VC Thesis Research Tool

Founders struggle to understand what VCs actually invest in before pitching. Investor-recon uses AI to analyze and summarize a VC's real investment thesis from public data, giving founders better targeting intel. Target users are early-stage founders and fundraising consultants.

Fundraising has gotten more competitive as the number of active VCs has grown while early-stage deal volume has compressed, making precise targeting more valuable than ever — founders can't afford spray-and-pray outreach. The closest substitutes are manual research through Crunchbase or Signal NFTS, neither of which synthesizes thesis signals into actionable summaries, so there's no clear incumbent doing exactly this. The $1k–5k/mo revenue band is believable for a niche B2B tool if you charge fundraising consultants on retainer and founders per raise cycle, but the ceiling is low because each founder only fundraises a few times and churn will be structural. The biggest risk is that the actual wedge — pulling thesis signals from public data — is thin enough that a single ChatGPT prompt with a VC's portfolio page gets founders 80% of the way there, making it hard to justify a subscription.