Portfolio Desk · Demo

See a month of day-two work on a sample colocation portfolio.

Three providers, four contracts and one invoice. Watch Portfolio Desk turn them into the reports you'd get each month, with every figure traced back to the clause it came from.

01Contract register. Terms, renewal deadlines, price increases and SLA terms for every site, side by side.
02Invoice check. A provider invoice checked line by line, with two overcharges found and a dispute drafted.
03SLA credit calculator. Pick a site and an outage, see the credit owed and the claim deadline.
04Ask your documents. Plain-English questions answered with the clause cited, including what isn't in the contracts.

All companies, documents and figures in this demo are fictional.

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Start with the contract register, or jump to the invoice check.

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Sample portfolio · fictional

Example Customer Inc.: three sites, three providers

Report date: Oct 1, 2026

3Sites: Secaucus, Amsterdam, Singapore

Nov 30Next notice deadline, 60 days out

USD 696.54Overbilled on the October invoice

2 of 2Errors found, dispute drafted

Contract register

Every term that drives cost or a deadline, pulled from four documents into one view. Each entry shows the clause it came from.

Human check: each term confirmed once

Swipe the table sideways to see all three sites →

Term	HarborpointHP-NJ1 · Secaucus, NJ	CanalsideAMS-2 · Amsterdam	Sunda GatewaySG-3 · Singapore
Footprint	4 cabinets, 8 kW each (32 kW), A+B feedsOrder Form HP-OF-1043 §2–3	Private cage, 10 cabinets, 6 kW each included; above that metered at EUR 0.32/kWhColocation Agreement §1	2 cabinets, 10 kW each, A+B feedsService Order §1
Term ends	Feb 28, 2027Order Form §1	Dec 31, 2027Colocation Agreement §3	Jun 30, 2027Service Order §2
Renewal	Renews automatically for 12 monthsMSA §2	Renews automatically for 24 monthsColocation Agreement §3	Does not renew. Ends unless both sides sign a renewal orderService Order §2
Act by	Nov 30, 2026: written notice, 90 days before the term ends 60 days left	Jun 30, 2027: written notice, 6 months before the term ends 272 days left	May 1, 2027: request renewal in writing, 60 days before the term ends 212 days left
Price increase	+3% on all monthly charges each Mar 1 (service start anniversary)MSA §3	Dutch CPI each Jan 1, capped at 4% a yearColocation Agreement §4	Fixed +4% each Jul 1 (start date anniversary)Service Order §3
Remote hands	USD 175/hour business hours, 30-min increments; 1.5× after hours; fixed for the initial termMSA §5	EUR 140/hour; first 2 hours each month includedColocation Agreement §2	SGD 120/hour, 1-hour minimumService Order §5
Power SLA credit	5% of affected monthly charges per full hour; cap 50%; claim within 30 daysMSA §4	10% of affected monthly charges per full hour; up to 100%Colocation Agreement §5	5% of affected monthly charges per 30 minutes; cap 30%Service Order §4
Early exit	Not allowed for convenience in the initial term; ending early costs all remaining monthly chargesMSA §8	No early-exit clause in the agreement Gap to raise at renewal	50% of the charges remaining for the termService Order §8
Cloud on-ramps	None on site; cloud through carriers by cross-connect (20+ carriers)MSA §7	AWS Direct Connect, Azure ExpressRoute; AMS-IX on-netColocation Agreement §6	Google Cloud Interconnect; others by cross-connectService Order §6
Certifications	SOC 2 Type II, ISO 27001MSA §6	ISO 27001, ISO 50001, PCI DSSColocation Agreement §7	SOC 2 Type II report; not ISO 27001Service Order §7

Coming up

Nov 30, 2026 · Harborpoint: last day to send non-renewal notice, or the order renews for 12 more months.
Jan 1, 2027 · Canalside: CPI price adjustment, capped at 4%.
Feb 28, 2027 · Harborpoint: initial term ends.
May 1, 2027 · Sunda Gateway: last day to request renewal in writing.
Jun 30, 2027 · Canalside: last day to send non-renewal notice. Sunda Gateway: term ends unless renewed.
Dec 31, 2027 · Canalside: term ends.

Invoice HP-INV-2026-10-1043 · Harborpoint, October 2026

Each line checked against Order Form HP-OF-1043 and the Master Services Agreement: quantities, contracted rates, and the 3% yearly increases.

Human check: dispute approved before it's sent

Swipe the table sideways to see every column →

Line	Billed	Contract	Amount (USD)	Result
Cabinet space, 42UUSD 1,350 × 1.03 × 1.03 = 1,432.22 (two yearly increases)	4 × 1,432.22	4 × 1,432.22	5,728.88	Correct
Committed power, kWUSD 170 × 1.03 × 1.03 = 180.35	32 × 180.35	32 × 180.35	5,771.20	Correct
Single-mode fiber cross-connectsOrder Form §4: six cross-connects. Rate correct (USD 300 × 1.03 × 1.03)	8 × 318.27	6 × 318.27	2,546.16	2 extra: USD 636.54
Remote hands, business hours, Sep 14MSA §5: USD 175/hour, fixed for the initial term, not subject to increases	3 h × 195.00	3 h × 175.00	585.00	Rate +20/h: USD 60.00
Invoice total			14,631.24
Total under the contract			13,934.70
Credit to request			696.54

Draft dispute to Harborpoint billingWaiting for approval

Re: Invoice HP-INV-2026-10-1043 (Order Form HP-OF-1043). Please issue a credit of USD 696.54:

Cross-connects: 8 billed, 6 ordered (Order Form §4). 2 × USD 318.27 = USD 636.54.
Remote hands on Sep 14: billed at USD 195/hour. MSA §5 fixes USD 175/hour for the initial term. 3 hours × USD 20 = USD 60.00.

Space and power are billed correctly, including both 3% increases.

Your documents, your choice

You decide where your contracts are read.

We run the reporting in our secure workspace, in your own Microsoft, Google or AWS account, or on a server you own, in your office or your colocation cage.

Option 1

Our secure workspace

The quickest start. We set up the register and checks, and send you the monthly report.

Option 2

Your cloud account

The work runs inside your own Microsoft, Google or AWS account, under your existing controls.

Option 3

A server you own

A dedicated machine in your office or your colocation cage, so the documents stay on your own hardware.

Want this on your own contracts? The usual first step is a one-time review of your current contracts and invoices.

Ask about Portfolio Desk