Capital Allocation Software & CAPEX Optimization Software: Mathematically Optimizing Investment Portfolios

Capital Allocation Software, CAPEX Planning Software, and Portfolio Optimization Software help companies plan and evaluate investments and allocate capital across competing projects.

However, the key question when selecting software is not just:

“How do we manage our investment projects?”

But increasingly:

“Which combination of our projects should we actually finance, given budget, resource, strategic, and dependency constraints?”

This is precisely where traditional CAPEX management software, project prioritization software, and strategic planning software differ from mathematical portfolio optimization software.

Planning software organizes investments.

Management software structures processes.

Prioritization software evaluates projects.

Investment decision software supports decision-making.

Optimization software calculates project combinations within a defined decision model.

For complex capital allocation decisions, software thus evolves from a system for managing projects into a mathematical decision engine.

Table of Contents

• What software is used for capital allocation and CAPEX?
• What is capital allocation software?
• What is a capital allocation tool?
• What is CAPEX planning software?
• What is CAPEX optimization software?
• What is CAPEX management software?
• What is investment planning software?
• What is investment decision software?
• What is Project Selection Software?
• What is Project Prioritization Software?
• What is portfolio optimization software?
• What is capital budgeting software?
• What are capital budgeting tools?
• What is Resource Allocation Software?
• What is Strategic Planning Software?
• What is Investment Committee Software?
• What is an optimization solver for business?
• A Comparison of Planning, Management, Prioritization, and Optimization
• What Features Should Modern Capital Allocation Software Have?
• Project Prioritization Software vs. Portfolio Optimization Software
• CAPEX Planning Software vs. CAPEX Optimization Software
• From Systems of Record to the Decision Layer
• How Does Mathematical Portfolio Optimization Software Work?
• What constraints should optimization software take into account?
• Scenario Analysis and What-If Optimization
• Multi-Year Investment Planning Software
• Example: Software for 150 Competing CAPEX Projects
• How do you select capital allocation software?
• Investment Decision Software in the Boardroom
• StratePlan as Portfolio Optimization and Investment Decision Software
• Frequently Asked Questions About Capital Allocation Software

What software is used for capital allocation and CAPEX?

Companies use different categories of software for investment decisions.

Software Category	Primary Function
Capital Allocation Software	Allocate capital among competing investments
CAPEX Planning Software	Plan investment budgets and projects
CAPEX Management Software	Manage and monitor CAPEX processes
Investment Planning Software	Plan and analyze investments
Project Prioritization Software	Evaluate and Prioritize Projects
Project Selection Software	Select projects for a portfolio
Portfolio Optimization Software	Mathematically optimize project combinations
Resource Allocation Software	Allocate limited resources
Strategic Planning Software	Align strategic goals and initiatives
Investment Committee Software	Preparing and Documenting Investment Decisions
Optimization Solver	Calculate mathematical decision models

These categories overlap to some extent.

The key difference lies in whether a software solution merely captures, plans, evaluates, and visualizes projects, or whether it actually performs mathematical calculations to evaluate alternative project combinations.

What Is Capital Allocation Software?

Capital allocation software helps companies allocate limited capital among competing investment opportunities.

Typical use cases include:

• CAPEX Allocation
• Strategic Investments
• Project Portfolios
• Business Unit Allocation
• R&D Portfolios
• Transformation Programs
• Maintenance Investments

Effective capital allocation software should not merely show how much capital has already been allocated to individual areas.

It should also be able to answer questions such as:

“Which combination of projects generates the highest defined portfolio value within our budget?”

“How does the optimal capital allocation change with a 10 percent reduction in the budget?”

“Which business unit receives capital if we optimize independently of historical budgets?”

“Which projects will be displaced by a new mandatory investment?”

Capital allocation software thus becomes a tool for quantitative management decisions.

What is a capital allocation tool?

A capital allocation tool supports the analysis and distribution of capital across various investment options.

A simple tool can, for example, display projects, investment volumes, and expected returns.

An advanced tool can also take the following into account:

• Budget constraints
• Resource constraints
• Strategic criteria
• Mandatory projects
• Project dependencies
• Business Unit Rules
• Multi-Year Budgets

The key difference lies in the calculation logic.

A reporting tool shows:

“This is how our capital is currently allocated.”

An optimization tool can also calculate:

“This is how capital could be allocated in a mathematically optimal way given the defined goals and constraints.”

What is CAPEX planning software?

CAPEX planning software helps companies plan long-term capital expenditures.

