New investment case

Fill this once, in about five minutes. Each person you add gets one email with exactly what you need from them and a personal link.

Required must be filled before the case can be created. Optional helps the others but can stay empty. Cases you create here go into the demo sheet and are visible to anyone with the link.

1. The action

Name of the action Required

Budget line Required

Start Required

End Required

Your name (the owner) Required

Your email Optional to receive your owner link

More detail: your role, the type of action, the region

Your role Optional

Type of action Optional

Region Optional

2. The money

Total budget, EUR Required

Where it goes Required: at least one cost line

One line per supplier or spend type. Agency and media contracts get the same rigor as headcount. Attach the supplier's quote or your email thread with them, and Claude fills in the vendor, the amount, the status and the cancellation terms.

3. The case

Hypothesis Required If we do this, then this happens, because of this evidence. At least 20 characters. Baseline Required What happens if we do not spend the money? What will this spend improve? Required: pick at least one Click every result you expect. Each one needs a target. Paid plans and enterprise pipeline carry the value; the rest is tracked.

More detail: when you would stop or reduce it

When do you stop or reduce it? Optional The early signal that makes you stop or spend less.

4. Expected return

Fill the budget and the targets.

5. Who gives input

Add everyone who touches the money or the result: sales, finance, the people running it. For each person, say what you need from them and what they may see. Their email lists exactly what you need, with their personal link.

Answers due by Required

You decide on Required

More detail: one question for everyone

Your question to everyone Optional