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We read interest rates and credit markets and tell you when to pause or resume hiring, spending and fundraising. Updated every Monday, with an email the day a line is crossed.

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  2. /Quarterly Capital Planning Memo Example

Quarterly Capital Planning Memo Example

A worked quarter with guidance, decisions, pause lines and board asks filled in. It shows the format carrying real content before you write your own.

  • • One-sentence guidance with the reading behind it
  • • SAFE / RISKY / DANGEROUS decisions classified by reversibility, not size
  • • Three pause lines, each with a number, a duration, an owner and a consequence
  • • Board approvals and guardrails requested
  • • Illustrative figures throughout — not a published reading. The live guidance is on the home page.
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Related pages

Guide: capital disciplineThe board framework