Business Investment Advisor

Features

• Evaluates single investments with ROI, NPV, IRR, and payback period
• Compares multiple investment options against a fixed budget
• Provides frameworks for build vs. buy, lease vs. buy, and hire vs. automate decisions
• Includes risk assessment and scenario analysis (upside/downside cases)
• Outputs structured analysis with clear recommendations and key assumptions

Use Cases

• Evaluating whether to invest in new equipment or technology
• Deciding on the best way to allocate a limited company budget for maximum return
• Analyzing the financial viability of a new business opportunity or real estate purchase
• Comparing different vendor options for a critical business service

Non-Goals

• Providing personal stock market or securities investment advice
• Making investment decisions without necessary financial data
• Replacing a human CFO for high-level strategic financial planning

Workflow

1. Gather initial investment details and financial projections.
2. Determine appropriate analysis mode (single investment, comparison, or trade-off).
3. Calculate key financial metrics (ROI, Payback, NPV, IRR).
4. Perform scenario analysis (upside/downside cases) and risk assessment.
5. Generate a structured output including recommendation, numbers, assumptions, risks, and next steps.

Practices

• Financial modeling
• Capital budgeting
• Decision analysis
• Risk assessment

Prerequisites

• Company context if available (company-context.md)
• Details on investment type, cost, lifespan
• Financial projections (revenue, costs)
• Information on opportunity cost and cost of capital