11 KiB
Rice Paper Annual · Finance STYLE DESIGN SYSTEM
PART A — Category Baseline (universal floor)
Institutional-grade investment research presentations, benchmarked against top-tier fund research reports, due diligence, and strategy outlooks (bulge-bracket bank and sovereign wealth fund standards). Chart-heavy, text-dense, more report-like than consulting decks: arguments are carried by Excel-style financial model tables (three-statement models, scenario analyses, sensitivity grids). Every number traceable, every assumption explicit, every conclusion actionable.
Content and layout:
- Thesis-driven structure: deal decks run "Summary → Investment highlights → Target/Market → Business plan/Financial diagnostics → Valuation and returns → Risks and mitigants → Decision request"; research outlooks run "Core stance → Evidence → Scenario analysis → Allocation recommendation". The ending must land on an explicit decision or stance.
- Tables are the protagonist: valuation ranges, comparable companies, three financial statements, scenario analyses, sensitivity grids, with Excel financial-model row/column discipline (assumption columns, driver rows, and check rows clearly distinguished); charts serve the numbers (football-field valuation charts, IRR bridges, waterfall attributions, scenario fan charts) and are never decorative.
- High but ordered density: multi-column layouts with clear information hierarchy; each page answers one investment-committee question; density comes from evidence modules, not walls of text.
Visual style:
- Aesthetic: restrained, authoritative, compliance-clean. No lifestyle photography, no decorative icons, no marketing superlatives.
- Typography: use serif for titles when institutional gravitas is needed; sans serif for table body text, chart labels, and all numerals; numbers are always column-aligned.
- Color: a conservative institutional palette — navy/charcoal structural colors, one restrained accent (e.g., gold or signal blue) reserved for key figures and recommended actions; positive/negative signs use one consistent red-green pair, expressing financial meaning only.
- Graphics: thin table rules, precise vector chart lines, fine connector lines on bridge charts; no 3D, no shadows, and gradient fills are not a routine chart language.
Structure and discipline (distilled from the artifacts we consider benchmarks):
- Every body-page title must be a complete investment assertion (e.g., "This asset will reprice on capacity scarcity" — not "Market overview"), with a one-line subtitle stating scope and how to read the page.
- Every number carries unit, as-of date, and basis; estimates must be labeled (illustrative / internal estimate); no bare numbers.
- Returns are given only as scenario ranges (bear/base/bull, with probabilities or driving assumptions) — never a single-point IRR; any valuation conclusion must be paired with a sensitivity table.
- Assumptions must be made explicit in boxes, placed on the page where the conclusion depends on them; hidden assumptions are treated as defects.
- Risks and mitigants appear in pairs (risk → probability/impact → mitigant → owner/status); a page with risks but no mitigants is a defect.
- Valuation pages must be anchored: comparable companies, precedent transactions, or a DCF cross-check — a multiple without a reference set is not evidence.
- Parallel evidence runs in 2–3 equal-width columns; numbered arguments each carry a one-line bolded claim plus one short proof sentence.
- Chart annotation discipline: data labels attached to marks, bridge-chart connector blocks labeled block by block, forecast segments dashed, key drivers named inside the chart; charts may not rely on legends alone.
- The ending must land on a decision or stance: items submitted for decision (approve / reject / conditionally approve) or an explicit allocation stance (overweight / underweight / range), with a to-do list and timeline — never close with a thank-you page.
Default baseline (distilled from the layout skill; PART B may override): numbers first — key metrics (amounts / growth rates / multiples) must be set larger than body text and presented standalone, immediately adjacent to unit and basis; keep at least one class of high-density financial table (three statements / comps / sensitivity), with right-aligned numbers, thousands separators, and negative-number conventions unified deck-wide; positive/negative semantic colors fixed — up/positive and down/negative each use one fixed color that never changes across the deck; forecast and history must be visually distinguishable (dashes / light tints / hatched bands) and labeled with the basis; every page carries source, basis, and time range in small gray type at the page bottom — numbers without sources are not allowed in the main visual area; a single temperament per deck (dark navy/charcoal with metallic accents OR traditional white ground with blue-gray) — pick one per deck.
Title read-through test: reading only the page titles across the deck should tell the complete story; if the titles do not read through, the structure has not been established.
Density anchor: each style's specific floor (evidence modules per page, chart count, annotation habits) follows the 【Density Baseline】 reverse-engineered from that style's source material — this baseline imposes no uniform numbers.
Global Prohibitions (AI default routines · mandatory)
- No default cards: unless the user explicitly requests it, never use rounded rectangles or rectangular cards to build hierarchy or alignment — containers that serve an information function (status lights, assumption boxes, quote frames) do not count as cards. Rules, whitespace, and differences in type size and weight are the better tools.
