Investment Thesis Template

A clean, fill-in-the-blank investment thesis template built for solo buyers, searchers, and first-time acquirers. Designed to be straightforward and get help you develop foundational structure for investments and get you thinking like a true investor.

Use it to clarify:

• What the business is
• Why it works
• What could break it
• What your core bet actually is

What’s included:

• Editable Word (.docx) file
• Ready-to-use PDF version

Perfect for those looking to buy their first small business, internal decision-making, or explaining a deal to a partner or lender.

Simple. Structured. No fluff.