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VC & Fund Mechanics

Investment thesis

Also: Thesis

The view of the world that guides what a fund invests in — sector, stage, geography or a specific bet on the future.

Why it matters

Pitching a fund whose thesis you don't fit wastes everyone's time; reading the thesis first is the cheapest research you can do.

Hear it from people who've done it

Get the real-world version of "Investment thesis" drawn from hundreds of conversations with founders and investors.

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Episodes on Venture Capital

Taryn Williams: Building and Exiting 6 Companies — and the Cost No One Talks About

Perspective X with Pauline Fetaui · 2 July 2026

Taryn Williams: Building and Exiting 6 Companies — and the Cost No One Talks About
Rohan Workman of Skalata — Backing overlooked founders as AI rewrites the thesis

Investment Thesis with Kali Norman · 26 June 2026

Rohan Workman of Skalata — Backing overlooked founders as AI rewrites the thesis
How to Think About M&A as a Startup with Alex Feldman

First Cheque with Cheryl Mack & Maxine Minter · 17 June 2026

How to Think About M&A as a Startup with Alex Feldman
All Venture Capital episodes →
Related terms

Deal flow

The stream of investment opportunities a fund sees.

Conviction

How strongly an investor believes in a deal — enough to lead, price it and defend it internally.

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