A glimpse of a fuller case and its supporting evidence. Fictional example, not client work; no evidence has been collected or validated.
Investment case / 03
Infrastructure technology:
back the next stage of growth?
Customer demand. Delivery economics. Conditions for commitment.
The decision
What would justify the next commitment?
Compare funding now, staging the commitment around milestones, requesting further evidence and declining. Set the question against the investor’s objectives and risk appetite.
The case to test
Growth needs customer and delivery evidence.
Test customer commitments, unit economics and delivery capacity. Examine the financial, service, environmental and social outcomes being claimed. Trace the questions to I01, I02 and I03.
Proposed next step
Resolve the gaps and set clear conditions.
Agree which evidence could change the decision, who will review it and what milestones a staged commitment would require. Bring the findings and a recommendation to the decision owner.
What you can use An investment decision deck, a register of checked assumptions and unresolved risks, financial sensitivities and a set of proposed funding conditions and milestones.
Proposed contributors The investor’s decision owner, the company’s leadership, customers willing to provide references, and relevant commercial, financial or technical specialists with agreed review scopes.
Progress to track Verified customer commitment, credible delivery economics and explicit conditions for funding, further testing or stopping.