Copperleaf Portfolio

Create the best investment plans for today and an increasingly complex future

Client National Grid - Copperleaf Decision Analytics
Client Southern California Edison - Copperleaf Decision Analytics
Client Anglian Water - Copperleaf Decision Analytics
Client Duke Energy - Copperleaf Decision Analytics
Client SRP - Copperleaf Decision Analytics
Client Endeavour Energy - Copperleaf Decision Analytics

Businesses today are faced with unprecedented challenges that demand increased investment. However, budgets and resources are more limited than ever before. To thrive, companies must strike the right balance between managing their current business and investing in the future.

Copperleaf Portfolio™ is a decision analytics solution that enables organizations to create, manage, and communicate the best possible investment plans that maximize return for their businesses. Portfolio equips planning teams with everything they need to ensure their plans will achieve their organization’s operational, financial, and strategic goals.


Investment Summary Dashboard screen shot

Receive the most benefit from your spend

Achieving the highest value from your plans means carrying out the right investments at the right time. This is no easy task for organizations with hundreds of candidate investments across business lines.

Copperleaf’s AI-powered optimization evaluates the vast number of possibilities and identifies the highest-value investment plan within minutes. Create any number of what-if scenarios to compare, contrast, and communicate the impact of each approach on cost, risk, value, and other strategic targets.

Investment Summary screen shot

Spend less time planning and more time doing

Planning teams continue to be challenged by the sheer scale of their planning process. Significant time is regularly required to source, analyse, and manage data across the organization.

Copperleaf Portfolio saves you time by streamlining the process of developing, approving, and managing investments through their full lifecycle. It provides a centralized, enterprise-wide platform to easily capture all investment candidates, allowing them to be consistently scoped, costed, valued, and organized efficiently into portfolios. Planning teams can be confident that their decisions are based on complete and current information from across the organization.

Alt Block Plan Performance Dashboard - Copperleaf Decision Analytics

Manage your risk exposure

Without a comprehensive and quantitative risk assessment, you cannot be sure of your organization’s resilience in the face of changing external factors, from cybersecurity breaches to extreme weather events.

Copperleaf Portfolio enables organizations to develop comprehensive plans that ensure ongoing performance and reliability. Any number of risk types can be specified and modeled making it easy to understand your overall risk exposure and how it will evolve over time.

Copperleaf value framework

Drive your strategy

To make progress on your strategic goals, you need a way to measure progress and compare approaches. Copperleaf Portfolio leverages the Copperleaf Value Framework to consistently assess the value of every investment and align decisions to the strategic priorities of your organization.

Portfolio quantifies how each investment contributes to the achievement of the organization’s strategic goals. Every investment can be compared based on its total value (including contributions to strategic objectives) so that difficult trade-offs can be made with confidence.

The biggest benefit is that we now have an end-to-end solution. We can start off with a rough idea of the projects we need to undertake to achieve our strategy and then track that investment all the way through to delivery and benefits realization.

Neil Tansley

Asset Modeling Manager

National Grid

Copperleaf lets us identify the optimal set of investments and timing that deliver the greatest value to the organization and its customers across multiple portfolios. It helps us proactively identify, quantify and manage risk.

Adam Causley

Manager Network Strategy and Risk

Essential Energy

At Duke Energy, every dollar we spend is to get the maximum benefit—and we only spend what we need to.

Gene Flavors

Director of Project Controls

Duke Energy

The key thing is that Copperleaf focuses on value. Their financial optimisation gives us an enhanced capability to build the right plan for our customers and shareholders

Chris Royce

Head of Strategic Investment Management

Anglian Water

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Copperleaf can help your organization decide where and when to invest in your business to maximize capital efficiency, meet performance targets, manage risk, and achieve your ESG and financial goals.

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