Capital raise
Track LP status, check sizes, follow-ups, funded capital, and every commitment against the active deal.
Private beta for independent sponsors
Thesis keeps deal flow, LP commitments, broker relationships, documents, email context, and AI search in one calm workspace for independent sponsor teams.
Project Atlas
Target equity
$30.0M
Committed
$18.5M
Follow-ups due
7
CIM score
91
Updated today
Sarah Chen
Hard commit$5.0M
Falcon Equity
Reviewing$7.5M
Robert Tanaka
Follow up$2.5M
Emily Nakamura is going cold.
Repeat LP. No touchpoint in 72 days. Two prior deals. Healthcare services preference. $2-4M check size.
Copilot
Draft a concise follow-up with the Atlas update and her prior sector preference.
One workspace
Track LP status, check sizes, follow-ups, funded capital, and every commitment against the active deal.
Read CIMs faster, extract the operating metrics, and score each opportunity against your criteria.
Keep broker and LP history warm with relationship temperature, activity history, and next-action context.
Bring teasers, CIMs, notes, and diligence files into the same searchable workspace as the deal.
Design partners
Thesis is opening with a small number of sponsor teams so every workflow can be instrumented, reviewed, and improved before broader launch.
Baseline the current workflow before first login.
Start in a controlled workspace before live inbox sync.
Turn first-session feedback into the next build pass.
Tenant-scoped data access with RLS enforcement.
User-owned Copilot and mailbox context boundaries.
Email workflows start read-first and review-first.
Baseline capture before first production login.