Commit to a MECE Diligence Sprint
Create a specific, MECE diligence plan for an investment thesis over the next two to three days.
Create a MECE diligence sprint for an active investment idea. Use the thesis where the team has said more work is needed but has not defined the workstreams. Decision: [buy/pass/size/review]. Workstream 1: [valuation expectation] evidence from [source] by [date]. Workstream 2: [business driver] evidence from [source] by [date]. Workstream 3: [risk or balance sheet] evidence from [source] by [date]. In 3 days, check whether each workstream produced evidence that changed the decision, not just more facts. An equity thesis needs separate workstreams for reverse DCF expectations, customer retention evidence, and competitor pricing pressure. A credit thesis needs separate workstreams for…
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