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)
Press hits pipeline for July · 4 confirmed · 2 outstanding replies
DELIVERABLE
From CMO (Corrina McGowan) · delivered 2026-07-06 09:11
Outcome: Received and acknowledged by Matt at Monday briefing. Matt to personally follow up with The Australian editor via LinkedIn intro from Sarah Chen. Fintech Business Weekly brief drafted by Corrina, awaiting Matt review by 2026-07-08. (docs/marketing/press_pipeline_2026-07.md)
Runway briefing · 34 days to zero at current burn · 3 scenarios
DELIVERABLE
From CFO (Carla Oliver) · 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)
Community-hero campaign brief for Foundation launch narrative
ASK
To CMO (Corrina McGowan) · delivered 2026-07-05 11:38
Outcome: Narrative delivered — 3 slides in first-person Matt voice, cross-referenced to /brief Slide 8 community-hero panel and /press kit. Community-hero flywheel headline landed: "50% of commissions reinvested into the communities that generate them." (docs/marketing/community_hero_narrative_v1.md)
Investor seat P&L snapshot for SC#3 pre-brief
ASK
To CFO (Carla Oliver) · 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)
Create a new peer handoff
CEO Directive Log · your top-down dispatches (Doctrine v1.4 P12)
No open directives.
Recently closed (1)
Audit newsletter blast qualification criteria
Dispatched to cmo · closed 2026-07-06 08:14:00
Outcome: Confirmed: cold 2024 cohort segmented out on 2026-07-06 08:14 AEST. New qualification gate added to newsletter template v2.4 (pre-send checklist: (i) list vintage <90 days, (ii) qualification-flag=TRUE, (iii) suppression list applied). Next blast scheduled Fri 2026-07-11 will use the new gate and be measured against the same funnel_daily_snapshot for qualified_lead delta.
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.
You are on the Shared / cross-lane
Doctrine v1.1 · Two-lane operating model
New Business →
Retained Business →
Your AI colleague ·
[email protected]Last action · ratify_decision on D-228 (06 July, 07:36 am)
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.
1 pending
from pmo-director-cfo
overdue 3d
runway-brief-14mo
pmo-director-cfo · warmth: — · Runway briefing for Matt — one watch item, no red
Panel 1 · The Three Funnels
Where growth is coming from (Marketing → Sales) and where money is being made (Finance). Analyst-A publishes a daily snapshot + WoD delta. Toggle W/M/Q/Y coming in AF-6.1c.
Demo mode — Founder cockpit data is seed. Panels 1–4 render Analyst-A synthetic data so Matt Punter can review the cockpit CX before Panel 1 (funnels) is wired to real ledger + deals data. Doctrine v1.4 Principle 8: data provenance always visible.
Marketing Funnel
Snapshot 2026-07-06 · delta vs 2026-07-05
| Stage | Count | $ value | Δ WoD | Owner |
|---|---|---|---|---|
| 1. Impressions (top of funnel) | 5,140 | 6.6% | cmo | |
| 2. Engaged (clicked / opened) | 648 | 5.9% | cmo | |
| 3. Lead captured (email in system) | 38 | 9.5% | cmo | |
| 4. Qualified lead (SME criteria met) | 6 | 25.0% | community-manager |
Sales Funnel
Snapshot 2026-07-06 · delta vs 2026-07-05
| Stage | Count | $ value | Δ WoD | Owner |
|---|---|---|---|---|
| 1. Meeting booked | 4 | 20.0% | community-manager | |
| 2. Meeting completed | 3 | — | community-manager | |
| 3. Proposal sent | 3 | 50.0% | community-manager | |
| 4. Signed (contract executed) | 2 | $16.2k |
90.6% | community-manager |
Finance Funnel
Snapshot 2026-07-06 · delta vs 2026-07-05
| Stage | Count | $ value | Δ WoD | Owner |
|---|---|---|---|---|
| 1. Cooling off (5-day statutory) | 3 | $24.7k |
49.7% | finance-operator |
| 2. Eligible (commission accrues) | 1 | $8.0k |
— | finance-operator |
| 3. Invoiced (to provider) | 1 | $3.4k |
— | finance-operator |
| 4. Paid (commission booked) | 1 | $3.4k |
— | finance-operator |
Panel 2 · Root Cause Deep Dive
Analyst-A matches funnel regressions against the 15-rule root-cause playbook (RC-01 through RC-15). Bottom-up recommendation only — CEO decides whether to dispatch (Doctrine P12).
