Example Investment Theses
Explore three ready-to-use investment thesis examples tailored for different investor personas in the Caribbean early-stage ecosystem.
- Review the thesis examples for different investor personas (HNWI, Family Office, Emerging Fund Manager, Corporate, ESO)
- Identify which persona best matches your investment profile and objectives
- Study how each thesis articulates investment focus, criteria, and value proposition
- Note the unique motivations and resources of each investor type
- Use these examples as inspiration to craft your own thesis using the Investment Thesis Builder tool
- Adapt the structure and language to reflect your specific Caribbean context
Caribbean Tech-Enabled Services Thesis
Backing Caribbean founders building scalable tech solutions for regional and diaspora markets
Investment Focus
I invest in early-stage (pre-seed to seed) Caribbean startups that leverage technology to solve pressing problems in underserved markets. My focus is on tech-enabled services that can scale regionally and tap into the Caribbean diaspora market of 7+ million people.
Investment Criteria
Stage
Pre-seed to Seed stage with MVP or early traction
Check Size
$25K - $75K initial investment
Team
Caribbean-based founders with relevant domain expertise
Market Size
Addressable market of $50M+ across Caribbean and diaspora
Business Model
Clear path to revenue with unit economics that work
Traction
Early users/customers or LOIs demonstrating demand
Must-Have Criteria
- Founder Coachability: Founders who are open to feedback, willing to learn, and demonstrate adaptability
- Regional Scalability: Solution can expand to multiple Caribbean markets without major customization
- Tech Differentiation: Technology provides a defensible advantage over traditional competitors
- Capital Efficiency: Clear plan to reach next milestone with current round + 6 months runway
Value Proposition to Founders
Beyond capital, I bring 15+ years of experience building and scaling businesses in the Caribbean region. I provide:
- Strategic Guidance: Help with go-to-market strategy, pricing, and business model refinement
- Regional Network: Introductions to potential customers, partners, and follow-on investors across the Caribbean
- Operational Support: Hands-on help with hiring, fundraising, and navigating regional regulatory challenges
- Diaspora Connections: Access to Caribbean diaspora networks in North America and UK for market expansion
Investment Thesis Statement
I invest $25K-$75K in pre-seed to seed stage Caribbean tech-enabled startups solving real problems in fintech, edtech, healthtech, or logistics. I back coachable founders with early traction who are building scalable solutions for the 17M+ Caribbean and diaspora market. I provide strategic guidance, regional connections, and operational support to help founders navigate the unique challenges of building in the Caribbean.
Strategic Innovation Investment Thesis
Investing in Caribbean startups that align with our core business and drive strategic value
Investment Focus
As a leading Caribbean telecommunications and digital services provider, we invest in early to growth-stage startups that complement our core business, enhance our service offerings, or provide strategic insights into emerging technologies and business models.
Investment Criteria
Stage
Seed to Series A with proven product-market fit
Check Size
$100K - $500K per investment
Strategic Fit
Clear alignment with our business units or strategic priorities
Market Presence
Operating in Caribbean markets where we have infrastructure
Revenue
$100K+ ARR or clear path to revenue within 12 months
Partnership Potential
Opportunity for commercial partnership or integration
Must-Have Criteria
- Strategic Alignment: Solution addresses a specific business challenge or opportunity for our company
- Commercial Viability: Potential for pilot program or commercial agreement within 6 months of investment
- Scalability: Technology can scale across our multi-market footprint (10+ Caribbean countries)
- Team Execution: Proven ability to deliver on commitments and manage enterprise partnerships
Value Proposition to Founders
We offer startups unique strategic advantages beyond capital:
- Market Access: Direct access to 3M+ customers across our Caribbean footprint for pilots and distribution
- Infrastructure: Leverage our telecommunications infrastructure, data centers, and digital platforms
- Enterprise Credibility: Partnership with established brand provides validation for other enterprise customers
- Technical Resources: Access to our engineering, product, and operations teams for collaboration
- Follow-On Funding: Potential for larger Series A/B investment based on pilot success
- Regional Expansion: Support for expansion into new Caribbean markets through our network
Investment Thesis Statement
We invest $100K-$500K in seed to Series A Caribbean startups building solutions in digital payments, IoT, cloud services, cybersecurity, and enterprise SaaS that align with our strategic priorities. We partner with execution-focused teams that have proven product-market fit and can leverage our 3M+ customer base, regional infrastructure, and enterprise relationships to accelerate growth. Our goal is to create win-win partnerships that drive innovation for our business while providing startups with strategic advantages that go far beyond capital.
Catalytic Impact Investment Thesis
Deploying patient capital to unlock economic opportunity and drive sustainable development in the Caribbean
Investment Focus
As an entrepreneurial support organization, we provide catalytic capital to early-stage Caribbean startups that demonstrate strong potential for both financial returns and measurable social/environmental impact. We focus on sectors that address critical development challenges while building sustainable, scalable businesses.
Investment Criteria
Stage
Pre-seed to Seed stage, including pre-revenue
Check Size
$50K - $250K with flexible structures
Geography
CARICOM member states, priority to OECS and underserved markets
Impact Potential
Clear theory of change with measurable social/environmental outcomes
Financial Viability
Path to sustainability and potential for 3-5x return
Founder Diversity
Priority for women, youth, and underrepresented founders
Must-Have Criteria
- Impact Alignment: Solution addresses at least one UN Sustainable Development Goal relevant to the Caribbean
- Additionality: Our capital enables growth that wouldn't happen otherwise (market failure, underserved segment, or high-risk innovation)
- Measurement Commitment: Willingness to track and report on impact metrics alongside financial performance
- Regional Benefit: Business model creates jobs, builds local capacity, or strengthens regional value chains
Value Proposition to Founders
We provide comprehensive support beyond patient capital:
- Flexible Capital: Equity, convertible notes, or revenue-based financing tailored to your business model and stage
- Technical Assistance: Hands-on support with business model development, financial management, and impact measurement
- Ecosystem Access: Connections to government agencies, development partners, and regional networks
- Capacity Building: Access to training programs, workshops, and peer learning cohorts
- Follow-On Support: Multi-stage funding capability from pre-seed through Series A
- Patient Partnership: Long-term orientation with understanding of Caribbean market challenges
Impact Priorities
We measure success through both financial returns and impact outcomes:
Job Creation
Quality employment opportunities, especially for youth and women
Climate Resilience
Solutions that build resilience to climate change impacts
Financial Inclusion
Expanding access to financial services for underserved populations
Economic Diversification
Building non-tourism sectors and reducing import dependence
Investment Thesis Statement
We invest $50K-$250K in pre-seed to seed stage Caribbean startups that combine financial viability with measurable social and environmental impact. We back founders addressing critical development challenges in climate resilience, financial inclusion, agritech, healthcare, and education through scalable business models. We provide patient capital, hands-on technical assistance, and ecosystem connections to help underrepresented founders build sustainable businesses that create quality jobs and strengthen Caribbean economies. We measure success through both financial returns and impact outcomes aligned with regional development priorities.
Ready to Build Your Own Thesis?
Use the Investment Thesis Builder tool to create a customized thesis that reflects your unique investment approach, criteria, and value proposition.
