The system of action
Monthly Statement
Outcome Advances™
Billing period · June 1 – June 30, 2026
Customer
Clearpath Software, Inc.
acct-CP-11842 · Growth plan
Book size
562 client accounts
as of Jun 30, 2026
Growth plan · advance rates
$5,999 / month prepaid
$0 · $9 · $30 · $60 per advance · provisioning free
Outcome Advances™ · June 2026 Statement period · Jun 1–30, 2026 · Closed
Carried from May
$2,065
Balance on Jun 1
June prepay
+$5,999
Added Jun 1 · $8,064 available
Drawn in June
−$5,052
258 validated advances
Rolling to July
$3,012
Rolls forward · never expires
Clearpath Software opened June with $2,065 carried from May, added its $5,999 June prepay on Jun 1 ($8,064 available), drew $5,052 in validated advances only, and rolls $3,012 forward to July. Trailing draw is running 91.6% of plan — a well-fit plan (right-sizing check below).
Trailing 6 months · Monthly draw vs prepay
Validated advances drawn Above prepay · covered by rollover Monthly prepay ($5,999)
$8K
$6K
$4K
$2K
0
$4,950
Jan
$5,355
Feb
$6,345
Mar
$5,148
Apr
$6,132
May
$5,052
Jun
Zero top-ups. Zero surprise bills. Two peak months (Mar, May) drew past the monthly prepay — covered entirely by rolled-over balance, exactly as designed. Trailing 6-month average draw ≈ $5,497 / month · 91.6% of plan — a well-fit plan.
June draw
$5,052
Advances validated
258
Renewals closed-won
44
Median TTFV · June cohort
28 days
Trailing 6 months · Advances validated by type
Provision First Value (TTFV) Advocacy (TTA) Renewal
400
300
200
100
0
245
Jan
271
Feb
313
Mar
262
Apr
299
May
258
Jun
Advance mix is Q-end weighted. March and May renewal pushes drove the biggest total-advance months of the trailing period (58 and 57 renewals). First Value events dominate volume — ~42% of every month's advances — the machine is working. Total across 6 months: 1,648 validated advances.
Trailing 6 months · Dollars by advance type
Provision ($0) First Value ($9) Advocacy ($30) Renewal ($60)
$8K
$6K
$4K
$2K
0
$4,950
Jan
$5,355
Feb
$6,345
Mar
$5,148
Apr
$6,132
May
$5,052
Jun
Renewal advances drive over half your spend every month. June draw: $2,640 on Renewals (44 × $60), $1,440 on Advocacy (48 × $30), $972 on First Value (108 × $9). Six-month totals: Renewals $17,880 · Advocacy $8,820 · First Value $6,282 · Provision $0. First Value is the highest volume but the smallest cost per event — the machine is running efficiently at every stage.
What this month means · by role
CFO · Procurement

$5,052 all-in. Zero surprise bills. Same-day close.

258 validated advances drawn from prepaid balance at 40% off list. Every line auto-reconciles to your CRM, CS platform, billing, and product analytics.

44 renewals validated in June for a total draw of $2,640 — and the plan polices itself: if trailing draw ever falls below 80% of plan, prepay resets at renewal to trailing average + 20% headroom, automatically.
COO · Client Journey Owner

45.9% book velocity. Momentum compounding.

258 validated advances in one month · 58 provisions · 108 First Value · 48 Advocacy · 44 renewals.

Best first half on record for renewals. Compounding is real.
✓ Right-sizing
guarantee
Right-sizing check · your plan fits

Your trailing 6-month draw averages $5,497/month (91.6% of your $5,999 prepay) — inside the fit band, so your prepay is unchanged at renewal. Per your agreement, if trailing draw ever runs below 80% of plan, your prepay resets at renewal to your trailing average plus 20% growth headroom — automatically, no request, no negotiation.

91.6%
Plan fit · trailing draw
No change at Oct 1 renewal
Advance ledger · detail

Each row is a validated advance, priced in dollars at your Growth rates ($0 · $9 · $30 · $60 — provisioning is tracked, never billed). Every entry carries the source system and the specific field, milestone, or event that triggered it — with timestamp. Full ledger of all 160 entries in the Journey Console.

Date Client Type Indicator · Source event Amount
06 / 03
Trellium Financial
 Provision Production workflow live · CRM synced.
Source: Salesforce · Opportunity Stage → “Provisioned” · 06/03/26
 $0
06 / 05
Fieldstone Health Group
 Provision Client provisioned. First data flowing from CS platform.
Source: Vitally · Onboarding milestone → Complete · 06/05/26
 $0
06 / 08
Northmill Manufacturing
 First Value First measurable outcome documented · TTFV = 28 days.
Source: Salesforce · Field ttfv_achieved_at populated · 06/08/26
 $9
06 / 10
Baywatch Insurance
 First Value First measurable outcome documented · TTFV = 34 days.
Source: Totango · Success Plan → “First Value Confirmed” · 06/10/26
 $9
06 / 11
Cypress Retail Systems
 Renewal Multi-year renewal closed-won · reference live.
Source: Salesforce · Renewal Opp → Closed Won · 06/11/26
 $60
06 / 12
Meridian Advisory Group
 Advocacy Reference live · client public reference call · TTA = 218 days.
Source: HubSpot · Field reference_status → “Public” · 06/12/26
 $30
06 / 14
Redshore Legal Partners
 First Value First measurable outcome documented · TTFV = 22 days.
Source: Gainsight · CTA closed → “TTFV Confirmed” · 06/14/26
 $9
06 / 16
Tallwood Consulting
 Advocacy Client speaks publicly at Ops Summit '26. Reference live.
Source: Ops Summit registration API · Speaking slot confirmed · 06/16/26
 $30
06 / 18
Waverley Industrial Group
 Renewal 3-year renewal closed-won · 36-month term.
Source: Salesforce · Renewal Opp → Closed Won · Term 36mo · 06/18/26
 $60
06 / 19
Ironmark Payments
 Provision Production workflow live · billing integration confirmed.
Source: Stripe · Subscription active + first event fired · 06/19/26
 $0
06 / 22
Blackriver Bio Sciences
 First Value First measurable outcome documented · TTFV = 31 days.
Source: Salesforce · Field ttfv_achieved_at populated · 06/22/26
 $9
06 / 23
Coastview Media Group
 Advocacy Reference live · joint case study published · TTA = 205 days.
Source: Gainsight · Advocacy milestone → Case study live · 06/23/26
 $30
06 / 25
Northpoint Data Services
 Renewal 2-year renewal closed-won · advisory board seat accepted.
Source: Salesforce · Renewal Opp → Closed Won + Advisory Board flag · 06/25/26
 $60
06 / 26
Grayline Distribution
 First Value First measurable outcome documented · TTFV = 26 days.
Source: Totango · Health score ≥ 80 + TTFV milestone · 06/26/26
 $9
06 / 28
Harborline Fintech
 Provision Client provisioned · production workflow live · Salesforce mapped.
Source: Salesforce · Opportunity Stage → “Provisioned” · 06/28/26
 $0
— 243 additional advances not shown · Full ledger in Journey Console → Statements → June 2026 —
Total drawn · June 2026 · 258 validated advances · 58 free provisions $5,052
✓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.