Regressions detected today
- marketing.qualified_lead dropped -25.0% — see Panel 3 for evidence
- sales.meeting_booked dropped -20.0% — see Panel 3 for evidence
Panel 3 · Weekly Synthesis — week ending 2026-07-05 72%
72%
Week ending Sun 5 Jul: Marketing top-of-funnel is holding (impressions +6.6% WoW) but the *qualified* rate collapsed (-25% qualified leads Sat vs Fri) driven by a low-quality inbound cohort from the newsletter blast. Sales conversion is intact (meeting-to-signed 40% vs 35% prior week) so the constraint is upstream at qualification, not downstream at close. Finance is clean — the cooling-off cohort grew +49.7% in $ terms because one large deal signed Sat.
Finding 1 (highest impact)
Marketing qualified-lead rate dropped 25% Sat vs Fri — the constraint is at qualification, not close (Sales conversion actually improved WoW).
sql_query · SME: cmo
Qualified count Fri=8, Sat=6, delta -25.0%; simultaneous meeting_booked -20% shows conversion loss at qualification, not close.
funnel_daily_snapshot WHERE funnel_id=marketing AND stage_key=qualified_lead
sme_note · SME: cmo
Corrina flagged the newsletter list had 800 uncleaned addresses from a 2024 event. Confirms qualification-level breakage vs sales-motion breakage.
CMO Corrina McGowan — newsletter blast comment 2026-07-04
Finding 2
One large deal (deal_id=17, $850k signed) is single-handedly holding the $ line — 90.6% of Sat's signed $ came from this one deal. Concentration risk.
sql_query
Deal id=17 valued $850k = 90.6% of Sat signed $. Only 2 signed deals that day.
deals WHERE stage=SIGNED AND created_at >= 2026-07-05
ledger_row · SME: finance-operator
Ledger shows one large deal drives the daily $ line — a single provider failure or clawback would erase the day.
ledger_entries id lookup for deal_id=17
Finding 3
Investor pipeline: 5 of 10 seats still at "introduced" stage with next-action dates >7 days out. Below the 2 seat/week clip rate needed to close by 2026-08-31.
sql_query
5 of 10 seats still at introduced; next-action dates 11-25 Jul; needs 2 seats/week velocity to close by G4 (2026-08-31) → currently below clip rate.
founder_investor_commitments WHERE commitment_stage=introduced
Bottom-up recommendation from Analyst-A
CMO to audit the newsletter blast qualification criteria this week and Finance to hold 20% commission accrual on deal_id=17 until independent 5-day cooling-off confirmation is documented in the ledger. Founder to accelerate 3 of the 5 stalled investor introductions personally.
Suggested dispatch target: cmo
Top-down dispatch (Doctrine v1.4 P12)
Analyst-A recommends. Matt Punter (CEO) authorises. Delegate role sees the directive in their cockpit inbox and closes it with an outcome + evidence ref. Ledger row is immutable per Doctrine Principle 6.
Panel 4 · Investor Traction — $500k raise (10 seats × $50k)
$100.0k of $500.0k committed
20% to target
| Seat | Investor | Amount | Stage | Next action | Due |
|---|---|---|---|---|---|
| 1 | Sarah Chen Chen Capital |
$50.0k | signed | Wire funds by end of month | 2026-07-15 |
| 2 | David Kim Kim Family Office |
$50.0k | soft_committed | Send updated deck v3 + follow-up call | 2026-07-10 |
| 3 | Rachel Wong Wong Ventures |
$50.0k | diligence | Send 3-yr financial model + cap table | 2026-07-12 |
| 4 | Tom Reilly Reilly Capital Partners |
$50.0k | diligence | Reference call with existing customer | 2026-07-14 |
| 5 | Amara Osei Osei Family Trust |
$50.0k | meeting_booked | First meeting Tue 2026-07-08 at 10am AEST | 2026-07-08 |
| 6 | James Morrison Morrison Angels |
$50.0k | meeting_booked | First meeting Wed 2026-07-09 at 2pm AEST | 2026-07-09 |
| 7 | Priya Sharma Sharma Angel Syndicate |
$50.0k | introduced | Send intro deck + book meeting | 2026-07-11 |
| 8 | Lior Ben-David Independent Angel |
$50.0k | introduced | Follow up on LinkedIn message | 2026-07-13 |
| 9 | Anonymous #9 TBD |
$50.0k | introduced | Waiting on warm intro from Rachel Wong | 2026-07-20 |
| 10 | Anonymous #10 TBD |
$50.0k | introduced | Pipeline placeholder — Matt to nominate | 2026-07-25 |
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
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.