Define Your Investment Thesis

Define Your Investment Thesis

Offered by Max M.

5.0

()

Experienced Searcher & ETA

The Wharton School (UPenn) Logo

Studied at The Wharton School (UPenn)

Goldman Sachs Logo

Worked at Goldman Sachs

Package Description:

A strong investment thesis is the backbone of any successful ETA journey. This package helps you transform your goals and insights into a polished, investor-ready strategy. With expert coaching, you’ll identify the right industries, acquisition criteria, and rationale that set you apart from other searchers. By the end, you’ll be confident in articulating your thesis to investors and using it as your north star throughout the acquisition process. Key components of this package can include, but aren’t limited to: • Clarify your goals, background, and investor alignment to shape your unique perspective. • Evaluate industries and sub-sectors that fit your criteria and strengths. • Translate insights into a differentiated thesis that resonates with capital providers. • Refine your narrative for clarity and confidence when pitching.


What you'll get from this package

Investor-Ready Investment Thesis (2–3 page polished document)

Industry Mapping & Criteria Matrix

Differentiated Value Proposition Narrative


Additional details

Coaching delivered via live sessions.

Refund Policy

Services included:

Thesis Development


Max M.

Offered by Max M.

Joined February 2024

5.0

Experienced Searcher & ETA

I am highly experienced in ETA, with multiple internships and coursework at Wharton in the space.

Experience level: Executive

Open to working with clients outside the U.S.

$612

5h of coaching

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