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Thesis Waitlist

Turn an investing idea into a researched portfolio.

Ask something like:
“Build me a portfolio around AI data-center power demand.”

Thesis finds the public companies that match, shows you why they belong, and keeps monitoring whether the thesis still holds.

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Key features

Search Any Investing Idea: Type a theme, trend, or belief in plain English, like “AI data-center power demand” or “founder-led companies under $10B
Evidence-Backed Matches: Thesis finds the public companies that best fit your idea and shows the evidence for why each one belongs
Build Your Portfolio: Turn those matches into a portfolio, adjust the companies and weights, and make it your own.
Thesis Monitoring: Thesis keeps watching your holdings and alerts you when new information means a company may no longer fit the original investment thesis.

Join our waitlist today

Join the waitlist now and be among the first to experience Thesis. Enter your email below, and we'll keep you updated on our progress and exclusive launch offers.