Strategic Capital Allocation

The Strategic Capital Allocation Commitment:

Aligning capital availability
with strategic opportunity to drive long-term value

Nothing is more important to the health and performance of a company than the way it manages capital. Core to this: strategic discipline – regardless of the size of a project or its timeline. It's why companies should have a "strategic capital allocation commitment" like this.

We commit to ...

Taking a long-run view to increase corporate growth and profitability v. short-term hyper-focus on Wall Street analysts

Ensuring that capital can flow from "mature" portions of the business to "emerging" opportunities with higher potential

Having an "activist" philosophy for both multi-year planning and re-deployment of capital to optimize assets across business units and enable agile in-fiscal-year adjustments

Adapting a forward-looking investment mindset that puts ROI front and center as the primary metric for material projects v. backward-looking "accounting expense mentality"

Accepting that the job of strategic capital allocation, like competition in the marketplace itself, is never done; it requires commitment, collaboration and an eye on the prize: creating long-term value

Acknowledging that there are no shortcuts as you aim to rise through the four stages of Capex development: process automation, project insight and financial context; at its "peak" is strategic capital allocation

Leaders today need to master a new skill: capital allocation.


A recognition that sound investment in your productive asset base is first and foremost about delivering future benefits.


A backward-looking accounting mindset that is most concerned about expense control.


Having the processes and discipline to make sound long-term plans with the flexibility to re-allocate capital dynamically as conditions change. 


Overly rigid decision making process limited by lack of visibility into real-time data resulting in decisions only being made at set times and wide intervals.


Project budgets and ROI projections based on sound, standardized calculations and leavened by referecne class historical data.


Unvetted cost and ROI estimates derived from  inherent optimism and human tendency to underestimate potential complications and overruns.


Approval of projects that form a coherent long-term strategy to maximize the cash flow generation capacity of business and its enterprise value.


Approving Capex requests using a static “hurdle rate” ROI lens that lacks broader contextual awareness and strategic insight.

Gain new perspective.
Join the conversation.

See what leaders in business consulting, corporate finance, and cloud software have to say about strategic capital allocation and its role in outpacing your peers. Our free eBook is sure to inspire dialogue in your own organization.

Let us show you how Finario can support your corporate goals and objectives.

Purpose-built data and automation are critical components of a strategic approach to capital allocation. So is it worth allocating an hour of your time to see a best-in-class solution that provides just that? If Capex is important to you, it most surely is.

See How Strategic Capital Allocation
Gets Done

Attend our free live public demo.
It’s the fastest, easiest way to get to know Finario

If Capex is important to your organization's performance, this may be the best 30 minutes you spend in a long time.

Topics Include:

    • Improving budgeting/forecasting accuracy
    • Injecting actuals into forecasts
    • Applying consistent ROI metrics to projects
    • Streamlining your approval workflow
    • Empowering agile decision making
    • Improving cash flow forecasting
    • Enabling post-completion reviews (audits)

Next Scheduled Event

Wednesday, September 26th

11am ET (8am PT)