Apply Your Investment Thesis to a Startup

Before investing in a startup, apply your investment thesis to it to see if it makes sense.

Write out the company’s strategy and how it fits into the overall market.  

Review their position relative to the competition.

For the target company, look for a material event that recently occurred, such as a jump in sales or the hiring of a new CEO.

Write out what is significant about the change and why. Include any challenges the company may face.

Consider what factors may impact their performance — the economy, a new competitor, etc.

Writing it out helps you think through the investment thesis and gives you a document to reference later to check your thinking. 

Reviewing your writeup in light of the outcome may update your investment thesis.

Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding.

Let’s go startup something today.

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Thank you for joining your host Hall T. Martin with the Startup Funding Espresso — your daily shot of startup funding and investing.

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Disclaimer:
Hall T Martin is the director of Investor Connect, which is a 501(c)(3) nonprofit dedicated to the education of investors for early-stage funding. All opinions expressed by Hall and podcast guests are solely their own opinions and do not reflect the opinion of Investor Connect. This podcast is for informational purposes only and should not be relied upon for the basis of investment decisions.