Investment Platform
BCG Matrix

Investment Platform BCG Matrix
Fully Editable
Instant Download
Professional Design
Pre-Built
No Expertise Is Needed
Investment Platform Bundle
View Bundle:
$29 $19
$149 $109
$79 $59
$49 $29
$29 $19
$29 $19
$29 $19
$29 $19
$29 $19
$29 $19
$29 $19
$29 $19

TOTAL:

0 of 0 selected
Select more to complete bundle
Description

Investment Platform Boston Consulting Group Matrix

You're mapping investment products into a BCG-style matrix to guide allocation and growth decisions with a clean, investor-focused template that's presentation-ready and practical for teams and advisors.

What is included in the product

Word Icon Written Boston Consulting Group Matrix in Word

The Word document delivers a detailed, professionally written breakdown of your product portfolio across the BCG quadrants-Stars, Cash Cows, Question Marks, and Dogs-plus strategic insights and recommendations for each segment.

Plus Icon
Excel Icon Customizable Excel Spreadsheet

The Excel file delivers an editable, high-level matrix with customizable fields for market growth and relative share, allowing you to visualize, adjust, and compare unit performance in real time.

Instant Download & Easy Setup

Instant Download & Easy Setup

Download the BCG Matrix template instantly after purchase so you can start portfolio analysis immediately-no software installs, no waiting, just open and use.

icon
Available immediately after purchase
icon
Plug-and-play Word and Excel files
icon
Start portfolio mapping in minutes
icon
No installation or setup required

100% Customizable for Your Business Idea

100% Customizable for Your Business Idea

Fully editable to match any business model or asset class: change labels, metrics, thresholds, colors, and commentary to reflect your unique investment strategy.

icon
Editable fields and labels
icon
Adjust growth and share inputs
icon
Rebrand colors and fonts
icon
Tailor notes for each unit

Pre-Built BCG Matrix Structure

Pre-Built BCG Matrix Structure

The template includes a professionally formatted matrix with quadrant logic, built-in formulas, and placeholders so you don't build the framework from scratch.

icon
Preformatted quadrants and axes
icon
Built-in calculation fields
icon
Placeholder entries for quick use
icon
Presentation-ready alignment and spacing

Easy-to-Use with No Prior Experience Required

Easy-to-Use with No Prior Experience Required

Designed for non-experts: clear inputs, simple guidance, and visual prompts let you produce professional analysis without advanced Excel or consulting skills.

icon
Step-by-step input prompts
icon
No advanced Excel needed
icon
Simple guidance for each step
icon
Visual cues for quick learning

Helps Identify Profit-Generating Products

Helps Identify Profit-Generating Products

The matrix helps you spot high-return offerings (Stars), stable earners (Cash Cows), uncertain bets (Question Marks), and weak performers (Dogs) so you can prioritize resources.

icon
Spot high-return offerings quickly
icon
Identify steady revenue generators
icon
Flag weak or underperforming units
icon
Prioritize resources and investments

Clear Visualization of Market Positioning

Clear Visualization of Market Positioning

Clean quadrant graphics show each product's market growth and relative share so stakeholders instantly see where to invest, hold, or divest.

icon
Clear quadrant visuals and labels
icon
Color-coded positions for clarity
icon
Exportable charts for presentations
icon
Side-by-side unit comparisons

Professional-Quality Presentation Format

Professional-Quality Presentation Format

Files are formatted for boardrooms and investor decks with polished layouts, consistent typography, and export-ready graphics to present to executives or investors.

icon
Slide-ready export options included
icon
High-resolution images and charts
icon
Consistent, professional typography
icon
Copy-ready executive summary section

Optimized for Decision-Making & Growth Strategy

Optimized for Decision-Making & Growth Strategy

The template links quadrant placement to recommended actions-invest, defend, harvest, or divest-so teams can move from insight to decision fast.

icon
Action tags tied to each quadrant
icon
Suggested next-step recommendations
icon
Prioritization based on ROI indicators
icon
Decision-ready summaries per unit

One-Time Purchase, Lifetime Access

One-Time Purchase, Lifetime Access

Pay once and keep the template forever: you get lifetime access to the files without recurring fees, plus minor updates where applicable.

icon
One-time payment, lifetime download
icon
No subscription or recurring fees
icon
Access across devices and teams
icon
Minor updates included when available

How to Use the Template

Download Icon

Download

After your purchase, simply download the files and open them with your preferred software, such as Microsoft Office or Google Docs. No special setup or technical expertise required-just get started right away.

Input Key Data Icon

Customize

Update any details, text, or numbers to reflect your specific business idea or scenario. The templates are fully editable, allowing you to personalize content, add or remove sections, and adjust formatting as needed.

Analyse Results Icon

Save & Organize

Once your templates are customized, save your final versions in your preferred folders or cloud storage. Organize your files for quick access and future updates, making it easy to keep your business documents up to date.

Present to Stakeholders Icon

Share or Present

Export, print, or email your finalized files to showcase your document. Present your professional documents in meetings or submissions, supporting your business goals and decision-making process.

Frequently Asked Questions

It helps identify which services to grow, harvest, or phase out based on market share and growth dynamics.