Services tailored to strategy
Services that make investment planning operational
Openvalleymap provides a set of services designed to convert strategic intent into funded, governed, and measurable initiatives. Our work covers individual wealth strategy, corporate allocation, scenario modeling, and implementation governance. Each engagement begins by defining outcomes and constraints, then builds a prioritized roadmap that specifies owners, timelines, and success metrics. We combine financial analysis with operational feasibility to avoid the common gap between plan and execution. Our services emphasize clarity, repeatability, and adaptability so plans remain useful as markets and priorities change. Clients receive deliverables that include prioritized investment lists, scenario assessments with contingency triggers, and transparent scorecards for ongoing review. This helps leadership make deliberate choices about where to deploy capital, people, and time while preserving optionality for high-conviction opportunities.
Core offerings
We deliver a suite of core offerings that work together to create a disciplined investment program. Wealth strategy includes multi-horizon allocation, tax-aware sequencing, and cash flow planning that preserves long-term objectives while meeting near-term needs. Corporate allocation focuses on matching capital and operating resources to strategic initiatives, with clear owners and execution readiness assessments. Scenario modeling provides stress tests and alternative pathways with contingency triggers so leadership understands downside exposure and optionality. Governance and cadence design establish review cycles, scorecards, and decision gates, making resource reallocation an evidence-driven process. Each offering is customized to the client’s context and resourced to transfer capability, not just produce a document. Our deliverables aim for operational readiness so teams can move from plan to action without friction.
How we engage
Engagements are structured in three phases so clients see value early and can validate assumptions. Phase one is assessment and alignment: we document objectives, constraints, and decision criteria, then map candidate investments and dependencies. Phase two is prioritization and modeling: we quantify expected impact, run scenario tests, and produce a prioritized roadmap with owners, KPIs, and timelines. Phase three is governance and implementation support: we help design cadences, build scorecards, and support the initial review cycles so the plan is operational. Typical engagements range from a focused workshop plus 30-day roadmap to a multi-month program that includes hands-on implementation support. Throughout, deliverables emphasize measurability and transfer of capability so clients can run their own cadence after the engagement concludes. The goal is plans that are implementable, resilient, and aligned with long-term objectives while preserving the flexibility to respond to high-confidence opportunities.
Service highlights
Wealth Strategy
Multi-horizon planning that balances preservation, growth, and liquidity needs for individuals and families.
Corporate Allocation
Align capital and operating resources to strategic initiatives with execution readiness assessments and ROI frameworks.
Scenario Modeling
Stress tests, Monte Carlo and scenario pathways that reveal downside and optionality for informed decision-making.