Types of investment analysis
| Analysis type | What you get | Best for |
|---|---|---|
| Investment thesis | Structured argument for why a company or market is a good bet | Pitch decks, investor memos, portfolio strategy |
| Due diligence | Risk assessment, market validation, and competitive positioning analysis | Evaluating deals, acquisition targets |
| Business case | Revenue projections, cost analysis, and ROI framework for an initiative | Internal proposals, budget requests |
| Market opportunity assessment | Is this market big enough, growing fast enough, and accessible enough? | Go/no-go decisions, fund allocation |
| Comparable analysis | How similar companies were valued, what multiples apply, and relevant benchmarks | Valuation, fundraising strategy |
Example prompts
- Investment thesis
- Due diligence
- Business case
- Market opportunity
- Comparable analysis
Due diligence frameworks
Request specific frameworks by name. You can combine frameworks in a single prompt. For example: “Run a competitive moat analysis and unit economics evaluation for [company description].” Solve structures the output with clearly labeled sections for each.Market attractiveness assessment
Market attractiveness assessment
Evaluates the target market on size, growth rate, competitive intensity, buyer concentration, and barriers to entry. Produces a scorecard you can use to compare opportunities.
Competitive moat analysis
Competitive moat analysis
Assesses whether a company has a defensible position: network effects, switching costs, data advantages, brand, or economies of scale. Identifies which moats are real and which are aspirational.
Unit economics evaluation
Unit economics evaluation
Analyzes LTV/CAC ratios, payback periods, gross margins, and net revenue retention. Flags whether the economics support the growth plan.
Risk matrix
Risk matrix
Categorizes risks by likelihood and impact: market risk, execution risk, competitive risk, regulatory risk, and technology risk. Provides mitigation strategies for the highest priority risks.
Growth sustainability analysis
Growth sustainability analysis
Evaluates whether current growth rates are sustainable by examining market headroom, sales efficiency, product-market fit signals, and expansion revenue potential.
What results include
An investment analysis report contains six sections. Start with the thesis statement to understand the core argument before reviewing supporting detail.| Report section | What it covers |
|---|---|
| Thesis statement | Clear, one paragraph summary of the investment opportunity: what the bet is, why it is compelling, and the key assumptions it rests on. |
| Market analysis | Size, growth rate, dynamics, and competitive landscape. Establishes whether the opportunity is big enough to matter. |
| Competitive positioning | Where the company (or hypothetical company) sits relative to alternatives: strengths, weaknesses, and defensibility. |
| Financial analysis or projections | Unit economics, revenue model analysis, comparable valuations, or ROI projections depending on what you asked for. |
| Risk assessment | Structured view of what could go wrong, categorized by type, rated by severity, with mitigation approaches where applicable. |
| Recommendation | Clear recommendation (invest/pass, build/do not build, or pursue/defer) with the reasoning summarized. |
Tips for better investment analysis
Include specific data points about the company or deal in your prompt so Solve can start with the right scope.Provide the company's key metrics
Provide the company's key metrics
If you are evaluating a specific company, include whatever data you have: ARR, growth rate, customer count, retention, funding stage. The more data Solve has, the more specific the analysis.
State your investment criteria
State your investment criteria
Are you looking for high growth? Capital efficiency? Market dominance? Telling Solve what matters to you shapes the evaluation criteria and recommendations.
Ask for bear and bull cases
Ask for bear and bull cases
Request “Give me the bull case and bear case for this investment.” This forces a balanced analysis rather than a one-sided pitch, and surfaces risks you might overlook.
Compare against alternatives
Compare against alternatives
Ask Solve to compare two opportunities: “Should we invest in vertical SaaS for restaurants or for gyms?” Comparative analysis often produces sharper insights than evaluating a single option.
Follow up on assumptions
Follow up on assumptions
Every investment thesis rests on assumptions. After the initial report, ask: “What are the three most critical assumptions in this thesis, and what evidence supports or contradicts each one?”
What’s next
Market analysis
Deepen your market understanding with dedicated sizing and trend analysis.
Competitive teardowns
Get detailed competitive intelligence to support your thesis.
Work with reports
Export investment analysis for presentations and memos.

