01 · Review
Challenge one source-backed projection
Review the exposure range with its as-of date, source freshness, model assumptions, and confidence before it enters a board or fund conversation.
PE Operating Partners
Portfolio cyber risk ranked by EBITDA exposure, with board-ready proof at each stage of the hold.
Valty gives PE operating partners a structured workflow from deal diligence through active hold to exit-readiness. Every stage returns ranked exposure, owner action, and proof that can survive buyer or LP scrutiny.
3Hold-period stages
Deal diligence, active hold, and exit-readiness each have a distinct proof motion.
PortfolioRollup view
Cross-company exposure, owner, and action status in a single operating cadence.
Board-readyProof export
IC, LP, and buyer-diligence exports with claim state and evidence chain visible.
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.
Board question
Which portfolio companies carry the most cyber-driven EBITDA exposure, and is the funding sequence right?
Board-level cyber decisions require a ranked, source-backed exposure view with causality visible, not a heat map assembled from assessments of varying age.
Operating question
What actions are funded across the portfolio, who owns them, and what changes materiality most?
Operating partner decisions depend on a cross-company action queue sorted by financial impact, owner accountability, and the evidence that will prove closure at exit.
Proof needed
What evidence can we provide to a strategic buyer or LP that reflects current exposure, not a point-in-time assessment?
Exit and renewal proof requires evidence with collection date, confidence, and source coverage, not a static report that aged between close and buyer diligence.
Hold-period workflow
Three stages. One evidence model. Proof that travels with the deal.
Operating partners move from diligence exposure to hold-period action to exit-ready closure, using the same evidence model so claims do not have to be rebuilt at each stage transition.
Deal / Diligence
What is the cyber risk we are pricing into this deal?
Ingest available evidence at deal speed. No scanner deployment required. Return ranked exposure estimate with assumptions.
- Evidence intake from available artifacts
- EBITDA-bridge estimate with confidence range
- Gap ledger for 100-day planning
Active Hold
Which companies are moving, who owns the next action, and what does the board need to see?
Portfolio rollup with company-level exposure ranking, owner action queue, and hold-period milestone tracking against board commitments.
- Portfolio command view with exposure delta
- Action queue sorted by value impact and owner
- Board action narrative with supporting evidence
Exit / Renewal
What can we show a buyer, LP, or insurer that will hold up to diligence?
Package closure evidence with source, confidence, and freshness visible. Block stale or inferred claims before buyer delivery.
- Closure proof pack per company
- Buyer-diligence evidence chain
- Claim-state review before export
Design-partner validation
One reviewed projection. Then decisions, owners, evidence, and the next cycle.
Valty is validating a recurring operating loop that keeps the same source-backed projection intact from the portfolio team to the board, through execution and re-verification. The goal is continuity of evidence and accountability, not another point-in-time report.
02 · Decide
Capture the governance decision
Record the board or fund question, management response, direction, funding choice, and any explicit risk acceptance against the reviewed projection.
03 · Act
Bind the next move to an owner
Turn direction into a treatment or portfolio intervention with an accountable owner, a due date, and the evidence expected at completion.
04 · Verify
Test the change with fresh evidence
Attach new source evidence, re-run the projection, and show the observed change without presenting a modeled outcome as a guarantee.
05 · Carry forward
Start the next cycle with context intact
Carry unresolved questions, thresholds, overdue actions, and re-verification needs into the next board and portfolio operating cadence.
Design-partner scope. This does not represent NACD endorsement, legal advice, insurer acceptance, or a shipped customer-adoption claim.
Portfolio command surface
Company-level exposure, action queue, and proof status in a single operating view.
Operating partners see which companies are moving, which actions are funded and owned, and which exits have evidence ready, without rebuilding status from portfolio company reports each quarter.
- Cross-company EBITDA exposure ranking with delta tracking
- Portfolio action queue with owner, deadline, and value-impact sort
- Hold-period milestone tracker tied to board action commitments
- Exit-readiness view with claim state and blocked evidence flagged
Portfolio estimates are decision-support models. Method, confidence range, and source coverage are visible adjacent to every estimate. Numbers should not be used as warranties.
Portfolio value-at-risk
Exposure estimates with causality visible, not a risk score with no source.
Every portfolio exposure estimate carries the scenario drivers, the source coverage, and the control states that produced it. Operating partners can see what changed the number and why, not just the headline figure.
What Valty produces
- EBITDA bridge per portfolio company with scenario drivers
- P10 / base / P90 confidence range with assumption log
- Causality view: which findings and controls changed the estimate
- Investment delta: how funded actions move the exposure
What Valty does not do
- Replace scanner, GRC, or identity systems portfolio companies already run
- Provide audit opinions, insurance guarantees, or legal risk certification
- Fabricate closure evidence when source data is stale or unavailable
- Publish estimates as hard numbers without confidence and method adjacent
Proof matrix
Portfolio claims and their evidence requirements
Each claim requires source coverage, confidence, and freshness before export. Blocked claims are flagged with the owner action needed to restore publishability.
Portfolio exposure rank
- Source
- EBITDA bridge per company with scenario drivers
- Confidence
- Model-based, decision-support, labeled
- Freshness
- Tied to source coverage date per company
Deal-entry risk estimate
- Source
- Available evidence from diligence intake
- Confidence
- Bounded by scope of evidence at intake
- Freshness
- Point-in-time; recalculated on source update
Funded action status
- Source
- Action queue with owner, deadline, and evidence
- Confidence
- Owner-attested or proof-pack verified
- Freshness
- Updated each operating cadence
Hold-period closure evidence
- Source
- Control catalog + proof card per milestone
- Confidence
- Evidence-backed; publishable claims only
- Freshness
- Freshness visible per control artifact
Exit-ready buyer package
- Source
- Proof pack with claim state and evidence chain
- Confidence
- Reviewed before buyer or LP delivery
- Freshness
- Blocked claims excluded from final export
Blocked portfolio claim
- Source
- Stale, unattested, or missing source evidence
- Confidence
- Not publishable
- Freshness
- Portfolio company action required
Portfolio cyber proof that travels from diligence to exit.
Valty builds a single evidence model at deal entry and carries it through active hold to exit readiness, so operating partners are not rebuilding proof from scratch at each stage transition.
Valty is currently in design-partner and early-access stage. No fabricated customers, no hard pricing. Estimates labeled decision-support.