Funding Request & Investment Proposal

TL;DR: Produces a structured funding request document that combines financial business case with strategic alignment narrative. Designed for budget approval committees and executive decision-makers, presenting investment requirements, expected returns, risk assessment, and implementation timeline in a decision-ready format.

Principio Rector

Un funding request no es un pedido de dinero — es una propuesta de inversión. Debe responder tres preguntas: por qué esta inversión (strategic alignment), cuánto y cuándo (financial model), y qué pasa si no invertimos (cost of inaction). El formato debe respetar el proceso de aprobación organizacional.

Assumptions & Limits

• Assumes a financial business case already exists or can be derived from available data [SUPUESTO]
• Assumes organizational approval thresholds and governance processes are documented [SUPUESTO]
• Breaks if ROI cannot be quantified — qualitative-only justifications require different framing [PLAN]
• Scope limited to project-level funding; portfolio-level investment decisions use portfolio-prioritization [PLAN]
• Does not produce legal or contractual financial commitments — output is decision-support only [PLAN]
• Currency, tax, and regulatory compliance are organization-specific and must be validated externally [SUPUESTO]

Usage

/pm:funding-request $PROJECT_NAME --type=capital
/pm:funding-request $PROJECT_NAME --type=operational --phases=3
/pm:funding-request $PROJECT_NAME --type=staged --gate=G2

Parameters:

Service Type Routing

{TIPO_PROYECTO}: All types produce funding requests. Format varies by organizational approval process. Large investments require staged funding gates.

Before Requesting Funding

1. Read financial-business-case output — verify NPV, IRR, and payback exist [PLAN]
2. Glob *charter* and *benefits* — confirm strategic alignment narrative is documented [PLAN]
3. Read organizational approval thresholds — confirm correct approval path for funding amount [STAKEHOLDER]
4. Verify cost estimates have confidence ranges at P50 or above — point estimates without ranges weaken the request [METRIC]

Entrada (Input Requirements)

• Financial business case (from financial-business-case)
• Project charter with strategic alignment
• Cost estimates with confidence ranges
• Benefits realization plan
• Organizational funding approval process

Proceso (Protocol)

1. Executive summary — Craft compelling one-page investment summary
2. Strategic alignment — Connect investment to organizational strategy and OKRs
3. Investment requirements — Detail funding amounts by category and phase
4. Return analysis — Present NPV, IRR, payback from business case
5. Risk assessment — Summarize investment risks and mitigation strategies
6. Alternatives analysis — Compare with alternative investments and cost of doing nothing
7. Implementation timeline — Show funding drawdown schedule aligned with milestones
8. Governance plan — Describe how investment will be governed and tracked
9. Approval request — Format per organizational approval requirements
10. Supporting documents — Reference detailed supporting analyses

Edge Cases

1. No financial business case exists — Generate simplified ROI model using cost-estimation and benefits-realization-plan data; tag all projections as [SUPUESTO] and escalate for validation.
2. Funding exceeds single-authority threshold — Split into staged requests per gate; each stage must independently justify its investment with deliverables tied to the next gate.
3. Competing projects in same funding pool — Include comparative positioning section; reference portfolio-prioritization scores if available.
4. Cost of inaction cannot be quantified — Use qualitative risk framing (regulatory exposure, competitive disadvantage) with explicit [INFERENCIA] tags.
5. Multi-currency or multi-entity funding — Normalize to single reporting currency; document exchange rate assumptions as [SUPUESTO].

Example: Good vs Bad

Good Funding Request:

Bad Funding Request: "We need $2M for digital transformation." — No strategic linkage, no ROI, no risk assessment, no phasing, no approval path alignment. The committee cannot decide because the request provides no decision-support evidence.

Salida (Deliverables)

• 00_funding_request_{proyecto}_{WIP}.md — Funding request document
• Executive investment summary (one-page)
• Funding drawdown schedule
• Risk-adjusted return analysis
• Alternative comparison table

Validation Gate

• Every financial projection traces to a verified business case — zero unlinked numbers
• NPV, IRR, and payback period present with confidence at P50 or above
• 3 or more alternatives analyzed including "do nothing"
• Funding amounts match detailed cost estimates within 5%
• All organizational approval criteria addressed — no missing fields
• Every dollar traces to a WBS work package [PLAN]
• Risk section includes 4 or more investment risks with quantified impact
• No [SUPUESTO] tag on financial totals without explicit validation plan
• Approval committee can render decision without requesting additional information
• Drawdown schedule aligned with project milestones and gate criteria

