Buy NowBuy Now
Case Study - 20267 min read

StratCore Holdings achieved 3.2x ROI with AI-driven capital allocation

Replaced fragmented budgeting tools with a unified Performance Capital Engine across 14 international markets.

Client

StratCore Holdings

Industry

Financial Services

Duration

14 Weeks

Platform

Performance Capital Engine

Fourteen markets, fourteen spreadsheets.

StratCore Holdings manages capital deployment across 14 international markets, from currency hedging to regional growth budgets. Each market ran its own planning process in its own spreadsheet, reconciled manually by a finance team that spent more time chasing numbers than acting on them.

By the time a capital allocation decision reached the executive team, the underlying data was often three to four weeks stale — long enough for market conditions to have shifted entirely. StratCore's CFO, Renata Silva, needed a single source of truth that could model scenarios in near real-time, not a faster spreadsheet.

StratCore Holdings achieved 3.2x ROI with AI-driven capital allocation
The Approach

Three phases to unified capital planning

01Weeks 1-4

Unified Forecasting Model

Consolidated all 14 regional planning models into a single forecasting engine, normalized against a shared chart of accounts.

02Weeks 5-9

Scenario Simulation Tools

Built scenario-modeling tools that let regional leads simulate reallocation decisions and see downstream impact instantly, instead of waiting on a quarterly planning cycle.

03Weeks 10-14

Phased Market Rollout

Rolled out market by market, starting with the three largest regions by capital deployed, so the finance team could validate the model before trusting it with smaller, more volatile markets.

The Results

The results

3.2x
ROI Increase

Capital reallocated toward higher-performing markets within the same fiscal year rather than the next planning cycle.

42%
Cost Cut

Reduced reconciliation overhead and external consulting spend previously needed to sanity-check the numbers.

2hrs
Scenario Turnaround

Scenario models that used to take three weeks to build now run in under two hours.

For the first time, our regional leads and our board are looking at the same numbers, updated the same day. That alone changed how fast we could move.
Renata Silva

Renata Silva

CFO, StratCore Holdings

Key Deliverables

What we built for StratCore Holdings

Unified Forecasting Model

A single normalized planning layer across all 14 markets, replacing region-specific spreadsheets.

Scenario Simulator

Real-time "what-if" modeling for capital reallocation decisions, with instant downstream impact previews.

Executive Dashboard

A single view of capital deployed, projected ROI, and risk exposure across every market.

StratCore capital allocation dashboard
StratCore scenario modeling interface
Trusted By

Powering teams at the world's best companies

FrequenciiAlt + ShiftGlobal BankEasy Tax
Get Started

Ready to become our next case study?

Activate institutional-grade infrastructure designed to convert attention into measurable financial outcomes.