Resources
Free calculators and templates to help you build CFO-ready business cases faster.
Most sales teams find out their business case has a problem when the CFO finds it for them. By then it's too late.
These tools are designed to surface the problem earlier — when you can still fix it. Each one takes a few minutes, scores a specific dimension of your value work, and tells you exactly where you're vulnerable.
Value Maturity Lens — Four questions, no email required. Use this when you're trying to decide whether your team's value work is ready for platform infrastructure or still belongs in spreadsheets.
Business Case Readiness Diagnostic — Use this before you walk into a CFO meeting. It surfaces the gaps in your business case so you can close them before finance does.
ROI Defensibility Checker — Use this when an ROI model is built but you're not sure it'll hold. It identifies weak assumptions, missing scenarios, and the kinds of dependencies that get a number rejected on sight.
Value Driver Prioritization — Use this when you're modeling everything because you don't know what matters most. It tells you which drivers actually move the decision and which ones are noise.
Executive Value Narrative Generator — Use this when the model is solid but the narrative isn't. It generates board-ready stories tailored to a CFO, CEO, or full executive committee.
Each tool is short. Each one is built on the same value methodology that runs through the rest of the platform.
Assess whether your value work is ready for platform infrastructure. Four questions to understand where repeatability, consistency, and delivery stand today.
Discover the gaps in your business case before the CFO does. Get your readiness score, see exactly where you're vulnerable, and know what to fix.
Stop presenting spreadsheets. Generate board-ready narratives tailored to CFOs, CEOs, or the board—with the proof points they need to say yes.
Stress-test your ROI before finance does. Identify weak assumptions, missing scenarios, and hidden dependencies that could sink your deal.
Stop modeling everything. Find out which value drivers actually matter for your deal—and which ones to leave out of your business case.
Book a 30-minute walkthrough and we'll show you how the tools above plug into the full platform.
Book a demo