Horizon™ Invest is the decision layer of AI-native portfolio management

Invest is the structured, auditable process that turns portfolio data into higher-impact decisions your leaders make together, on the quarterly or monthly cadence modern portfolio management now requires.

Horizon™ Invest Vision Get in Touch with us

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The Model

Two layers, two jobs

Layer	Owned by	Answers
System of Record	SPM platforms, spreadsheets	What is the data today, budgets, resources, schedules, financials
Decision layer	Horizon Invest	What should we do about it, decided together, on a repeatable and auditable cadence

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Dashboards in real-time

Budgets by horizon

Horizon Invest helps leaders meet their strategic objectives for funding aligned with guardrails.

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Supports Your Guardrails

Customize your dashboard with your funding objectives

Leaders often want to see multiple graphs to help teams ensure that all key strategic goals are met as funding decisions and quarterly adjustments are considered.

Imagine if it were easy to make better decisions every quarter, not just once a year.

300

PEOPLE

closest to the work contribute input

30

MANAGERS

collaborate to refine recommendations

3

LEADERS

make the final call, together

The Power of Horizon Invest

Opaque to Transparent

Before: Budget decisions happen behind closed doors and portfolio leaders often lack insights and details to help them make decisions. Stakeholders lack opportunities to add context, knowledge and insights into the budgeting process and rarely see the data, trade-offs, or rationale used to set budgets - they just get told what was decided.

With Horizon Invest: Everyone sees the same information in real-time. Investment options, constraints, and strategic priorities are visible to all participants. Decisions are made with more data and consistency, with more transparency, building trust and shared ownership and improving outcomes.
Adaptive Allocation

Before: Budgets get set once a year and lack flexibility. When conditions change, you're stuck with outdated allocations that are time consuming to adjust.

With Horizon Invest: Adjust portfolio allocations as business conditions evolve. Review investments quarterly or on-demand, reallocate funding based on current priorities, and respond to market changes without waiting for annual planning.
Strategic Alignment

Before: Portfolio budgets aren't clearly connected to strategic priorities. It's hard to see if funding actually supports what matters most to the organization.

With Horizon Invest: Map every investment to strategic themes and objectives. Visualize how portfolio funding aligns with organizational priorities. Identify gaps where strategy isn't adequately funded - and address them.
Zero-Based Thinking

Before: "Last year plus (or minus) 10%" becomes the default. Investments continue because they always have, not because they still make strategic sense.

With Horizon Invest: Support zero-based budgeting approaches where every investment is justified fresh each period. Challenge assumptions, identify duplication and hidden dependencies. eliminate legacy commitments that no longer serve strategy, and redirect funding to higher-value opportunities.
Cross-Functional Collaboration

Before: Finance, product, engineering, and business leaders make portfolio decisions in isolation. Competing priorities create conflicts and misalignment.

With Horizon Invest: Bring cross-functional stakeholders into the same conversation. Product leaders, finance partners, engineers, and executives collaborate on investment trade-offs - surfacing constraints early and building integrated decisions.

Before: Budget decisions happen behind closed doors and portfolio leaders often lack insights and details to help them make decisions. Stakeholders lack opportunities to add context, knowledge and insights into the budgeting process and rarely see the data, trade-offs, or rationale used to set budgets - they just get told what was decided.

With Horizon Invest: Everyone sees the same information in real-time. Investment options, constraints, and strategic priorities are visible to all participants. Decisions are made with more data and consistency, with more transparency, building trust and shared ownership and improving outcomes.

Before: Budgets get set once a year and lack flexibility. When conditions change, you're stuck with outdated allocations that are time consuming to adjust.

With Horizon Invest: Adjust portfolio allocations as business conditions evolve. Review investments quarterly or on-demand, reallocate funding based on current priorities, and respond to market changes without waiting for annual planning.

Before: Portfolio budgets aren't clearly connected to strategic priorities. It's hard to see if funding actually supports what matters most to the organization.

With Horizon Invest: Map every investment to strategic themes and objectives. Visualize how portfolio funding aligns with organizational priorities. Identify gaps where strategy isn't adequately funded - and address them.

Before: "Last year plus (or minus) 10%" becomes the default. Investments continue because they always have, not because they still make strategic sense.

With Horizon Invest: Support zero-based budgeting approaches where every investment is justified fresh each period. Challenge assumptions, identify duplication and hidden dependencies. eliminate legacy commitments that no longer serve strategy, and redirect funding to higher-value opportunities.

Before: Finance, product, engineering, and business leaders make portfolio decisions in isolation. Competing priorities create conflicts and misalignment.

With Horizon Invest: Bring cross-functional stakeholders into the same conversation. Product leaders, finance partners, engineers, and executives collaborate on investment trade-offs - surfacing constraints early and building integrated decisions.

Investment Planning for strategic advantage

Horizon Invest for the Enterprise

Annual planning cycles that take six months and rely on spreadsheets and slide decks are not a competitive advantage. Companies that can harness data and AI native solutions in combination with the vast knowledge that teams and leaders bring to the table are the companies that can compete in the world market. Horizon Invest, part of the Horizon Platform, is designed to support the pressure and pace that portfolio leaders face to make the best investment decisions, at a pace and cadence that modern business demands.

Schedule a demo

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Horizon Invest for Education is Free!

Teaching LPM? Invest for Education is here for you!

Horizon Invest for Education is a great way to experience a strategic portfolio planning event in a classroom setting.

The example: Meridian Bank

A regional bank facing hard trade-offs between operational survival and digital growth. Participants must allocate a constrained budget across 15 investment proposals — from AI underwriting and BNPL to legacy infrastructure retirement.

15 investment items across 3 categories
$20M budget · $27.4M requested · 37% oversubscribed
Realistic dependencies, risks, and scope options

Subscribe if you want to stay in the loop!

Horizon Invest is evolving rapidly. Subscribe and stay in the loop. Get invited to release previews. Join customer research sessions. Help shape the future of strategic investment planning and decision-making.

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Frequently Asked Questions

When will Horizon Invest be available?

Now! We released the Training Edition at the SAFe Summit in Amsterdam and the Enterprise Edition at the SAFe Summit in San Diego. If you would like to schedule time to talk with us about features or pricing plans, please get in touch with us!

Where is Horizon Invest hosted?

Horizon Invest Training Edition is hosted in our EU data center. For more information or for questions about APIs and connections to other systems, please contact us.

I work for a consulting company and we may be interested in introducing Horizon Invest to our clients. Do you have a partner program?

We are interested in building partnerships with firms helping clients improve portfolio management and scaling agility. The Horizon platform provides essential tooling that can support a broad range of engagements. Contact us to discuss!

We haven't agreed on a structure for an investment proposal and need help improving the way epics and initiatives are described. Do you provide services to prepare for the kind of collaboration that Invest supports?

Yes, we have developed structured workshops designed to improve the way initiatives are developed and the way value is calculated and described. You can learn more about one of these workshops here. Please contact us if you'd like to schedule time to learn more.

Do you have more questions? We'd love to hear from you.

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