Investment Theses
The Theses page helps you define, track, and analyze strategic investment criteria.
Layout
1/3 Sidebar
- List of all theses
- "TH" badge for each thesis
- Click to view full report
2/3 Content Area
- Gradient header with neon green glow
- Markdown report content
- Section navigation with green underline
- Auto-scroll to sections
Thesis Structure
Each thesis includes:
Metadata
- Title: Thesis name
- Code: Short identifier (e.g., "TH-001")
- Status: Draft, Active, Archived
- Created: Timestamp
Content
- Overview: Investment rationale
- Market Sizing: TAM/SAM/SOM analysis
- Key Criteria: Must-have characteristics
- Target Profiles: Ideal company types
- Geography: Regional focus
- Financial Metrics: Revenue, growth, margins
- Red Flags: Exclusion criteria
Production Theses
Currently loaded theses (example):
European SaaS Scale-Ups
- €10-50M ARR
- 30%+ growth
- Net retention 110%+
Digital Health Platforms
- B2B2C models
- Regulatory compliance
- Claims data integration
Supply Chain Tech
- Logistics optimization
- IoT-enabled tracking
- €5M+ revenue
Fintech Infrastructure
- Payment rails
- Regulatory licenses
- API-first architecture
Climate Tech
- Carbon reduction
- Energy efficiency
- Measurable impact
Data Storage
D1 Schema
sql
CREATE TABLE theses (
id TEXT PRIMARY KEY,
title TEXT NOT NULL,
code TEXT UNIQUE,
content TEXT, -- Markdown report
status TEXT DEFAULT 'active',
created_at TEXT DEFAULT CURRENT_TIMESTAMP,
updated_at TEXT DEFAULT CURRENT_TIMESTAMP
);R2 Storage
- Full markdown reports stored in R2
- D1 stores metadata + content pointer
- Lazy loading for large reports
Navigation
Section Links
Click section headings to jump:
- Overview
- Market Sizing
- Criteria
- Target Profiles
- Geography
- Financials
Green underline animates on active section.
Implementation
Frontend
apps/web/src/views/Theses.vue- Markdown rendering with syntax highlighting
- Smooth scroll with offset for fixed header
Backend
apps/api-worker/src/routes/theses.ts- D1 queries for thesis list
- R2 fetch for full content
Adding Theses
Coming Soon
UI for creating new theses is in development. Currently, add via SQL:
bash
wrangler d1 execute supershyft-os --local --command="
INSERT INTO theses (id, title, code, content)
VALUES ('th_xyz', 'New Thesis', 'TH-006', '# Content here')
"