Run Your Firm. Oversee
Every Client Organization.Run Your Firm.
Oversee Every
Client Organization.
Run your firm’s contracted assessments and oversee consent-based progress across every Monitored Organization from one connected console. Built for MSPs, consulting firms, assessment partners, defense contractors, large businesses, and universities.
Your Whole Book, on One Screen.
Every client organization is one card, with its own Resolved count, cycle stage, and last activity. See who is on track, who has stalled, and whose reaffirmation is coming due, without opening a single organization.
Fig. 01 · Client Portfolio · Read-Only Oversight
The Portfolio Watches the Numbers. Not the Work.
Each client organization exposes only computed progress. Everything behind that number stays inside its isolation boundary, and no Federal Contract Information ever crosses into the portfolio.
A structural boundary, not a display setting. The counts are computed inside the organization, and the portfolio only reads the result.
Resolved
41/59
- Readiness counts and the Resolved figure
- Cycle stage and how many objectives are assessed
- Assessment, affirmation, and last-activity dates
- The owner's name and your assigned reviewers
- Evidence and file names
- Findings and determinations
- The reasons and narratives behind them
- Notes and FCI scope
- Integrity Ledger entries
- The full member list
Every Connection Is Consented.
You bring an organization in by provisioning a new one or requesting to connect an existing one, and its own Admin decides the terms. Two portfolio roles, Admin and Executive, run the portfolio, and neither grants any access inside an organization.
Send a request to an organization that already runs its own assessment. It approves, and can only downgrade the scope you propose, never widen it.
Organization Admin Email
Proposed Grant Scope
Progress Signals Only
The portfolio sees progress signals and nothing else. Staffing stays with the organization.
Progress Signals and Staffing
The same visibility, plus placing your team members into the organization as named members.
Harbor Point Co.
Self-Assessment
Distribution IT Environment
Ironline Metals
Reviewed by Casey Tran
Plant Floor Network
Meridian Aerospace
Reviewed by Jordan Reed
Flight Avionics Enclave
Talon Precision
Self-Assessment
Engineering Enclave
No hidden access path. Every reviewer you place shows on the organization’s own Members page.
Six Surfaces, Two Sides of the Work.
One console holds the organizations you oversee and the assessments your firm runs itself. The portfolio reads consented progress signals; your own assessments open into the full workbench.
Your Firm’s Assessments
Contracted assessments live on the Assessments page. Assign your team to each one, then open the full workbench to do the work.
The Portfolio Never Affirms
It never acts in SPRS. Each organization’s own Affirming Official affirms annually. That step stays with your official.
- OverviewID · 01
Portfolio
Read-only oversight of every connected organization. One card per assessment with its own Resolved gauge, cycle stage, and last activity.
01 / 06 - ConnectID · 02
Monitored Organizations
Provision a new organization or request to connect an existing one. Manage connection scope and status.
02 / 06 - OperateID · 03
Assessments
Run your firm's own contracted Level 1 assessments. Assign members or external contractors to each one.
03 / 06 - MembersID · 04
Portfolio Team Members
Invite your people once, set their portfolio role, and manage the assignments they hold.
04 / 06 - MonitorID · 05
Activity
A read-only record of actions your team takes in the portfolio. Exports are not logged; client-side approvals and disconnects stay in that organization's audit log.
05 / 06 - ExportID · 06
Reports
Export the whole table as a CSV for leadership. One row per assessment, counts never combined.
06 / 06
Your Team. Assignable to Any Owned Assessment.
Bring your firm onto one roster. Assign people to the owned assessment they support, and they open that work in the full assessment experience.
One assessment only · invitation link valid for 7 days
Add Assessments as Your Work Grows.
Request additional assessment environments whenever your workload grows. Each one is provisioned under your contract at $49 per month.
Active Assessments
I agree to the additional $245 per month on our contract invoice for five assessments.
Request sends only after the agreement is confirmed.