Wherever capital competes
Different industries, one shape of problem: more good claims than budget, each with its own risk, all drawing on the same envelope. These are the decisions we're asked to run, and the sector physics we calibrate for.
One budget
Eight decisions we run every week
Each card is a one-screen walkthrough of how the analysis works and what the committee sees.
The annual capex plan
The whole book in one pass: every candidate sized against the real envelope, the maintenance/growth split made explicit, and a reserve recommendation instead of the traditional December spend-it-or-lose-it scramble.
“What does the optimal version of this year's plan look like — and how far is ours from it?”
Sanctioning a major project
The final investment decision, with the missing numbers on the page: an honest probabilistic read of schedule and cost, the commitment sized against the rest of the book, and the downside quantified before signature.
“How much of this project can we afford to be wrong about?”
The mid-year reallocation
Reality has diverged from plan — one project is burning fast, another slipped, a new opportunity appeared. The engine re-runs the whole book on live data and shows exactly which commitments to trim, hold, or top up.
“Given what we now know, where should the remaining capital go?”
Maintenance vs. growth
The argument every operator has annually, settled quantitatively: integrity and reliability spend evaluated in the same framework as growth projects, so deferral risk is priced instead of hand-waved.
“What's the real cost of deferring maintenance to fund growth this year?”
Fleet & asset renewal
Replace, refurbish, or run — decided per asset class with age, failure risk, and utilization in the math, and the whole renewal program sequenced against the budget rather than argued unit by unit.
“Which assets do we renew this cycle, and which can safely wait?”
The energy-transition portfolio
Legacy cash generators and long-dated transition bets in one book — different time horizons, different risk shapes, shared exposure to policy and price, balanced explicitly instead of letting the loudest sponsor win.
“How much transition risk can this portfolio actually carry?”
Footprint & real-estate decisions
Consolidate, renew, or exit across an entire estate at once. Leases, refurbishments, and relocations become sized options in a portfolio, with shared markets and shared timing modeled instead of ignored.
“What does the estate look like if we optimize it as one decision?”
The bid portfolio (EPC & services)
Bid-and-proposal dollars are capital too. Score every pursuit, size the B&P spend per pursuit, and stop chasing everything the win-rate math usually says the portfolio is over-extended on.
“Which pursuits deserve our B&P budget — and how much each?”
Same engine, calibrated to the physics of each sector
Oil & Gas
Long-cycle megaprojects with brutal correlation: one commodity price moves and every sanction in the book moves with it.
Read moreInfrastructure
Political timelines, decade-long horizons, and portfolios whose real constraint is delivery capacity rather than cash.
Read morePower & Nuclear
The highest stakes per decision on this page. Firm capacity, regulated returns, and a downside tail that has to be sized explicitly.
Read moreRenewables
High volume, smaller tickets, portfolio effects that actually work — if the correlation between sites is modeled honestly.
Read moreManufacturing
Line expansions, retooling, and automation programs that all want the same shutdown window and the same crews.
Read moreData Centers
The fastest-moving capex book in the market: large tickets, short windows, and demand scenarios that fan out quickly.
Read moreBy persona
Everyone in the room, the same numbers
Capital committees & CFOs
You get the two numbers the board actually wants: what the plan is worth, and the chance it goes badly enough to matter. Plus a defensible paper trail for every allocation — the answer to “why did we fund this?” is documented at decision time, not reconstructed later.
Capital planners & project controls
You already have the data; we make it decisive. Schedules become probabilistic evidence, options lists become sized recommendations, and your annual planning cycle gets an engine instead of a spreadsheet with 40 tabs and one owner.
EPC contractors & engineering firms
Two uses: win better work (bid-portfolio sizing, pursuit selection) and de-risk delivery (probabilistic schedules, bottleneck detection on live projects). Differentiate in the interview: show the client a probabilistic plan, not a bar chart.
PE & infrastructure investors
Diligence and portfolio construction in one framework: every target's plan stress-tested the same way, every platform's capex book sized as a portfolio, and correlation across holdings made visible before it shows up in a down quarter.
Where to start
Pick the decision closest to the one on your desk and we'll run it with you — your data, one working session, real numbers by the end of it.
Book a working session