01
Audit
We look at what you're capturing today and what you should be. Field-level, source-level, market-level.
Audit · build · forecast — productized
The data is already yours.
We make it legible.
Most operators are sitting on the right business — and capturing the wrong pieces of it. We tell you what to track, build the capture for you, then turn the result into a forecast you can run the business against.
Live · synced 4m ago
PIPELINE · GROSS
$12.4M
▲ +8.2%
FORECAST · Q1 2026
$4,182k
▲ +12.4%
VARIANCE · MTD
−$94k
▼ −2.7%
Forecast Baseline
Trusted by operators running real portfolios
Atlas CapitalNorthbay HoldingsPinegradeCleveland & SonsSkyway GroupIronvale REIT
02 — Method
What you actually get.
Three phases. We do all of them. You bring the business — we bring the instrumentation, the analyst, and the brief.
02
Build
We set up the capture. CRM fields, integrations, a lightweight data layer if you need one. You don't write code.
03
Forecast
Weekly forecast + live dashboard. Defensible in a partner meeting. An analyst on Slack for ad-hoc questions.
Connectors
Connects to the CRM you already use.
HubSpot
OAuth · read + suggested writes
Supported
Salesforce
OAuth · objects + custom fields
Supported
Pipedrive
API key · pipelines + activities
Supported
Close
API key · opportunities
Supported
Custom
CSV upload · or your warehouse
Supported
03 — From a client
Before Cernvo we had four dashboards and no answer. Now we have one answer and a four-line email about why it changed.
Daniel R.
Managing Partner · Atlas Capital · $410M AUM
Forecast accuracy
94.1%
▲ from 71% pre-Cernvo
Hours/week on reporting
3.5h
▼ from 22h pre-Cernvo
04 — Pricing
Three tiers. One outcome.
You pay a monthly retainer; we do the audit, the build, and the weekly reporting. Annual contract, 30-day out. No setup fees.
Foundation
For operators starting to instrument the business. One market, one source of truth.
$4,000/ mo
Start with your data →- 1 active market
- 1 CRM source
- Audit · standard playbook
- Weekly brief · email
- Live dashboard · read-only
- Async support · 48h
OperatorMost operators land here
For mid-market firms running 2–5 markets. Full audit, full build, live forecast.
$9,000/ mo
See a sample report →- Up to 5 active markets
- Up to 3 CRM sources
- Audit · custom + remediation
- We build the capture
- Weekly forecast + variance brief
- Shared analyst on Slack · 24h
Portfolio
For funds and multi-strategy firms. Custom modeling and a dedicated analyst.
Custom
Talk to us →- Unlimited markets
- Unlimited sources
- Audit · multi-entity, multi-fund
- Custom forecast modeling
- Dedicated analyst · same day
- Board-pack deliverable
Not sure which tier? Send us 5 deals from your CRM; we'll tell you what we'd capture, what we'd build, and where you'd land.
05 — FAQ
Questions you're probably about to ask.
01Will you write to my CRM?
Reads only by default. During the build phase we may suggest new fields and integrations; you approve them, your team installs them, or we do it side-by-side. Nothing changes in your CRM without you saying so.
02How is this different from hiring a junior analyst?
A junior analyst takes 3-6 months to ramp, learns your business once, and leaves in 18 months. Cernvo is productized — the audit, the capture build, and the weekly forecast are the same process for every client. You get a senior team on day one.
03What if our data is a mess?
That's the audit. We tell you exactly what's missing, what's noisy, and what to capture instead. The build phase fixes it. Most clients are reporting cleanly within six weeks.
04Do I have to switch off my dashboards?
No. Keep them. Most clients keep one or two and let the rest die naturally. Cernvo isn't another dashboard — it's the weekly answer that makes the dashboards optional.
05How fast is onboarding?
Two-week audit, four-week build, first forecast in week six. The clock starts the day you sign and we have CRM access.
06Who is this not for?
Firms under $50M deployed, pure-consumer real estate (single-family flips), or teams without an operator who reads numbers. We can refer you to people who serve those markets well.