Engine
CapitalEngine
Investment strategy, IPO readiness, allocation
Capital & Deals
Portfolio & capital allocation
Capital moved to where it earns most, with the trade-offs shown.
- CapitalEngine
Starts as a 72-Hour Bootcamp (3–5 days). Full deliverable as an Engine Sprint (1–3 weeks).
The decision this answers
The decision this answers
Family
Capital & Deals strategy: How to raise, buy, list and allocate.
Built on
A Strategy Twin of your business and the S1 Method, with speed measured by the Compression Index.
Which businesses do we invest in, hold or exit?
A capital allocation strategy decides which businesses a group invests in, holds or exits. strategy1 runs invest, hold and divest scenarios on a Strategy Twin of the portfolio, shows the trade-offs and the conditions under which each choice fails, and delivers a portfolio strategy and an allocation plan. Licensed professionals review the financial conclusions.
How to raise, buy, list and allocate. These 5 types put every number in a model you can audit, every valuation in a range, and every financial conclusion in front of a chartered accountant before you see it.
What you get
Know what you will hold before we start.
Starts as a 72-Hour Bootcamp (3–5 days). Full deliverable as an Engine Sprint (1–3 weeks).
- 01
Capital & Deals
Portfolio strategy
Portfolio & capital allocation - 02
Capital & Deals
Allocation plan
Portfolio & capital allocation
Ships with every Sprint
- Red-team reportThe strongest counter-arguments and the conditions under which the plan fails.
- Evidence extractEvery figure with its source, date and confidence grade.
- Signed decision memoSigned at gate H2 by the Strategy Council and, where liability exists, a Domain Fellow.
How we run it
Delivered by CapitalEngine
Engines are named methods delivered by a strategist pod with AI agents. Humans hold the gates; AI does the heavy lifting between them.
- AI does
- Runs the engine models, generates options and red-teams each one.
- People do
- A strategist sanity-checks the assumptions.
- Output
- An option set with scenarios and failure modes.
How it is done in Capital & Deals
- Capital-need models
- Investor-universe matching
- Valuation scenarios
- Data-room readiness
- Synergy models
- Red-flag scans of documents
- Governance gap analysis
- Peer valuation benchmarks
- Invest / hold / divest scenarios
- Ownership and succession scenario modelling
We provide decision support. Licensed professionals sign technical, financial and legal conclusions.
Industries
Where we apply it
Proof
Proof before proposal.
No published case yet
No case is published yet: a case goes live only with its baseline and the client's written permission. Subscribe to the strategy1 Review to hear when they are published.
Compression Index
Specialist baseline time ÷ strategy1 time, for the same deliverable. No baseline, no index.
See how we measureHow this fails
The conditions under which this plan fails.
Every strategy ships with its strongest counter-arguments. These are the ones we check first.
Red team4 conditions under which this fails
- 01Allocation follows last year's budgets rather than the scenarios.
- 02Exit options are ruled out for reasons that are never written down.
- 03The evidence is thin. Where a figure cannot be sourced above grade C, it is shown as a model estimate, and every conclusion that rests on it carries that grade.
- 04Licensed sign-off is skipped. Financial, technical and legal conclusions need a licensed professional's signature before anyone acts on them.
- 01
Every number traceable.
Each figure links to its source, date and confidence grade (A, B or C).
- 02
Every plan red-teamed.
Each strategy ships with its strongest counter-arguments and the conditions under which it fails.
- 03
Signed where it matters.
Domain Fellows, who are chartered engineers, CAs, lawyers and sector veterans, sign the parts that carry professional liability.
- 04
Nothing written without approval.
No decision reaches your systems until your named owner accepts it.
Questions
About Portfolio & capital allocation
What is capital allocation strategy?
Capital allocation strategy is how a company or group decides where its money goes: which businesses get investment, which are held for cash, and which are sold or closed. strategy1 makes these choices explicit with scenarios and written reasons, so allocation follows the strategy rather than last year's budgets.
What do you deliver for a capital allocation strategy?
You hold the portfolio strategy and allocation plan. Every Engine Sprint also ships a red-team report with the strongest counter-arguments, an evidence extract that gives each figure its source and date, and a decision memo signed at gate H2. We provide decision support. Licensed professionals sign technical, financial and legal conclusions.
How should a group decide which businesses to fund?
Compare every business on the same scenarios: what it earns on new capital, how it fits the group's strategy and how it performs in a downside case. strategy1 models invest, hold and divest options side by side and records why any option is ruled out, so the decision can be reviewed later.
What is a portfolio review?
A portfolio review is a periodic, structured look at each business in a group to decide whether to invest, hold or exit. strategy1 runs it on a Strategy Twin of the group, keeps the evidence and scenarios current, and can repeat it on the Strategy Twin retainer as conditions change.
How long does a capital allocation strategy take with strategy1?
Portfolio & capital allocation starts as a 72-Hour Strategy Bootcamp: 3–5 days on one real problem, ending in a working strategy and a starter Strategy Twin. The full deliverable follows as an Engine Sprint of 1–3 weeks, at a fixed fee rather than hours. Fees are exclusive of GST. Your Bootcamp fee is credited to a Sprint if you continue.
Ways to start
Three ways to start
Step 1 · 30–60 min · Free
Strategy Readiness Scan
One insight you did not have, and a suggested entry engine
Step 2 · 3–5 days · fixed fee
72-Hour Strategy Bootcamp
One real problem, a working strategy, a starter Twin
Step 3 · 1–3 weeks · fixed fee
Engine Sprint
The full engine deliverable, with red-team report and sign-off
Fees are exclusive of GST. Your Bootcamp fee is credited to a Sprint if you continue.
Request the price sheetMore in Capital & Deals
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A clear view of the gap between you and a listing.
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Scenario & risk
Scenarios, not forecasts, with the triggers that tell you to act.
Bring one real decision.Leave with a signed plan.
A 72-Hour Bootcamp takes one problem your team would scope in weeks and works it to a decision memo your leadership signs. Fixed scope, fixed fee.