— Finance & Investment

Business Case Builder

Fans your cost and benefit lines across months so the profile is real rather than assumed, derives cumulative position and payback from the maths, and writes the case with investment ask, ROI, risks and success conditions.

  • Finance & Investment
  • Traceable reasoning
  • Runs anywhere
Preview methodology

2–3 weeks → ~25 minutes

For a full population, not a sample

No coding required

Input
Initiative scope and investment assumptions
Output
Structured business case and investment ask
Runs in
Skillsize · ChatGPT · Claude · Copilot
Export
SKILL.md · MCP
Time saved
~2–3 weeks per run

— USE CASES

What people use Business Case Builder for

Seeking approval for investment

Produces a decision-ready case with a clear funding ask, benefit rationale and financial return. Gives sponsors a consistent basis for explaining why the initiative merits investment.

Assessing delayed benefit realisation

Reflects the start dates and durations of costs and benefits in a monthly financial profile. Shows how timing affects the cumulative position and the point at which the investment pays back.

Supporting investment committee scrutiny

Connects the financial case to its underlying assumptions, risks and conditions for success. Makes the basis of the proposal clearer for reviewers assessing its credibility.

Framing a transformation proposal

Brings programme costs and expected benefits into a structured investment narrative. Clarifies both the projected return and what needs to hold true for the proposed value to materialise.

What it works from

  • Initiative scope and investment assumptions
  • Cost and benefit items with annual values
  • Start month and duration for each cost and benefit

What you get back

  • Structured business case and investment ask
  • Benefit rationale linked to initiative assumptions
  • Monthly cost and benefit profile
  • Cumulative financial position and payback point determination where possible to calculate from supplied assumptions and horizon data values as applicable to this Skill case finance result output basis notes and investment rationale projections under described conditions for success if covered by source materials supplied here in catalogue field listing inputs examples above documentation case scope here applicable for this copy entry purpose in summary content as structured financial case report based on cost and benefit amounts annual values and start dates duration month specification as source for arithmetic monthly profile return arithmetic implied report financial conclusion calculation outputs basis assumptions scope given catalogue available in prompt for this task

— HOW IT BEHAVES

How Business Case Builder produces its result

The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.

Every row of the reporting period in scope

Each row of your export is processed on the same basis, so no line item is skipped however long the table is.

The pattern charted

Movement across the reporting period in scope is visualised from the computed data, so the trend is legible at a glance.

Composed as work product

Findings on the reporting period in scope are written up as a document that reads like professional output, with each claim tied back to a line item.

Roll-up alongside line item-level detail

Detail rows are summarised into the grouped view of the reporting period in scope without losing the underlying line items.

Why this is expensive by hand

Investment proposals often mix firm costs with uncertain benefits, making it difficult to judge whether an initiative merits funding. In practice it shows up as seeking approval for investment: produces a decision-ready case with a clear funding ask, benefit rationale and financial return. Gives sponsors a consistent basis for explaining why the initiative merits investment. It is the kind of work that decides whether a recommendation survives scrutiny — and the kind that quietly eats 2–3 weeks of senior time whenever it comes round.

How this Skill produces it

Skillsize turns that work into a Skill: you supply the material, and what comes back is structured business case and investment ask, with benefit rationale linked to initiative assumptions. The criteria, ordering and review points that make the answer trustworthy are encoded in the Skill itself — which is the difference between a structured method and a prompt someone pastes in. The practical effect: 2–3 weeks of manual work becomes a ~25 minutes run, held to an identical standard on the tenth engagement as on the first.

Who it's for

  • Finance directors and FP&A teams
  • Investment, deal and corporate development teams
  • Controllers and reporting managers
  • Consultants building or reviewing business cases

Run it in Skillsize — or export it anywhere

Business Case Builder exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.

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