This post provides an overview of various investment strategies and theses commonly used by private equity and venture capital firms when evaluating potential investments, including top-down thematic approaches, sector-specific theses, bottom-up analysis, roll-up/buy-and-build strategies, turnarounds, and opportunistic plays. It discusses how these frameworks apply in the context of investing in micro-SaaS companies. The post aims to help entrepreneurs understand how investors think about deal sourcing and valuation.