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.

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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

Dashboards in real-time

Budgets by horizon

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

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

MANAGERS

collaborate to refine recommendations

LEADERS

make the final call, together

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

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Frequently Asked Questions

Can I add my own content to the Education Edition?

No, the example provided is simplified and designed to be broadly understandable and easy to use in a classroom setting. If you are interested in any classroom customization, talk to us about becoming a Horizon Partner.

How does the example in the Education Edition differ from what is available in the Enterprise Edition?

Well-designed business cases and initiatives typically include information from systems of record that provide financial data, detailed descriptions, etc. The Enterprise Edition is customizable and can be integrated with other systems of record to ensure your portfolio leaders can make decisions with confidence.

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

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