AI investment appraisal: Options appraisal and investment case

Appraise AI investment options against the status quo and a non-AI fix: cash NPV, payback, cost per task, stress tests, and an incremental AI test.

Asset IDSTX-A0104

CategoryDecision and Communication Templates

TierRead and Download

Prepared byStratenity Advisory Team

Executive summary

A method for choosing between AI investment options on cash value and downside, using only tested assumptions.

What is inside

What the investment case covers

The asset walks an appraisal lead from the frozen assumption register through the long list, the short list, the cash model, incremental and stress testing, staging, and the investment committee paper. It ends with an options matrix, a cost-benefit workbook layout, and a sensitivity table, with a worked synthetic case.

Building a long list of options, including the status quo and a non-AI fix
Shaping AI options by scope and deployment, not by vendor
Appraising each option on cash, not capacity
Testing whether the AI layer earns its cost over the best non-AI option

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How to use it

How teams use it

Teams use it in the two to four weeks after the assumption register is frozen. Finance builds the model, the AI product owner and process owner shape the options, an independent reviewer challenges the case, and the investment committee decides on a staged commitment.

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Stratenity Advisory Team. (2026). AI investment appraisal: Options appraisal and investment case. Stratenity Library. https://www.stratenity.com/resources/library/decision-and-communication-templates/ai-investment-appraisal-options-appraisal-and-investment-case

Stratenity Advisory Team. "AI investment appraisal: Options appraisal and investment case." Stratenity Library, 2026, www.stratenity.com/resources/library/decision-and-communication-templates/ai-investment-appraisal-options-appraisal-and-investment-case.

Stratenity Advisory Team. "AI investment appraisal: Options appraisal and investment case." Stratenity Library, 2026. https://www.stratenity.com/resources/library/decision-and-communication-templates/ai-investment-appraisal-options-appraisal-and-investment-case.

Stratenity Advisory Team (2026) AI investment appraisal: Options appraisal and investment case. Stratenity Library. Available at: https://www.stratenity.com/resources/library/decision-and-communication-templates/ai-investment-appraisal-options-appraisal-and-investment-case (Accessed: the date of access).

@misc{stratenity_stxa0104, author = {{Stratenity Advisory Team}}, title = {AI investment appraisal: Options appraisal and investment case}, year = {2026}, publisher = {Stratenity Library}, howpublished = {\url{https://www.stratenity.com/resources/library/decision-and-communication-templates/ai-investment-appraisal-options-appraisal-and-investment-case}}, note = {Asset ID STX-A0104} }

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AI investment appraisal: Options appraisal and investment case

What the investment case covers

This is a taste. The full library goes deeper.

Stratenity is the AI Operating System for Strategic Execution™.

Stratenity is the AI Operating System for Strategic Execution^™.