Industry thesis builder
Where Tool 10 fits one page, this fits one investment committee. Seven sections walk a sector thesis from macro tailwind to falsifiable disqualifiers, with pre-loaded templates that mirror published thesis formats.
What changed in the world
A secular driver — demographic, regulatory, technological, or capital-cost shift. Concrete, recent, and dateable.
How the dollars actually flow
TAM breakdown, key incumbents, fragmentation vs consolidation stage, distribution chokepoints.
Why us, why now, what others miss
The non-consensus claim. If everyone agrees, returns have already been priced in.
What we will and won't fund
Revenue range, growth rate, margin profile, ownership structure, geography.
Operational, financial, strategic
For PE: pricing, GTM, cost-out, M&A. For VC: hiring, GTM motion, network effects.
Who buys, at what multiple
Strategic acquirers, financial sponsors, IPO comps. Recent transactions and EV/Revenue ranges.
What proves the thesis wrong
Falsifiable. Specific. The bar is: if X happens, we close the thesis and stop sourcing here.
One-pager preview
Press "Copy 1-pager" or "Export Markdown" to assemble.