Screenshot of the Capital allocation narrative challenger interactive demo
Screenshot of the interactive demo, on sample data

Capital allocation narrative challenger

A structured opposing case grounded in the submitted evidence.

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For
Company investment committees
Solves
Project advocates present attractive stories with weak assumptions.
Delivers
Investment challenge memo
Built in
about 4 weeks of creation time, MVP in 5 days
Investment
$12,000 for the MVP, $41,000 for the full product
Run it
Inside your business, or as part of your offer to clients
01

What it does

For company investment committees, turn internal investment cases and committee criteria into investment challenge memo.

  1. Extract investment claims.
  2. Identify missing alternatives.
  3. Draft counterarguments.
  4. Test dependency assumptions.
  5. Record sponsor responses.
  6. Export committee questions.

What goes in, what comes out

What the customer puts in
  • Internal investment cases
  • Committee criteria

AI drafts, people review. Interactive practice or facilitated workshop platform.

What the customer gets
  • Investment challenge memo
02

How it works

The workflow

  1. In
    Start with

    Internal investment cases and committee criteria

  2. 1

    The buyer creates a project

  3. 2

    Supplies internal investment cases and committee criteria

  4. 3

    Confirms scope and access

  5. Out
    Finish with

    Investment challenge memo

AI does the heavy lifting, people stay in charge

Generate challenges without fabricating external facts. Keep model suggestions separate from verified facts. Link factual outputs to authorized input evidence and show missing information explicitly. Use deterministic checks for counts, dates, identifiers and arithmetic where applicable. A designated reviewer validates consequential outputs and signs off the delivered result.

What your team sees

Key screens: Case intake, Challenge room, Evidence requests. Use a scenario catalog with clear goals and difficulty settings. The main session area supports text, optional voice and visible context. Follow it with a replay or decision map, annotated feedback and a next-practice plan. Facilitators can author scenarios and review participant-selected sessions. Open with case intake; move into challenge room for the detailed task; finish in evidence requests for review and handoff. Show the source record, uncertainty and approval status beside each proposed output.

Accounts and administration

Participant-controlled session sharing, scenario versions, facilitator tools, replay history, rubric calibration, practice goals and exportable feedback. Include organization-scoped access, named project owners, review queues, usage limits, export history and retention settings. Never reuse private customer material for other accounts without permission.

Integrations and data access

Internal reports, public company information and decision registers. Learning portals, calendar scheduling and authorized session exports. Make recording, sharing and retention controls explicit in the product. Begin with uploads and exports of internal investment cases and committee criteria. Any named system or connector is a candidate requiring current access and compatibility checks; no live connection is included by default.

03

How we build it

We build with our own AI software development factory, so most implementations take days to a few weeks of creation time, not months. You see working software at every step, and exact timing depends on availability.

  1. 1

    Scoping call

    Day 1

    Thirty minutes on your process, your data and how you want to run it: for your own team, or for your clients. You get a fixed scope and price for the MVP.

  2. 2

    MVP

    5 days

    One buyer segment, one recurring use case; first modules: extract investment claims; identify missing alternatives. Manual review in the loop. Built by our AI software factory.

  3. 3

    Paid pilot

    6 days

    Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.

  4. 4

    Full product

    2 weeks

    Self-serve onboarding, billing, monitoring and the wider integration set.

  5. 5

    Run and improve

    Monthly

    We host, monitor and improve it for a fixed monthly fee, or hand it over to your team. How the retainer works.

Why we start with an MVP

An MVP, or minimum viable product, is the smallest version that your users can actually work with. It is not a cheap version of the full solution. It is a test, built to answer the questions that decide whether the rest is worth building.

  1. Pick the riskiest assumption. Here: will company investment committees use it to solve "project advocates present attractive stories with weak assumptions"?
  2. Build only what tests it. One team, one use case, a few core modules. People do the rest by hand for now.
  3. Run a paid pilot. Agree the acceptance criteria, input limits and reviewer responsibilities before starting.
  4. Measure, then decide. Track material questions identified and committee preparation time. Then expand, change course or stop, with evidence instead of opinions.

MVP scope for this solution. Costed pilot: Qualitative case review; no securities recommendations. Start with one buyer organization and a bounded set of representative inputs. Implement the first two modules: extract investment claims; identify missing alternatives. Support the third task through an assisted review queue: draft counterarguments. Handle the remaining required functions manually until validated. Include input upload, source references, user correction, a reviewer approval step and export of investment challenge memo. Authentication, account isolation, deletion controls and basic operational logging are included. Specialized production certification, live write integrations and broader rollout are not included unless explicitly stated.

After the MVP. After paying customers repeatedly accept investment challenge memo, automate test dependency assumptions; record sponsor responses; export committee questions. Add one tested read integration, reusable customer configuration and scheduled repeat delivery. Increase supported formats or teams only when evaluation cases and reviewer capacity cover the new scope. Qualitative case review; no securities recommendations.

