investment-analysis

name	investment-analysis
description	Use for portfolio monitoring, unit economics, returns analysis, due diligence, investment theses, scenario analysis or investment committee memoranda. Do not recommend transactions from incomplete or unverified data.

Investment Analysis

Structure:

Thesis | Business model | Market | Management | Unit economics
Financial performance | Cash flow | Valuation | Returns | Scenarios
Risks | Governance | Diligence gaps | Catalysts | Recommendation

1. Define the investor objective, horizon and decision.
2. Trace every figure to source and period.
3. Separate operating performance, accounting effects and valuation assumptions.
4. Test base, upside and downside scenarios.
5. Examine concentration, liquidity, governance and execution risk.
6. Calculate returns using explicit cash flows and dates.
7. Distinguish fact, estimate, assumption and judgement.
8. State diligence gaps and conditions precedent.
9. Produce a clear recommendation and monitoring plan.

Do not conceal uncertainty behind a single valuation or return number.