Investment Analysis Template

Investment analysis requires balancing financial returns against strategic fit and risk exposure. Most teams run a single DCF model and call it due diligence — missing the strategic, operational, and risk dimensions that determine whether an investment actually delivers value.

This template applies five complementary frameworks. NPV (Net Present Value) calculates the present value of future cash flows. DCF Analysis provides detailed cash flow modeling. IRR (Internal Rate of Return) identifies the break-even discount rate. Risk Matrix quantifies probability and impact of downside scenarios. And SWOT Analysis assesses strategic alignment.

The result is a comprehensive investment brief that satisfies finance teams (DCF/NPV), strategy teams (SWOT), and risk committees (risk matrix) with a single analysis.

Best For

  • CFOs and finance teams evaluating capital allocation
  • Investors performing multi-framework due diligence
  • Board members reviewing investment proposals
  • Founders evaluating fundraising vs bootstrapping trade-offs

How to Use This Template

  1. 1

    List 2-4 investment opportunities you're evaluating.

  2. 2

    Describe financials: projected cash flows, required investment, timeline, risk factors.

  3. 3

    SolveRight runs 5 frameworks and scores each opportunity with financial modeling.

  4. 4

    Review the risk-return profile and cross-framework contradictions.

  5. 5

    Export the investment brief for committee or board review.

Frameworks in This Template

These frameworks are pre-selected for this template. All 155 frameworks are available in every analysis.

Net Present Value (NPV)

Determines whether an investment creates value by discounting projected future cash flows to present value

DCF Analysis

Determines intrinsic value of a business based on projected future free cash flows

Internal Rate of Return (IRR)

Calculates annualized return rate that makes NPV equal to zero

Risk Assessment Matrix

Maps risks by probability and impact to quantify overall risk exposure

SWOT Analysis

Evaluates strengths, weaknesses, opportunities, and threats per option

Sample Options

Example options you might compare with this template:

Investment A (growth-stage startup)Investment B (mature company)Investment C (real estate)

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Investment Analysis Template — Frequently Asked Questions

Can I input actual financial projections?+
Yes. Provide cash flow projections, discount rates, and growth assumptions. SolveRight uses these for NPV and DCF calculations. For rougher estimates, the AI extraction infers ranges from your description.
How does this handle different risk profiles?+
The Risk Matrix scores probability and impact of downside scenarios for each investment. Combined with SWOT, this reveals which investments have hidden strategic risks that financial models miss.
Is this suitable for real estate or only financial assets?+
The template handles any investment type — real estate, M&A, venture capital, infrastructure projects, and internal capital allocation. The frameworks adapt to whatever asset class you describe.

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