Quantify loss
The sponsor raises the finding; the company confirms the loss objective, evidence pathway, and assumptions included in the supported evaluation.
The handoff artifact
Make the handoff specific.
Valty connects each fund, defer, or validate choice to evidence gaps, owners, approvals, and subsequent review in the supported workflow. Your team or existing adviser carries out approved work.
Who needs to be in the room
Keep ownership and approval clear.
The sponsor coordinates; the company keeps authority to decide and act:
- Operating sponsor: raises the post-close finding as a funding question for one company.
- Company budget approver: sets the company's spending limit and authorizes funding.
- Security / evidence owner: supplies the approved exports the platform evaluation uses.
Every proposed action records:
- Proposed action — the specific fund, defer, or validate call
- Evidence gap — what the current evidence does not yet show
- Responsible owner — who inside or outside the company carries it
- Approval needed — the authorization the action still requires
- Review date — when the decision gets revisited
Fund next
Review approved company exports and compare supported actions against the company's budget before drafting the recommendation.
Authorize change
Accept or revise the recommendation with the company, record its owner and required approval, then hand approved work to its team or existing provider.
Prove reduction
Use the scheduled next review to inspect updated evidence and label movement as modeled or observed. A completed handoff alone is not proof of control effectiveness.
Start with one unresolved finding.
Adil reviews platform demo requests personally and replies within two business days, with a private booking link if there is a fit.
Subsequent reviews and additional companies are agreed only when the supported scope, permissions, and evidence pathway are confirmed after the first decision.