# AXIOM Analysis

## Investment Analysis Intake Template

Version 1.0 | April 12, 2026  
Working template for structured investment runs in the AXIOM portal.

---

## Purpose

Use this template to prepare an investment analysis run in AXIOM.

It is designed for:

- investment thesis review
- downside and fragility mapping
- scenario sensitivity review
- diligence support
- rapid first-pass investment scans

This is a structured analysis intake, not investment advice, not a forecast engine, and not a substitute for legal or financial diligence.

---

## Best AXIOM Settings

### Full Thesis Review

- Domain: `Investment`
- Modules: `thesis`
- Report Depth: `Standard`
- Reasoning Engine: `AXIOM Gateway` or `Auto`
- Live sources: `off` if you already uploaded the core material, `on` if you want external market context checked

Use this when the main goal is to examine:

- thesis structure
- assumptions
- invalidation conditions
- competing interpretations

### Risk Stress Test

- Domain: `Investment`
- Modules: `risk`
- Report Depth: `Standard`
- Reasoning Engine: `Gemini` or `Auto`
- Live sources: `on` when external market or company context matters

Use this when the main goal is to examine:

- downside surfaces
- concentration risk
- scenario sensitivity
- fragility points

### Combined Diligence View

- Domain: `Investment`
- Modules: `thesis`, `risk`
- Report Depth: `Standard` first, `Deep` second if needed
- Reasoning Engine: `Gemini` or `Auto`
- Live sources: `on` if you need outside context, `off` if this is an internal memo review only

Use this when you want the broadest decision-support pass.

### Quick Triage Only

- Domain: `Investment`
- Modules: `fast`
- Report Depth: `Compact` or `Standard`
- Reasoning Engine: `AXIOM Gateway`
- Live sources: `off`

Use this only for a rapid first-pass scan, not the final review.

---

## Important Input Note

For the cleanest current behavior:

- use `.txt` or `.md` files when possible
- upload the actual thesis and evidence material
- keep the request prompt short
- do not rely on one vague paragraph if you want a serious output

Best current upload shape:

- `01_request.md`
- `02_asset_or_company_snapshot.md`
- `03_thesis_and_assumptions.md`
- `04_risk_scenarios.md`
- `05_supporting_market_or_financial_notes.md`

You do not need all five files for every run.

For first tests, do one of these:

1. Paste the full material directly into the request box and upload nothing.
2. Upload the material files and use the short prompt file only.

Do not duplicate the entire same thesis in both places unless you have a reason to.

---

## Data Collection Checklist

Collect as much of the following as possible before running the analysis.

### 1. Run Basics

- Matter / asset name:
- Run type:
  - thesis review
  - risk review
  - combined diligence view
  - quick scan
- Reviewer:
- Date prepared:
- Main decision or question:

### 2. Asset Basics

- Company / asset / project:
- Ticker or identifier:
- Geography:
- Sector / vertical:
- Stage:
  - public company
  - private company
  - venture
  - growth
  - buyout
  - project / asset
- Time horizon:
- Position type:
  - long
  - short
  - hold
  - diligence only

### 3. Core Thesis

- What is the central investment thesis:
- Why now:
- What do you think the market or counterpart is missing:
- What has to go right for this to work:
- What would make the thesis obviously wrong:

### 4. Assumption Stack

Collect the major assumptions explicitly:

- growth assumptions
- margin assumptions
- pricing assumptions
- adoption assumptions
- execution assumptions
- regulatory assumptions
- financing assumptions
- management quality assumptions
- market timing assumptions

### 5. Evidence Base

For each important thesis point, collect:

- source document
- direct support
- whether the point is proven, partially supported, or inferred
- whether the evidence is current or stale

### 6. Business / Asset Snapshot

Collect:

- business model
- revenue model
- core product or asset description
- customer base
- market position
- key competitors
- operating leverage or dependency structure

### 7. Financial Snapshot

Collect what is available:

- revenue
- margins
- cash flow
- debt
- runway
- dilution risk
- capital intensity
- recent trends

If exact figures are not available, write what is known qualitatively.

