Corporate Profit & Capital Systems · Two tracks · One governed method

Make the money
you already have
work harder.

Two tracks, one method. First we rebuild how your company reads itself — costs, margins, systems, forecasts — so it earns more from the business it already has. Then we put the cash that releases to work in a governed system that has beaten both the market and bonds for 15 years, publicly tracked. You keep full control of your capital.

+54.79%
System return vs +29.83% S&P · since Nov ’24
15 yrs
Reading company financials for a living
0
Forced liquidations · governed risk
+24.96 pp
Alpha vs the S&P 500 · since Nov ’24
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The Governor

One rule. Two inputs.
Zero liquidations.

The same discipline that carried a leveraged account through 2018–2026 without a single wipe-out is the engine we build into every company system. The Governor is the two-rule method that decides, every week, whether capital can be put to work — and pulls it back to safety before a drawdown becomes a permanent loss.

01

Trend — Nasdaq-100 above its 200-day

Carry leverage only while the index trades above its 200-day moving average. Below it, the market's own price trend has turned against you.

02

Rates — the Fed is not hiking

And only while the Fed Funds rate is not rising over six months. A tightening Fed is the one macro signal that has repeatedly preceded the drawdowns that liquidate leveraged accounts.

Either flips → cut to 1:1

The moment one condition breaks, de-lever. No forecasting, no discretion — the rule decides for you.

Governor · Current Reading Last reading
GREEN
Capital Regime · Put-to-Work Permitted
Nasdaq-100 vs. 200-day +5.1% above ✓
Fed Funds · 6-month trend 3.63% · flat ✓
As of 27 Jul 2026
Request The Governor · free tool →

The Governor is available as a free tool, on request. Mention it in the contact form and we send you access. Request access →

$69.7k
From $10,000
2018–2026, governed 2:1
−42%
Max Equity Drawdown
worst point survived
0
Forced Liquidations
IBKR margin modelled
1
Rule That Beat Them All
vs. every macro signal tested

Leverage does not kill you in the crash. The forced liquidation at the bottom does. The same $10,000 run at a static 2:1 came within twelve points of being wiped out in December 2018. The Governor's only job is to get you off margin before that happens — so a 2022 costs you a drawdown, not the game.

The Governor describes the risk posture of our own model portfolio. Figures shown are a historical backtest on the Nasdaq-100 (QQQ) with IBKR Reg-T margin and liquidation modelled — not a live return and not a promise. Leverage amplifies losses as well as gains and can result in losses exceeding your deposit. This is general research, published identically to every reader — not personalised investment advice and not a recommendation to use margin. Capital at risk. Past performance is not indicative of future results.

Verified Track Record

Performance measured.
Not claimed.

Every decision the system has made is independently tracked on TipRanks — on the public record, and measured against both the S&P 500 and the bond market.

Verified by TipRanks · 868,331 investors ranked
+21.99%
Avg Return / Position
per transaction
69%
Success Rate
89 of 130 profitable
130
Total Transactions
public record
★★★★☆
TipRanks Rating
4 of 5 stars
▲14.05%
YTD Return
2026
▲29.83%
S&P 500
same period
▲24.96pp
Alpha vs S&P 500
since inception
▲54.79%
Total Return
Nov ’24 — Jul ’26
Portfolio vs. S&P 500 · Nov 2024 – Jul 2026
Primus Pilus Capital
S&P 500
Source: TipRanks · Signals Financial Past performance does not guarantee future results
Recent Positions
KRYS
Krystal Biotech
Closed · Jul 20, 2026
▲135.52%
BTSG
BrightSpring Health
Best Trade · Closed Jun 30, 2026
▲180.42%
GEV
GE Vernova
Closed · Jun 29, 2026
▲110.87%
CENX
Century Aluminum
Closed · Jun 29, 2026
▲71.04%
RSI
Rush Street Interactive
Closed · Jun 29, 2026
▲63.59%
ARMK
Aramark Holdings
Closed · Jun 29, 2026
▲33.89%
MAMA
Mama’s Creations
Closed · Jun 29, 2026
▲19.80%
Full Public Record · Nov 2024 — Jul 2026
Primus Pilus Capital vs. the S&P 500 and the bond alternative, over the same period
Relative Performance
How the system
compares.
System performance versus the market and the bond hurdle, measured across the entire public record.
Time Period
PPC
+54.79%
S&P 500
+29.83%
10Y Bonds
+6.40%
★ Independently tracked on TipRanks. Figures reflect the published track record of our own method — not the return of any client account. The system is general research, identical for everyone; your company retains full control of its capital and every decision. Historical, not a forecast. Past performance does not guarantee future results.
Outperformance vs. S&P 500
+24.96 pp
measured over the selected period
vs. the bond alternative (10Y Treasury)
+48.39 pp
the same capital left in bonds (≈4.55%/yr) would have earned a fraction of this
Success Rate
69%
89 of 130 positions profitable
Avg. Return per Position
+21.99%
across 130 public transactions
Fractional CFO · Track 01 — Operations

We read your company the way we read a listed one.

