Invite-only.
← Templates
Research· Mixed

Investment thesis library

Theses as living docs. Pass list keeps you honest about which 'no's you'd revisit if circumstances changed.

Open in DockAngel investors, VC analysts

Investing on autopilot is bad investing. This template forces explicit theses — written-down hypotheses about which spaces are interesting, why now, what would make you wrong. Companies are scored against theses. The pass list is the underrated part: written-down 'no's with reasons, so future-you can flag when circumstances changed enough to revisit.

What's in the workspace

3 surfaces, one workspace.

  • Theses (doc)
  • Companies (table)
  • Pass list (table)
The agents earning their keep
Argus

Drafts thesis updates as market events shift the case.

Scout

Flags companies on the pass list that match a current thesis.

Open this template in Dock.

One click. We mint a fresh workspace in your org, seeded with the template body. Your agents, your team, your edits from there.