is imperceptible or absent; no drop shadows to create a card feel.
+- **Annotation/flag boxes**: red or purple thin borders with a short sentence explaining an anomaly, assumption, or risk. Only for locally high-value information; do not box every conclusion.
+- **Flow arrows**: thin-line arrows connecting rectangular nodes, indicating real sequence, causality, capital flow, or organizational relationships; colors follow the section color or gray. Avoid thick decorative arrows.
+- **Image frames and name grids**: images need boundaries, titles, and captions; customer, partner, or comparable-company names are arranged as plain-text small-type grids (or replaced with neutral placeholder blocks) as evidence — no graphic logos are drawn. Colorful icons as decorative selling points are forbidden.
+- **Dividers**: light-gray thin lines for tables, the upper edge of footnotes, and module separation. Thick purple lines are used only in table headers or module titles.
+
+## 10. Texture and Prohibited Items
+
+Overall flat, restrained, institutional, high-density; almost no reliance on photos, illustrations, textures, light effects, or dimensional effects. Brand feel comes from purple structural bars, the blue cover line art, the fonts, and the footnote system.
+
+Prohibited: large-area image backgrounds, 3D charts, glows, complex gradients, heavy shadows, emoji, cartoon illustrations, decorative colorful icons, large stretches of centered copy, data charts without sources, low-contrast light text, and information-irrelevant background textures.
+
+Use with caution: photos, screenshots, maps, portraits, customer name text, red annotations, rounded cards. They must appear as evidence or explanatory tools, with area and quantity controlled.
+
+Special pages allowed: the cover may use large-area blue abstract linework and more whitespace; the disclaimer may use extremely high-density single-column legal text; appendix/model pages may use denser tables, but must still keep the title, sources, and page number.
+
+## 11. Generation Checklist
+
+- Is it 16:9, white background, narrow margins, high content utilization, with the top title area and bottom footnote/page-number area preserved?
+- Is the title an analytical topic, with one clear italic conclusion line or page thesis under it?
+- Is purple used only for titles, sections, headers, and structural emphasis, with blue/teal/gray used stably by category or data series?
+- Do the page's points revolve around one main question, with clear grouping logic between modules?
+- Do charts have titles, legends, axes/labels, sources, and measurement bases, without 3D, gradients, shadows, or other decoration?
+- Are tables row-column aligned, with clear headers, light dividers, and restrained emphasis on key rows and columns?
+- Do components carry information functions: labels for positioning, color bars for grouping, frames for aggregation, arrows for flows, red boxes for risk alerts?
+- Are photo backgrounds, emoji, illustrative icons, complex textures, glare, and meaningless large color blocks avoided?
+- Have you checked for overflow, truncation, garbled text, overlap, low contrast, occlusion, empty modules, missing page numbers, wrong proportions, and missing sources?
+- Do template variations serve the information structure rather than making pages merely look different?
+- 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.