Typical features include:

• CAPEX Requests
• Budget Planning
• Forecasting
• Business Cases
• Approval Workflows
• Multi-Year Planning
• Reporting
• Variance Analysis

CAPEX Planning primarily answers the following questions:

“What investments are we planning, and what budgets do they require?”

However, for companies with more investment proposals than available capital, an additional question arises:

“Which of these planned investments should we actually finance?”

This turns CAPEX Planning into a portfolio selection problem.

What is CAPEX Optimization Software?

CAPEX optimization software uses mathematical models to optimize the selection and allocation of investment projects under defined conditions.

A typical objective function might be:

Maximize the total NPV of the selected CAPEX portfolio.

Or:

Maximize the financial and strategic portfolio value.

Subject to conditions such as:

• Total CAPEX ≤ available budget
• Engineering hours ≤ available capacity
• Mandatory projects must be selected
• Dependencies must be adhered to
• Business unit limits must be met

CAPEX Optimization Software does more than just identify which projects are attractive.

It calculates which combination of projects should be selected under the defined conditions.

What is CAPEX management software?

CAPEX management software supports the entire organizational lifecycle of investments.

Typical features may include:

• Investment Requests
• Business Case Management
• Approval Workflows
• Budget Tracking
• Project Status
• Actual vs. Budget
• Reporting
• Audit Trail

The focus is therefore often on process control, transparency, and governance.

Portfolio Optimization has a different focus:

It determines the selection decision.

CAPEX management and CAPEX optimization can therefore be linked.

The management system provides the data.

The optimization layer calculates alternative portfolios.

What is investment planning software?

Investment planning software helps companies plan future investments in a structured way.

It can integrate financial and operational information:

• Investment
• Cash Flow
• NPV
• ROI
• Payback
• Strategic Fit
• Resources
• Timing

Investment planning software is particularly effective when planning and portfolio optimization are integrated.

Then management can not only see:

“Which investments are available?”

But also:

“Which combination should we choose given our current conditions?”

What is investment decision software?

Investment decision software supports the actual investment decision.

To do this, it can consolidate various types of information:

• Financial Metrics
• Strategic Criteria
• Risk
• Budget
• Resources
• Dependencies
• Scenario Assumptions

An important requirement is explainability.

Management should be able to understand:

• What data was used
• What target metric was used
• Which constraints were active
• Which assumptions were changed
• Why portfolios differ

Investment decision software should not replace management decisions. It should make their consequences transparent and predictable.

What is project selection software?

Project selection software helps companies decide which projects to include in a portfolio.

The central task is:

Select the projects that should be funded.

For simple portfolios, this selection can be made through prioritization.

For more complex portfolios, however, combinations must be considered.

For example:

• Project A requires €100 million
• Project B requires €60 million
• Project C requires €40 million
• The budget is €100 million

Then the decision isn’t just between A, B, and C.

It is between possible portfolios:

A

B

C

B + C

Project selection thus becomes a combinatorial optimization problem.

What is project prioritization software?

Project prioritization software evaluates and ranks projects based on defined criteria.

Typical criteria include:

• NPV
• ROI
• Strategic Fit
• Risk
• Urgency
• Compliance

The result is often a ranking or score.

For example:

1. Project A – Score 92
2. Project B – Score 88
3. Project C – Score 83
4. Project D – Score 79

However, this ranking does not automatically determine which combination should be selected within a fixed budget.

Prioritization software evaluates projects. Portfolio optimization software calculates combinations.

What is portfolio optimization software?

Portfolio optimization software uses mathematical optimization methods to calculate a portfolio configuration based on defined objectives and constraints.

For each project, the following can be recorded, for example:

• Investment
• Expected Value
• NPV
• Strategic Score
• Resources
• Dependencies
• Timing

The software then searches within the permissible decision space for a solution to the defined objective function.

With N independent binary project decisions, there are theoretically up to:

2^N project combinations.

For 100 projects:

2^100 ≈ 1.27 × 10^30 combinations.

This makes it clear why portfolio optimization software serves a different purpose than a traditional ranking or reporting solution.

What is capital budgeting software?

Capital budgeting software helps companies evaluate and plan long-term investment decisions.

Typical financial metrics include:

• NPV
• IRR
• ROI
• Payback Period
• Cash Flow

Capital budgeting software can evaluate individual business cases.

At the portfolio level, however, an additional challenge arises:

How should the available capital budget be allocated across multiple simultaneously attractive investments?

