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.
Get this packGrounded in the complete The Capital Allocation Theory of Growth series.
Open the pack, choose a workflow, and follow its setup and input instructions. You can also open each workflow below.
10 source essays · 4 usable skills · reviewed Jul 2026
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.
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 specification
Return a growth capital portfolio with objective_and_liquidity, metric_stack_by_motion, return_size_liquidity_matrix, portfolio_roles, base_and_downside_allocation, strategic_option_tests, budget_bands, decision_rights, evidence_checkpoints, and cut_order.
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 specification
Return a growth economics model with decision_and_economic_unit, business_model_metric_map, definitions_and_sources, cohort_cash_flows, revenue_gross_and_net_payback, base_and_downside_cases, cross_functional_costs, acceptable_payback_windows, confidence_and_gaps, and allocation_implications.
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 specification
Return a growth allocation review packet with objective_and_agenda, metric_failure_cards, allocation_table, red_team_risks, decisions, budget_and_test_actions, owners_and_thresholds, decision_log, and revisit_schedule.
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 specification
Return a next-dollar evidence brief with decision_and_threshold, spend_tranches, marginal_curve, decay_and_saturation, attribution_claims, proof_level, incrementality_test, incremental_net_economics, uncertainty_and_risks, and allocation_recommendation.
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.