Capital allocation governance: Options appraisal and investment case

Appraise capital governance options: standards only, central ranking, or division floors, on value per cycle, downside under case inflation, and staging.

Asset IDSTX-A0134

CategoryDecision and Communication Templates

TierRead and Download

Prepared byStratenity Advisory Team

Executive summary

A method for choosing how much capital to put into central contest, on value and on what can go wrong.

What is inside

What the investment case covers

The asset walks an appraisal lead from the frozen register through option design, the value model, stress tests on behavior, staging, and the committee paper. It includes an options matrix, a cost-benefit workbook layout, and a sensitivity table, with a worked synthetic case.

Building governance options from the tested levers
Standards only, central ranking, and division floors compared
Value created per capital cycle on a risk-adjusted basis

Create a free account to view the full page

View more Sign in

How to use it

How teams use it

Teams use it in the two to three weeks after the register is frozen. Finance builds the model, treasury and division finance shape the options, an internal audit reviewer challenges it, and the CFO takes a staged recommendation to the board.

Read the full asset on the Stratenity Library › Not a member yet? Get full access to unlock and activate it, or sign in if you already have an account.

Build strategy. Execute it with AI. Keep the capability.

advisory@velorstrategy.com · stratenity.com · Contact us

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

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

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

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

@misc{stratenity_stxa0134, author = {{Stratenity Advisory Team}}, title = {Capital allocation governance: Options appraisal and investment case}, year = {2026}, publisher = {Stratenity Library}, howpublished = {\url{https://www.stratenity.com/resources/library/decision-and-communication-templates/capital-allocation-governance-options-appraisal-and-investment-case}}, note = {Asset ID STX-A0134} }

This is a taste. The full library goes deeper.

1,610+ advisory-grade frameworks, playbooks, diagnostics and board-ready outputs, each with worked client examples. Full access with a Library subscription.

Get full access ›

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

We replace static strategy decks with living execution systems, where enterprise AI performs strategy-grade execution safely, human experts govern judgment, and institutional memory compounds across every engagement.

Capital allocation governance: 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^™.