Horizon™ Invest

Bring stakeholders together to make better portfolio investment decisions. Horizon Invest supports investment decision-making with structured, auditable, and scalable decision sessions, capturing assumptions, trade-offs, and adjustments in real time.

Watch the Vision Video Horizon Invest for Education at the SAFe® Summit

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See Invest in Action

Most portfolio investment decisions aren't really decisions. They're negotiations — shaped by spreadsheets, email threads, and whoever speaks loudest in the room.

Horizon Invest changes that. In this 5-minute overview, see how structured investment proposals, individual voting, and a two-phase collaborative process help leadership teams make better funding decisions — and build the kind of alignment that makes those decisions stick.

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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 When conditions change, you're stuck with outdated allocations that are time consuming to adjust.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.

Try the Invest Demo

Want to tour the platform on your own? Try our interactive demo! You play the role of Alex Rivera as they are guided through the 5D Invest process. As Alex, you can see how Invest will work as you make choices about how to allocate funding across a $20M portfolio.

This demo evolves and will get updated as we make improvements. If you have questions or have ideas about the process or app, we want to hear from you! Schedule time here or send us an email to support.

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Frequently Asked Questions

When will Horizon Invest be available?

We are releasing the Training Edition in March, 2026 at the SAFe Summit in Amsterdam. If you plan to attend the summit and would like to join our launch event or schedule time with Luke Hohmann, please get in touch with 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 interesting 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!

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.

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

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