Portfolio operators
Run the weekly close across your portfolio.
CEOTXT collects each company's numbers, follows up on gaps, and shows you who slipped.
Three steps to scale
Set up companies, assign owners, review the portfolio.
01
Set up a company in minutes
Choose a company type; CEOTXT seeds a starter scorecard.
02
Run every client
Add clients as self-serve add-ons. Pay only for the companies you run.
03
Delegate ownership
Invite clients to their workspace or hand off ownership. Keep the portfolio view.
One portfolio view
See status and ownership across every company.
See every weekly close
See who is on track, slipped, or hasn't reported before each call.
Stop chasing
Owners get reminders automatically. You stop being the reminder service.
Keep access scoped
Clients see only their company. You see the portfolio.
Pay for what you run
Run weekly closes across the companies you lead, with clear ownership.