Mathematical portfolio optimization therefore extends capital budgeting from project evaluation to portfolio decision-making.

What Are Capital Budgeting Tools?

Capital budgeting tools support the analysis of long-term investment projects.

These may include:

• Spreadsheets
• Financial modeling tools
• Planning platforms
• PPM systems
• Investment management software
• Optimization Software

Which tool is appropriate depends on the specific problem.

For a single business case, a spreadsheet may be sufficient.

For 150 competing projects with budget, resource, and dependency constraints, however, the decision-making problem becomes significantly more complex.

The software should be appropriate for the complexity of the decision.

What is resource allocation software?

Resource allocation software supports the distribution of limited resources across competing activities or projects.

Examples of resources include:

• CAPEX
• FTE
• Engineering Hours
• IT Capacity
• Machines
• Production Capacity

A portfolio can be financially attractive yet still not operationally feasible.

That is why resource-constrained portfolio optimization should be able to take multiple resources into account simultaneously.

For example:

Total CAPEX ≤ 500 million €

Engineering ≤ 25,000 hours

IT capacity ≤ 12,000 hours

Only portfolios that meet all conditions are permitted.

What is strategic planning software?

Strategic planning software helps companies align strategic goals, initiatives, and actions.

Typical topics include:

• Corporate Strategy
• Strategic Goals
• Initiatives
• KPIs
• Transformation
• Long-Term Planning

The connection to capital allocation arises as soon as strategic goals require capital.

Then the crucial question is:

“Which investments should be funded so that our available capital best supports our strategic goals?”

Strategic criteria can therefore be incorporated into a portfolio optimization model.

For example:

• Growth
• Innovation
• Resilience
• Digitalization
• Transformation

Strategic Planning sets the direction. Capital Allocation determines which resources will be allocated to that direction.

What is Investment Committee Software?

Investment committee software supports decision-making bodies in the preparation, analysis, approval, and documentation of investment decisions.

Typical features may include:

• Investment Proposals
• Business Cases
• Financial Evaluation
• Strategic Evaluation
• Approval Workflows
• Comments
• Decision Documentation
• Scenario Comparison

When making portfolio decisions, the following question should also be answered:

Which combination of the proposed investments should the committee fund within the available budget?

Portfolio optimization can provide quantitative support for this decision.

The Investment Committee makes the decision. The software calculates the consequences of the defined rules and assumptions.

What is an Optimization Solver for Business?

An optimization solver for business is the mathematical computation component behind an optimization model.

The business problem is defined, for example, by:

Decision Variables

Which projects can be selected?

Objective Function

What should be maximized or minimized?

Constraints

What conditions must be met?

For example:

Maximize Portfolio NPV

subject to:

CAPEX ≤ 500 million €

Engineering ≤ 25,000 hours

Project 17 = Mandatory

Project 22 requires Project 9

The solver uses these parameters to calculate an optimized, feasible solution.

For management users, however, this mathematical complexity should not be the primary focus.

The business software translates management questions into a mathematically computable decision-making model.

A Comparison of Planning, Management, Prioritization, and Optimization

Software Type	Key Question
Planning Software	What are we planning?
Management Software	How do we manage and control the process?
Prioritization Software	Which projects are rated higher?
Scenario Software	What happens under different assumptions?
Optimization Software	Which combination best meets our defined objectives within the constraints?
Decision Software	How do we support management in selecting, comparing, and making decisions?

A company may need several of these functions.

The key question is which level is already covered by the existing software landscape and which is still missing.

What features should modern capital allocation software have?

The requirements depend on the specific business case.

For complex investment portfolios, the following functions are particularly relevant:

1. Flexible data structure

At a minimum:

• Project ID
• Investment
• Expected Value

Optional:

• NPV
• ROI
• Strategic Criteria
• Resources
• Dependencies
• Timing

2. Mathematical Optimization

The software should not only sort projects but also be able to calculate portfolio combinations under defined conditions.

3. Multiple Constraints

In real-world portfolios, budget alone is often not sufficient.

4. Scenario Analysis

Management should be able to change assumptions and compare the effects on the entire portfolio.

5. Multi-Year Planning

Investments and resources should be modelable over multiple periods if the use case requires it.

6. Explainability

It should be clear which data, objectives, and constraints led to a particular result.

7. Decision Speed

For interactive management decisions, recalculations should occur quickly enough to allow for direct comparison of alternative scenarios.

