Reallocation brief

Every capital-rotation move stays tied to one audience, one source, and one destination.

The reallocation brief keeps trim, protect, hold, and redeploy decisions readable instead of scattering them across unrelated deck fragments.

OwnerAudienceActionTrim sourceReinvest target
Procurement intelligence lead Operating committee TRIM Duplicate procurement wrappers and one-off trust packaging Reusable answer packs and evidence reuse core
AI operating partner Board strategy committee REALLOCATE_IN Released procurement and duplicate memo capacity AI governance and agent-readiness flagship
Identity assurance lead Risk committee PROTECT Non-core identity presentation overhead Identity evidence ledger and control-plane continuity
Revenue systems partner CFO operating review REALLOCATE_IN Underperforming reporting backlog and low-yield experiment noise Margin leak recovery and revenue infrastructure stabilization
FinTech diligence lead Investor diligence committee HOLD Expansion capital for adjacent FinTech wrappers No move until reserve, KYC, and merchant proof tighten
Quality systems sponsor Regulated growth committee PROTECT Peripheral biotech presentation work GxP, CAPA, specimen, safety, and narrative continuity