Recurring revenue expansion: Options appraisal and investment case

Compare recurring offer options against the status quo with scenarios, sensitivities and switching values, and build a committee-ready investment case.

Asset IDSTX-A0044

CategoryDecision and Communication Templates

TierRead and Download

Prepared byStratenity Advisory Team

Executive summary

A step-by-step appraisal method for choosing which recurring offer to launch, with the economics, scenarios and decision materials an investment committee needs.

What is inside

What this asset covers

Inside, members get the complete appraisal method: decision framing rules, longlist and shortlist screening, option-by-option economic modeling against a moving do-minimum counterfactual, cannibalization treatment, optimism corrections tied to evidence grades, scenario and sensitivity design with switching values, a weighted options matrix with behavioral scoring anchors, the full investment case structure, governance and risk controls, a KPI set for tracking the chosen option, a detailed synthetic worked example, and ready-to-use working tools.

How to frame the recurring offer decision as a formal options appraisal rather than a single advocacy case
What a credible longlist of recurring offer options looks like and how it narrows to a testable shortlist
The economics every option must show, including the point at which its case breaks
Why the status quo is a moving counterfactual, not a zero line, and how to model it
How scenarios and sensitivities turn one optimistic number into a defensible range
The investment case structure a committee can interrogate and approve in one sitting
A full synthetic worked example and a failure case drawn from a skipped counterfactual

How to use it

How teams use it

Strategy leads and finance business partners run this asset as a four to six week appraisal sprint after the assumption register is graded and before any operating model work begins. The services or product owner supplies offer designs, finance builds the workbook, an independent challenger stress-tests the numbers, and the sponsor takes the finished options matrix and investment case to the committee. Teams also reuse the sensitivity register and screening matrix on later portfolio decisions.

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

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

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

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

@misc{stratenity_stxa0044, author = {{Stratenity Advisory Team}}, title = {Recurring revenue expansion: Options appraisal and investment case}, year = {2026}, publisher = {Stratenity Library}, howpublished = {\url{https://www.stratenity.com/resources/library/decision-and-communication-templates/recurring-revenue-expansion-options-appraisal-and-investment-case}}, note = {Asset ID STX-A0044} }

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Recurring revenue expansion: Options appraisal and investment case

What this asset 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^™.