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App 46 · 100 Apps 100 Hours

Build conviction before the second meeting.

Thesis turns a raw pitch into a structured investment memo in seconds. Score market, team and traction, project conviction, call a verdict, read the SWOT and risk flags, and see which VC firms are most likely to lead — all weighted by your fund’s appetite.

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See it in action

A 90-second walkthrough from pitch to full memo.

A diligence partner that never sleeps

Deterministic, on-device scoring — no network, no API keys, no black box.

Instant Investment Memo

Enter sector, one-liner and traction metrics and Thesis scores market, team and traction, then calls a verdict — Invest, Track or Pass — with the reasoning laid out.

Conviction Gauge & Score Rings

A live conviction gauge and per-pillar score rings update as you type, so you feel the deal strengthen or soften in real time.

SWOT & Risk Flags

Every memo ships with a strengths/weaknesses/opportunities/threats quad and a surfaced list of risk flags weighted to your fund.

VC Fit Matching

Thesis ranks the firms most likely to lead the round based on stage, sector and check size, turning a cold deal into a warm intro list.

Coming Soon

The AI upgrade that changes everything

Today Thesis scores with transparent, real-looking math. Tomorrow — live market data and genuine model reasoning behind every memo.

Live Market Data

Pull real-time comparables, funding rounds and sector momentum so conviction scores reflect the market as it moves, not a static seed.

Planned

LLM Memo Co-Pilot

A language model drafts the narrative memo, answers follow-ups about the deal, and stress-tests your thesis with counter-arguments.

Planned

Auto Deal Sourcing

Continuously scan launches, filings and signals to surface founders that match your thesis before they hit your inbox.

Planned

Portfolio Benchmarking

Score a new deal against your existing portfolio to spot overlap, concentration risk, and where it would rank in your book.

Planned

Follow the build

Thesis is app #46 in the 100 Apps 100 Hours sprint. Watch every gauge, score ring and risk bar recorded and shipped — follow along on socials for daily drops, memo breakdowns, and early looks.

Running a fund or syndicate?

Join the waitlist and be the first to evaluate deals with Thesis when we launch.

Every deal deserves a thesis.

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