Frameworks split into 1) general, and then 2) sector specific.
Muti’s General Investment Framework
First, understand the static current business model fully (this is something for you to understand, allowing you to dig into the biz, briefly summarize in “Company Overview” part of pitch, and back-pocket). Then dig into the investing work:
General Investing FrameworkSaaS Framework
SaaS InvestingConsumer Internet Framework
Consumer Internet InvestingCreate Pages on How to Analyze and Look at Businesses in Particular Verticals (Key ThinGs to Look For)
Thoughts on OTAThoughts on LuxuryThoughts on SaaS and AIThoughts on MarketplacesTitans of Tech Notes 2021