The CFO Intelligence Layer for PE-Backed Software Companies

Give us your contracts.
We’ll build your renewals model.

You give Harbor your contracts.

Harbor builds your renewals model.

You get a weekly, defensible forecast.

Scroll
The Problem

Nobody owns the contract lifecycle.

The CRM owns deals. The ERP owns invoices. The CSM platform owns health scores. But the contract lifecycle — the single dataset a PE board uses to underwrite recurring revenue quality — lives in a spreadsheet that gets rebuilt from scratch every quarter.

The renewal pipeline is in someone’s head. The reforecast is a guess dressed up in Excel. The board pack gets assembled manually, under pressure, the night before it’s needed.

Salesforceowns the deals
NetSuiteowns the invoices
HubSpotowns the relationships
PlanHatowns the health scores
???the contract lifecycle
HarborOSthe contract lifecycle
The Contextual Lighthouse

Write your rules once.
Harbor applies them forever.

You describe how your contracts work in plain language — five sentences. Harbor reads every document, every CSV, every CRM export through your rules. The renewals table builds itself.

01
Write
Describe your house rules. What counts as ARR. How entities are assigned. How you interpret auto-renewals. The logic you carry in your head.
02
Import
Hand Harbor whatever you have — PDFs, CSVs, CRM exports. The Lighthouse reads everything through your rules. Exceptions are flagged for your review.
03
Stamp
Review the exceptions. Approve the rest. One action — stamped records become live contracts. They appear in Renewals, Pipeline, and Compass instantly.
Shoreline Detailsv3 · active
ARR Definition
Base subscription and maintenance count as ARR. Professional services are walk-in run rate — tag as Service contracts, do not include in the renewals base.
Entity Logic
Contracts billed in GBP belong to the EMEA entity. US contracts use USD or are identified by absence of a VAT number.
Grace Periods
30-day grace periods on renewals. Contracts expired within 30 days remain Active status. Beyond 30 days, flag for review.
FX Convention
All UK contracts reported at a frozen 1.25 GBP/USD rate for the board pack. No live FX.
One Contract

A closed-won deal is already a renewal. No re-entry. No reconciliation.

Prospective
Pipeline
Deal enters the system. Weighted by probability. Feeds coverage.
Active
Renewals
Contract is live. Term dates set. Approaching renewals surface automatically.
Renewed
Compass
Every module feeds the consolidated reforecast. One query. One number.
Revenue is one continuous lifecycle. Every module is a view of the same contract. The data model is the product.
The Output

A versioned reforecast. Every week. Every variance explained.

The CFO locks a snapshot. The system compares it to last week. Every dollar of movement is traced to a specific contract decision. The audit trail PE firms have never had.

Every number is paired with an assumption. Not just what Harbor extracted — why it made that call.

Lock Snapshot

A deliberate act. The CFO reviews, commits, reports. Immutable once locked. The number is a fact.

Compare

Any two snapshots, side by side. Headline deltas, contract-level changes, rollforward movement. The diff writes itself.

Narrative

AI-generated variance summary from the diff. The CFO reads it, confirms it matches judgment, and sends. The board pack paragraph writes itself.

CurrentMar 14 — Week 1Mar 7 — Pre-Board
Total ARR
$14.7M
+$166K ↑
GRR
99.0%
+0 bps
NRR
100.5%
+20 bps ↑
Expice B.V.New+$166K
DataForge LtdUplift+$28K
CloudSync CorpUplift+$17K
Northern Rail PLCFlat
Built by a Finance Operator

This is not a prototype.

HarborOS runs on live production data at a PE-backed software company. Real contracts. Real board prep. Real weekly operating rhythm.

It was built by the VP of Finance who needed it — not a product team that studied the problem from the outside. Every feature exists because it solved a specific, recurring pain in the weekly reforecast workflow.

Multiple tenants are live. The system handles multi-entity, multi-currency operations across US and EMEA. The architecture was designed for PE portfolio deployment from day one.

Jim Arkin
Founder, HarborOS

Build your Lighthouse.

Send us five contracts. Renewals table live by Friday.

Request Access