Capital Prioritization
Scoring frameworks to rank projects and allocate discretion based on ROIC, strategic fit, and execution risk.
Services tailored for disciplined capital allocation
Stonebranchloop partners with executive teams to translate strategy into funding priorities and rules. We design capital allocation policies that balance reinvestment and shareholder returns while maintaining liquidity and strategic optionality. Our service set includes rigorous prioritization frameworks that score and rank projects by risk-adjusted returns, scenario-based stress testing that probes balance-sheet resilience, and ESG-adjusted investment screens that incorporate sustainability risks into economic analysis. We emphasize governance and monitoring, creating transparent dashboards and board-ready materials that make trade-offs visible and decision-ready. The approach is modular: clients can adopt a full program or specific modules such as ROIC screens, acquisition scorecards, or staged capital deployment matrices. The outcome is a practical, enforceable allocation policy that preserves strategic flexibility and improves long-term shareholder value.
Core services
Our core services are designed to be practical and implementable. We start with capital prioritization frameworks that map every discretionary and required investment across operating units and projects. Each item is scored for return potential, strategic alignment, execution risk, and optionality. We then layer scenario and risk analysis that stresses liquidity, leverage, and cash conversion under multiple plausible macro and industry paths. The scenario outputs feed governance triggers and staging rules so that investment commitments can be executed conditionally as outcomes evolve. We integrate ESG metrics into the screening process so environmental and social factors influence risk adjustments and long-term value assessments. Implementation support includes model build, dashboard delivery, and training to hand over a living allocation system to finance teams and boards. These services collectively convert strategy into disciplined capital deployment and measurable performance criteria.
Scenario & Stress Testing
Tailored scenarios that examine balance-sheet resilience, liquidity paths, and staged investment implications.
ESG Integration
Embedding sustainability metrics into investment screens to capture long-term value and risk exposures.
Implementation and governance
Creating a policy is only valuable when it is executable. We help clients operationalize allocation by building transparent dashboards, board-ready scorecards, and decision playbooks. Our implementation work includes model build and hand-over, defining go/no-go decision gates, and training finance and strategy teams to sustain the process. We advise on incentive alignment and reporting cadence so that capital decisions are disciplined and traceable. Periodic recalibration sessions ensure policies remain fit for purpose as markets and business fundamentals evolve. The governance layer links policy to measurable monitoring metrics and clearly defined accountability so that boards and management can act decisively and consistently.
Deliverables
- Prioritization scorecards and decision matrices
- Scenario models with liquidity and leverage paths
- ESG-adjusted investment screens
- Board-ready reporting templates and monitoring dashboards
- Training and model hand-over
Ready to adopt a disciplined allocation program?
Contact us for a confidential discussion and a practical plan to align capital with your strategic priorities.