fund-thesis-scorecardlisted

# fund-thesis-scorecard — pillar-level thesis-status tracking ## Why this exists `fund-thesis-format` defines HOW to write a thesis. This skill adds what a narrative `## Action log` misses: a **structured pillar-by-pillar status grid** that converts narrative drift into a measurable trend. | Pillar | Original Expectation | Current Status | Trend | |--------|---------------------|----------------|-------| | Revenue growth >20% | On track | Q3 was 22% | Stable | | Margin expansion | Behind | Margins flat YoY | Concerning | This adds a discipline that's easy to skip: **honest, structured tracking of disconfirming evidence.** ## When to invoke - **Weekly thesis-revisit** (formalizes the read on the position you touch) - **Post-earnings** (pair with a pre-earnings preview) - **A major data point lands** (regulatory ruling, M&A, macro shift) - **Quarterly review** for low-touch positions (every ~90 days) - **The principal asks "is X still working?"** — pull the scorecard, present the trend, then the narrative. ## Where the scorecard lives Embedded in the position's vault note, AFTER the INVALIDATION section and BEFORE the `## Action log`. ## The 5-step workflow 1. **Load thesis context.** Read the position's §2 (CAUSAL MECHANISM). Each numbered link = one pillar. 2. **Define the original expectation per pillar**, quantified where possible (avoid "things should generally trend better" — make it falsifiable). 3. **Score the current status** from the latest data poin