VERAHELM HOLDINGS LLC

CUSTOMER ENGAGEMENT GUIDE / REV 2026.07

PUBLIC CUSTOMER GUIDE01 / 09

BOUNDED TECHNICAL EVALUATION / DELIVERY PROTOCOL

WHAT
ARRIVES.

Every engagement begins with a written decision boundary and ends with evidence, limitations, and an explicit next action—not an unexplained score or automatic endorsement.

PUBLIC INTAKE
NO FILE UPLOADS
PRIVATE WORK
SIGNED SCOPE FIRST
RESULT STATES
PROCEED / CONTROL / TEST / STOP
METHOD DISCLOSURE
EVIDENCE, NOT TRADE SECRETS
DOCUMENT STATUS

This guide describes the standard engagement structure. The signed scope controls service-specific deliverables, fees, schedule, data handling, acceptance, intellectual property, and remedies.

01

THE OUTCOME CONTRACT

AGREE BEFORE EXECUTION

THE FIRST DELIVERABLE

A testable decision, not a vague transformation objective.

Before technical work begins, the parties agree on the decision, authorized inputs, comparison set, primary metric, tolerances, exclusions, stop rules, evidence boundary, and people permitted to approve changes.

DECISION

What action will the result authorize?

Examples include selecting a configuration, withholding a claim, approving a controlled pilot, or identifying the next test.

PRIMARY GATE

What observation changes that action?

One primary gate is named, with supporting measures separated from the release condition.

BOUNDARY

Where does the conclusion stop?

Population, environment, versions, exclusions, risk classes, and known transfer limits are recorded.

STOP RULE

What invalidates a recommendation?

Material data changes, failed controls, unresolved critical errors, and verification disagreement stop or qualify the result.

01 / UNIT

Unit and denominator

The measured unit, eligible population, missing observations, and denominator are fixed before results are reviewed.

02 / EXECUTION

Run conditions

Versions, hardware, concurrency, warmup, cache state, run order, timeout, and retry policy are recorded when they can affect the comparison.

03 / DISTRIBUTION

Reported statistics

The contract names the summary measures and precision: for example median and p95 latency, error counts, intervals, or paired deltas.

04 / FAILURES

Failure accounting

Timeouts, retries, abstentions, malformed outputs, and missing values remain in the record under rules agreed before execution.

05 / VERIFY

Independent check

Material scores or claims are checked through a separate implementation or review path. Disagreement is retained until resolved.

06 / DECIDE

Decision rule

The primary gate is applied before supporting measures. Failed controls or invalid inputs stop or qualify the recommendation.

02

SERVICE ROUTE CATALOG

BOUNDED ENTRY SCOPES

COMMERCIAL TERMS FOLLOW SCOPE

Know the minimum deliverable, schedule, and exclusion before signature.

Verahelm issues a written quotation after the decision, workload, evidence boundary, dependencies, and acceptance criteria are understood. The quotation and signed scope control the final fee.

SERVICEENTRY BOUNDARYSTANDARD OUTPUTCOMMERCIAL BASIS
Automation MapOne engineering workflow · 1–2 business daysProcess model, exception and control map, sequenced backlogWritten quotation
Systems BenchmarkOne frozen workload, two configurations · 3–5 business daysBenchmark contract, result and failure matrix, decision memoWritten quotation
Spend AssessmentOne workload and available usage records · 3–5 business daysUnit-cost model, assumption register, prioritized experimentsWritten quotation
Findings ValidationUp to ten material claims · 5–7 business daysClaim-evidence matrix, check record, reproduction and boundary memoWritten quotation
Evaluation HarnessOne workflow and scoring contract · 2–3 weeksFixtures, scoring logic, regression record, operator runbookWritten quotation
VH RegisterOne active decision record and monthly reviewVersioned gates, run history, limitation and regression stateManaged proposal

Excluded unless quoted: taxes, paid third-party services, travel, regulated-data handling, additional comparators, integrations, remediation, production deployment, continuous monitoring, and work outside the named acceptance gate.

