The Lab

Growth Allocation Lab

A $500M-$2B industrial technology business has $10M of incremental growth investment. Five places it could go. Allocate the money, then rate each motion on the three questions that actually decide it. The exercise shows you what your own judgments say about your portfolio.

This is a thinking tool, not a forecast. It contains no market data and no model of the future; it simply puts your allocation and your evidence side by side, which is where most growth-investment conversations should start.

The portfolio read

Where the money goes What your ratings support
On your own ratings

The question is rarely which channel has the lower cost per lead. It is whether the organization has chosen the right growth pools before it optimizes the channels.

How the read is produced

Each motion's evidence score is the simple average of your three ratings: near-term economics, right to win, and readiness to execute.

The blue bar is that score as a share of all five scores. The dark bar is the share of money you allocated.

Where the dark bar runs ahead of the blue one, you are funding beyond your own evidence. Where it runs behind, your evidence is ahead of your money.

That is the entire mechanism. It predicts nothing and weighs nothing secretly; it only confronts your allocation with your judgments. In real work those judgments are then tested against data, customers and the operating model, which is where the interesting conversations happen.

A simple decision exercise built on synthetic assumptions. The read reflects only the allocation and ratings you enter.

Talk about where your growth should come from →