AI Business Case Generator

Funding-gate business cases, with the maths and the narrative

Reqify generates a Five Case Model business case from your discovery: strategic, economic (with NPV / IRR / ROI / TCO), commercial, financial, and management cases — with a defensible options appraisal and a clean risk register.

  • HM Treasury Five Case Model
  • NPV / IRR / ROI / TCO
  • Options appraisal
  • Risk-weighted

A business case is two skills, and most people only have one

Writing a credible business case is the moment when storytelling, structured argument, and financial modelling have to land on the same page. Most documents fail one of the three. The narrative is good but the financial model is back-of-envelope. The model is precise but the strategic case is generic. The options appraisal is missing entirely, so the recommendation looks pre-decided.

Senior leadership and investment committees can spot all of this in fifteen minutes. They will reject a case that does not show its work. The cost is not just the rejection — it is the three-week rewrite cycle and the lost slot in the next gateway.

A useful AI business case generator has to be opinionated about structure (a real framework, not a one-pager), faithful about numbers (no fabricated benefit), and explicit about what is grounded versus what needs a stakeholder decision.

How Reqify produces a defensible business case

Reqify follows the HM Treasury / OGC Five Case Model — the standard for UK government and adopted widely in regulated industry. Each case is generated against your project context: Strategic (problem, drivers, strategic alignment, SMART objectives), Economic (long-list to short-list options appraisal, monetised costs and benefits, NPV, IRR, ROI, TCO, sensitivity analysis), Commercial (procurement route, market response), Financial (affordability, funding source, profile), Management (delivery approach, governance, milestones).

Costs and benefits are itemised and traceable to the discovery files. Non-monetisable benefits are listed honestly rather than padded with vague impacts. The risk register feeds in from the project RAID log so risks already carried elsewhere are referenced, not duplicated. Options that are infeasible are eliminated explicitly with reasons; the preferred option is justified against the appraisal.

When a number cannot be derived — a benefit with no validated rate, a cost without a procurement quote — Reqify flags it inline as needing stakeholder input. The output is honest about the inputs, which is exactly what investment committees want to see.

What ships in the business case

Strategic case

Problem statement, drivers, strategic alignment, SMART objectives, scope and constraints.

Economic case

Long-list to short-list options appraisal, monetised cost-benefit, NPV / IRR / ROI / TCO, sensitivity and risk-adjusted view.

Financial case

Affordability, funding source, phasing profile, year-by-year financial impact.

Commercial case

Procurement route, market sounding, supplier landscape, contract approach.

Management case

Delivery method, governance, milestone plan, benefits realisation approach, RAID summary.

Funding-gate format

Structure matches what UK government and regulated-industry investment committees already approve against.

From discovery to a gateway-ready document

  1. Step 1

    Add context and constraints

    Discovery files, strategic context, cost inputs, RAID log, prior similar cases. Reqify indexes them against the Five Case schema.

  2. Step 2

    Set the scope

    Funding gate stage, scenario assumptions, key sensitivities. Reqify asks the few questions that change the case shape.

  3. Step 3

    Generate

    Three to four minutes for an enterprise-grade business case. Prose streams live; a structured pass extracts costs, benefits, NPV, IRR.

  4. Step 4

    Iterate the economic case

    Adjust assumptions; the sensitivity tables and NPV update. Mark monetisation methods you have validated with finance.

  5. Step 5

    Export and submit

    .docx for the gateway submission, .xlsx for the financial appendix. Sign-off and version history stay in Reqify.

Who uses Reqify for business cases

  • Programme directors writing OBC, FBC, and SOC submissions
  • Internal investment-committee submitters
  • Consultancy partners writing investment cases for clients
  • PMOs supporting funding-gate reviews
  • Bid teams writing investment-style sections in proposals
  • CTO / CIO offices justifying platform spend

Business case generator FAQ

Does this follow the HM Treasury Five Case Model?+

Yes. The structure matches the HM Treasury / OGC Five Case Model used for UK government investment decisions and widely adopted in regulated industry: Strategic, Economic, Commercial, Financial, Management cases. The Economic case includes the long-list / short-list options appraisal with NPV, IRR, ROI, TCO and sensitivity analysis expected at gateway review.

Will it invent benefits?+

No — and that is the design priority. Costs and benefits are derived from your inputs and cited back to source. Where a benefit cannot be validated (no rate, no benchmark), Reqify lists it as non-monetisable rather than fabricating a number. Investment committees punish padding far more than missing benefits.

Can I run sensitivities?+

Yes. The economic case includes a sensitivity table over the main drivers (discount rate, cost-of-delay, take-up rate). Adjust an assumption in the editor and the NPV / IRR recalculate.

How is risk handled?+

The case can pull from your project RAID log so the risk register is a single source of truth across documents. Risk-adjusted economic-case view shows the impact of carrying the top risks on the NPV.

Is this only for UK / government use?+

No — the Five Case Model is structurally what most enterprise investment committees expect, regardless of jurisdiction. The vocabulary is configurable for North American audiences.

Can I export to Word and Excel?+

Yes. .docx for the submission with formatting and table of contents preserved; .xlsx for the financial appendix with cost-benefit, sensitivity, and NPV calculations.

A business case investment committees will sign off

Five Case Model. Honest economics. Defensible options appraisal. Generated in minutes from your project context.