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PORTO CAPITAL

CFO Advisory · Fractional Controller · Finance & Accounting Software Integrations

Finance leadership for businesses that have outgrown their accounting function.

Porto Capital provides CFO advisory, controller services, and finance systems work to owner-led and sponsor-backed companies in the United States and Canada. Our principals have run finance for a private equity platform with over $1 billion invested, restructured distressed companies, and completed a sale to a public acquirer from the CFO seat.

Request a Business Health Check Services

Engagements are led by principals.

Business Health Check

Sample output
Revenue quality and margin integrityStrong
Close cycle and reporting discipline21 days
Cash visibility beyond 30 daysNone
Working capital efficiency$410K tied up
Systems and data integritySound

Findings ranked by financial impact, with a recommended action for each.

The situation

The reporting exists. The answers do not.

Most businesses at this stage have a bookkeeper, a monthly package, and an accountant at year end. What they do not have is a view of margin by line, a cash position beyond the next thirty days, or financials that hold up when a lender or a buyer examines them.

The cost of that gap is rarely visible until there is a credit renewal, a diligence request, or a month where cash does not behave as expected.

Porto Capital was built to close that gap. Our principals have held the CFO seat, reported to institutional lenders under weekly requirements, and taken companies through restructuring and sale.

Start here

The Business Health Check

A fixed-fee review of your finance function and the numbers it produces. The engagement delivers a written assessment, findings ranked by financial impact, and a ninety-day plan. The work product is yours regardless of whether we continue.

What we review

  • Revenue quality and margin by line
  • Cash conversion and working capital
  • Close process and reporting cadence
  • Accounting systems and data integrity
  • Debt facilities, covenants, and lender reporting obligations

What you receive

  • A written findings report
  • Issues ranked by financial impact
  • A corrected view of current financials
  • A ninety-day action plan
  • A working session with both principals

Why the engagement is paid

  • You retain the work product
  • The assessment is not conditioned on engaging us further
  • We report what we find, including when the finding is that the function is sound
Fee
Fixed and quoted in advance
Timeline
Two to three weeks
Commitment
None beyond the engagement
Request a Health Check

Ongoing engagements

Two ongoing services.
Most clients require one.

The Health Check establishes which.

Service 01

CFO Advisory

Strategic and financial decisions that fall above the accounting function. Capital structure, lender and investor relationships, acquisitions, exit preparation, and the analysis behind operating decisions.

  • Capital structure and financing strategy
  • Lender, board, and investor reporting
  • Forecasting and scenario analysis
  • Buy-side and sell-side transaction support
  • Turnaround and restructuring

Appropriate for
Companies approaching a financing, a transaction, a covenant issue, or a period of growth the current finance function cannot support.

Service 02

Fractional Controller

The accounting and reporting function itself. We take responsibility for the close, the reconciliations, and the reporting calendar, and we perform the underlying accounting where a client requires it.

  • Month-end close and reconciliations
  • Full-cycle accounting
  • Management and investor reporting packages
  • Cash forecasting and receivables discipline
  • Audit, review, and tax preparation support

Appropriate for
Companies that have outgrown bookkeeping but do not require a full-time controller.

Service 03

Finance & Accounting Software Integrations

The finance function depends on systems that frequently do not communicate. The result is a close that takes three weeks, reporting assembled by hand, and numbers that are difficult to rely on.

We design, build, and maintain the connections between them. General ledger, banking, payments, payroll, billing, and operating systems configured so that data moves once and arrives in usable form.

This work is led by a certified NetSuite consultant and reflects our own internal systems. Automation handles the mechanical work. The review remains with the principals.

  1. 01General ledgerQuickBooks, NetSuite, Xero, Sage
  2. 02Banking and treasuryfeeds, reconciliation, controls
  3. 03Payments and receivablesStripe, Ramp, Bill, collections
  4. 04Payroll and HRallocation, job costing, accruals
  5. 05Operating systemsPOS, PMS, CRM, project and field tools
  6. 06Reporting layerdashboards and management packages

The record

Experience held by the principals,
not by a firm biography.

$1B+
Private equity platform, managed through restructuring
10+
Operating companies at eight and nine figure revenue
$100M+
Family offices advised on reporting and structure
Exit
Technology company sold to a public acquirer, from the CFO seat
Ch. 11
Restructurings carried to resolution
20 yrs
Corporate finance, private equity, and accounting operations

We have reported to institutional capital under its own terms.

Lender reporting to the world's largest alternative asset manager through a distressed platform. Equity partnerships with a global credit and real assets manager and with an institutional pension fund manager. Lenders through a restructuring included an investment bank's real estate and lodging credit group and a major real assets investment manager. None of these institutions were clients. They were counterparties, and the reporting standard they set is higher than the standard a client sets.

Institutions referenced are past lending and equity counterparties in transactions where Porto Capital's principals served in operating and CFO capacities. No endorsement is implied.

Who you work with

Two principals.
Both are involved in every engagement.

The principals who take the engagement perform the work and approve what is delivered.

Portrait of Miguel Moreda

Principal, Advisory and CFO Services

Miguel Moreda

Twenty years in corporate finance and private equity. Group CFO of a distressed private equity platform. CFO of operating companies at eight and nine figure revenue. Finance lead on restructurings, financings, acquisitions, and a sale to a public acquirer. Practice spans the intersection of finance, law, and strategy.

CPA · CIRA · JD · MSc Finance, IE Business School

Portrait of Carlos Cortés

Director, Accounting and Systems

Carlos Cortés

Controller across real estate, hospitality, manufacturing, and software companies in the US and Canada, and a certified NetSuite consultant. Carlos owns the accounting logic, the workflow design, and the systems architecture behind everything we deliver. If a number leaves this firm, he has checked how it was produced.

CPA · CMA · NetSuite Certified ERP Consultant and Administrator

Former multi-entity Controller · PE Group Assistant Controller

How we work

A small firm that produces like a large one.

We build our own tooling. Automation and AI handle the reconciling, the assembling, the monitoring, and the first draft of almost everything. That's how two principals deliver work that used to take a department, and it's why our fees don't carry the weight of one.

What it doesn't do is decide anything. Every number we send has been reviewed by one of us, and when something looks wrong, a person who has seen it before is the one who tells you.

“The technology is how we get the work done. The judgment is what you're paying for.”

Porto Capital

Next step

Find out what your numbers are actually telling you.

Start with the Health Check. Fixed fee, two to three weeks, and a written answer you keep either way.

  1. Step 1 · The entity

  2. Step 2 · The situation

  3. Step 3 · Contact

The entity

info@portocapital.com