03

STANDARD ARTIFACT SET

VERSIONED / REVIEWABLE

WHAT THE CUSTOMER RECEIVES

A decision package with an evidence trail.

Artifact depth is proportional to the signed scope and risk class. Each item is written for review without disclosing Verahelm's private implementation routes.

01 / SCOPE

Decision and evaluation contract

Contains: question, comparators, measures, thresholds, exclusions, stop rules, versions, and approval authority.

Purpose: prevents the evaluation target from moving after results are known.

02 / INPUTS

Authorized input inventory

Contains: source classes, field boundaries, provenance supplied by the customer, exclusions, and material data limitations.

Purpose: shows what the evidence can and cannot represent.

03 / RESULTS

Matched result matrix

Contains: baseline and candidate measurements, distributions when relevant, exceptions, missing observations, and gate status.

Purpose: separates measurement from interpretation.

04 / CONTROLS

Control and failure record

Contains: positive, negative, boundary, determinism, ablation, or replay controls selected for the scope; failed cases remain visible.

Purpose: tests whether the apparent result survives obvious alternative explanations.

05 / VERIFY

Independent verification note

Contains: the material values checked through a separate implementation or review route, disagreements, and resolution status.

Purpose: reduces dependence on one analysis path.

06 / LIMITS

Limitation and exception register

Contains: unresolved risks, untested conditions, adverse observations, claim restrictions, owners, and proposed follow-up.

Purpose: keeps uncertainty attached to the decision.

07 / DECIDE

Executive decision record

Contains: bounded interpretation, approved claim language, decision state, operating controls, and expiration or revisit trigger.

Purpose: converts analysis into a reviewable action.

08 / HANDOFF

Reproduction and next-test manifest

Contains: non-secret artifact hashes, version references, rerun instructions appropriate to the agreement, and the next discriminating test.

Purpose: makes later drift or disagreement diagnosable.

Not included by default: Verahelm source code, internal formulas, proprietary algorithms, unrestricted tool access, certification, or a warranty that the evaluated system will succeed in production.

04

ENGAGEMENT LIFECYCLE

CUSTOMER / VERAHELM / EXIT GATE

CONTROLLED HANDOFFS

Work advances only when the current boundary is accepted.

Schedule estimates begin after scope, access, and input readiness are confirmed. Delays or changes in authorized inputs may require a written change to the scope.

PHASECUSTOMER RESPONSIBILITYVERAHELM OUTPUTEXIT GATE
01 / QUALIFYState one blocked decision without sending confidential material.Minimum-fit response and no-fit conditions.TESTABLE DECISION
02 / SCOPEConfirm authority, comparators, risk, acceptance, and commercial terms.Written scope and evaluation contract.SIGNED BOUNDARY
03 / PREPAREProvide authorized, minimized inputs through the agreed private route.Input inventory, exclusions, and readiness exceptions.INPUTS ACCEPTED
04 / FREEZEApprove versions, gates, holdout custody, and change authority.Frozen execution and claim contract.RULES LOCKED
05 / EXECUTEAnswer bounded factual questions and preserve system stability.Matched measurements, controls, failures, and exception log.RUN COMPLETE
06 / VERIFYRelease any buyer-held blind set only under the agreed protocol.Independent verification and disagreement-resolution record.VALUES AGREED
07 / HANDOFFReview facts, boundaries, and permitted decision language.Final decision package and next-test recommendation.ACCEPT / CORRECT
08 / CLOSEConfirm return, retention, or deletion obligations.Closure record under the signed data terms.SCOPE CLOSED
05

EVIDENCE LEVELS

CLAIMS STOP AT THE TEST BOUNDARY

HOW RESULTS ARE LABELED

Evidence strength is stated, not implied.

A higher level does not erase limitations. It only indicates that a result has survived a stronger form of observation in the stated scope.

  1. 01

    Synthetic demonstration

    Constructed data and controlled conditions demonstrate method and report structure. No customer or production outcome is claimed.

    PUBLIC SAMPLE
  2. 02

    Buyer-representative evaluation

    Authorized buyer inputs test relevance to the agreed population, with limitations for selection and environment retained.

