How Vaelo works
A closer look at our process—designed to support your professional judgment, not replace it.
Data Connection & Ingestion
Rigorous financial analysis starts with clean data. Import standard P&L and Balance Sheet data via our structured Excel templates directly into your workspace. You provide the historical financials; the platform handles the structuring.
Deterministic Financial Modeling
Vaelo does not use generative AI to guess numbers. Every module—whether a CMA projection, a financial health diagnostic, or accretion/dilution logic for feasibility—is strictly formula-driven, deterministic, and entirely auditable.
Results in Your Workspace
The pipeline executes quickly. Results appear in your workspace. You have access to the output, and you control when to share project status updates with your client via their timeline.
Presentation & Scenario Testing
The workspace is white-labeled with your practice's branding—it is your advice, powered by our modeling. When you need to stress-test your client's financials, you can quickly compare Base, Downside, and Severe scenarios to see how adverse conditions impact the output. The platform handles the complex scenario modeling for you.
Common Questions
Is my client's data safe?
Each firm's data is separated at the database level using row-level security. We do not use your clients' financials to train AI models.
How do I bring my clients' data into Vaelo?
You can upload standard P&L and Balance Sheet data using our structured Excel templates directly into the workspace. We accommodate the reality of how your clients maintain their books.
Can I adjust the assumptions?
Yes. Your professional judgment is paramount. The platform provides pre-set rigorous scenario testing — allowing you to easily compare Base, Downside, and Severe scenarios without the need for manual, error-prone spreadsheet adjustments.
How is this different from an online financial calculator?
Vaelo provides modeling built specifically around the CA's workflow. We provide a comprehensive, continuous workspace designed for professional advisory, complete with complex sensitivity analyses and custom branding.
Can my clients see this too?
Yes, if you choose. You can share a tokenized timeline with clients showing document receipts, logged notices, and finalized milestones. You remain in complete control over the analytical data — it's a streamlined status feed, not a complex report viewer.
Ready to elevate your advisory practice?
Join the waitlist today to secure your spot in our founding-CA cohort.
Join the waitlistNo setup fee · ₹4,999/year · Full platform access