Investment Thesis Builder

Articulate your investment strategy and criteria

  1. Define your investment focus (fund name, geography, target sectors)
  2. Specify investment criteria (stage, check size, ownership targets)
  3. Articulate your value proposition and competitive advantages
  4. Describe your investment process and decision-making framework
  5. Define key metrics and success indicators you'll track
  6. Review and refine your thesis for clarity and consistency
  7. Download your completed thesis to share with stakeholders and co-investors
🎥 Video Tutorial

Duration: 5:26 | Learn how to build a clear, compelling investment thesis

1. Investment Focus

Anguilla
Antigua and Barbuda
Aruba
The Bahamas
Barbados
Belize
British Virgin Islands
Caribbean-wide
Cayman Islands
Cuba
Curaçao
Dominica
Dominican Republic
French Guiana
Grenada
Guadeloupe
Guyana
Haiti
Jamaica
Martinique
Montserrat
Puerto Rico
Saint Barthélemy
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Vincent and the Grenadines
Sint Maarten
Suriname
Trinidad & Tobago
Turks and Caicos Islands
U.S. Virgin Islands
Agriculture
Business process outsourcing
Clean energy
Creative industries
Education
Fintech
Food & beverage
Healthcare
Logistics & transportation
Manufacturing
Maritime & blue economy
Real estate & construction
Retail & e-commerce
Tourism

2. Investment Criteria

What are your non-negotiable requirements?

3. Value Proposition

4. Thesis Statement

Summarize your investment philosophy in 2-3 paragraphs

Partners

Supported by Global Gateway, European Union, ACP, and IDB Lab