Investment Thesis Template

Create your own investment thesis slide with this free template

Adin Lykken

Reviewed by

Adin Lykken

Expertise: Consulting | Private Equity

Updated:

May 7, 2023

This template allows you to create your own investment thesis slide detailing your overall strategy.

The template is plug-and-play, and you can enter your own text or numbers. The template also includes other slide pages for other elements of a financial model presentation.

According to the WSO Dictionary,

"An investment thesis aims to take an abstract idea and turn it into a functional investment strategy. An investment thesis helps investors evaluate investment ideas, ideally guiding them in selecting the best ideas that can help meet their investment objectives."

A screenshot below gives you a sneak peek of the template.

Investment Thesis Template

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Investment Thesis Template.ppt 1.57 MB1.57 MB

Adin Lykken is a member of WSO Editorial Board which helps ensure the accuracy of content across top articles on Wall Street Oasis. Currently, Adin is an associate at Berkshire Partners, an $16B middle-market private equity fund. This content was originally created by member v_wso and has evolved with the help of our mentors.