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
Preview methodology

1 week ~25 minutes

For a full population, not a sample

No coding required

Input
Documents, exports or uploads you already hold
Output
A structured, review-ready deliverable
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

Repeatable client analysis

Run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work.

Faster first drafts

Turn raw source material into a working draft in minutes and spend your time on judgement instead of assembly.

Comparable results over time

Produce the same shape of output each cycle so movement is measurable rather than re-argued.

What it works from

  • Documents, exports or uploads you already hold
  • Your own criteria, framework or house method

What you get back

  • A structured, review-ready deliverable
  • A traceable record of what informed each conclusion

— 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 pulled from documents

Metrics buried in narrative documents are extracted as data you can compute with.

Row-level table processing

Every row of your table is processed on the same basis, however long the table is.

Composed as work product

Findings are written up as a document that reads like professional output rather than raw model text.

Roll-up alongside detail

Detail rows are summarised into the grouped view without losing the underlying lines.

Why this is expensive by hand

In finance & investment work, business Case Review is one of those tasks that looks straightforward until you are three documents deep and the details stop agreeing with each other. Repeatable client analysis is the typical trigger — run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work. 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 a structured, review-ready deliverable plus a traceable record of what informed each conclusion. 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

  • Independent consultants codifying their own methodology
  • Strategy and transformation teams standardising delivery
  • Internal advisory functions under pressure to produce faster
  • Operators who need defensible output, not a one-off chat answer

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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