Define Your Investment Thesis

Define Your Investment Thesis

Offered by Mitchell B.

5.0

()

ETA expert with real scar tissue

Clemson University Logo

Studied at Clemson University

Rocket Software Logo

Worked at Rocket Software

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


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Mitchell B.

Offered by Mitchell B.

Joined May 2026

5.0

ETA expert with real scar tissue

Extensive background in M&A through numerous personal & corporate acquisitions. In the past two years, I have completed acquisitions of two email newsletters. 1 wildly successful that fully funds my lifestyle today, requiring ~1 hour / month of my time. 1 total failure that I have learned 10x more from. I acquired the first one while I leading M&A at a Bain Capital backed software firm, Rocket Software. I completed numerous acquisitions ranging from <$1m founder-owned & operated tuck-ins to a >$2b carveout from OpenText (NASDAQ: OTEX)...and everything in between. I quit in July 2025 after being sick of getting grinded to an absolute pulp. I would have never had the confidence to do so without the business I had acquired in the background. Since then, I have helped numerous friends and colleagues in their own personal ETA journeys as I truly believe ETA is the best path to freedom for high-income white collar professionals. I write a lot about this and everything else in the space at buyingfreedom.beehiiv.com! Excited to meet you and work together!

Coaches professionally

Experience level: Executive

$950

5h of coaching

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