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Capex / Investment Justification Draft

Draft the justification narrative for a capex or investment request, for review.

The prompt
Draft the justification for the [capex/investment] request from the inputs I provide:
- Need and options considered
- Costs and benefits stated (sourced)
- Risks and assumptions
- Payback / returns as provided

Mark figures [to validate]. This is a draft narrative; the numbers and the decision are not Copilot's.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Finance Manager, FP&A Lead, Budget Owner