Governance Rule
Total Available Capital
Defines the institutional capital base available for portfolio construction.
$
Institutional Default: 5000 $
Applies To
AWMAFIAFP
Institutional rule configuration: Enabled · REJECT
Institutional Investment Policy
Investment Policy Center
Configure the institutional rules that govern Opportunity Intelligence, Investment Intelligence and ALPHORA Final Portfolio certification.
Active Profile
ALPHORA Institutional Policy
Policy Status
CERTIFIED
Enabled Rules
27
Disabled Rules
5
Modified Values
0
Modified Rules
0
Last policy update: Jul 31, 2026, 11:40 PM
Capital Deployment Controls
Capital Exposure Governance
Govern the amount of institutional capital available, deployable and permitted per investment position.
Certified
Governance Rule
Capital Usage
Defines the percentage of total capital authorized for deployment.
%
Institutional Default: 100 %
Applies To
AWMAFIAFP
Institutional rule configuration: Enabled · REJECT
Governance Rule
Maximum Capital Exposure per ASIN
Limits the deployable capital assigned to one investment position.
%
Institutional Default: 50 %
Applies To
AWMAFIAFP
Institutional rule configuration: Enabled · REJECT
Governance Rule
Maximum Initial Capital Commitment
Defines the maximum institutional capital that may be committed to satisfy the supplier minimum order quantity before financial certification.
$
Institutional Default: 500 $
Applies To
AFIAFP
Institutional rule configuration: Disabled · REVIEW
Concentration & Diversification
Portfolio Diversification Governance
Control concentration by brand, category, Amazon presence and minimum portfolio breadth.
Governance Rule
Maximum Category Exposure
Limits the percentage of portfolio capital concentrated in one category.
%
Institutional Default: 30 %
Applies To
AFP
Institutional rule configuration: Enabled · REVIEW
Governance Rule
Maximum Positions per Brand
Limits the number of certified investment positions from the same brand.
ASINs
Institutional Default: 2 ASINs
Applies To
AFP
Institutional rule configuration: Enabled · REVIEW
Governance Rule
Maximum Positions per Category
Limits the number of certified positions from the same category.
ASINs
Institutional Default: 3 ASINs
Applies To
AFP
Institutional rule configuration: Enabled · REVIEW
Governance Rule
Maximum Amazon Presence
Controls portfolio exposure to products where Amazon participates directly.
%
Institutional Default: 20 %
Applies To
OIAFIAFP
Institutional rule configuration: Enabled · WARNING
Economic Viability Controls
Financial Performance Governance
Define the financial thresholds required for investment certification.
Governance Rule
Minimum ROI
Defines the minimum return on investment required for certification.
%
Institutional Default: 10 %
Applies To
AFIAFP
Institutional rule configuration: Enabled · REVIEW
Governance Rule
Maximum Investable ROI
Defines the upper ROI boundary considered normally investable.
%
Institutional Default: 180 %
Applies To
AFI
Institutional rule configuration: Enabled · WARNING
Governance Rule
Maximum Allowed ROI
Flags unusually high ROI values that may require data validation.
%
Institutional Default: 300 %
Applies To
AFI
Institutional rule configuration: Enabled · REVIEW
Governance Rule
Minimum Monthly Profit
Defines the minimum projected monthly profit required per candidate.
$
Institutional Default: 0 $
Applies To
AFIAFP
Institutional rule configuration: Enabled · REVIEW
Governance Rule
Minimum Net Margin
Defines the minimum acceptable net profit margin.
%
Institutional Default: 10 %
Applies To
AFIAFP
Institutional rule configuration: Enabled · REVIEW
Governance Rule
Minimum Sales Velocity
Defines the minimum monthly unit-sales velocity required.
units/mo
Institutional Default: 0 units/mo
Applies To
OIAFI
Institutional rule configuration: Disabled · REVIEW
Governance Rule
Minimum Capital Velocity
Defines the minimum acceptable annualized capital turnover.
x
Institutional Default: 8 x
Applies To
AFIAFP
Institutional rule configuration: Disabled · WARNING
Inventory Efficiency Controls
Inventory Governance
Govern inventory duration, capital rotation and slow-moving inventory exposure.
