fund-thesis-formatlisted

# fund-thesis-format — the 7-part structure The single source of truth for HOW the agent articulates an investment bet. Every new thesis MUST conform. The structure renders at three depths — vault file, proposal memo, short message — using the same skeleton at different densities. The idea is **progressive disclosure**: same content, three surfaces. ## Why this exists 1. **Comparability.** A standardized skeleton makes any thesis comparable to any other in the book — rank conviction, track it, audit kill triggers. 2. **Falsifiability.** Section 4 (INVALIDATION) is mandatory. No thesis enters the book without a written kill condition. 3. **AI-agent + human dual readability.** Machine-queryable frontmatter + human-readable prose + a phone-skim-friendly short render. One source, three surfaces. ## The 7 sections Every thesis MUST have these 7 sections, in this order. Skip a section ONLY by writing one line stating WHY it doesn't apply. A silently-omitted section is a bug. ### 1. CLAIM A single declarative sentence stating the directional bet. No qualifiers. Pattern: `[Buy / Sell / Hedge with] [INSTRUMENT] because [SPECIFIC OBSERVABLE WILL HAPPEN] over [HORIZON].` ### 2. CAUSAL MECHANISM The chain of cause-and-effect connecting the §1 observable to the price moving in your favor. Numbered chain, 3-7 links. Each link names an actor or mechanism, not a vibe. This forces "I believe X because Y because Z" — no pattern-matching. ### 3. PORTFOLIO FIT Where this slots i