> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rocket.new/llms.txt
> Use this file to discover all available pages before exploring further.

# Investment analysis

> Use Rocket.new Solve to build investment theses, run due diligence, and evaluate business cases with structured, evidence-backed reports.

export const LlmsDirective = () => <blockquote className="llms-directive">
    For the complete documentation index, see <a href="/llms.txt">llms.txt</a>.
    For a lightweight markdown version of this page, append .md to the URL.
  </blockquote>;

<LlmsDirective />

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

<Tabs>
  <Tab title="Investment thesis">
    ```plaintext wrap theme={null}
    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?
    ```
  </Tab>

  <Tab title="Due diligence">
    ```plaintext wrap theme={null}
    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?
    ```
  </Tab>

  <Tab title="Business case">
    ```plaintext wrap theme={null}
    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.
    ```
  </Tab>

  <Tab title="Market opportunity">
    ```plaintext wrap theme={null}
    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?
    ```
  </Tab>

  <Tab title="Comparable analysis">
    ```plaintext wrap theme={null}
    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?
    ```
  </Tab>
</Tabs>

## 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.

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Unit economics evaluation">
    Analyzes LTV/CAC ratios, payback periods, gross margins, and net revenue retention. Flags whether the economics support the growth plan.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Growth sustainability analysis">
    Evaluates whether current growth rates are sustainable by examining market headroom, sales efficiency, product-market fit signals, and expansion revenue potential.
  </Accordion>
</AccordionGroup>

## 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.

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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?"
  </Accordion>
</AccordionGroup>

<Warning>
  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.
</Warning>

## What's next

<CardGroup cols={3}>
  <Card title="Market analysis" icon="chart-line" href="/solve/research/market-analysis">
    Deepen your market understanding with dedicated sizing and trend analysis.
  </Card>

  <Card title="Competitive teardowns" icon="crosshairs" href="/solve/research/competitive-teardowns">
    Get detailed competitive intelligence to support your thesis.
  </Card>

  <Card title="Reports" icon="file-lines" href="/solve/results/reports">
    Export investment analysis for presentations and memos.
  </Card>
</CardGroup>