Finance & Investment

Investment Appraisal

Discounts the cash-flow profile deterministically to produce NPV, cumulative position and payback, then appraises the investment on returns, strategic fit and risk with a proceed decision and conditions.

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

1–2 weeks ~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
~1–2 weeks per run

— USE CASES

What people use Investment Appraisal 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 Investment Appraisal produces its result

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

Row-level table processing

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

Charted, not just stated

The pattern is visualised from the computed data, so the trend is legible at a glance.

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

Investment Appraisal is routine in name only: the inputs are messy, the standard is unwritten, and two people rarely reach the same answer. In practice it shows up as 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. The value sits in the rigour, not the typing — yet the rigour is exactly what gets traded away when there is only 1–2 weeks of capacity for it.

How this Skill produces it

Here the same job runs as a Skill. Your material goes in; a structured, review-ready deliverable comes out, alongside a traceable record of what informed each conclusion. 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: 1–2 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

  • 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

Investment Appraisal 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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