The investor record
The allocation framework considers operating needs, portfolio opportunities and the capacity to deliver change. Requests pass through the finance process, where the distinction between available funds and permission to request funds remains carefully maintained.
- 01Operating needs
- 02Portfolio choices
- 03Delivery capacity
- 04Review
Further context
An acquisition opportunity competes with internal modernization. The review considers both commitments and their integration demands. A purchase price is not the entire investment when the organization must also support the work that follows the announcement.