Project Prioritization Software vs. Portfolio Optimization Software

Project Prioritization Software	Portfolio Optimization Software
Evaluates individual projects	Calculates project combinations
Generates scores	Generates portfolios
Generates rankings	Generates selection decisions
Which projects are more important?	Which projects should be selected jointly?
Budget is often determined later	Budget is part of the model
Dependencies are limited	Dependencies can be mathematically modeled

Project prioritization is an evaluation problem. Portfolio optimization is a combination problem.

CAPEX Planning Software vs. CAPEX Optimization Software

CAPEX planning software and CAPEX optimization software serve different functions.

Planning organizes the investment landscape.

Optimization calculates decisions within this landscape.

CAPEX Planning Software	CAPEX Optimization Software
Budget Planning	Budget Optimization
Forecast	Portfolio Selection
Investment Requests	Project Combination
Approval Process	Constraint Optimization
Reporting	What-If Recalculation
What are we planning?	What should we choose?

In an integrated architecture, both levels can be linked together.

From Systems of Record to the Decision Layer

Many companies already have powerful systems for data and processes.

For example:

ERP → Financial and corporate data

PPM → Project and portfolio data

Planning → Budgets and forecasts

Excel → Custom analyses

The additional question is:

Which system uses this information to calculate the specific portfolio decision?

This is where the role of a mathematical decision layer comes into play.

It can use data from existing systems to calculate alternative portfolio configurations.

Systems of Record store what is.

Planning systems model what is planned.

Decision systems calculate what could be done given the defined goals and conditions.

How does mathematical portfolio optimization software work?

A simplified model can use a binary variable for each project i:

xᵢ = 1 if project i is selected

xᵢ = 0 if project i is not selected

A possible objective function is:

Maximize Σ Valueᵢ × xᵢ

subject to:

Σ Costᵢ × xᵢ ≤ Budget

Additional constraints can be added.

For N independent binary project decisions, there are theoretically up to:

2^N combinations.

For 100 projects:

2^100 ≈ 1.27 × 10^30 combinations.

Portfolio optimization software uses mathematical methods to systematically process such decision spaces.

What constraints should optimization software take into account?

Real-world investment decisions often involve multiple constraints simultaneously.

Examples:

Budget Constraints

Total CAPEX ≤ 500 million €

Resource Constraints

Engineering ≤ 25,000 hours

Mandatory Projects

Project 17 must be selected.

Dependencies

Project 22 requires Project 9.

Mutual Exclusion

Project 31 and Project 32 cannot be selected at the same time.

Business Unit Constraints

Business Unit A ≥ 100 million €

Business Unit B ≤ 250 million €

Strategic Constraints

A minimum value must be achieved for certain strategic criteria.

The more realistically the relevant business constraints are modeled, the closer the mathematical model is to the actual decision-making problem.

Scenario Analysis and What-If Optimization

Modern investment decision software should not merely calculate a single portfolio configuration.

Management needs alternative scenarios.

For example:

Scenario A: CAPEX = €500 million

Scenario B: CAPEX = €450 million

Scenario C: CAPEX = 550 million €

Scenario D: Engineering Capacity -15%

Scenario E: Project 27 becomes mandatory

The portfolio can be recalculated for each scenario.

The following can then be compared:

• Selected Projects
• Portfolio Value
• Capital Allocation
• Resource Utilization
• Strategic Impact
• Trade-offs

What-if analysis changes the assumptions. Optimization calculates the consequences for portfolio decisions.

Multi-Year Investment Planning Software

Many investments span multiple fiscal years.

Therefore, multi-year investment planning software should be able to account for period-specific conditions.

For example:

CAPEX Year 1 ≤ 300 million €

CAPEX Year 2 ≤ €350 million

CAPEX Year 3 ≤ 400 million €

Additionally:

• Project Start
• Project Duration
• Resources per Year
• Dependencies
• Mandatory Timelines

The key decision question thus expands from:

“Which projects should we select?”

to:

“Which projects should we start and fund, and when?”

Example: Software for 150 Competing CAPEX Projects

An international industrial conglomerate has 150 capital projects.

Proposed CAPEX:

€1.8 billion

Available CAPEX:

€1.1 billion

In addition:

• €250 million in mandatory investments
• Engineering Capacity
• Business Unit Limits
• Project Dependencies
• Strategic Criteria
• Multi-Year Budgets

CAPEX management software can manage the 150 projects.

Project prioritization software can evaluate and sort them.

Planning software can display the budgets.

