Business Case & Investment Case
Does this initiative generate enough return to justify the resources, what is the financial model, and what are the risk scenarios?
Who is this report for
- CEO
- CFO
- Boards of directors
- Investment committees
- Private Equity
- FP&A teams
Report description
The report builds a comprehensive business case to support an investment decision, product launch, or strategic initiative.
It covers the business hypothesis, a financial model with 5-year projections, capital requirements assessment, and multi-variable sensitivity analysis.
The result is a board-ready business case with rigorous financial analysis and quantified risk assessment.
What this report covers
Business Hypothesis and Market Opportunity
Demand Analysis and Product-Market Fit Validation
Revenue Model and 5-Year Projection
Cost Structure and Path to Break-Even
Capital Requirements Analysis and Funding Sources
Unit Economics and Efficiency Metrics
Projected Cash Flow and Valuation (DCF, NPV, IRR)
Multi-Variable Sensitivity Analysis
Scenarios (Conservative / Base / Aggressive)
Alternatives Analysis and Opportunity Cost
Execution Risks and Mitigation Plan
Return Benchmark vs Comparables
Tracking KPIs and Decision Gates
Investment Recommendation and Conditions
Typical use cases
Presenting an investment case to the board of directors or investment committee.
Financial justification for a new product or business line.
ROI evaluation of a transformation or expansion initiative.
Supporting a funding round with a robust financial model.