Turn capital allocation into a discipline.

Coordinate your finance cycles, automate the work with agents, and make better investment decisions.

valuepath workspace
valuepath workspace showing a FY27 EBITDA bridge waterfall chart with commentary on the revenue slide and OPEX defense
01Analyze

Answers in minutes, not days.

Agents optimized for financial analysis. Smarter with every question.

Project_Mercury_Expansion_Model.xlsx

Formula lineage & sensitivity tracking

Connected
F8
fx
=NPV(F7, B6:E6) + SUM(B4:E4)
ABCDEF
1($ in thousands)Q1Q2Q3Q4FY26E
2New Market Revenue1,200.01,500.01,800.02,200.06,700.0
3Gross Margin %68.0%68.0%68.0%68.0%68.0%
4Launch Expenses(200.0)(200.0)(200.0)(200.0)(800.0)
5Market Churn Rate4.0%4.0%4.0%4.0%4.0%
6Operating EBITDA616.0820.01,024.01,296.03,756.0
7Discount Rate12.0%
8Projected NPV8,421.0
9Target ROIC22.5%
DCF Model
Assumptions
Sensitivities
02Model

Banker-grade financial models.

Fully formula-linked, built from your own numbers.

Board slide built by valuepath: fully-diluted cap table summary with ownership donut chart and key round metrics
03Present

No more 1 a.m. decks.

Your template, every figure tied to the model. Revised on command.

Active Workflows: Q3 Close Cycle

Ledger close to board pack, no manual handoffs

Running
01
Ledger close trigger
NetSuite Q3 actuals posted
Complete
02
Actuals into model
Drivers and mappings refreshed
Complete
03
Forecast rerun
P&L and cash reprojected
Complete
04
Board pack refresh
Variance slides repopulated
Running
Runs automatically at every ledger closeLast full cycle 4m 12s
04Automate

Everything spreadsheets can't.

From the financial close to commissions and vendor management, automate any recurring work that's outgrown your spreadsheets.

Finance with a memory

The P&L took a big hit but somehow cash hasn't really moved. Something doesn't feel right.

Plots history and forecast for every driver. A big recurring expense is missing from prepaids.

The deck goes out at 1 a.m. the night before the board meeting. The internal deadline was last Thursday.

A board deck is available on request, every figure tied to the model.

Planning season opens with a blank sheet. Nobody checks how last year's assumptions actually did.

Sales capacity has run 15% optimistic three quarters straight. The plan starts calibrated.

Pipeline has signaled the slowdown for months, but the CRO is still calling the number. The quarter misses big.

The scenario is flagged in March, grounded in history; the business has two quarters to react.

Built with healthy paranoia.

We've secured classified intel and privileged legal discovery. Your financial data gets the same treatment.

Data Protection

Your data is used exclusively for you and is never used to train AI models.

Strict Access Controls

Least-privilege access by default. You decide who sees what.

Encryption Everywhere

Enterprise-grade AES-256 encryption at rest and TLS 1.3 in transit.

Frequently asked questions

Valuepath reads your existing spreadsheets, presentations, and reports, connects to the systems around them, and builds the next ones with you: the analysis, the model, the board deck. As it works, it maintains a living map of your business: drivers, assumptions, and outputs, each traced to the exact cell it came from. Every question, every file, and every cycle deepens that understanding, so you can catch risks earlier, cut waste, and put capital where it works.

Finance work that finally
compounds.

Valuepath helps your team do the work today:

The analysisThe modelThe board deck

Everything it learns accumulates into a living map of your business, and every quarter starts smarter than the last.