Builds a structured investment thesis for any sector, company, or asset class. Covers market sizing, tailwinds, competitive moat, risks, and return potential. Used by angels, VCs, and family offices articulating why they're investing in a space.
# Investment Thesis Builder ## Thesis structure 1. Market opportunity (size and timing) 2. Why now (tailwinds and catalysts) 3. What we're looking for (company profile) 4. Competitive moat (why winners win big) 5. Return potential (path to exit) 6. Key risks and mitigants 7. Example companies that fit ## Inputs needed - Sector or theme - Stage focus (pre-seed / seed / Series A+) - Geography - Any conviction you already have ## Platform: Claude
The owner wants: