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)
Catch up Friday morning for financial modelling diacussikn
ASK
Let me know if 9-11.30 works please Carla. Thanks. Matt
From CEO (Matt Punter) · created 2026-07-09 02:26:47 · status open · no SLA
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
AI colleague ledger —
[email protected]Every action taken today, on the same schema as human actions (Blended Workforce Doctrine Principle 5).
| When | Verb | What | Subject | Human tap? |
|---|---|---|---|---|
| No AI actions logged. | ||||
No blockages. Flow is healthy.
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.