Investment strategy, encoded into your operating system
Translate the thesis in your LPA into the rules every deal is measured against
An investment strategy is only useful if it shows up in the work. Most funds write a thesis at fundraise, slot it into the LPA, then watch it drift as analysts triage whatever lands in the inbox. Reuben AI codifies your strategy into a structured object that drives sourcing filters, scoring weights, IC templates and LP narrative.
Sector focus, stage, geography, ticket range, ownership targets, return hurdles, ESG screens and concentration limits all become first-class data. Every deal is automatically scored against the same rubric. Strategy drift becomes visible, not invisible.
Also known as
Mandate Token is Reuben AI's term for Investment Thesis. A structured, versioned object that captures the fund's investment strategy (sectors, stages, geographies, ticket size, ownership, return targets, ESG screens, exclusions) and drives sourcing filters, scoring weights, IC templates and LP narrative across the full lifecycle.
Why most funds drift from their stated thesis
Strategy documents sit in slide decks. Analysts join, leave and reinterpret them. Partners override them deal by deal. By the time the LP report arrives, the actual portfolio bears little resemblance to what was sold at fundraise.
Without a machine-readable strategy, every deal becomes a debate from first principles. That is expensive, slow and impossible to audit later when an LP asks why a specific deal cleared IC.
How it works
Structured thesis builder
Define sectors, stages, geographies, ticket size, ownership, return targets, ESG screens and exclusions in one structured object. Version it. Approve it. Reference it from every other workflow.
Strategy-aligned scoring
Every inbound deal is automatically scored against the live thesis. Misaligned deals are flagged before an analyst spends an hour on them. Edge cases route to a partner with the rationale attached.
Drift detection
Reuben AI continuously compares actual deployment against the stated strategy. Sector concentration, stage mix and geography exposure are surfaced in real time, not at the next quarterly review.
LP-grade traceability
When an LP asks why a deal cleared IC, you can show the version of the thesis it was scored against, the score, the IC dissent and the final rationale. Strategy becomes auditable.
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What changes when strategy is operational
New analysts onboard against the same rubric the GP underwrote at fundraise. Partner debates focus on the deals that genuinely sit on the edge of the thesis, not on whether the thesis applies at all.
LP conversations shift from defensive to confident. You can show a coherent line from LPA to portfolio to LP report, with every decision traceable to the strategy that was sold.
Frequently asked questions
How is this different from a CRM with custom fields?
A CRM stores attributes. Reuben AI stores a thesis as executable logic, scores every deal against it automatically and tracks drift against the version your LPs underwrote.
Can the thesis evolve over time?
Yes. Every change is versioned. You can show LPs the exact strategy in force when each deal was approved, even after the thesis evolves.
Does this work for multi-strategy platforms?
Yes. You can define separate strategies per fund, sleeve or vehicle and score deals against the right one automatically.
What is a mandate token, in plain English?
A mandate token is Reuben AI's structured version of your investment thesis: the same information most funds keep in a slide deck, made executable so software can enforce it.
How does investment strategy software help with LP thesis communication?
Reuben AI structures the fund's investment thesis as a living document with sector breakdowns, target stage, geography and check-size policy. LPs see consistent thesis communication across DDQs, quarterly letters and AGM materials.
Can we track how each deal maps back to our stated thesis?
Yes. Every deal in the pipeline is tagged against the strategy taxonomy, so the IC and LPs can see thesis adherence and intentional thesis flex over time.
What happens if we want to change the buy box mid-fund?
Buy-box changes are versioned like any other thesis change. Deals already approved keep their original scoring context; new deals are scored against the current version.
Does this replace our IC memo template?
No. It powers it. Your IC memo template inherits fields, scoring and evidence directly from the thesis object, so the memo writes with structure rather than starting blank each time.
Investment strategy and mandate management, explored
Deep answers on the exact question you're solving. Each entry links to a dedicated page with tables, FAQs and cross-links into other Reuben AI capabilities.