Preparing for committee scrutiny
Identifies the questions an investment committee is likely to raise about assumptions, costs, benefits and delivery dependencies. Gives sponsors a focused view of where the case needs stronger evidence.
— Finance & Investment
Business Case Review
Extracts the assumptions, costs, benefits, risks and dependencies from a business case, checks the numbers for internal consistency, and runs the challenge an investment committee would run before approval.
- Finance & Investment
- Traceable reasoning
- Runs anywhere
1 week → ~25 minutes
For a full population, not a sample
No coding required
- Input
- Business case document
- Output
- Investment committee-style diagnostic report
- Runs in
- Skillsize · ChatGPT · Claude · Copilot
- Export
- SKILL.md · MCP
- Time saved
- ~1 week per run
— USE CASES
What people use Business Case Review for
Testing the financial argument
Checks figures for internal consistency and flags potential double-counting, unsupported estimates and assumptions that threaten payback. Clarifies whether the financial argument holds together on its stated terms.
Considering conditional approval
Sets out unresolved risks and dependencies that may warrant conditions on approval. Gives decision-makers a clear account of what remains uncertain and what requires substantiation.
Reviewing a revised proposal
Assesses whether a revised business case presents a coherent investment argument. Highlights remaining weaknesses in the evidence, financial logic and treatment of risk.
What it works from
- Business case document
- Supporting cost-benefit analysis, where available
- Financial assumptions and benefit estimates
- Documented risks and delivery dependencies
What you get back
- Investment committee-style diagnostic report
- Source-grounded summary of assumptions, costs, benefits, risks and dependencies
- Financial consistency findings and potential double-counting
- Evidence gaps and challenges to key assumptions starred by materiality
— HOW IT BEHAVES
How Business Case Review produces its result
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Numbers lifted out of financial exports, ledgers and models
Figures buried in narrative financial exports, ledgers and models are extracted as data you can compute and compare with.
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.
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
Business cases can appear persuasive while relying on unsupported benefits, understated costs or dependencies that put returns at risk. Preparing for committee scrutiny is the typical trigger — identifies the questions an investment committee is likely to raise about assumptions, costs, benefits and delivery dependencies. Gives sponsors a focused view of where the case needs stronger evidence. Done properly it is defensible; done at pace it becomes a judgement call nobody can retrace. And "properly" usually means 1 week of manual work.
How this Skill produces it
As a Skill, the work is already sequenced. You bring the evidence, and the run produces investment committee-style diagnostic report plus source-grounded summary of assumptions, costs, benefits, risks and dependencies. The judgement is built in — how items are broken up, what standard they are held to, and where the run stops for a human review. In effect, 1 week of senior time compresses into ~25 minutes — and the output is comparable across clients, quarters and colleagues instead of shaped by whoever ran it.
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 Review 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.
ChatGPTClaudeCopilotAI Products (MCP)
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