    BOUNDED
  3. 03

    Buyer-blinded holdout

    The decision rules are frozen before Verahelm sees a buyer-controlled holdout, reducing adaptation to known answers.

    STRONGER
  4. 04

    Production-observed validation

    Authorized field observations test whether the bounded result transfers to the specified operating environment.

    SCOPE-SPECIFIC

The public decision record is a synthetic demonstration. Verahelm does not represent it as buyer-blinded or production evidence.

06

DATA, SECURITY, AND IP

MINIMIZE / AUTHORIZE / RECORD

BEFORE DATA MOVES

The transfer route is part of the scope.

Email verification reduces automated abuse and confirms possession of an address. It does not establish legal identity, create confidentiality, or authorize data transfer.

PUBLIC INTAKE

No confidential submissions

  • No public file upload
  • No credentials or recovery material
  • No production code or regulated records
  • Non-confidential decision description only
PRIVATE SCOPE

Written controls before receipt

  • Authorized data classes and purpose
  • Transfer and access method
  • Retention, return, and deletion
  • Subprocessor and incident terms when applicable
OWNERSHIP

Inputs and methods remain distinct

  • Customer warrants authority to provide inputs
  • Customer materials remain subject to the signed agreement
  • Verahelm retains pre-existing methods and tools
  • Deliverable rights are stated in the signed scope
07

ACCEPTANCE AND CHANGE CONTROL

FACTS / INTERPRETATION / SCOPE

HOW THE WORK CLOSES

A negative or conditional result is still a complete delivery.

Acceptance concerns completion of the agreed work and factual accuracy of the record—not whether the customer preferred the observed outcome.

FACTUAL CORRECTION

Reproducible arithmetic, transcription, version, or attribution errors are corrected and the affected artifact is reissued.

INTERPRETATION DISPUTE

Material disagreement is documented with the supporting evidence, boundary, and unresolved point rather than silently removed.

SCOPE CHANGE

New comparators, populations, metrics, integrations, remediation, or production deployment require written change approval.

INVALIDATION

A result is requalified when inputs, versions, environment, or controls differ materially from the frozen contract.

PROCEEDPROCEED WITH CONTROLSGATHER MORE EVIDENCESTOP
08

STANDARD EXCLUSIONS

UNLESS EXPRESSLY SIGNED

WHAT THE ENGAGEMENT IS NOT

Evaluation is not certification or operational custody.

These boundaries protect the integrity of the decision and avoid implying professional services or guarantees outside Verahelm's stated scope.

09

CUSTOMER QUESTIONS

BEFORE PURCHASE

PROCUREMENT CLARITY

Questions that should be answered before signature.

Can a customer inspect the reporting format first?

Yes. The public synthetic decision record shows the decision, result matrix, controls, limitations, and handoff structure without using customer data.

Does Verahelm need access to every system?

No. Access is limited to what the signed evaluation contract requires. Some engagements can use exported, minimized, or de-identified records; others require a separately approved execution route.

What happens if the evidence does not support the candidate?

The final state may be stop, gather more evidence, or proceed only with named controls. A predetermined endorsement is not an available deliverable.

Can a buyer keep the holdout hidden?

When feasible, the buyer can retain a blind set until metrics, thresholds, exclusions, and candidate configuration are frozen. Custody and release procedure are written into the scope.

Are private methods disclosed?

Customers receive the observations, controls, material calculations, limitations, verification evidence, and decision logic required by the agreement. Proprietary implementation details are not transferred unless expressly licensed.

What creates a binding commitment?

The public site and this guide provide pre-engagement information. Paid work, confidentiality, data handling, delivery, acceptance, intellectual property, and liability are governed by signed documents.

VERAHELM HOLDINGS LLC / CUSTOMER DELIVERY PROTOCOL

Inspect the format. Define the minimum decisive test.

VIEW SYNTHETIC SAMPLESTART SCOPE REQUEST
No confidential information or files should be submitted through public intake or ordinary email.