Gate 1 Recycle Decision · Portfolio Demo

Beacon Index Advantage — Gate 1 Recycle

This is the Gate 1 recycle executive-session deck — the decision to send the business case back rather than approve a number the board knew was wrong. It walks the five gate outcomes, the two correctable flaws (an 87-basis-point capital-charge understatement and unvalidated distribution volume), the corrected economics (14.6% → 13.4% IRR, still above the 11% hurdle), why the outcome was RECYCLE and not GO, CANCEL, or conditions, and the schedule impact (launch held, Stage 2 compressed). Walk through it here or download the editable deck above.

Gate 1 recycle decision deck — slide 1 of 10

Gate 1 recycle decision deck — slide 2 of 10

Gate 1 recycle decision deck — slide 3 of 10

Gate 1 recycle decision deck — slide 4 of 10

Gate 1 recycle decision deck — slide 5 of 10

Gate 1 recycle decision deck — slide 6 of 10

Gate 1 recycle decision deck — slide 7 of 10

Gate 1 recycle decision deck — slide 8 of 10

Gate 1 recycle decision deck — slide 9 of 10

Gate 1 recycle decision deck — slide 10 of 10