ThesisGive your evidence a home.
Register sources, upload private documents, and organize the material behind each assessment. Keep observations connected to the evidence that supports them.
Explore the evidence workflowTechnical due diligence & value creation
Build your investment thesis on evidence.
Understand the technology. Uncover the opportunities. Turn what you learn into a prioritized plan for what comes next.
No account needed. Explore fictional data—no uploads or AI charges.
TN /THE INVESTMENT THESISIllustration
A clear line from source to decision
Confidence has a foundation.
Product documentationRepository evidenceCustomer insights
Evidence & observations
Give every conclusion a source.
Reviewed findings
Separate signals from assumptions.
Your value-creation plan
Make the investment case actionable.
AI assists. Your team decides.
Evidence before assumptionsHuman judgment at every decisionA plan beyond the assessment
One connected workspace
See what matters.
Decide what to do about it.
Move from a room full of material to a coherent investment case, with the reasoning preserved along the way.
Find the signal with AI.
Use your company’s configured AI connection to extract observations from supported files and draft findings and initiatives. See recorded usage and estimated costs.
Company-owned provider credentialsKeep judgment in human hands.
Review, edit, accept, or dismiss AI drafts. Build findings from accepted observations, and retain evidence links and decision history.
Explicit review and approval gatesMake the next move count.
Turn accepted findings into initiatives. Compare value, ROI, risk, and effort with transparent scoring that helps your team explain its priorities.
A backlog with a reason behind itTest the investment case.
Explore planning scenarios and adjust investment assumptions, engineering capacity, and time horizon. Compare the scope and cost of your proposed plan.
Assumptions you can challengeKeep company work in context.
Authenticated workspaces, organization-scoped records, role checks, and encrypted company AI credentials support controlled collaboration.
Understand the boundariesFrom investigation to action
A stronger thesis, step by step.
- 01
Frame the assessment
Define the company, products, sources, and questions that matter to your investigation.
- 02
Build the evidence base
Add documents and source material, then use supported analysis tools to surface observations.
- 03
Challenge the findings
Review the reasoning, accept supported conclusions, and approve the initiatives worth pursuing.
- 04
Shape the plan
Prioritize the backlog and explore investment scenarios for the work ahead.
Built for consequential decisions
Before the deal.
Beyond the deal.
Use the same evidence to understand an acquisition and shape the work that can improve it.
Private equity & acquisition teams
Connect technical findings to the investment thesis and the effort behind a value-creation plan.
Technical diligence advisors
Organize source material and make the path from evidence to recommendation easier to review.
CTOs & portfolio leaders
Evaluate product opportunities, technical risks, and competing priorities in one decision workflow.
Control & traceability
Know what supports
the recommendation.
Your company controls its AI connection. Your reviewers control which drafts become accepted findings and approved initiatives. Source links and recorded decisions keep the reasoning visible.
Current hosting uses organization-scoped shared storage. Dedicated customer vaults and automated handoff to PrioNav are planned capabilities and are not enabled. AI estimates support professional judgment; they do not guarantee an investment outcome.
A few useful answers
Before you dive in.
Can I try ThesisNav without an account?
Yes. Try the demo to explore a fictional assessment, evidence links, reviewed findings and a sample investment scenario. The demo is read-only and separate from customer workspaces. It cannot upload files, save company data or call an AI provider.
How do I get access to my own workspace?
ThesisNav currently uses invited workspaces. If you have an invitation, accept it and use Sign in with the invited email address. Public self-service registration is not available yet.
Does AI make the decisions?
No. AI produces draft observations, findings, and initiatives. Your team reviews the evidence and decides what to accept and approve. Costs, effort, and ROI are planning estimates.
What source material can I use?
Register source material and upload private documents in the Evidence Room. AI extraction currently supports selected text-based file formats; PDF and Word extraction are not yet available. GitHub and Jira connectors require environment configuration before live ingestion. Other sources can be registered without implying an automatic connection.
Can we use our own AI provider?
A company administrator can configure supported provider connections, credentials, and models in Company Settings. The workspace records usage and estimated costs. Provider API charges are separate, and a funded provider account is required for live analysis.
How does ThesisNav relate to PrioNav?
ThesisNav focuses on technical due diligence and value-creation planning. PrioNav focuses on roadmap planning and execution. An explicit handoff of an approved plan is planned; the products currently have separate workspaces and data.
Evidence. Judgment. Direction.
A clearer view of what comes next.
Your next investment decision deserves a traceable foundation.
Try the demo No account required. Customer workspaces remain invitation-only.