For CFOs, COOs & operating partners
Before you approve more spend, see what the evidence supports.
Capvoris gives you an independent weekly review of your strategic initiatives—connecting financial exposure, delivery evidence and unresolved decisions in one Monday morning briefing.
20 minutes to discuss your portfolio, the decisions ahead, and whether Capvoris fits. No preparation or confidential documents required.
Illustrative demo
Evidence → decision
Monday briefing
Request
ERP change order
$185,000 proposed
Review step
Signed scope vs. change order
Confirm which interfaces the signed scope already covers
Recommendation
Hold approval
Release only uncovered scope, against milestone evidence
Decision
Pending · CFO · Nov 4
Why Capvoris
Three moments when the evidence deserves a closer look.
Each of these affects what you fund next, what you tell the board about forecasts, and how confidently you can explain performance.
- 01
A change order arrives that no one can reconcile to the original scope.
You are asked to fund more work without a clear view of what the signed scope already covers.
- 02
A forecast benefit has no baseline and no named owner.
The number sits in the plan, but there is no agreed starting point to measure it against or person accountable for delivering it.
- 03
Initiatives report green while their supporting evidence is missing or stale.
The status looks settled, yet the records behind it have not been updated recently enough to support it.
Your teams keep doing their work.
Your PMO, finance and delivery teams continue to run and report on the initiatives. Nothing about their role is replaced.
Capvoris turns material exceptions into choices.
We review the evidence across the exceptions that matter and frame each as an executive decision—with a recommendation, an accountable owner, a date and follow-through the next week.
See the method
See how an update becomes an executive decision.
One item from the sample scorecard, followed from request to follow-through. Facts and recommendations are kept separate.
Illustrative demo
- 1
Request
FactA $185,000 change order for the ERP programme is submitted for approval.
- 2
Evidence checked
Evidence checkWe compare the signed scope, the current change order and delivery evidence, and ask the integrator to confirm which of the three interfaces are already covered by SOW v3.1 §4.2.
- 3
Executive recommendation
RecommendationHold approval until the integrator confirms which interfaces are already covered, then release only the uncovered scope against milestone evidence.
- 4
Accountable owner and deadline
RecordThe decision is entered in the register with an owner and a date: the CFO, by November 4.
- 5
Follow-through
RecordDecision pending. Next Monday's briefing reports what happened.
The two-page sample scorecard
Explore the two-page scorecard using demo data. Open or download it without providing your email.
Want to see how this would apply to the decisions in your portfolio?
Request a Portfolio Fit CallWhat you receive
Four answers, every Monday, reviewed by a person.
Know what changed
Material financial, delivery, dependency and benefit changes since last week.
Know what the evidence supports
Actual results, forecasts, exposure and evidence gaps labelled separately.
Know what to decide
Each choice framed with rationale, an accountable owner and a decision date.
Know what happened afterward
Prior decisions carried forward with execution and observed results.
How it reaches you
- 1
Owners send what they already have
Existing records and short updates — no new reporting system.
- 2
Capvoris reviews and challenges the evidence
Every figure and recommendation is checked by a person before release.
- 3
Your approved briefing arrives Monday, 6 AM Central
Asynchronous. No recurring status meeting is added to your calendar.
What the service includes
- Two-page Monday briefing
- The approved weekly view your executive team reads first.
- Read-only executive portal
- The same approved snapshot, available without logins to project tools.
- Continuing decision register
- Every decision tracked with owner, date and result until closed with evidence.
You retain spending authority and execution. Daily project management, recurring meeting attendance, implementation, unbounded data reconstruction and formal audit opinions are outside the service.
Who it's for
Built for leaders accountable for a portfolio.
CFOs, COOs and operating partners responsible for strategic initiatives — transformation, integration or operational change. The standard scope covers 10–15 active initiatives within one agreed portfolio. Larger or smaller portfolios are welcome to discuss fit.
How we get started
- 1
Portfolio fit call
20 minutes, free
An introductory conversation about your portfolio and the decisions ahead. Not a diagnostic, and no preparation needed.
- 2
Scoped diagnostic
Paid, agreed in writing
A bounded first engagement to understand evidence readiness, priority gaps and which decisions need deeper review. Inputs, output, fee and timing are agreed before payment. It stands on its own, and its fee is credited toward the first month if you continue.
- 3
Weekly oversight
If it makes sense
The Monday briefing, portal and decision register begin once readiness — including documented gaps, owners and next actions — is agreed.
Scope, all fees, timing and commitments are provided in writing before any payment.
Request a Portfolio Fit CallQuestions
What executives ask before a first call.
Keep them. Capvoris uses the records your teams already produce, reviews the evidence behind the material exceptions independently, and frames them as executive decisions with an owner, a date and follow-through. It sits alongside your PMO rather than replacing it.
Owners send existing records and a short update each week. Requests go out Thursday at 10 AM Central, with a reminder Friday at 1 PM and a 5 PM cutoff. Capvoris reviews Saturday and releases the approved briefing Monday at 6 AM. No recurring status meetings and no scheduled Sunday work.
Capvoris documents each gap as a gap rather than filling it in. The diagnostic records missing baselines, owners and next actions; weekly oversight can start once that readiness is agreed. Unbounded data reconstruction is outside the service.
You do. Your organisation keeps spending authority and responsibility for execution. Capvoris provides independent review and recommendations, not project management or implementation.
After the fit call, we propose a scoped paid diagnostic with agreed inputs, output, fee and timing. Recurring oversight is scoped to one agreed portfolio. Scope, all fees, timing and commitments are supplied in writing before you pay anything.
The completed diagnostic stands on its own as a finished engagement. If you do continue, its fee is credited toward the first month.
We review the details you send for fit, then email you to arrange a 20-minute conversation. Nothing is booked automatically. You can also write to hello@capvoris.com.
Portfolio fit call
Bring the decision you need a clearer view of.
In 20 minutes we'll cover:
- Your portfolio and the decisions currently pressing
- What evidence and visibility you have today
- Whether a scoped diagnostic makes sense
Send your details. We'll review fit and email you to arrange a time.
Prefer email? hello@capvoris.com