thesis-matching

# Thesis Matching ## Overview The Thesis Matching skill provides systematic matching of inbound investment opportunities against the fund's investment thesis, strategic priorities, and portfolio construction criteria. It enables rapid triage of deal flow while ensuring alignment with fund strategy. ## Capabilities ### Investment Thesis Encoding - Encode multi-dimensional investment thesis criteria - Define sector focus areas and exclusions - Specify stage preferences and check size ranges - Articulate strategic themes and conviction areas ### Deal Matching Analysis - Match incoming deals against thesis dimensions - Score alignment across criteria with weighted importance - Identify thesis exceptions worth considering - Flag anti-thesis or exclusion criteria matches ### Portfolio Construction Fit - Assess portfolio concentration and diversification - Check against sector and stage allocation targets - Evaluate vintage year and deployment pacing - Consider follow-on reserve requirements ### Thesis Evolution Tracking - Track thesis adjustments over fund lifecycle - Document thesis exceptions and rationale - Analyze deal flow patterns vs. thesis alignment - Support thesis refinement for successor funds ## Usage ### Match Deal to Thesis ``` Input: Deal summary, company data, sector classification Process: Compare against thesis criteria, score alignment Output: Thesis match score, alignment details, flags ``` ### Triage Inbound Flow ``` Input: Batch of inbound deals Proc...