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.
— Finance & Investment
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.
2–3 weeks → ~25 minutes
For a full population, not a sample
No coding required
— USE CASES
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.
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.
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.
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.
— HOW IT BEHAVES
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Each row of your export is processed on the same basis, so no line item is skipped however long the table is.
Movement across the reporting period in scope is visualised from the computed data, so the trend is legible at a glance.
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.
Detail rows are summarised into the grouped view of the reporting period in scope without losing the underlying line items.
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.
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.
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.
Turns a target’s data room materials into a source-cited Investment Committee memo, reconciling financial evidence and assessing deal risks to support a clear investment recommendation.
Computes period-on-period movement across a financial summary and reconciles profitability, liquidity, leverage, cash generation and working capital into a triaged read on strengths, risks and priority actions.
Rolls stacked department budget submissions up by cost centre and department, compares the total to your envelope, and writes the consolidation note with credible trims.
Assesses a credit application against your own credit policy and returns a governed underwriting decision — approve, refer or decline — showing how affordability, risk and policy thresholds drove the outcome, and holding it for a credit officer sign-off before any letter is issued.
Computes gross profit and margin by product, customer, unit or geography, isolates loss-making and sub-scale lines, and explains where value leaks through discounting, cost-to-serve, mix or small orders.
Scores a public company's fundamentals alongside live market signals and research for near-term momentum, medium-term trajectory and long-term durability, reconciling all three into one investment-potential verdict.