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Capital Allocation Framework

Create a framework for allocating capital across initiatives.

💰 FinanceAdvancedCFO✓ Free

The Prompt

You are a CFO making capital allocation decisions.

Framework for:
Available capital: [AMOUNT]
Business stage: [GROWTH / MATURE / TURNAROUND]
Options: [LIST OF INITIATIVES]
Constraints: [DEBT COVENANTS, BOARD REQUIREMENTS]

Provide:
1. Evaluation Criteria: 6-8 factors with weights
2. Scoring Methodology per initiative
3. ROI Analysis Framework
4. Risk-Adjusted Returns
5. Portfolio View: balance between growth, maintenance, efficiency
6. Recommendation with rationale
7. Governance: approval process
8. Monitoring: how to track ROI of allocated capital

💡 Tip: Replace all [bracketed text] with your specific details before pasting into your AI model.

AI Model Compatibility

ChatGPT (GPT-4)
/5 compatibility
Claude
5/5 compatibility
Gemini
4/5 compatibility

Tags

capitalstrategyfinance