My Investment Checklist:

1) Category leader (dominates a niche, see Gartner/Forrester)
2) Recurring revenue (high visibility SaaS model)
3) Large and growing TAM vs market share (>$2B market cap, the potential to 2-3x over the next 3 years, position on S-Curve?)

4) Defensible moat (network effects, branding, IP, partnerships, distribution channels, architecture, switching costs, economies of scale, barriers to entry, talent, etc.)
5) High gross margins (>70%) and organic revenue growth (>40%, preferably w/potential to accelerate)

6) High DBNER (>120%) and gross retention rate (>90%)
7) Progress towards profitability (improving non-GAAP gross and operating margins and cash flows, sales efficiency)
8) Focused, mission-driven company culture, ambitious vision (4/5+ Glassdoor rating?)

9) Founder CEO, experienced management, and high insider ownership (insider buying?)
10) Rapid customer growth with fast sales cycles (preferably bottom-up/land and expand model)
11) Diversified customer base (strong pricing power, few dependencies)

12) Optionality and rapid product development (creating a platform/ecosystem?)
13) User satisfaction/mindshare (external job postings, reviews, conferences)
14) Valuation (sustainable multiple w/opportunity for expansion?)

15) Geographic/industry familiarity (US-based? Can I easily explain their product offering?)
16) Technical indicators (healthy relative strength, volume, accumulation/distribution, moving averages trending up, etc.)

Although selecting a great investment involves a lot more than running companies through this checklist, it helps greatly in narrowing my focus to build a concentrated portfolio of high-conviction stocks (see monthly portfolio updates for holdings)

Some growth investors on Twitter who have helped develop my investment philosophy in compiling this: @saxena_puru, @cperruna, @adventuresinfi, @PartnersSaga, @OphirGottlieb, @7AustinL, @Beth_Kindig, @StackInvesting, @nnamdiu, @StockNovice