12.0% Capital allocation for AI

Does your AI clear the hurdle?

Every investment you approve has to beat a minimum return, except AI. Hurdle r8 measures every model, team and customer against your hurdle rate, straight from token telemetry to the general ledger.

AI Portfolio · Q4 2026

Return vs. 12% hurdle rate

Live
InitiativeSpend $Return
Customer product — Search
Anthropic
184,210▲ 31.4%
Support agents
OpenAI
41,905▲ 18.2%
Internal workflows
Azure OpenAI
27,330▼ 9.6%
Coding assistants
Cursor / Copilot
62,480▼ 4.1%

Sample data. ▲ clears hurdle · ▼ below hurdle.

“6 out of 7 CFOs don't know the ROI on their AI spend, and the 7th is lying.”

Why Hurdle r8

AI isn't a cost line. It's a capital allocation decision.

Ledger

Every model call is a capital outlay

Ingest raw telemetry from every provider and tie it to ERP revenue, departments and customer accounts.

Returns

Margin, down to the token

Separate customer features from coding assistants and internal tools. See what earns its cost of capital.

Governance

Below the line in 48 hours

Budget owners hear when an initiative slips under the hurdle, not at month-end close.

Audit

Reconciles to the GL

Amortize prepaid credit pools against burndown. Telemetry ties to AP invoices so auditors sign off.

How it works

Three steps to the hurdle.

  1. 1

    Set your hurdle

    Use your WACC, a target IRR, or a rate per business unit.

  2. 2

    Connect spend in 24–48 hours

    OpenAI, Anthropic, AWS Bedrock, Azure OpenAI and AI gateways. No engineering sprint.

  3. 3

    Reallocate with conviction

    Fund what clears, cut what doesn't. Ask Claude or Copilot through MCP.

“We stopped debating AI budgets as a cost line. Now every initiative has to show its return against the hurdle, same as any other capex.”
SVP, FP&A
“The only platform that reconciles credit burndowns to the individual token and ties them back to our GL for auditors.”
Head of Controllership
“It bridges engineering logs and FP&A reporting without forcing developers into manual tagging spreadsheets.”
FinOps & Cloud Architect

Find out what clears.

Connect one provider. Within 24 hours you get a reconciled AI portfolio, every initiative measured against your hurdle rate.