What the build depends on. Scenario state management, coherent dialogue, explicit rubrics, session replay and reviewer feedback. Voice interaction adds latency and audio QA requirements. Obtain representative authorized inputs, an agreed review rubric and a buyer-side owner. Specific scope: Qualitative case review; no securities recommendations.

04

Investment

A planning range to start the conversation, not a quote. You pay per phase, so you can stop after the MVP.

  1. Phase 1

    MVP

    One buyer segment, one recurring use case; first modules: extract investment claims; identify missing alternatives. Manual review in the loop.

    $12,000 · about 5 days of creation time

  2. Phase 2

    Paid pilot

    Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.

    $12,000 · about 6 days of creation time

  3. Phase 3

    Full product

    Self-serve onboarding, billing, monitoring and the wider integration set.

    $17,000 · about 2 weeks of creation time

Indicative total, MVP to full product$41,000about 4 weeks of creation time · start with the MVP from $12,000

Running costs per month

A rough indication of monthly hosting and AI model costs once it is live, not tested. Real costs depend on usage, file sizes and the models chosen.

StageHosting and infrastructureAI usageTotal per month
MVP and paid pilotabout 3 customers$30–$60$50–$110$80–$170
Full productabout 50 customers$110–$210$420–$840$530–$1,050
05

Run it or resell it

Internally

For your own team

Company investment committees run it inside the business: internal investment cases and committee criteria in, investment challenge memo out, reviewed by your people.

For your clients

As part of your offer

Agencies, consultancies and software companies can offer it to their own clients under their brand. We build and maintain it; you sell and deliver it.

Your brand, or this one

Run it under your own brand, or start from this concept style.

  • primary#739127
  • accent#5454c9
  • surface#edf1e4
  • ink#22201e
Headings
Archivo
Text
Lora
Voice
Brief, sharp, evidence-first
Selling it to your own clients: the go-to-market playbook

Pricing to test

Test USD 300-1,500 for a facilitated team pilot, or USD 20-80 per participant monthly for self-serve practice with limited usage. Bespoke workshops and expert coaching are separately scoped. Pricing is hypothetical. For this buyer, package the first sale around challenge one historical investment case and the defined investment challenge memo. Record actual review effort before offering a recurring allowance. The commercial pilot fee is distinct from the platform development budget.

Message to test

A structured opposing case grounded in the submitted evidence. Demonstrate the result with challenge one historical investment case for company investment committees. Use a concrete before-and-after example without promising unmeasured savings.

Where to find buyers

CFO forums and strategy advisory firms

Lead magnet

Challenge one historical investment case

The first 30 days

  1. Week 1: interview five prospective buyers from company investment committees and inspect how they handle project advocates present attractive stories with weak assumptions.
  2. Week 2: prepare challenge one historical investment case using authorized or synthetic material.
  3. Week 3: share the demonstration through CFO forums and strategy advisory firms and seek one bounded paid pilot.
  4. Week 4: measure material questions identified and committee preparation time, review delivery effort and ask for a repeat purchase. This is a validation schedule, not a promise that the full product can be built in thirty days.

Paid pilot

Agree the acceptance criteria, input limits and reviewer responsibilities before starting. Run challenge one historical investment case and deliver investment challenge memo. Compare material questions identified and committee preparation time with the buyer's current process on comparable cases; include corrections, missed issues and reviewer time. Seek payment and repeat use. Stop or revise the scope if data access, accuracy or unit economics fail.

Success metrics

Material questions identified and committee preparation time

Retention and expansion

Build repeat use around investment challenge memo. Save approved configurations and review decisions with permission, revisit unresolved exceptions and show progress on material questions identified and committee preparation time. Offer a recurring volume allowance after repeat demand; expand to adjacent tasks only when the buyer asks and delivery quality remains acceptable.

Why clients would pick it

Realistic domain scenarios, qualified facilitator relationships and reviewed examples of useful feedback and successful practice. For this concept, accumulate permissioned examples and reviewer corrections around a structured opposing case grounded in the submitted evidence. The durable asset is reliable task-specific execution and trusted customer configuration, not access to a general-purpose AI model.

Alternatives and positioning

Human coaching, workshops, static courses, roleplay with colleagues and general chat tools. Position this concept around a structured opposing case grounded in the submitted evidence. Compare it against the customer's current process on the same representative task. This is proposed differentiation; no exhaustive competitor study or uniqueness claim has been established.

Main delivery costs

Scenario design, voice processing if used, model interaction length, facilitator review, rubric calibration and learner support. Initial validation additionally budgets for finance reviewer workshops. Track model usage, storage, reviewer minutes, exception handling and customer support per accepted deliverable.

06

Safeguards

Show source dates and distinguish evidence from strategic assumptions. Keep sensitive company plans restricted to authorized participants. Qualitative case review; no securities recommendations. Require appropriate access and publication approval. Preserve source material, label AI drafts and make corrections traceable. Measure false positives and missed cases alongside speed.

Get this solution built

Built for you by our AI software factory, MVP in about 5 days. Tell us about your business and how you want to run it: inside your company, or as part of what you offer your clients. We reply within one working day.

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