The system of action
Monthly Statement
Outcome Advances™
Billing period · June 1 – June 30, 2026
Customer
Basin Analytics, Inc.
acct-BA-04117 · Launch plan
Book size
42 client accounts
as of Jun 30, 2026
Launch plan · advance rates
$499 / month prepaid
$0 · $15 · $100 · $50 per advance · provisioning free
Outcome Advances™ · June 2026 Statement period · Jun 1–30, 2026 · Closed
Carried from May
$310
Balance on Jun 1
June prepay
+$499
Added Jun 1 · $809 available
Drawn in June
−$275
12 validated advances
Rolling to July
$534
Rolls forward · never expires
Basin Analytics opened June with $310 carried from May, added its $499 June prepay on Jun 1 ($809 available), drew $275 in validated advances only, and rolls $534 forward to July. Trailing draw is running 82.2% of plan — still under prepay, rollover balance building.
Trailing 6 months · Monthly draw vs prepay
Validated advances drawn Above prepay · covered by rollover Monthly prepay ($499)
$800
$600
$400
$200
0
$210
Jan
$380
Feb
$620
Mar
$545
Apr
$430
May
$275
Jun
Zero top-ups. Zero surprise bills. Two months (Mar, Apr) drew past the monthly prepay — both fully covered by rolled-over balance, exactly as designed. Trailing 6-month average draw ≈ $410 / month · 82.2% of plan — prepay is well-fitted, rollover still building.
June draw
$275
Advances validated
12
Renewals closed-won
2
Median TTFV · June cohort
34 days
Trailing 6 months · Advances validated by type
Provision First Value (TTFV) Advocacy (TTA) Renewal
25
20
15
10
0
8
Jan
16
Feb
19
Mar
21
Apr
19
May
12
Jun
First Value events dominate the mix. Basin's book is still ramping — Provision and First Value advances are the majority every month as new clients onboard and hit their first measurable outcome. Six-month totals: 95 validated advances across the book (21 Prov · 54 First Value · 13 Advocacy · 7 Renewal).
Trailing 6 months · Dollars by advance type
Provision ($0) First Value ($15) Advocacy ($100) Renewal ($50)
$700
$525
$350
$175
0
$210
Jan
$380
Feb
$620
Mar
$545
Apr
$430
May
$275
Jun
Advocacy advances drive the biggest dollar impact. June draw: $100 on Advocacy (1 × $100), $100 on Renewals (2 × $50), $75 on First Value (5 × $15). Provisioning is free — the volume is real, the cost is zero. Six-month totals: Advocacy $1,300 · First Value $810 · Renewals $350 · Provision $0.
What this month means · by role
CFO · Procurement

$275 drawn. $499 committed. $534 in rollover.

12 validated advances at list rates. Every line auto-reconciles to your CRM, CS platform, billing, and product analytics. Monthly commit stays flat — unused balance rolls forward.

Trailing 6 months: $2,994 committed, $2,460 drawn — you're building a $534 rollover cushion that covers any spike month automatically. No forecast risk, no surprise bills.
COO · Client Journey Owner

12 clients advanced. Book is building.

12 validated advances in June · 4 provisions · 5 First Value · 1 Advocacy · 2 renewals.

First-half book velocity: 95 advances across 42 accounts — 2.3× per account year-to-date. The engine is running.
✓ Prepay
rollover
Rollover is growing · your prepay is fitting

Your trailing 6-month draw averages $410/month (82.2% of your $499 prepay). Every dollar under prepay rolls into your balance — that cushion pays for spike months automatically. Launch is month-to-month, cancel anytime; if you cancel, remaining balance covers your final advances.

$534
Balance rolling to July
Never expires
Advance ledger · detail

Each row is a validated advance, priced in dollars at your Launch rates ($0 · $15 · $100 · $50 — provisioning is tracked, never billed). Every entry carries the source system and the specific field, milestone, or event that triggered it — with timestamp. All 12 advances for June shown in full below.

Date Client Type Indicator · Source event Amount
06 / 03
Aventine Data
 Provision Production workflow live · CRM synced.
Source: Salesforce · Opportunity Stage → “Provisioned” · 06/03/26
 $0
06 / 06
Larkspur Financial
 Provision Client provisioned · first data flowing from CS platform.
Source: Vitally · Onboarding milestone → Complete · 06/06/26
 $0
06 / 10
Ridgewell Systems
 Provision Production workflow live · HubSpot mapped.
Source: HubSpot · Custom field provisioned_at populated · 06/10/26
 $0
06 / 11
Winslow Health
 First Value First measurable outcome documented · TTFV = 24 days.
Source: Salesforce · Field ttfv_achieved_at populated · 06/11/26
 $15
06 / 14
Meridian Payments
 First Value First measurable outcome documented · TTFV = 30 days.
Source: Gainsight · CTA closed → “TTFV Confirmed” · 06/14/26
 $15
06 / 15
Silverline Data
 Renewal Renewal closed-won · 24-month term.
Source: Salesforce · Renewal Opp → Closed Won · Term 24mo · 06/15/26
 $50
06 / 18
Tanager Insurance
 Provision Client provisioned · production workflow live.
Source: Salesforce · Opportunity Stage → “Provisioned” · 06/18/26
 $0
06 / 20
Ossian Media
 First Value First measurable outcome documented · TTFV = 35 days.
Source: Totango · Success Plan → “First Value Confirmed” · 06/20/26
 $15
06 / 22
Winslow Health
 Advocacy Reference live · public case study published · TTA = 178 days.
Source: Salesforce · Field case_study_url populated + Public flag · 06/22/26
 $100
06 / 24
Aventine Data
 First Value First measurable outcome documented · TTFV = 21 days.
Source: Salesforce · Field ttfv_achieved_at populated · 06/24/26
 $15
06 / 27
Cavendish Legal
 Renewal Renewal closed-won · 12-month term.
Source: Salesforce · Renewal Opp → Closed Won · Term 12mo · 06/27/26
 $50
06 / 29
Larkspur Financial
 First Value First measurable outcome documented · TTFV = 23 days.
Source: Gainsight · CTA closed → “TTFV Confirmed” · 06/29/26
 $15
Total drawn · June 2026 · 12 validated advances · 4 free provisions $275
✓Why this bill can't surprise you
Validated in your dataEvery advance requires a source event in your CRM, CS platform, billing, or product analytics. Nothing bills on our say-so.
Your definitions, adjustable anytimeWhat counts as First Value and Advocacy is set jointly with you at onboarding — and you can adjust it anytime. After that your data decides — no sign-offs, no attestation workload. We're happy to walk any advance with you.
1-click overrideDispute any line from the Journey Console. Quarterly reconciliation reverses errors — credited, not argued.
Right-sizing guaranteeDraw under plan and your prepay adjusts down at renewal, automatically. See above — it's live on this statement.
Statement generated automatically by the Uniply Journey Console. Per your master service agreement, your prepaid balance is drawn only when an Indicator to Advance is validated by a source event in your systems of record, per the definitions confirmed at onboarding. We're happy to review any advance with you, anytime. Unused balance rolls forward without expiry; plans right-size at renewal. Full ledger and evidence pack: Journey Console → Statements → Jun 2026. Payment terms: Net 30 · ACH or wire.
Sarah Whitcombe
Forward Deployed Operator · Uniply
Issued Jul 1, 2026 · 09:15 UTC
Proprietary & Confidential Info of Uniply Inc.