Investment Committees & Approval Workflows
Structured frameworks for investment decisions, approval workflows, and governance processes. Essential for institutional investors, corporate boards, and finance teams who need consistent, auditable decision-making.
Structured IC memo with all required sections
Best for: Investment committee presentations
Weighted criteria scoring for alternatives
Best for: Comparing multiple investment or strategic options
Multi-level approval tracking and routing
Best for: Managing sign-off processes for major decisions
Actual vs projected performance tracking
Best for: Learning from past investment decisions
Board-level risk tolerance definition
Best for: Enterprise risk management and governance
Approval thresholds and authority mapping
Best for: Governance design and policy implementation
Standardized rating framework for opportunities
Best for: Screening and ranking potential investments
Periodic review framework with action items
Best for: Quarterly portfolio monitoring and governance
| Model | Situation | Key Benefit |
|---|---|---|
| Investment Memo | Presenting to investment committee | Consistent, complete IC documentation |
| Decision Matrix | Comparing strategic alternatives | Objective, documented decision process |
| Approval Workflow | Multi-stakeholder sign-off needed | Clear accountability and audit trail |
| Post-Mortem | Annual review or exit analysis | Organizational learning and improvement |
| Portfolio Review | Quarterly governance meetings | Structured monitoring and action tracking |
Start using Decision & Governance Models in your financial analysis today.
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