For fifteen years we have read balance sheets and income statements to decide whether a company was worth putting real money into. That is a fundamentally different discipline from recording what already happened — and it is the one we now point at your business. Bookkeepers file the past. Controllers describe the present. We rebuild the numbers into a system that decides the future.

01

We take the numbers over

Accounting, invoicing, payroll data, bank flows and supplier records come to us and leave as structured data. Bookkeeping stops being a legal obligation to be endured and becomes the instrument panel the company never had.

02

Cost & margin X-ray

True unit economics by product, client, channel and site. Which lines actually carry the company, which customers cost more to serve than they pay, and where cost has quietly compounded for years without anyone re-opening the contract.

03

Restructuring on the evidence

Processes, roles, reporting lines and the cost base redesigned around what the numbers show — not around how it has always been done. Sequenced so the business keeps running while it changes underneath.

04

Optimised migration to new systems

From paper and spreadsheets to a digital, AI-assisted finance stack: tooling selection, data migration, automated document capture and team training. Executed without stopping the operation and without losing a single historical record.

05

Projections you can actually run on

Thirteen-week rolling cash, multi-year scenarios, break-even by scenario, and the downside modelled before you commit to the upside. Forecasting stops being an annual ritual and becomes a weekly instrument.

The point of all of it

Maximum profit from the business you already own.

Revenue growth is expensive, slow, and largely outside your control. Margin is none of those things. Every unit of cost we locate and remove is profit that was already yours — it simply wasn't visible. That is the entire objective, and it is what we are measured on.

  • Margin measured where decisions are actually made
  • Cost base rebuilt, not trimmed
  • Pricing and mix decided on evidence, not instinct
  • Working capital released from the balance sheet
  • Surplus routed into Track 02 — where it compounds
Book a Discovery Call
A bookkeeping firm
Low monthly fee
Priced per filing
Records what already happened and keeps you compliant. Necessary — but no filing has ever made a company one unit more profitable.
An in-house controller
A full salary, permanently
Plus employer costs, holiday, cover, turnover
Describes the present accurately. You carry a fixed cost forever, a single point of failure, and a skill set that stops at reporting.
Primus Pilus — Track 01
Below the cost of that hire
Fixed engagement · no employment risk
Absorbs the same work, then adds cost engineering, systems and forecasting on top — and is judged on one number: the profit the company keeps.
Track 02 — Capital

Custom tools. One governed system.

Bespoke software and decision systems that put your company’s capital and cash flow to work — built on the same method we’ve run publicly for 15 years, with Swiss discipline and institutional risk control.

01 — Cash Flow

Cash-Flow Command

Custom dashboards that map, forecast and stress-test your cash flow — so you always know how much capital is truly idle, how much must stay liquid, and what can safely be put to work.

  • Live cash-position & runway dashboard
  • 13-week rolling cash-flow forecast
  • Seasonality & scenario stress-testing
  • Liquidity buffer & covenant alerts
02 — Allocation

Capital Allocation System

The governed model that decides how idle cash is put to work — designed to beat the bond hurdle over time while keeping strict limits on how much capital is ever at risk.

  • Bond-beating return objective
  • Tiered liquidity: reserve / core / growth
  • Position-sizing & concentration limits
  • Fully documented allocation rationale
03 — Risk Governance

The Governor Risk Engine

An automated risk-regime monitor built into your system: it watches market trend and interest rates every week and de-risks the capital before drawdowns — the discipline behind zero forced liquidations.

  • Weekly trend & rates regime check
  • Automatic de-risking triggers
  • Drawdown & downside modelling
  • Board-ready executive reporting
The engine

The system is the product.

Every tool we build runs on the same engine: concentrated, conviction-driven allocation with documented reasoning, sizing logic and exit discipline behind every decision — and a public record to prove it.

See the Track Record
Three building blocks
Core US Compounding
Dominant blue-chips with durable competitive advantage
S&P 500
Nasdaq Innovation
Structural growth, technology, and secular change leaders
NASDAQ
Barbell Allocation
Balance between defensive anchors and asymmetric upside
HYBRID

Every build includes concentration control, drawdown monitoring, and quarterly narrative reporting for your board.

AI Tooling

Human judgment. Machine precision.

Artificial intelligence lets us build and run bespoke capital tools faster — but every decision retains human conviction and accountability at its core.

01

Intelligent Screening

Systematic filtering of the investable universe by quality, valuation, momentum and risk — the analytical core wired into your tool, updated continuously.

02

Scenario Simulation

Multi-variable stress testing before any material capital decision. We define the downside before your company commits capital to the upside.

03

Continuous Monitoring

Real-time surveillance of earnings, macro signals and thesis-breaking events. The system acts only when it matters, avoiding reactive noise.

04

Executive Reporting

Complex analysis distilled into clear, defensible narratives your board and finance team can act on.

AI is leverage, not the answer.

We deploy structured AI workflows to build and run more capital tooling, faster — while keeping every investment decision in human hands. The result: sharper systems, delivered with institutional clarity.

