Investment committee, board reporting, and governance frameworks
IC memos, approval workflows, and decision frameworks
Investment committee memo financial exhibits
Multi-criteria deal evaluation framework
Investment stage gate approval model
Plot investments on risk-return framework
Track deal flow and conversion rates
Quarterly portfolio company performance
Board decks, quarterly updates, and governance reports
Board meeting financial summary exhibits
Quick monthly performance snapshot
Board-level strategic KPI tracking
Competitor and peer performance comparison
Track performance vs guidance
Executive compensation benchmarking
Project prioritization, ROIC analysis, and resource allocation
Strategic capital deployment decision model
Return on invested capital by business unit
Rank and prioritize capital projects
Required return thresholds by project type
Simple and discounted payback calculation
Capital return strategy optimization
Organic growth vs M&A comparison
Approval thresholds, delegation, and audit trails