Peer Handoff Ring · exec-tier cooperation (Doctrine v1.4 P12 · peer semantics)
Peer-to-peer between CEO · CFO · CMO. Distinct from top-down CEO directives. 4 types: ask, deliverable, context-share, blocking-issue. Every close records an outcome_summary + evidence_ref (Doctrine P8).
Inbound (to you)
No open handoffs to your role.
Outbound (from you)
No open handoffs from your role.
Recently closed (4)
Attribution model for last-touch vs first-touch — need CFO sign-off on cohort definition
ASK
From CMO (Corrina McGowan) · delivered 2026-07-06 11:15
Outcome: Signed off — using data-driven multi-touch with time-decay weight over a 30-day window. Cohort defined by conversion-week (aligns to revenue recognition). All investor-facing reports use this methodology from 2026-07-06 forward. Historic reports preserved with old model + footnote. (docs/finance/attribution_methodology_v1_signed.md)
Runway briefing · 34 days to zero at current burn · 3 scenarios
DELIVERABLE
To CEO (Matt Punter) · delivered 2026-07-06 08:55
Outcome: Received and acknowledged by Matt at Monday briefing. Scenario (b) accepted as PMO-plan-of-record. Matt to prioritise Rachel Wong + Tom Reilly diligence close before 2026-07-20. (docs/pmo/cfo_weekly_briefing_2026-07-06.md)
Investor seat P&L snapshot for SC#3 pre-brief
ASK
From CEO (Matt Punter) · delivered 2026-07-04 15:44
Outcome: One-pager delivered — 3 signed + 1 soft-committed + 2 diligence + 2 meeting-booked + 2 introduced. £150k banked · £250k in-flight · £100k pipeline. Runway 47 days baseline, 112 days if all diligence closes. (docs/pmo/sc3_investor_seat_pnl_v1.pdf)
CAC ceiling for July · £400/member
ASK
To CMO (Corrina McGowan) · delivered 2026-07-03 16:22
Outcome: Confirmed — July blended CAC modelled at £312/member across LinkedIn (£280) + MFAA (£340) + FAAA (£420 — cap this channel) + organic (£40). All under £400 ceiling with 22% margin. Reduced FAAA spend by 30% to hit ceiling comfortably. (docs/marketing/july_paid_media_plan_v2.md)
Create a new peer handoff
CFO — Carla Oliver
I am
the CFO of Flip360. External fractional through CoSai CFO Services. My exec-tier surface is separate from my PMO Director spine — this cockpit is where I run finance-of-the-business, not governance-of-the-programme.
I need
a live runway board (cash · burn · days-to-zero), unit economics that reconcile against seed data (CAC, LTV, gross margin, payback), commission engine health (H1→H4 latency, reconciliation gap, KPMG anchoring cadence), and investor seat P&L (10 seats × $50k, committed vs banked vs deployed).
So I can
give Matt a defensible finance answer inside 5 minutes for any investor question, keep the commission engine — the money-of-record spine — anchored and reconciled, and sign ABA batches with human authority (never delegated to agents).
So that (financial outcome)
the £500k raise closes on evidence rather than narrative, the burn clock to 2026-08-01 cutover holds, and Flip360 crosses BAU with clean books and a live investor P&L.
You are on the Shared / cross-lane
Doctrine v1.1 · Two-lane operating model
New Business →
Retained Business →
My view
What I need to do next
Manager’s view
What my manager sees
AI’s view
What my AI colleague is doing
No blockages. Flow is healthy.
1
INPUT — what arrived in your patch
Handoffs routed to you from other roles. AI has scanned each one and noted patterns.
0 pending
No new inbound handoffs. Your patch is up to date.
Panel 1 · Runway board
Cash position · burn velocity · days-to-zero. CFO-A publishes a daily snapshot. The £500k raise (26 days to 2026-08-01 cutover) is the top-of-cockpit variable.
Demo mode — CFO cockpit data is seed. Panels 1–4 render CFO-A synthetic figures so Carla can review the cockpit CX before Panel 3 (Engine Health) is wired to real H1→H4 commission_events + KPMG anchoring latency. Doctrine v1.4 Principle 8: data provenance always visible.
Cash on hand
£127,340
+£12k WoW from CoSai retainer
Monthly burn
£14,200
CMO £5k + Claude £5k + AI tokens £3.2k + infra £1k
Days to zero
269
≥ 90 target · comfortably above · pre-raise
Post-raise runway
1,318
+£500k raise ÷ £14.2k burn = 44 months headroom
Panel 2 · Unit economics
CAC · LTV · LTV/CAC · gross margin · payback period. These are the numbers Matt cites in investor conversations; CFO-A keeps them reconciled to the seed dataset.
Panel 3 · Commission engine health
H1 → H2 → H3a → H3b → H4 cryptographic handshake chain · money-of-record spine · never touched by agents (Carla signs, agents observe). Latency + reconciliation gap + KPMG anchoring cadence.
H1 → H4 latency (median)
3.2 hrs
Target < 6 hrs · 47 deals last 7 days
Reconciliation gap
0.03%
Target < 0.1% · £14 unmatched of £48,200 flowed
Last KPMG anchor
4 days ago
Weekly cadence · next 2026-07-08
Failed handshakes 7d
0
No H2 acks missed · no H4 outcomes stuck
CFO-A bottom-up observation
Engine is green across all four indicators. Next Stripe live-wire (AF-7.5) will start replacing seed rows with real payment intents — reconciliation gap window opens at that point. Recommend Carla schedule the AF-7.5 dry-run before the raise closes.
Panel 4 · Investor seat P&L
10 seats × £50k target. Committed vs banked vs deployed. CFO-A tracks stage + next-action per seat; Carla runs the close calls.
Total committed
$500.0k
Banked / signed
$50.0k
1 of 10 seats
Raise target
£500,000
by 2026-08-01 cutover
3
OUTPUT — what you delivered downstream
Handoffs you emitted to the next role. AI reconciles against expected input at the receiving end.
0 in flight
No outbound handoffs this cycle.
What good looks like
Carla opens the CFO cockpit Monday. Runway 127 days, burn on plan. Unit econ tab shows LTV/CAC 3.2, gross margin 58%. Engine health green: last KPMG anchor 4 days ago, reconciliation gap 0.03%. Seat P&L: 7 of 10 seats banked, 3 committed-not-banked with named partners. CFO-A analyst surfaces 2 bottom-up observations (payback lengthening in vertical X, mortgage-broker seat commitment aging). Carla decides which to escalate to Matt. Everything cited.
What bad looks like
Carla opens 4 tabs to answer one investor question. Runway is a spreadsheet Slack-shared 3 weeks ago. Commission engine reconciliation is a Sunday-night manual scrub. Seat P&L lives in Carla's head. Matt asks "how are we tracking" and gets a story instead of numbers with anchors.