CAP.INV
Corporate Investment Advisory & Portfolio Strategy
When a company is deciding where to put its own capital — a new plant, a market entry, a system replacement, or which business unit deserves the next round of funding — we build the decision basis: the business case, the alternatives, the assumptions that matter most and what would have to be true for each option to work. “Portfolio” here means the company’s portfolio of businesses and projects, never a portfolio of securities.
Typical work
- Business cases and investment memoranda for board decisions
- Portfolio reviews of business units and strategic projects
- Build, buy or partner analysis for growth initiatives
- Post-investment reviews: what was assumed versus what happened
Deliverable
Board-ready decision memorandum