Opportunity Thesis
Transform the founder's raw idea into a rigorous opportunity memo.
Idea or market: $ARGUMENTS
Required analysis
- Problem: what painful, expensive, frequent problem exists?
- Customer: who feels it first and most intensely?
- Trigger: what makes this problem urgent right now?
- Existing alternatives: spreadsheets, agencies, manual workarounds, legacy vendors, doing nothing.
- Wedge: what narrow entry point makes adoption possible?
- Value capture: how could this plausibly make money?
- Distribution: how does it reach the first 10 customers?
- Risks: why could this fail even if the problem is real?
- Proof path: what is the cheapest test that reduces uncertainty quickly?
Output format
Opportunity score
Score from 1-10 for:
- pain intensity
- urgency
- willingness to pay
- founder fit
- distribution clarity
- speed to first validation
Thesis
A concise paragraph.
Ideal first customer
Specific, not generic.
Wedge offer
What should be sold or tested first.
Reasons to believe
Evidence or hypotheses that support the idea.
Reasons to doubt
The strongest objections.
Fastest validation plan
A 7-day plan with concrete actions.
Verdict
Choose one:
- pursue now
- park and monitor
- reject Explain why.