Last updated: 2026-03-11
By Dave Wang — Tech Investor | CEO @ Wall Street Prompt
A concise, example-filled setup guide to codify your investment thesis in Claude Code, including philosophy, sector universe, key metrics, valuation approach, and clear diligence criteria. This resource helps standardize deal evaluations, accelerate decision-making, and deliver a cohesive framework that can be expanded with advanced training.
Published: 2026-03-11
Users implement a standardized investment thesis framework and actionable due-diligence criteria to evaluate deals faster and more consistently.
Dave Wang — Tech Investor | CEO @ Wall Street Prompt
A concise, example-filled setup guide to codify your investment thesis in Claude Code, including philosophy, sector universe, key metrics, valuation approach, and clear diligence criteria. This resource helps standardize deal evaluations, accelerate decision-making, and deliver a cohesive framework that can be expanded with advanced training.
Created by Dave Wang, Tech Investor | CEO @ Wall Street Prompt.
Investment analysts at VC/PE firms building standardized deal theses, Partners or associates codifying diligence processes for early-stage opportunities, Independent investors seeking consistent valuation criteria and kill criteria across sectors
Interest in education & coaching. No prior experience required. 1–2 hours per week.
Structured investment thesis framework. Valuation approach and sector universe. Diligence checklist for each deal. Clear kill criteria and thresholds
$0.35.
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