Multi-Entity Budget Allocator
Distribute your total budget across multiple businesses or entities. Set allocations by percentage or fixed amount, track budget-to-revenue ratios, and visualize the breakdown.
Entities
2/10How It Works
Set Your Budget
Enter your total monthly budget and add 2-10 entities with names and revenue data.
Allocate Funds
Choose percentage or fixed-amount allocation per entity. The tool auto-balances and warns if you go over or under 100%.
Review the Breakdown
See a visual stacked bar, per-entity comparison table, budget-to-revenue ratios, and largest/smallest allocations.
Example: 3-Entity SaaS Portfolio
A founder running three SaaS products wants to allocate a $120,000 monthly budget proportionally to each product's revenue contribution.
Input
Results
Product C has the highest budget-to-revenue ratio at 60%, suggesting it may be over-invested relative to its revenue. Use the profitability calculator to assess whether the extra spend is driving growth or draining resources.
Who Should Use This
Multi-Product Founders
Allocate budget across multiple products or business lines based on performance and growth potential.
Holding Company CFOs
Distribute corporate budget to subsidiaries and track budget-to-revenue efficiency across the portfolio.
Agency Owners
Split operational budget across client teams or service lines to maintain profitability per entity.
Frequently Asked Questions
What is multi-entity budget allocation?
Multi-entity budget allocation is the process of distributing a total budget across multiple businesses, products, or departments. It ensures each entity receives appropriate funding based on its revenue contribution, growth potential, or strategic importance. This tool helps you visualize and balance those allocations. For deeper financial reporting across entities, see our multi-entity financial reporting guide.
Should I allocate budget by percentage or fixed amount?
Use percentage-based allocation when budgets scale with overall revenue, such as marketing spend at 15% of revenue per entity. Use fixed amounts for entities with specific capital needs, like a new product that needs $20,000/month regardless of revenue. You can mix both methods in this tool.
What is a good budget-to-revenue ratio?
A healthy budget-to-revenue ratio depends on the entity's stage. Growth-stage entities may have ratios of 50-80% as they invest in scaling. Mature entities should target 20-40%. If an entity's ratio exceeds 100%, it is consuming more budget than it generates in revenue. Use the burn rate calculator to model how long each entity can sustain that level of spend.
How do I handle entities with no revenue yet?
Leave the revenue field blank for pre-revenue entities. The tool will skip the budget-to-revenue ratio for that entity. Use fixed-amount allocation for pre-revenue entities since percentage-of-revenue does not apply. Track progress with revenue milestones to know when to adjust the allocation. Read our guide on tracking revenue across multiple businesses for best practices.
How often should I review multi-entity budget allocations?
Review allocations monthly as part of your financial review. Adjust quarterly based on performance trends. Major reallocation should happen when an entity hits a growth milestone, when market conditions shift, or when a new entity launches. Use the cash flow forecast calculator to model how allocation changes affect overall cash position.
Manage Multi-Entity Budgets in Real-Time
Track budgets, revenue, and spending across all your entities with automated variance alerts and consolidated reporting.