Allocate Capital Across a Software Portfolio
Calculate relative share, challenge provisional labels and propose evidence-gated allocation.
20 minutes
Scenario
A software group owns four products competing for next year’s investment budget. Management has assigned quadrant labels but has not validated the calculations or cross-product value.
- Your role
- Portfolio manager
- Method
- BCG Matrix
Evidence pack
Core CRM
Market growth 4%; our share 30%; largest competitor 20%; operating cash flow €4.2m.
AI Support
Market growth 22%; our share 9%; largest competitor 36%; cash burn €1.8m.
Billing Add-on
Market growth 3%; our share 11%; largest competitor 40%; standalone profit €0.2m; used by 60% of retained CRM accounts.
Field Service
Market growth 15%; our share 24%; largest competitor 20%; cash burn €0.6m.
Budget
New investment budget is €3m.
Constraints
- Relative share must be calculated explicitly.
- Cross-product retention value must be considered.
- No quadrant creates an automatic action.
Case steps
Work through each prompt using the evidence pack. These guided cases support self-directed practice; server-scored attempts are not available yet.
Calculate relative share for p1–p4.
Assign provisional quadrants using the supplied growth and relative-share data.
Identify two pieces of evidence that should change or qualify a label-based recommendation.
Allocate the €3m budget using at least one evidence gate and one stop condition.