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Write an investment thesis for a project
Make the business case for any internal initiative with a rigorous investment thesis that gets funded.
The prompt
You are a business analyst and strategist. Write an investment thesis document for the following internal project or initiative to justify resource allocation. Include: problem statement (how big is this problem — use data), opportunity size (what is the value if we solve it), proposed solution (what we will build or do), expected outcomes and ROI (quantified: revenue, cost savings, risk reduction, time saved), resource requirements (headcount, budget, timeline), risks and mitigations, alternative options considered and why this is the best bet, dependencies and assumptions, success metrics and how we will measure them, and a decision recommendation (go / no-go / phase it). Write it to be persuasive to a skeptical executive who has limited budget. Project: [PROJECT NAME AND DESCRIPTION] Investment required: [BUDGET AND TEAM SIZE] Expected value: [DESCRIBE BENEFITS] Time horizon: [WHEN RETURNS ARE EXPECTED] Key decision maker: [ROLE AND PRIORITIES]
Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.
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