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Flip360 CRM
Role guide — Founder
Matt Punter · HUMAN

 Founder — Matt Punter

I am
the founder of Flip360. The vision, the equity, the final escalation, the person whose name is on the cap table.
I need
a single screen that shows me where my $42M FY31 trajectory is on track or off, where my money is being spent, where the next dollar of growth is coming from, and what blockers need a founder decision today.
So I can
make the 2–3 founder-level decisions per week that compound into a $42M exit by FY31 — raise/no-raise, hire/no-hire, scope-creep/scope-cut, escalation/no-escalation.
So that (financial outcome)
investors fund the SAFE ($500k @ $4M cap), Series A ($3M @ $12M+) and exit-stage rounds at the valuations modelled in /investors/financial-model.
Who fills this role

Matt Punter · Founder · CEO · Equity holder · Human role · PHASE 1 — PRE G4 CUTOVER

The CRM screens I use

  1. Founder dashboard — trajectory progress vs FY27→FY31 plan
  2. CoSai engagement P&L — Carla's framework actuals vs budget
  3. Steerco decision log — D101 through D207 status
  4. Equity & cap table — SAFE/Series A readiness
  5. Investor pipeline — who has the IM, where they are
  6. Exit valuation tracker — multiple of revenue model

My KPIs (every one is linked to the FY31 trajectory)

KPITargetAnchored to (financial source-of-truth)
FY31 revenue trajectory $42M investors.tsx ASSUMPTIONS
SAFE close $500k @ $4M cap investors.tsx ASSUMPTIONS.safe
Exit valuation at low scenario $248M (62× pre-seed) investors.tsx pre-seed return
Steerco decisions closed per fortnight ≥ 8 engagement.tsx STEERCO_DECISIONS
What good looks like

Matt opens the founder dashboard once a day. Sees the 5 KPIs trending green. Approves the 2–3 escalations Carla has surfaced. Makes the 1 hard call this week (e.g. cut WS5 scope to free WS2 budget). Closes laptop. The system runs.

What bad looks like

Matt is in 14 slack threads, 3 email chains and 2 Steerco rooms trying to find out what's actually happening. Decisions queued behind context-gathering. The trajectory drifts because the founder is operating instead of deciding.

Who I work with

Reports to: — (top of the chain)

Works with: PMO Director / CFO CMO Platform Admin Investor (Read-Only)

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