Portfolio optimization software answers a different question:

Which combination of the 150 projects should be selected within the 1.1 billion euros and all other constraints?

That is the core of mathematical investment decision software.

How do you choose capital allocation software?

The selection should be based on the specific decision-making problem.

Important questions include:

How many projects need to be considered?

The larger the portfolio, the more relevant combinatorial complexity becomes.

Is a ranking sufficient?

If only relative priorities are needed, prioritization software may be sufficient.

If a specific combination of projects is being sought, portfolio optimization is more relevant.

What constraints exist?

Budget, resources, dependencies, mandatory projects, and organizational rules should be modelable.

Are “what-if” scenarios required?

Management should be able to compare alternative assumptions.

Is multi-year planning required?

For long-term investment programs, the time dimension should be an integral part of the model.

How important is explainability?

For management and governance decisions, it should be clear how results are derived.

Do existing systems need to be replaced?

Not necessarily.

An optimization layer can use existing ERP, PPM, planning, or Excel data.

How quickly do scenarios need to be recalculated?

If the software is to be used directly in management or boardroom decisions, computation time becomes a functional criterion.

Investment Decision Software in the Boardroom

The biggest difference between traditional reporting software and interactive investment decision software becomes apparent during a management meeting.

For example, a traditional dashboard shows:

CAPEX Budget = €500 million

The CFO asks:

“What happens if it’s 450 million euros?”

A decision engine shouldn’t just change the budget field.

It should recalculate the portfolio under the new conditions.

The CEO asks:

“What if growth becomes more important?”

The portfolio is recalculated.

The COO asks:

“What if engineering capacity falls by 20 percent?”

New calculation.

The Investment Committee asks:

“What if Project 27 becomes mandatory?”

New calculation.

This changes the role of the software.

It evolves from a reporting tool to an interactive decision engine.

Question. Calculate. Compare. Decide.

StratePlan as Portfolio Optimization and Investment Decision Software

StratePlan is a mathematical decision-intelligence platform for CAPEX, investment, and project portfolio decisions.

The focus is not on completely replacing existing ERP, PPM, or planning systems.

StratePlan complements the mathematical decision-making process.

A dataset can start in a simple form with:

• Project ID
• Investment
• Expected Value, Revenue, or NPV

For more complex decision-making models, the following can be added:

• Strategic Criteria
• Resource Constraints
• Mandatory Projects
• Project Dependencies
• Business Unit Rules
• Multi-Year Budgets

StratePlan can use this information to calculate alternative project portfolios and analyze management issues at the portfolio level.

For example:

• Which combination of projects maximizes the defined portfolio value?
• Which combination maximizes the NPV within a fixed budget?
• Which projects should be selected if CAPEX is reduced?
• What additional investments become possible with a higher budget?
• How does the selection change with less engineering capacity?
• What impact does a new mandatory project have?
• How do dependencies affect the portfolio?
• How does capital allocation change between business units?
• What portfolio configuration results from different strategic priorities?
• How does the decision change over multiple planning periods?

This allows data, mathematical optimization, and management decisions to be integrated within a common decision space.

Planning software plans.

Management software manages.

Prioritization software ranks.

Portfolio optimization software calculates combinations.

StratePlan turns those calculations into management decisions.

Don't just manage the portfolio. Calculate it.

Frequently Asked Questions About Capital Allocation Software

What is Capital Allocation Software?

Capital allocation software helps companies allocate limited capital across competing investment opportunities. Advanced solutions can mathematically optimize project combinations subject to budget, resource, and other constraints.

What is a capital allocation tool?

A capital allocation tool analyzes how capital can be allocated to projects, business units, or other investment opportunities. Depending on its feature set, this ranges from reporting to mathematical optimization.

What is CAPEX planning software?

CAPEX planning software supports the planning of long-term capital expenditures, budgets, forecasts, and investment projects over one or more periods.

What is CAPEX optimization software?

CAPEX optimization software calculates project combinations based on a defined objective function and constraints such as budget, resources, dependencies, and mandatory projects.

What is CAPEX Management Software?

CAPEX management software supports the management of the investment process—from investment requests and business cases through approvals to budget tracking and reporting.

What is Investment Planning Software?

Investment planning software helps companies plan, evaluate, and schedule future investments.

What is investment decision software?

Investment decision software combines data, criteria, scenarios, and decision models to provide quantitative support to management in making complex investment decisions.

What is Project Selection Software?

