The CFO's single screen for portfolio compliance
A CFO compliance dashboard answers one question: what is the state of the portfolio right now? CapitalBridge shows every fund, every covenant, every overdue submission, every audit-trail event, all at the level a CFO needs, drilling to the level a credit officer needs. Live data, not last quarter's PDF. Configurable for board, credit committee, and operational views.
94%
Last 90 days7
2 in 30+ day bucket12
8 borrowers3
2 borrowers"What is the state of compliance right now?" should not require a 3-day report
Most fund CFOs answer the compliance question by emailing the operations team, who pulls spreadsheets together over 2-3 days, and produces a deck for the board pack. By the time the answer arrives, the answer is already stale. A CFO compliance dashboard collapses the cycle: the answer is on screen now, drillable to the underlying borrower facility in seconds, consistent with what the credit committee sees in their own view.
- Operations team spends days assembling reports the CFO needs in seconds
- Board pack data is one quarter behind the operational reality
- Credit committee asks "what changed since last meeting?" and someone reconciles by hand
- Audit findings reveal gaps the CFO would have caught if the data was live
"Before, my team spent the last week of every quarter assembling the compliance pack. Now I answer the same questions live in any meeting. My team spent that week on the borrowers that needed real attention."
What the dashboard shows the CFO
Reporting compliance rate
% of submissions on time across the portfolio, broken down by fund, sector, borrower category. Drill from headline number to specific borrower delinquency in two clicks.
Overdue submission aging
Aging buckets: 1-7 days, 8-30 days, 30+ days. Each bucket clickable to the underlying list of borrowers, requirements, and current escalation tier.
Covenant status distribution
Compliant, at risk, breached counts across all covenants. Drill into the at-risk and breached lists for borrower + covenant detail. Trend chart showing distribution movement quarter over quarter.
Risk concentration heatmap
Heatmap of risk concentration: sector x covenant, geography x covenant, borrower category x covenant. Spot the cluster of stressed credits before it becomes a portfolio problem.
Permission-controlled views
CFO sees full operational view; credit committee sees curated at-risk view; board sees portfolio-summary trend view. Same underlying data, different lenses. Permissions configurable per role.
One screen, every fund
The tile the CFO reads first, and the same question asked directly, both drawing from the live compliance book.
| Fund | Compliance | |
|---|---|---|
| AATIF | 96% | On track |
| ALCBF | 88% | Watch |
| UGEAP | 95% | On track |
Every fund on one row, every row two clicks deep
The headline percentage is the same number the credit committee and the board see. Click through and it is the same borrower list, not a reformatted copy of it.
What's driving ALCBF's compliance dip this quarter?
Two borrowers account for the drop:
Illustrative figures. Same query the dashboard tile runs, so the CFO and the assistant never disagree.
Ask it directly, before the meeting
The CFO's own read-only MCP layer answers the "what changed?" question in one line, citing the same rows the dashboard tile counts.
What tools give CFOs real-time insight into covenant headroom and compliance status?+
A single dashboard showing every covenant across every counterparty, color-coded by status, recalculated on every borrower submission. The covenant performance matrix (rows = counterparties, columns = covenant types) lets CFOs spot which counterparties are deteriorating and which covenants are most at risk. Drill from any cell into trend history, threshold change log, and submission lineage.
What information does a CFO need on a compliance dashboard?+
Portfolio-wide reporting compliance rate, overdue submissions with aging buckets, covenant status distribution (compliant, at risk, breached), risk concentration by sector or geography, and recent audit-trail events for material changes. CapitalBridge ships these as the default CFO view, configurable per organisation.
How is a CFO compliance dashboard different from a credit committee report?+
The dashboard is live and continuous; the credit committee report is a quarterly snapshot. CapitalBridge auto-generates the committee pack from the same data the CFO sees live, eliminating the manual extract-and-reformat cycle most teams currently run.
Can the dashboard be shared with the credit committee or board?+
Yes. Permission-controlled views: the CFO sees the full operational dashboard, the credit committee sees a curated view focused on at-risk and breached covenants, and board members see a portfolio-summary view with trend charts. All three are derived from the same underlying live data.