Set an investment thesis

Name what you invest in — sectors, stages, geographies, check size, exclusions — and check any research subject against it.

Step 1: Open Theses

In Investor mode, go to Theses.

Step 2: Name your criteria

Set sectors, stages, geographies, asset classes, business models, check size and exclusions.

Step 3: Check fit

Open any research dossier to see it checked against your active thesis — matched, missed and unknown, named, never a percentage.

Open Set an investment thesis in the app (sign-in required).