Your next analyst
never sleeps, never misses a deal
Thesis is an autonomous AI analyst that sources deals, runs due diligence, and writes investment memos. The full-stack analyst your fund needs but can't hire fast enough.
The Problem
85% of VC firms use AI tools. But every tool handles one step. Associates still spend weeks stitching together sourcing, diligence, and memos by hand.
Capabilities
One agent. Every workflow.
Deal Sourcing
Monitors signals across databases, news, social, and networks. Surfaces companies that match your thesis before they hit mainstream deal flow.
Due Diligence
Ingests pitch decks, data rooms, and public data. Analyzes financials, market positioning, competitive dynamics, and founder backgrounds in hours, not weeks.
Investment Memos
Produces complete memos in your fund's format. Risk assessment, market sizing, comparable analysis, and recommendation. Ready for the partners meeting.
How Thesis Compares
| Tool | Sourcing | Diligence | Memos | Monitoring | Autonomous |
|---|---|---|---|---|---|
| Harmonic | Yes | No | No | No | No |
| Affinity | Partial | No | No | No | No |
| 4Degrees | Partial | No | No | No | No |
| Vantager | No | Yes | Partial | No | No |
| Thesis | Yes | Yes | Yes | Yes | Yes |
The analyst that compounds, not costs
Every deal it reviews makes it sharper. Every memo it writes learns your style. Your fund's intelligence layer, running 24/7.