Agent portfolio to shareholder value

AI and Agentic Benefit Modeler. From capability claim to CFO-grade EVA.

Move an action driver. Watch the capability, the client’s P&L and the capital charge move with it. Every figure is pre-filled at an industry median and every multiplier carries its source.

START HERE — WHAT ARE WE SIZING?
Scope pre-fills every financial input at industry medians, so nobody stalls on a number they don’t know. Every figure stays editable below.
Action drivers
CAPABILITY PRESET
Revenue Protection and Capture45%
Revenue recovered from failure, plus revenue won through faster and more reliable delivery
Reduction in Cost to Deliver70%
Unit cost of delivered work, net of token, licence and platform consumption
Reduction in Cost to Serve65%
Rework, escalation, support load and credits
Reduction in Working Capital40%
Unbilled WIP, receivables and the revenue recognition cycle
Capital Base Reallocation25%
Platform, IP, licence and infrastructure capital, which can rise on purpose
Baseline holds every driver at zero. Benefit follows a saturating response, so the tenth point of intensity buys less than the first.
CLIENT EVA
$83.0M
+$43.3M against a baseline EVA of $39.8M, preset Managed Services
GROSS BENEFIT CREATED
+$99.1M
FIRM EVA RETAINED
+$43.3M
4.3% of revenue
Value Capture
THE GATE
In a supply chain, a productivity gain stays with the firm by default. In a services or managed contract, the client can claim it. Value Capture sets the share the firm keeps.
The share multiplies every numerator benefit from Grounded Reliability, Decision Latency, Capacity Elasticity and Automation Yield. Capital released by Capital Leverage stays unmultiplied, because the firm keeps its own capital whatever the commercial model says.
Value Capture share40%
Client keeps all of itFirm keeps all of it
The client claims $67.8M of pre-tax numerator benefit at this share.
Agentic and AI capability
Where money moves
Client P&L and balance sheet
Level-1 metrics
Capability
Perfect task completion
Escalation rate
Override rate
Audit-trail completeness
Signal-to-action time
Resolution time
Time to fill
Time to detect
Volume absorbed without added headcount
Time to stand up a new agentic play
Scale-down speed
Cost per unit of delivered work
AI-assisted share of volume
Token, licence and platform consumption
Utilization of delivered capacity
Reusable IP and platform assets
Unbilled WIP and DSO ageing
Licence carrying
Grounded
Reliability
83% of max
Decision
Latency
85% of max
Capacity
Elasticity
53% of max
Automation
Yield
88% of max
Capital
Leverage
62% of max
VALUE CAPTURE GATE
40%
Volume held
Price realised
Revenue retained
Credits and penalties avoided
Delivery labour
Token consumption
Licence and platform run cost
Unit cost of delivered work
Rework
Escalation handling
Support load
Service credits
Unbilled WIP
Receivables
Revenue recognition cycle
Platform and IP assets
Licence carrying
Infrastructure
Revenue
$1020.6M
Cost to deliver
$607.9M
Cost to serve
$77.4M
Operating expense
$180.0M
Unbilled WIP and receivables
$156.0M
Platform and IP capital
$203.0M
Other assets
$180.0M
Operating profit
$155.2M
Total assets
$538.9M
Tax
$26.4M
Net profit
$128.8M
Capital charge
$45.8M
EVA
$83.0M
Capital bypasses
the gate
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×
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CLICK A METRIC GROUP, A CAPABILITY OR THE GATE TO TRACE ITS PATH
ILLUSTRATIVE MODEL · $ MILLIONS
Level-1 metrics, live
Perfect Task Completion Rate
95.2%
GROUNDED RELIABILITY
Signal-to-Action Time
10.1 hrs
DECISION LATENCY
Volume Absorbed Without Added Headcount
32%
CAPACITY ELASTICITY
AI-Assisted Share of Volume
72%
AUTOMATION YIELD
Cost per Unit of Delivered Work
$104
AUTOMATION YIELD
Utilization of Delivered Capacity
78%
CAPITAL LEVERAGE
Unbilled WIP and DSO
55.8 days
LATENCY AND CAPITAL
EVA waterfall
Baseline EVA to modelled EVA. The ceded bar is what the commercial model hands back.
$39.8MBaseline EVA+$113.0MGross numeratorbenefit−$67.8MCeded toclient−$7.7MTax onretained profit+$5.7MCapital chargereleased$83.0MModelled EVA
Driver to capability weights
Each row spreads one driver across the five additive capabilities. Rows normally sum to one. Value Capture stays out of the matrix and applies as a global gate.
DriverReliab.LatencyElastic.YieldCapitalSum
Revenue Protection and Capture1.00
Reduction in Cost to Deliver1.00
Reduction in Cost to Serve1.00
Reduction in Working Capital1.00
Capital Base Reallocation1.00
EVA per dollar invested, after Value Capture
Investment scales with intensity. Benefit saturates. The ranking moves as you push a driver past its useful range.
#Action driverIntensityInvestmentEVA contributionEVA per $ invested
1Reduction in Cost to Serve65%$5.8M+$11.6M$1.98
2Reduction in Working Capital40%$2.4M+$4.7M$1.95
3Capital Base Reallocation25%$3.0M+$4.1M$1.37
4Revenue Protection and Capture45%$7.2M+$7.3M$1.02
5Reduction in Cost to Deliver70%$16.8M+$15.6M$0.93
Saturation response
effect(s) = maxEffect × (1 − e^(−k·s)) / (1 − e^(−k)). Each dot marks a driver at its current intensity.
0100max
Snapshot and export
StateGrossRetainedEVA
Current+$99.1M+$43.3M$83.0M
Assumptions
Enterprise scope · pre-filled at industry medians · every figure editable
BASELINE OPERATING PROFIT
$110.0M
BASELINE NET PROFIT
$91.3M
BASELINE TOTAL ASSETS
$606.3M
BASELINE CAPITAL CHARGE
$51.5M
BASELINE EVA
$39.8M
GROSS PRE-TAX BENEFIT
$113.0M
Value Capture sits outside the weight matrix and applies as a single global gate on numerator benefit. Capital released by Capital Leverage stays outside the gate. Value Capture is the single most contested input in a client conversation, so open it early and settle it on evidence.
Have the number? The next move is a 30-minute working session where we replace the medians with your actuals and turn the retained EVA line into a funded business case.
Book a working session
Illustrative model · $ millions · schema agentic-benefit-modeler/2.0 · your inputs stay in this browser