SocraticFlow
Business Case Builder

The business case that survives finance scrutiny.

Plug in your project's cash flows and uncertainty ranges. Get a probabilistic NPV with a sensitivity tornado, an embedded decision record, and a defensible six-section PDF in under fifteen minutes.

1Project context

Set the basics that will print on the executive summary.

2Options considered

A credible business case names the alternatives, including "do nothing." Brief is fine.
OptionOne-line summary

The first option labelled Do nothing is the baseline. The financial model below is for the option you recommend; the others are compared qualitatively in the PDF.

3Financial parameters

Discount rate reflects time value of money. Hurdle rate is the IRR threshold below which the project does not clear capital allocation.

4Costs (recommended option)

CapEx is one-off investment. OpEx is recurring operating cost. Enter your best estimates in today's dollars.
YearCapEx ($)OpEx ($)
Year 0 (now)
Year 1
Year 2
Year 3
Year 4
Year 5

5Benefits (recommended option)

Financial benefits are cash inflows attributable to the project. Non-financial benefits must each have a metric, a target and a date.
YearFinancial benefit ($)
Year 1
Year 2
Year 3
Year 4
Year 5
BenefitMetricTarget by date

6Uncertainty drivers

Three drivers your NPV is most sensitive to. Enter optimistic / most likely / pessimistic adjustments as percentages relative to the base estimates above.
DriverOptimistic (%)Most likely (%)Pessimistic (%)
CapEx variance
Benefits realisation
OpEx variance

Convention: pessimistic CapEx and OpEx are higher than base (positive %), pessimistic benefits are lower than base (negative %).

7Top risks

The three risks most likely to derail the business case if they materialise.
RiskLikelihood (%)Impact ($)Mitigation

Compute the case

Press the button. We will run 20,000 Monte Carlo trials, compute NPV, IRR, payback and ROI, and rank your uncertainty drivers by impact.

8Recommendation and decision record

Get the business case PDF

A six-section, audit-ready document with executive summary, options, financial analysis with sensitivity, risks, recommendation and decision record.