Every deadline, every counterparty, one calendar
A compliance calendar gives fund managers a single view of every reporting deadline across all counterparties, color-coded by status (on time, approaching, overdue) and filterable by portfolio. CapitalBridge auto-generates deadlines 90 days ahead from cascading assignment rules, so nothing is missed and nothing requires manual scheduling.
Nobody misses a deadline they can see. They miss the one that lived in an email thread from March.
Deadlines scattered across spreadsheets, emails, and memory
When compliance deadlines live in five different places, something always slips. A missed AFS due date surfaces during an audit. A covenant certificate arrives two weeks late because nobody flagged it. The quarterly board pack is incomplete because three counterparties were never reminded. Without a single calendar view, deadline management is guesswork.
Deadlines in Excel columns. Due dates buried in row 147 of a spreadsheet someone last updated two months ago.
No visual overview. You cannot see what is due next week across all counterparties without opening multiple files and cross-referencing manually.
Missed deadlines discovered too late. You find out a submission was overdue when someone asks for it, not when it was actually due.
No cross-counterparty view. Each counterparty's deadlines tracked separately. No way to see the full picture for the portfolio at once.
Ninety days ahead, automatically.
One month view across six funds. Every filing deadline, every covenant certificate, every submission, colour-coded by fund with a risk rail of what's overdue, due this week, and due in the next thirty days.
Your compliance month, at a glance
Every reporting deadline, covenant certificate, and document submission across your entire portfolio, laid out in a single calendar. Color-coded by status so you can see health instantly. Filterable by portfolio so you can focus when you need to.
More than a pretty calendar
Color-coded by status
Green/teal means on track. Amber means the deadline is approaching and the submission has not arrived yet. Red means overdue. You see the health of your entire compliance pipeline at a glance, without opening a single record. The color coding is consistent across the calendar, the compliance dashboard, and notification emails.
Filter by portfolio
Switch between portfolios or see everything at once. Each portfolio's deadlines are visually distinct. When you manage multiple funds, you can focus on Fund I's deadlines this week, then switch to Fund II for the quarterly view. Or see the full picture across all portfolios simultaneously.
Auto-generated from rules
Deadlines come from your cascading assignment rules, not from manual calendar entries. When you onboard a new counterparty and assign it to a sector, it inherits the correct reporting requirements and deadlines automatically. No one needs to remember to add entries to a shared calendar. The system handles scheduling based on your configured rules.
90-day lookahead
See what is coming for the next quarter. Plan your review schedule, flag potential bottleneck weeks where many submissions converge, and allocate analyst time in advance. The 90-day window is driven by the daily background job that creates pending submissions automatically, so the calendar always reflects the latest state.
Linked to submissions
Click any deadline to see the submission status, uploaded documents, or send a reminder. The calendar is not a standalone view. Every event links directly to the submission record where you can approve, reject, request rework, or check the full audit trail. From calendar to action in one click.
The calendar is the entry point
The compliance calendar is where portfolio managers start their day. From any deadline, one click to review the submission, check the covenant status, or escalate to the counterparty through the counterparty portal. It connects to every other part of the platform.
No tab switching, no context loss. The calendar surfaces what needs attention, and the linked views let you take action immediately. Approve a document, flag a covenant breach, send a reminder. All from the same starting point.
"Most compliance teams start their week by opening seven spreadsheets. Our clients open one calendar."
What is a compliance calendar?+
A single view of every reporting and compliance deadline across a portfolio: financial statements, covenant certificates, ESG reports, insurance renewals, and any other recurring submission. Each entry shows what is due, by whom, when, and the current status (on time, approaching, overdue). CapitalBridge auto-generates these deadlines from cascading assignment rules, so nothing is scheduled by hand and nothing slips.
How does compliance deadline management work in CapitalBridge?+
Deadlines are generated automatically from assignment rules that cascade from portfolio to category to individual counterparty, most specific wins. A daily job looks 90 days ahead and creates pending submissions. Each one carries its due date, reporting type, counterparty, and a 7-tier escalation reminder schedule (-7d, due, +1d, +3d, +7d, +14d, +30d). Compliance officers see one calendar; counterparties see only their own deadlines through the self-service portal.
Can the calendar sync with Outlook or Google Calendar?+
Yes. CapitalBridge exposes an iCal feed that fund managers and counterparties can subscribe to in Outlook, Google Calendar, or Apple Calendar. Subscribed calendars update automatically as deadlines shift, new requirements are assigned, or submissions are completed, with no manual maintenance.
What are common alternatives to spreadsheets for compliance tracking?+
Mid-market alternatives include CapitalBridge (purpose-built for DFIs and private credit), Cobalt GP (GP fund management), and Dynamo Software (CRM-first with light compliance). Enterprise tier options include eFront (BlackRock), Allvue Systems, and Investran (FIS). The trade-off: enterprise tools cost $100K-500K+/year with 6-18 month implementations, while CapitalBridge sits at department-budget pricing with a 2-4 week go-live.
How far ahead does CapitalBridge schedule deadlines?+
90 days ahead, generated by a daily background job. That gives compliance officers a quarterly forward-look while keeping the calendar focused on actionable deadlines. Beyond 90 days, the recurring assignment rules guarantee future periods will be created automatically as the date approaches.