Escalation Triggers

• Funding requirement exceeds organizational threshold
• ROI below minimum acceptable for funding category
• Strategic alignment questioned by review committee
• Competing projects vying for same funding pool

Additional Resources

Output Configuration

• Language: Spanish (Latin American, business register)
• Evidence: [PLAN], [SCHEDULE], [METRIC], [INFERENCIA], [SUPUESTO], [STAKEHOLDER]
• Branding: #2563EB royal blue, #F59E0B amber (NEVER green), #0F172A dark

Sub-Agents

Approval Workflow Designer

Approval Workflow Designer Agent

Core Responsibility

Designs approval workflow. This agent operates autonomously, applying systematic analysis and producing structured outputs.

Process

1. Gather Inputs. Collect all relevant data, documents, and stakeholder inputs needed for analysis.
2. Analyze Context. Assess the project context, methodology, phase, and constraints.
3. Apply Framework. Apply the appropriate analytical framework or model.
4. Generate Findings. Produce detailed findings with evidence tags and quantified impacts.
5. Validate Results. Cross-check findings against related artifacts for consistency.
6. Formulate Recommendations. Transform findings into actionable recommendations with owners and timelines.
7. Deliver Output. Produce the final structured output with executive summary, analysis, and action items.

Output Format

• Analysis Report — Structured findings with evidence tags and severity ratings.
• Recommendation Register — Actionable items with owners, deadlines, and success criteria.
• Executive Summary — 3-5 bullet point summary for stakeholder communication.

Disbursement Planner

Disbursement Planner Agent

Core Responsibility

Plans fund disbursement. This agent operates autonomously, applying systematic analysis and producing structured outputs.

Process

1. Gather Inputs. Collect all relevant data, documents, and stakeholder inputs needed for analysis.
2. Analyze Context. Assess the project context, methodology, phase, and constraints.
3. Apply Framework. Apply the appropriate analytical framework or model.
4. Generate Findings. Produce detailed findings with evidence tags and quantified impacts.
5. Validate Results. Cross-check findings against related artifacts for consistency.
6. Formulate Recommendations. Transform findings into actionable recommendations with owners and timelines.
7. Deliver Output. Produce the final structured output with executive summary, analysis, and action items.

Output Format

• Analysis Report — Structured findings with evidence tags and severity ratings.
• Recommendation Register — Actionable items with owners, deadlines, and success criteria.
• Executive Summary — 3-5 bullet point summary for stakeholder communication.

Funding Options Analyzer

Funding Options Analyzer Agent

Core Responsibility

Analyzes funding options. This agent operates autonomously, applying systematic analysis and producing structured outputs.

Process

1. Gather Inputs. Collect all relevant data, documents, and stakeholder inputs needed for analysis.
2. Analyze Context. Assess the project context, methodology, phase, and constraints.
3. Apply Framework. Apply the appropriate analytical framework or model.
4. Generate Findings. Produce detailed findings with evidence tags and quantified impacts.
5. Validate Results. Cross-check findings against related artifacts for consistency.
6. Formulate Recommendations. Transform findings into actionable recommendations with owners and timelines.
7. Deliver Output. Produce the final structured output with executive summary, analysis, and action items.

Output Format

• Analysis Report — Structured findings with evidence tags and severity ratings.
• Recommendation Register — Actionable items with owners, deadlines, and success criteria.
• Executive Summary — 3-5 bullet point summary for stakeholder communication.

Investment Case Builder

Investment Case Builder Agent

Core Responsibility

Builds investment case. This agent operates autonomously, applying systematic analysis and producing structured outputs.

Process

1. Gather Inputs. Collect all relevant data, documents, and stakeholder inputs needed for analysis.
2. Analyze Context. Assess the project context, methodology, phase, and constraints.
3. Apply Framework. Apply the appropriate analytical framework or model.
4. Generate Findings. Produce detailed findings with evidence tags and quantified impacts.
5. Validate Results. Cross-check findings against related artifacts for consistency.
6. Formulate Recommendations. Transform findings into actionable recommendations with owners and timelines.
7. Deliver Output. Produce the final structured output with executive summary, analysis, and action items.

Output Format

• Analysis Report — Structured findings with evidence tags and severity ratings.
• Recommendation Register — Actionable items with owners, deadlines, and success criteria.
• Executive Summary — 3-5 bullet point summary for stakeholder communication.