Theses
Every semester, project teams write theses and source startups that then get pitched to MDs. Here are some example theses from the past.
FinTech
Open Banking
Deep dive into open banking's $25B market, geographic dynamics across the US, Europe, and Asia-Pacific, application categories, and investable themes in platformized distribution, credit underwriting, and generative AI wealth management.
June 1, 2023
Read →Artificial Intelligence
Generative AI
An overview of generative AI market dynamics, foundational models, industry headwinds around IP and compute costs, tailwinds from ChatGPT adoption, and investable verticals across entertainment, education, copywriting, and manufacturing.
March 1, 2023
Read →Future of Work
Gig & Creator Economy
Analysis of the $455B gig economy covering ridesharing, food delivery, and freelance marketplaces. Examines regulation headwinds, tailwinds from technology, and investable areas in automation, services, and home healthcare.
February 1, 2023
Read →Real Estate
Affordable Housing
Market dynamics, headwinds, tailwinds, and investable opportunities across prefabricated homes, ADU conversions, shared ownership, and rent-to-own models in the affordable housing industry.
January 15, 2023
Read →Energy & Climate
Renewable Energy
Comprehensive thesis on the $950B renewable energy industry covering nuclear, hydro, biomass, geothermal, solar, and wind. Analyzes customer segments, competitive dynamics, geopolitical factors, and investable opportunities in energy storage, carbon capture, nuclear power, and electric vehicles.
November 1, 2022
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