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Authorized advisers & fractional leaders

Operate assigned companies without widening access or creating a second risk record.

Valty supports a design-partner workflow for operating advisers, fractional CISOs, and service partners to review assigned-company governance state through scoped, expiring, revocable access. Customer systems and decisions remain customer-owned.

ScopeAssigned companies

Organization, company, role, purpose, effective period, and expiry stay explicit.

RevokeFail-closed access

Expired or revoked assignments leave the active aggregate immediately.

1Shared record

Advisers work from the customer-owned evidence, decisions, tasks, and review states.

Operating questions

The three questions this page has to answer.

Board, operating, and proof questions arrive from different seats. The same evidence model has to answer all three without contradicting itself.

Access question

Which companies and governance facts is this adviser allowed to see?

Delegation must be explicit by actor, organization, company, role, purpose, effective period, and expiry; an aggregate cannot reveal an unauthorized company through counts or details.

Operating question

What needs a decision, owner, or evidence refresh across the assigned book?

The adviser view centers cadence, decisions, tasks, exceptions, and stale or unknown evidence instead of exposing a parallel IT dashboard.

Boundary question

Who owns the action, the approval, and the final claim?

Valty enables the operating workflow; it does not turn the software into managed incident response, legal advice, carrier representation, or an unreviewed autonomous operator.

Delegated workspace

Assigned-company governance state, without raw cross-tenant leakage.

The adviser workspace rolls up non-financial governance counts and states from each company inside that company boundary. It shows delegation terms, review cadence, decisions, actions, exceptions, and stale or unknown evidence without exposing unauthorized company facts.

  • Purpose-bound role, company scope, effective period, and expiry
  • Immediate exclusion of revoked or expired assignments
  • Per-company governance rollup from the reviewed customer record
  • Honest pending state when no reviewed projection exists

This is a controlled design-partner capability. Authenticated multi-company adviser validation is still required before Valty describes it as generally available.

Portfolio$28.1M diversified fund P95. The $40.9M ceiling is a sum of 5 company P95s, not a fund percentile.
Source
Modeled sensitivity
Control coverage
172 / 240
Financial inputs
5
PRIMARY
Diversified fund P955 illustrative companies
$28.1M
CEILING
Net additive ceilingSum of 5 company P95s, not a fund percentile
$40.9M
DRIVER
Top modeled-loss driverPortco E
$14.2M
CONTRACT
Contract revenue at risk (status quo)Revenue basis; separate from modeled cyber loss
$37.5M
LINKED
Contract-linked gross P95 subtotalGross-scenario P95 sum for assessed contract-linked companies; not a fund percentile
$30.9M

Readable summary of the current fund capture. The $28.1M diversified primary and $40.9M net additive ceiling use the same 5 company marginals. The $37.5M contract revenue at risk (status quo) is a revenue-basis measure; the $30.9M contract-linked gross-scenario P95 subtotal is modeled cyber loss. They remain separate and are not added together. Illustrative decision support, not a customer outcome.

Operate product surface
OperatePortfolio and program actions stay ranked by value impact, proof status, and next owner.Open full-size product view ↗

Proof matrix

Delegated access does not expand the product claim

The adviser sees only the assigned operational state. Financial figures remain separately gated, and a service partner cannot promote a customer claim merely by viewing or updating workflow state.

Active delegated scope

Source
Recorded organization, company, role, purpose, and effective period
Confidence
Authorization state, not an informal assignment
Freshness
Re-evaluated on every active-set read

Revocation or expiry

Source
Append-only delegation event + active-set resolver
Confidence
Fail-closed exclusion from the aggregate
Freshness
Effective immediately in the design-partner contract

Assigned-company governance summary

Source
Latest reviewed customer oversight record
Confidence
Counts and states only; no ungated dollar rollup
Freshness
Pending when no reviewed record exists

Adviser-delivered customer statement

Source
Customer-owned evidence and publication workflow
Confidence
Requires the customer review and claim gate
Freshness
Never promoted from adviser access alone

Validate the adviser boundary with one operator and two assigned companies.

We will map the assignment, role, expiry, revocation, company-level governance rollup, and the customer review required before any artifact leaves the workspace.

Valty is currently in the design-partner stage. No fabricated customers or hard pricing. Financial estimates are labeled decision-support.