Know what's happening inside every portco.
Portfolio surprises don't start in the board deck - they start in books nobody standardized and covenants nobody's computing monthly. CFOLogic gives you two things: a monitoring layer that puts every company on the same reporting standard, and a CFO bench you can drop into any company that needs one.
A monitoring layer. And a bench behind it.
The monitoring layer
Navigator across the book
Every portfolio company on the same close calendar, the same reporting pack, the same covenant math - rolled up into one view per fund. No more chasing eleven different bookkeepers for eleven different spreadsheets.
The bench
CFO Success Partners™ on call
When a portco needs more than reporting - a departed controller, a covenant at risk, a refinance to prepare - we embed a finance leader who already knows the reporting standard, because we built it.
Doing a deal? We also run diligence and lender packages pre-close - the same team that will monitor the company after the wire. See deal support for acquisitions.
What this looks like in a real company.
Covenant rescue
A breach caught five months early
Navigator flagged DSCR drift in a portco before the lender's own model did - time enough to fix the cost base instead of negotiating a waiver.
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Standardization
Eleven portcos, one reporting pack
A fund's quarterly reporting went from a six-week chase to a standing dashboard - every company on the same close calendar.
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Exit readiness
A data room built from the ledger
Three years of clean monthly closes meant diligence took weeks, not months - and the multiple survived QoE.
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One book. One reporting standard. One call.
Thirty minutes. Bring the portfolio list; we'll show you what standardized visibility across it looks like.