Investment Analysis with Solve | Rocket.new - AI Research Beyond ChatGPT

Solve gives you structured investment analysis that goes beyond surface-level research. Whether you are an investor evaluating a deal, a founder preparing for fundraising, or a team building a business case, Solve builds theses, runs due diligence frameworks, and evaluates business models. You can attach internal documents like financial models or pitch decks to give Solve additional context.

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

Build an investment thesis for vertical SaaS companies targeting the construction industry. What's the market opportunity, what are the key tailwinds, who are the leading players (Procore, PlanGrid, Buildertrend), and what does a winner in this space look like?

Run a due diligence analysis on a Series B developer tools company with \$8M ARR, 120% net revenue retention, and 200 enterprise customers. What are the key risks? What should an investor look for in terms of market positioning, competitive threats, and growth sustainability?

Build a business case for launching a mobile app alongside our existing web product. We have 15,000 monthly active users on web, B2B SaaS, \$25/user/month average. Estimate the incremental revenue, development cost, and payback period. Include risks and assumptions.

Is the AI code review market a good investment opportunity? Assess the TAM, competitive dynamics, buyer readiness, and technology maturity. Who are the current players (CodeRabbit, Codacy, Snyk) and what's the likely market structure in 3 years?

What are the relevant valuation benchmarks for a B2B SaaS company with \$5M ARR growing 80% year-over-year in the HR tech space? Pull comparable public companies and recent private funding rounds. What revenue multiples are typical at Series A and Series B?

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

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

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

Analyzes LTV/CAC ratios, payback periods, gross margins, and net revenue retention. Flags whether the economics support the growth plan.

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

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

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

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

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

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

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?”

Investment analysis from Solve is based on publicly available data and AI reasoning. It should inform your thinking, not replace professional financial due diligence. Validate with primary research, expert opinions, and domain specific knowledge before making investment decisions.

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.

Reports

Export investment analysis for presentations and memos.

​Types of investment analysis

​Example prompts

​Due diligence frameworks

​What results include

​Tips for better investment analysis

​What’s next

Market analysis

Competitive teardowns

Reports

Types of investment analysis

Example prompts

Due diligence frameworks

What results include

Tips for better investment analysis

What’s next