Governance Rule
Target Days of Inventory
Defines the preferred inventory duration for capital deployment.
days
Institutional Default: 30 days
Applies To
AFIAFP
Institutional rule configuration: Enabled · WARNING
Governance Rule
Maximum Days of Inventory
Defines the maximum inventory duration normally permitted.
days
Institutional Default: 180 days
Applies To
AFIAFP
Institutional rule configuration: Enabled · REVIEW
Governance Rule
Slow Inventory Threshold
Defines when a candidate should be classified as slow-moving inventory.
days
Institutional Default: 60 days
Applies To
AFIAFP
Institutional rule configuration: Disabled · WARNING
Candidate Universe Controls
Opportunity Intelligence Governance
Define shortlist capacity, candidate redistribution and minimum Opportunity Intelligence quality.
Governance Rule
Maximum Sell This Product Candidates
Defines the maximum number of SELL_THIS_PRODUCT candidates admitted to the OI shortlist.
ASINs
Institutional Default: 55 ASINs
Applies To
OI
Institutional rule configuration: Enabled · WARNING
Governance Rule
Maximum Approval Required Candidates
Defines the maximum number of APPROVAL_REQUIRED candidates admitted to the OI shortlist.
ASINs
Institutional Default: 25 ASINs
Applies To
OI
Institutional rule configuration: Enabled · WARNING
Governance Rule
Maximum Total Candidates
Defines the maximum combined size of the governed Opportunity Intelligence shortlist.
ASINs
Institutional Default: 80 ASINs
Applies To
OI
Institutional rule configuration: Enabled · WARNING
Governance Rule
Dynamic Candidate Redistribution
Allows unused shortlist capacity to be reassigned between eligibility lanes.
Institutional Default: Enabled
Applies To
OI
Institutional rule configuration: Enabled · WARNING
Governance Rule
Minimum Opportunity Intelligence Score
Defines the minimum OI quality score required for shortlist admission.
pts
Institutional Default: 0 pts
Applies To
OI
Institutional rule configuration: Disabled · REVIEW
Governance Rule
Audit Entire Candidate Universe
Requires OI to evaluate the complete eligible universe before selecting the shortlist.
Institutional Default: Enabled
Applies To
OI
Institutional rule configuration: Enabled · WARNING
Decision Weighting Controls
Scoring Governance
Define the institutional importance assigned to each investment-quality dimension.
Governance Rule
ROI Weight
Defines the contribution of ROI to the institutional opportunity score.
%
Institutional Default: 30 %
Applies To
OIAFI
Institutional rule configuration: Enabled · WARNING
Governance Rule
Sales Velocity Weight
Defines the contribution of sales velocity to the institutional opportunity score.
%
Institutional Default: 20 %
Applies To
OIAFI
Institutional rule configuration: Enabled · WARNING
Governance Rule
Competition Weight
Defines the contribution of seller competition to the institutional opportunity score.
%
Institutional Default: 15 %
Applies To
OIAFI
Institutional rule configuration: Enabled · WARNING
Governance Rule
Stability Weight
Defines the contribution of market and price stability to the institutional opportunity score.
%
Institutional Default: 10 %
Applies To
OIAFI
Institutional rule configuration: Enabled · WARNING
Governance Rule
Amazon Risk Weight
Defines the scoring impact of Amazon retail participation risk.
%
Institutional Default: 10 %
Applies To
OIAFI
Institutional rule configuration: Enabled · WARNING
Governance Rule
Capital Efficiency Weight
Defines the contribution of capital efficiency to the institutional score.
%
Institutional Default: 10 %
Applies To
OIAFI
Institutional rule configuration: Enabled · WARNING
Governance Rule
IP Risk Weight
Defines the scoring impact of intellectual-property and brand-approval risk.
%
Institutional Default: 5 %
Applies To
OIAFI
Institutional rule configuration: Enabled · WARNING
Final Portfolio Controls
Portfolio Construction Governance
Define the structural conditions required before a portfolio may be institutionally certified.
Governance Rule
Minimum Portfolio Size
Defines the minimum number of positions required before AFP certification.
ASINs
Institutional Default: 3 ASINs
Applies To
AFP
Institutional rule configuration: Enabled · REJECT