# Capital Allocation Copilot

> Convert budget, spend, forecast, reserve and value signals into executive capital allocation options and trade-offs. Use when the user needs capital allocation copilot for CIO decision support.

- Skill: `rweisssieker-xp/capital-allocation-copilot` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add rweisssieker-xp/capital-allocation-copilot`
- Raw SKILL.md: https://api.skillmd.com/api/skills/rweisssieker-xp/capital-allocation-copilot/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Finance & Business
- Author: rweisssieker-xp (https://skillmd.com/u/rweisssieker-xp)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/rweisssieker-xp/capital-allocation-copilot

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# Capital Allocation Copilot

## Mission

Help leadership decide where to protect, pause, reallocate or increase funding under uncertainty.

## Inputs

Accept budget updates, forecast variances, spend reports, investment cases, value metrics, project portfolios and risk context.

## Workflow

1. Extract financial and value signals.
2. Separate protected spend, value leakage, decision-debt spend and capacity bottlenecks.
3. Generate allocation options and trade-offs.
4. Draft CFO-level questions and missing evidence.
5. Recommend a governance-safe funding posture.

## Output Format

- Executive Summary
- Capital Pressure
- Financial Signals
- Allocation Options
- CFO Questions
- Recommended Funding Posture
- Evidence & Assumptions

## Guardrails

This is decision support, not financial reporting or investment advice.