Capital allocation governance: Business case assumptions and research pack

A capital governance assumption register: back-tested re-ranking value, stage gate savings, realization uplift, costs, and kill thresholds before appraisal.

Asset IDSTX-A0133

CategoryIntelligence and Research Methods

TierRead and Download

Prepared byStratenity Advisory Team

Executive summary

A method for testing what better capital governance would deliver, before anyone promises a number.

What is inside

What the research pack covers

The asset walks a research lead through harvesting assumptions, grading them, ranking materiality, back-testing past cycles, comparing tracked and untracked projects, checking liquidity constraints, and freezing the register. It ends with an assumption register, a source log, and a research question tracker, with a worked synthetic case.

Turning a capital baseline into governed assumptions
What re-ranking, gates, and tracking would each deliver
A back-test of past cycles under new rules

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How to use it

How teams use it

Teams use it after the baseline and readiness assessment, in the four to six weeks before the options appraisal. Finance, treasury, and division finance build the register; an independent challenger tests it; the frozen version is the single source for appraisal.

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Stratenity Advisory Team. (2026). Capital allocation governance: Business case assumptions and research pack. Stratenity Library. https://www.stratenity.com/resources/library/intelligence-research/capital-allocation-governance-business-case-assumptions-and-research-pack

Stratenity Advisory Team. "Capital allocation governance: Business case assumptions and research pack." Stratenity Library, 2026, www.stratenity.com/resources/library/intelligence-research/capital-allocation-governance-business-case-assumptions-and-research-pack.

Stratenity Advisory Team. "Capital allocation governance: Business case assumptions and research pack." Stratenity Library, 2026. https://www.stratenity.com/resources/library/intelligence-research/capital-allocation-governance-business-case-assumptions-and-research-pack.

Stratenity Advisory Team (2026) Capital allocation governance: Business case assumptions and research pack. Stratenity Library. Available at: https://www.stratenity.com/resources/library/intelligence-research/capital-allocation-governance-business-case-assumptions-and-research-pack (Accessed: the date of access).

@misc{stratenity_stxa0133, author = {{Stratenity Advisory Team}}, title = {Capital allocation governance: Business case assumptions and research pack}, year = {2026}, publisher = {Stratenity Library}, howpublished = {\url{https://www.stratenity.com/resources/library/intelligence-research/capital-allocation-governance-business-case-assumptions-and-research-pack}}, note = {Asset ID STX-A0133} }

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Capital allocation governance: Business case assumptions and research pack

What the research pack 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^™.