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An investment thesis encodes what you back: mandate, target sectors/stages/geographies, check size, must-have signals, deal-breakers, and weighted scoring criteria. Once a thesis is active, every deal that enters your pipeline is scored against it automatically, including companies that arrive by programme code or directory with an already-analysed deck.

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Building a thesis

1

Describe the mandate

Name, one-line mandate, target stages/sectors/geographies, and check size.
2

Add screening rules

Looking for (signals that lift the score), Deal-breakers (auto-pass triggers), and Worth a closer look (watchlist chips that don’t affect the score).
3

Set weighted criteria

The dimensions deals are actually scored on. Use Suggest from mandate to get criteria tuned to your thesis instead of a generic template.

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Reading thesis fit

Each scored deal gets a Thesis Fit (0–100) with rationale, red flags, and open questions, visible as a list column, on the company page, and in dashboard widgets. Evidence is drawn from the deck itself, with citations. Organisations own theses centrally; offices see results read-only in their lens.
Thesis access can be set per team by Caplia (editable / read-only / off), relevant for programmes where operators view but don’t edit the central thesis.