Capital Allocation as a Leadership Habit
Leaders often win with a simple portfolio: 70% to proven, compounding core; 20% to adjacencies with clear milestones; 10% to bold options. The discipline is in the kill criteria, not the pie chart. How would your ratios change in a downturn versus a surge? Share your approach to calibrating risk and reward through the cycle.
Capital Allocation as a Leadership Habit
A SaaS company sold a low-margin services arm to fund product-led growth, reassigning top talent to a data platform with sticky, recurring revenue. The move shrank revenue but lifted gross margin 8 points and cut churn by half within two quarters. Would you make a similar bet? Comment on the signals that would give you conviction.