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Templates · Finance, investing & fundraising

Business case template

Origin: Corporate finance standard (HM Treasury Five Case Model; Fortune 500 capital requests).

Start from this templateFree, no account needed. The blank is written with guidance in each section, ready to fill in.

Sections

  1. Executive summary
  2. Problem & opportunity
  3. Options
  4. Costs
  5. Benefits
  6. Financials (NPV, IRR, payback)
  7. Risks
  8. Implementation
  9. Recommendation

How a tough reader scores it

When you score a draft against this format, the Critic evaluates this business case. The weights add up to 100; the fixes for the weakest criteria arrive as cards in the editor.

CriterionWeight
Problem and strategic fit are clear10
Do-nothing baseline included10
Costs are complete, including hidden and recurring15
Benefits are quantified with sourced assumptions, not wishful20
Financial metrics correctly computed15
Sensitivity analysis on key assumptions15
Risks and implementation are realistic10
Clear ask5

How it works in SecondPen.ai

Open the template and the editor writes the blank once, with a line of guidance under each heading that you delete as you fill it in. Write your abstract and the editor names the format it reads like. Ask for a document with a slash command and it offers to start from the matching format. When the draft is ready, the Critic scores it against the criteria above, the way this format's toughest reader would, and the three highest-leverage fixes become Editor cards.

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