The Capital Allocation Theory of Growth
Source-grounded pack with Build Growth Capital Portfolio, Model Growth Economics, and Run Growth Allocation Review, plus 1 more.
Use this pack when
Choose this pack when the work touches The Capital Allocation Theory of Growth and you need a bounded workflow with explicit inputs, a defined output, and human review gates.
Included workflows
Choose the job in front of you.
4 source-grounded skills. Load one workflow at a time.
Build Growth Capital Portfolio
Use this workflow when executives, finance, and growth must compare unlike acquisition investments across return timing, absolute size, liquidity, confidence, strategic option value, and portfolio role instead of applying one payback hurdle to everything.
Output Return a growth capital portfolio with objectiveandliquidity, metricstackbymotion, returnsi
Model Growth Economics
Use this workflow when a company must define business-specific growth economics, replace persuasive blended ratios with cash constraints, or compare revenue, gross-margin, and contribution payback by cohort, segment, channel, or motion.
Output Return a growth economics model with decisionandeconomicunit, businessmodelmetricmap, definitionsandsources, cohortcashflows, revenuegrossandnetpayback, baseanddownsidecases, crossfunctionalcosts, acceptablepaybackwindows, confidenceandgaps, and allocationimplications.
Run Growth Allocation Review
Use this workflow when a cross-functional growth meeting must move budget, set experiments, cap or kill motions, reconcile metric failure modes, and retain a decision record rather than merely report performance.
Output Return a growth allocation review packet with objectiveandagenda, metricfailurecards, allocationtable, redteamrisks, decisions, budgetandtestactions, ownersandthresholds, decisionlog, and revisitschedule.
Test Next-Dollar Evidence
Use this workflow when deciding whether to increase, cap, reduce, or test a growth channel and historical averages or attribution reports do not establish the marginal, incremental, net return of the next spend tranche.
Output Return a next-dollar evidence brief with decisionandthreshold, spendtranches, marginalcurve, decayandsaturation, attributionclaims, prooflevel, incrementalitytest, incrementalneteconomics, uncertaintyandrisks, and allocationrecommendation.
Human review
Keep consequential decisions explicit.
These workflows structure analysis and artifacts; they do not authorize autonomous external, personnel, financial, legal, security, or other high-impact action.
Source and files
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10 source essays · 4 usable skills · reviewed Jul 2026