### 8. Risk Set

Collect the strongest known risks:

- concentration risk
- single-customer or channel risk
- regulatory risk
- product risk
- execution risk
- refinancing risk
- liquidity risk
- valuation risk
- key-person risk
- macro sensitivity

### 9. Scenario Inputs

Collect the major scenarios you care about:

- base case
- upside case
- downside case
- what triggers each
- what would change your view quickly

### 10. Fragility Points

List any assumption that seems to carry too much load:

- one metric that matters too much
- one customer that matters too much
- one financing event that matters too much
- one regulatory outcome that matters too much
- one narrative claim that lacks real support

### 11. Competing Readings

Collect the best counter-thesis:

- strongest bull case
- strongest bear case
- strongest skeptical question
- what data would resolve the dispute

### 12. Source Map

Separate clearly:

- company-provided material
- market or third-party material
- financial statements or management reporting
- your own inference or memo language

This is one of the most important quality steps. Do not mix them together.

### 13. Missing Inputs

List what is not yet known:

- stale or missing financial data
- no customer evidence
- no market-size support
- no competitive map
- no regulatory context
- no cap table / debt context
- no scenario framework

### 14. Output Goal

What should the AXIOM report help you do?

- tighten the thesis
- identify break points
- see missing evidence
- stress-test conviction
- compare bull and bear cases
- decide what diligence to do next

---

## Suggested File Pack

### File 1: `01_request.md`

Use this for the decision context:

```text
Asset / matter name:
Run type:
Decision to support:

Top questions:
1.
2.
3.

Known constraints:

Known uncertainties:
```

### File 2: `02_asset_or_company_snapshot.md`

Use this for the basic asset picture:

```text
Company / asset overview:

Business model:

Market / sector:

Current position:

Why it matters:
```

### File 3: `03_thesis_and_assumptions.md`

Use this for the main thesis:

```text
Primary thesis:

Why now:

Assumptions:

What has to go right:

Invalidation conditions:
```

### File 4: `04_risk_scenarios.md`

Use this for the downside frame:

```text
Key risks:

Scenario map:

Fragility points:

Counter-thesis:
```

### File 5: `05_supporting_market_or_financial_notes.md`

Use this for the evidence pack:

```text
Financial notes:

Market notes:

Competitive notes:

Sources:
```

---

## Fill-In Intake Block

Copy this block into a working `.md` file and complete it.

```text
Asset / matter name:
Run type:
Prepared by:
Prepared on:

Decision to support:

Primary review questions:
1.
2.
3.

Company / asset:
Ticker / identifier:
Geography:
Sector:
Stage:
Time horizon:
Position type:

Primary thesis:
Why now:
What the market may be missing:
What must go right:
What would break the thesis:

Main assumptions:

Business / asset snapshot:

Financial snapshot:

Key risks:

Scenario inputs:

Fragility points:

Bull case:

Bear case:

Evidence base:

Source map:

Missing information:

What a useful AXIOM output should focus on:
```

---

## Recommended Prompt Pairing

Use this template together with:

- [INVESTMENT_ANALYSIS_PROMPT_2026-04-12.txt](/C:/Scripts/axiom.analysis/doc/INVESTMENT_ANALYSIS_PROMPT_2026-04-12.txt)

Best pattern:

1. fill out this intake
2. upload this intake plus the actual investment material
3. use the short prompt file in the portal request box

---

## Practical Notes For Better Results

- Start with `Standard` depth, not `Deep`
- Use `thesis` for interpretation structure and invalidation logic
- Use `risk` for downside, concentration, scenario, and fragility mapping
- Use `thesis + risk` when you want the broadest review
- Use live sources only when external market context genuinely matters
- If the result is weak, improve the evidence package before making the prompt longer
- If you want a serious result, include actual assumptions, not just a slogan or one-sentence thesis

---

## Caution

AXIOM can help surface:

- thesis structure
- assumptions
- invalidation conditions
- fragility points
- scenario pressure
- information gaps

It should not be treated as a recommendation engine, price target model, or substitute for full diligence.

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End of Investment Analysis Intake Template v1.0