AXIOM SYSTEMS
All intake packs Investment

Investment Guide / Intake

Investment analysis pack

Use this pack when you want AXIOM to separate thesis from evidence, surface fragility, map downside, and show what information still needs diligence before a real decision.

Best Starting Setup

  • Full thesis review: `Investment` + `thesis` + `Standard`.
  • Risk stress test: `Investment` + `risk` + `Standard`.
  • Broad diligence pass: `Investment` + `thesis` + `risk` + `Standard` first.
  • Live sources: turn them on only when outside market context matters.

Best Workflow

  1. Download the guide and intake template.
  2. Fill out the intake with thesis, assumptions, risk, and missing inputs.
  3. Upload the intake plus any thesis memo or supporting notes.
  4. Use the short portal prompt, not a giant improvised request.

If the output feels generic, improve the evidence pack before making the prompt longer.

Downloads

These links collect the current investment guide, intake template, prompt, and example request materials.

Guide

Step-by-step setup, best settings, and common mistakes for the Investment domain.

PDF HTML DOCX Source

Intake Template

Fillable structure for thesis, assumptions, evidence, scenario logic, and missing inputs.

PDF HTML DOCX Source

Portal Prompt

Short prompt file for a cleaner “upload the material, keep the prompt tight” workflow.

TXT

Example Request

Sample fictional investment request showing the level of structure that produces stronger reports.

TXT