Project selection software helps determine which projects should actually be included in a portfolio and financed.

What is project prioritization software?

Project prioritization software evaluates projects based on defined criteria and typically generates scores, priorities, or rankings.

What is Portfolio Optimization Software?

Portfolio optimization software uses mathematical optimization to calculate a combination of projects that best meets a defined objective within given constraints.

What is Capital Budgeting Software?

Capital budgeting software supports the financial evaluation and planning of long-term investments. Typical metrics include NPV, IRR, ROI, payback, and cash flow.

What are capital budgeting tools?

Capital budgeting tools include spreadsheets, financial modeling tools, planning platforms, and specialized investment or optimization software for analyzing long-term investments.

What is resource allocation software?

Resource allocation software supports the allocation of limited resources—such as capital, FTEs, engineering hours, or IT capacity—to competing projects and activities.

What is strategic planning software?

Strategic planning software helps align corporate goals, strategic initiatives, KPIs, and long-term planning. When combined with portfolio optimization, strategic criteria can be directly incorporated into capital allocation decisions.

What is Investment Committee Software?

Investment Committee Software supports the preparation, analysis, approval, and documentation of investment decisions. Portfolio Optimization can also calculate which combination of the proposed investments could be selected under the defined conditions.

What is an Optimization Solver for Business?

An optimization solver is a mathematical computation component that processes decision variables, objective functions, and constraints to calculate an optimized, feasible solution.

What is the difference between CAPEX planning software and CAPEX optimization software?

CAPEX planning software organizes investments, budgets, and forecasts. CAPEX optimization software calculates which combination of planned investments should be selected under defined conditions.

What is the difference between project prioritization software and portfolio optimization software?

Project prioritization software evaluates and ranks individual projects. Portfolio optimization software calculates combinations of projects subject to shared budget, resource, and other constraints.

What is the difference between CAPEX management software and portfolio optimization software?

CAPEX management software typically focuses on processes, workflows, budgets, and reporting. Portfolio optimization software focuses on the mathematical selection and composition of the portfolio.

Can portfolio optimization software replace Excel?

Not necessarily. Excel can still be used for data collection, business cases, and individual analyses. An optimization layer can take this data and mathematically calculate complex portfolio decisions.

Can portfolio optimization software complement existing PPM systems?

Yes. PPM systems can provide project and portfolio data, while a mathematical optimization layer uses this data for portfolio selection and scenario optimization.

What data does capital allocation software require?

A simple model can start with just a project ID, investment amount, and expected value. Depending on the decision problem, NPV, strategic criteria, resources, dependencies, mandatory projects, and multi-year budgets can be added.

Can capital allocation software account for multiple business units?

Yes. Business unit minimum budgets, maximum budgets, or other allocation rules can be integrated into a portfolio model as constraints.

Can portfolio optimization software account for mandatory projects?

Yes. Mandatory projects can be modeled as fixed selection criteria and must therefore be part of every permissible portfolio configuration.

Can portfolio optimization software account for project dependencies?

Yes. For example, it can be defined that Project B may only be selected if Project A is also part of the portfolio.

Can investment planning software account for multiple years?

Yes. Multi-year investment planning can model period-specific budgets, resources, project durations, and dependencies across multiple planning years.

What software is suitable for complex capital allocation decisions?

When a company must not only manage or prioritize projects but also select a specific combination from many competing investments under multiple constraints, mathematical portfolio optimization software is particularly relevant.

When is project prioritization software no longer sufficient?

When varying project sizes, budget limits, resources, dependencies, or mandatory projects mean that a ranking does not automatically lead to the best portfolio combination, portfolio optimization becomes essential.

What should a CFO expect from capital allocation software?

Among other things, a CFO should be able to analyze which combination of projects within a budget best meets the defined financial target, how budget changes affect portfolio value, and what opportunity costs different capital allocation decisions generate.

What should a CEO expect from investment decision software?

A CEO should be able to compare the financial and strategic implications of alternative investment decisions and examine how changing strategic priorities influence project selection and capital allocation.

Can investment decision software be used during a board meeting?

If the portfolio model is prepared and scenarios can be recalculated quickly, changes to the budget, resources, and strategy can be compared directly at the portfolio level during a meeting.

What distinguishes StratePlan from traditional CAPEX planning software?

StratePlan focuses on the mathematical decision layer. The emphasis is on calculating and comparing project combinations under budget, resource, strategy, dependency, and other constraints, as well as on using these calculations to inform management decisions.