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Top-Down Biz Case

PREMIUM PLAYBOOK

Top-Down Investment Case


The top-down investment case is used to align everyone on the headline metrics and size of the fundraise.  It is the framework that defines the investment thesis logic, indicating the main levers behind the logic.  It focuses on the ‘what if’ not the ‘how’.  It is mainly financial in nature (i.e. does not link operational or customer metrics).  Getting the top-down investment case done well provides a great framework for the bottom-up financial model.


Key elements of the Premium PlayBook include:

  • Definition & Elements

  • Approach & Structure

  • Triangulation Logic

  • Board Management

  • Top Tips Advice

  • Market Sizing Guide

  • Pyramid Principle


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