Book a Discovery Call
500+
Stocks screened
24/7
Risk monitoring
100%
Human decisions
AI+
Custom tooling
The Record

A system proven in the open.

Before a single tool is built, you can inspect the method’s entire public record. Every position the system has taken is tracked independently — the winners and the losers.

01
Documented Method Every allocation decision published with its full thesis and sizing logic
02
Independent Tracking Verified on TipRanks — 130 public transactions, not marketing numbers
03
Governed Downside The same risk engine that produced zero forced liquidations across 2018–2026
Small & Mid Cap Research Active positions: BTSG +196%, KRYS +125%, EGO +108% · Closed trades: CENX +131%, NGD +93%, PLX +31%
Public Record
Want the system in your business?
We build the tools and the governed system; your company keeps full control of its capital. Start with a discovery call — no obligation.
Proof — Public Track Record
Small & Mid Cap Research

Research coverage of smaller US listed companies with identifiable catalysts, screened with AI for asymmetric risk/reward. Published weekly, exclusively for Invest Club members.

Verified Closed Trades · Last 12 Months
BTSG BrightSpring Health ★ Best Trade +180.42% Jun '26
KRYS Krystal Biotech +135.52% Jul '26
GEV GE Vernova +110.87% Jun '26
CENX Century Aluminum +71.04% Jun '26
RSI Rush Street Interactive +63.59% Jun '26
ARMK Aramark Holdings +33.89% Jun '26
MAMA Mama’s Creations +19.80% Jun '26
Every position above is closed and independently recorded on TipRanks.
US small caps with constructive technical setups
Companies with upcoming earnings, regulatory or M&A catalysts
Liquidity and institutional ownership trend analysis
AI-assisted risk/reward screening on every name covered
HIGHER-RISK SEGMENT · CLUB MEMBERS ONLY
Smaller companies carry elevated volatility and liquidity risk. General research, not a personal recommendation. Past performance does not guarantee future results. Capital at risk.
Engagement

How we work.
Institutional standards.

We don’t sell subscriptions to your company’s most important asset. Both tracks run on the same three stages — diagnose, build, operate — scoped to your business and priced as a fixed engagement, never as a percentage of your money.

Stage 01
Diagnostic
A fixed-fee diagnostic of your cost structure, margins and finance systems. We quantify where profit is leaking before anyone commits to a project.
$ 490 one-off
Credited in full against Stage 02
  • Full cost, margin & profit diagnostic
  • True unit economics by product & client
  • Accounting & systems assessment
  • Profit opportunity map, quantified
  • Written findings & 90-minute workshop
  • Systems build & migration
  • Ongoing finance operation
Book a Discovery Call → See how it works
Stage 03
Run
We run the finance function end to end and sit on the profit every month — closing, forecasting, and hunting margin continuously.
Retainer fixed monthly
  • Everything in Rebuild
  • Finance function run end to end
  • Monthly close & management accounts
  • Rolling 13-week cash forecast
  • Continuous cost & margin surveillance
  • Quarterly profit review with your board
  • Direct line to the team
  • Priority support (48h SLA)
Request a Proposal →
Tier 01
Discovery
A fixed-fee diagnostic of your cash flow and idle capital. We map where your money sits, what it earns, and what a governed system could do.
$ 2.5k one-off
  • Cash-flow & idle-capital assessment
  • What your capital earns vs. the bond hurdle
  • Opportunity sizing & risk framing
  • Written findings & recommendation
  • 90-minute findings workshop
  • Custom tool build
  • Ongoing governed operation
Book a Discovery Call → See the track record
Tier 03
Operate
Ongoing operation and support: we run the governed research feed, keep the system current, and sit with your team each quarter.
Retainer monthly + licence
  • Everything in Build
  • Monthly governed allocation update
  • Live risk-regime monitoring & alerts
  • Software maintenance & updates
  • Quarterly board review (on-site or remote)
  • Direct line to the research team
  • Full documentation archive
  • Priority support (48h SLA)
Request a Proposal →
Tier 04 — Institutional
Multi-Entity & Enterprise
For groups, family businesses and corporate treasuries running multiple entities. Both tracks — profit engineering and capital governance — licensed, built and supported across your whole organisation under one system.
Bespoke · annual engagement
  • Multi-entity & consolidated view
  • Enterprise tooling & access controls
  • Dedicated build & integration
  • Custom SLAs & governance
  • Executive & board reporting
Talk to Us →
Publisher Notice

Primus Pilus Capital builds software and provides financial analysis, systems and methodology. We are not an investment adviser, a statutory auditor, or a licensed tax representative, and we do not manage, hold or take custody of client funds. Our engagements never assume responsibility for accounting periods closed before we were appointed. Your company retains full control of its capital and every decision.

Capital at risk · Past performance does not guarantee future results
Contact

Get in touch.

Questions about a diagnostic, a build, or the method itself — on either track. We reply within one business day.

Focus
Profit & margin engineering · Finance systems migration · Cash-flow tooling · Governed capital allocation · Board reporting
Languages
English · Spanish · German available on request
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