- No evenly split compositions: unless no other layout is truly available, do not default to three-way splits, four-way splits, or 2×2 matrices — even splits must be justified by content structure (three scenarios naturally take three columns; frameworks explicitly named by the content are exempt).
- No unjustified AI color schemes: institutional palettes specified in the content are exempt; what is banned are bland, common, unjustified default colors — blue-purple gradients, cyan-purple neon, rainbow flares, glass cards, glowing borders.
- No elements that clash with the overall style: nothing outside the style system may appear — for example, rounded icons or rounded rectangles in a sharp style.
- Transparent chart backgrounds: transparent or the page background color, except reverse-white treatments on dark grounds.
- No regional blank space: the body content area keeps no swaths of blank space; any planned region must be filled with real content — failing to fill it is the most severe form of sloppiness.
PART B — Signature System (this template's signature; where it conflicts with PART A, this section governs)
One-line style signature: a report-serious chassis overlaid with magazine-style highlight notes — warm paper white, ultra-bold black type, per-section color rotation, evidence dense but orderly.
【Color Palette】 Background #F2EFE6; primary text/titles #000000; section accents rotate through orange #F9961F, pink peach #FFC1A8, bright green #08BC51, purple #D772FF, indigo #4C36FD — used only for highlights, key numbers, and a few series; section background colors #05225A/#4C1431/#05201B/#A4C9FF, special pages only; series colors #0B1636/#1058E2/#A4C9FF/#F6A031/#08BC51/#7421F7, fixed as solid fills; positive/negative inherit PART A. Body pages: 1 primary accent + ≤3 series per page; accents never blanket the page.
【Layout Skeleton】 Source facts: 960×540, 16:9; roughly 40 pages carry a "color square + short label" at upper-left; titles are 1–2 line left-aligned assertions, with keywords set off by trailing rectangular highlights. Default: left 30–35% conclusion, right 65–70% main chart; complex pages use dual charts, chart + table, or three columns. Chart titles often carry a thin black horizontal rule; source/basis/time are pressed to the bottom; reading path: upper-left → main chart → footer. The cover and 9 section pages are solid dark or light blue, with a giant title at lower-left and a stepped stack of blocks + oversized numeral at upper-right — special pages only.
【Typography】 Sans serif, family unverifiable; wide-set heavy letterforms, regular body, heavy titles, a little italic. Render: titles and giant numerals in Archivo Black (via customFonts) or MiSans Bold; body in {latin: Liter, ea: MiSans}. Body 1x, subheads 1.2–1.4x, assertions 2.2–2.8x, giant numerals 7–10x, footnotes 0.6–0.7x. Sections often in all caps; numbers carry units/thousands separators; highlighted phrases may share the same frame.
【Chart Language】 Types: line charts, columns/stacked columns, stacked areas, horizontal bars, dual axes, bubbles, donuts, matrix tables, timelines. ⭐ Stacked charts use fixed solid colors with small legend swatches; ⭐ tables have dark full-row headers, with key rows fully saturated end to end; ⭐ dual axes pair light-tint columns/areas with a thin line; ⭐ common-baseline bubble comparisons (occasional) write values inside the bubbles; timelines run a horizontal axis with nodes alternating above and below (occasional).
【Signature Components】 Title highlight blocks: 1–3 per page, may span lines without covering text. Section labels: once, at upper-left. Conclusion bubbles / number boxes: inside or beside charts, ≤2 per page, holding a single conclusion/number only. Stepped stacked blocks + giant numerals for section pages only; orange arrow capsules docked to chart titles, occasional.
【Prohibited】 Body pages: no full dark/high-saturation grounds, no centered big titles, no sinking section stacked blocks into body pages; no gradients/glows/thick shadows; rounded corners only for conclusion boxes or functional entries; use photos, complex illustrations, and large screenshots cautiously.
【Slide Types and Layouts】 Conclusion + main chart | single primary evidence | left 30–35% / right 65–70% | 1 chart + 1–3 annotations | highlights/number boxes | not suited to multi-evidence. Full-width assertion + dual charts/table | cross-validating comparisons | two columns below | 2–4 blocks | highlights/solid table headers | not suited to a single conclusion. Three-column evidence | parallel facts | three columns | 3–9 short blocks | labels/highlights | not suited to long narrative. Timeline / process | sequential relations | horizontal axis with alternating nodes | 8–12 nodes | colored dots and dashes | occasional use.
【Density Baseline】 Default: 1 assertion + 1 main chart + 1–3 annotation boxes; explanations in 1–3 blocks of 20–60 words/characters equivalent each, with whitespace in the left column, above the title, and around charts. Dual-chart/table pages: 2 charts or 1 chart + 1 table, 2–4 blocks, labeling only key column points; three-column pages: 2–4 short facts per column. Timelines may be dense but the axis keeps whitespace; source/basis are fixed at the bottom — never fill space with decoration.