Thesis building
Name the market, the gap and why you win, in one sentence an LP can repeat to their investment committee. Then the evidence behind each part.
For fund managers
Most first funds don’t fail on deals. They fail on a thesis LPs can’t repeat back, pitched to capital whose mandate never fit. We help you fix both before you go out.
What we do
Name the market, the gap and why you win, in one sentence an LP can repeat to their investment committee. Then the evidence behind each part.
Which kinds of development finance and impact capital your thesis genuinely fits, what each will ask of you, and where to start.
An outside, honest read on where the thesis is thin, before LPs find it for you. Clarity over comfort.
Format
A working session, a written read-out and a follow-up call. You leave with a thesis you can defend and a short list of LPs worth your time.
What this isn’t
Start here
Eight questions on clarity, edge and LP mapping, and the kinds of capital that tend to fit a fund like yours.