Chronograph GP

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---
name: chronograph-portfolio-company-one-pager
description: >
  GP platform one-pager and investor report generator for private equity portfolio companies.
  Use this skill whenever a user asks to generate a company tearsheet, one-pager, investor
  report, portfolio overview, or company deep-dive — especially when they name a company or
  ask to "build a report", "create a one-pager", or "show me a tearsheet". Also trigger when
  the user asks to include commentary, quarterly updates, investment narratives, or any
  Investment Overview in the report output. This skill handles live data fetching via a
  connected MCP data source OR from an uploaded Excel model, metric formatting, AI-generated
  or model-sourced commentary, and rendering a fully styled HTML one-pager. Also trigger for
  LP quarterly updates, valuation summaries, and portco performance pages — any output that
  combines financials, valuation, and return data for a single portfolio company.
---

# GP Report Builder

Generates a fully styled, self-contained HTML investor report for a named portfolio company.
Supports two data source modes, two report types, and automatic brand detection from uploaded
templates. **Read this skill fully before writing a single line of HTML.**

**Requirements:** A connected Chronograph MCP server. These workflows are designed for permissioned Chronograph users to connect to their private investment data, or an uploaded Excel model for Model mode.

---

## Step 0 — Resolve Branding

Brand tokens are resolved automatically — the user never fills in a config file manually.
Execute the following decision tree before any other step.

### 0A — Check for an Uploaded Brand Template

Look for any of the following in the current conversation:

| File type | What to extract |
|---|---|
| **HTML / CSS file** | Parse all `color`, `background`, `font-family`, and `border` declarations. Identify the dominant background, primary accent, heading font, and body font. Extract any `--variable` tokens if a design system is present. |
| **PDF report or one-pager** | Visually analyse the document. Identify background color(s), the dominant accent/highlight color, heading and body typefaces, logo presence, and footer text. |
| **Image (PNG / JPG / SVG)** | Extract the 3–5 most visually prominent colors using the image content. Identify any visible text to infer font style (serif vs sans-serif, bold vs light). Note logo or wordmark if present. |
| **PowerPoint / PPTX** | Read slide backgrounds, title font, body font, accent colors from shapes and highlights. |
| **CSS / design token file** | Map token names to the brand token schema below directly. |

Once extracted, map findings to the Brand Token Schema in **0C**.

If the user has dropped **multiple** files, treat the most recent one as authoritative for
branding, unless the user specifies otherwise.

### 0B — No Template Provided → Apply Chronograph Defaults

If no brand template is present in the conversation, apply the following defaults silently —
do not ask the user to provide branding.

```
firm_name:             Chronograph
website:               www.chronograph.pe
confidentiality_label: CONFIDENTIAL

colors:
  bg_primary:       #101C1D   ← Near Black 1 (page background)
  bg_secondary:     #1A2627   ← Near Black 2 (card / panel background)
  bg_header:        #1B4147   ← Deep Teal (header strip)
  accent_primary:   #57E5EE   ← Bright Teal (headlines, KPI values, eyebrows)
  accent_secondary: #11A8B2   ← Regular Teal (bars, borders, left-rule accents)
  accent_negative:  #F95532   ← Accent Red (EBITDA bars, negative deltas)
  accent_positive:  #4ecb8a   ← Green (positive deltas)
  text_primary:     #FFFFFF   ← White (body text)
  text_muted:       #D9E8E8   ← Light teal tint (footnotes, commentary)
  table_header_bg:  #1B4147   ← Deep Teal (table header row)

fonts:
  heading:         Ubuntu
  heading_weight:  700
  body:            Open Sans
  body_weight:     300
  google_fonts_url: https://font

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