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.
See how it works with your portfolio structure
Book a 30-minute demo. We configure it with your actual portfolios, categories, and counterparties so you see exactly how CapitalBridge fits. No generic product tour. You talk to the team that built it.
"The gap between a $200K enterprise platform and a shared spreadsheet should not be this wide. We built the thing that belongs in that gap."