Presenting the Case & Portfolio11 / 12
Getting Board/Investment Committee Approval
Escalation path; key decision points; post-approval governance.
10 min read · Jacob Willis, Net Zero Lead · Last reviewed July 2026
The investment case culminates in a decision. Securing approval from the board or investment committee - the final hurdle - draws together everything in this course: a sound case, well-presented, with the relationships and strategy to win the vote.
In this lesson
- 01The approval moment
- 02Understand the approval process
- 03Know the decision-makers
- 04Build support beforehand
- 05Anticipate and address objections
- 06The role of track record
- 07After approval
- 08Bringing the course together
- 09Sources and further reading