Investment Thesis
The strategy and criteria guiding what an investor chooses to back.
An investor’s thesis defines their focus — stage, sector, geography, cheque size and the trends they believe in. Matching your startup to an investor’s thesis dramatically improves your odds; pitching off-thesis usually wastes everyone’s time.
Examples
A fund’s thesis is UK pre-seed B2B software. — A founder targets only investors whose thesis fits.
How it relates to The Startup Foundry
The Foundry matches you with investors whose thesis fits your startup, focusing your fundraising where it counts.