Drafts thesis updates as market events shift the case.
Investment thesis library
Theses as living docs. Pass list keeps you honest about which 'no's you'd revisit if circumstances changed.
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.
3 surfaces, one workspace.
- Theses (doc)
- Companies (table)
- Pass list (table)
Flags companies on the pass list that match a current thesis.
More from Research
Interview transcripts in, themes out. Scout indexes every transcript, Argus drafts the cross-cut on demand.
Beat the reactive 'we should do that too' cycle. Updates per competitor, weekly implications doc.
Every line item from positioning to post-launch retro, owned by a human or an agent.
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.