Who it's for?
This is for you if you’re a PE-backed CFO or #1 FD in a UK mid-market business and you recognise at least one of these:
- Finance is busy, but decision-grade insight lands late... so you’re still translating, correcting, and stepping in.
- Close and forecasting work… but only through heroics, or because one or two people are carrying it.
- Finance is accurate, but not influential... issues become urgent before they get addressed.
- With board/investor scrutiny, you need earlier warning on cash/forecast/control risk without just hiring a bigger team.
- You’re conscious that one surprise can damage trust fast (cash, forecast, audit, or a senior mis-hire).
If you’re VC-backed or founder-led, you can still request access - we’ll prioritise the PE cohort first and offer future dates as cohorts open.
Who it's for?
This is for you if you’re a PE-backed CFO or #1 FD in a UK mid-market business and you recognise at least one of these:
- Finance is busy, but decision-grade insight lands late... so you’re still translating, correcting, and stepping in.
- Close and forecasting work… but only through heroics, or because one or two people are carrying it.
- Finance is accurate, but not influential... issues become urgent before they get addressed.
- With board/investor scrutiny, you need earlier warning on cash/forecast/control risk without just hiring a bigger team.
- You’re conscious that one surprise can damage trust fast (cash, forecast, audit, or a senior mis-hire).
If you’re VC-backed or founder-led, you can still request access - we’ll prioritise the PE cohort first and offer future dates as cohorts open.
FEATURES
Typical Discussion Themes
Led by the room.
Cash & working capital
(early warning and risk management)
Forecast credibility under pressure
(cadence, assumptions, accountability)
Board pack & narrative that lands
(and speeds decisions)
Team resilience
(removing heroics / single points of failure)
Exit readiness
(QoE, data room, controls, the equity story)
AI in finance
(practical use-cases + risk/controls)
Hosted by
Leo Hewett - Founder, Core3
CFO search & finance recruitment - helping CFOs and founders turn human risk into strategic advantage by building finance teams that perform under pressure and stay trusted across the business. Host of the Conscious Finance Podcast
FAQs
Yes it's free. No vendor slots, no pitching. It’s curated to keep the room relevant and high-trust.
Most PE-backed finance teams already run on Teams. Access and compliance are straightforward.
Yes - cameras on keeps the room engaged, peer-to-peer, and prevents “lurking.”
PE-backed CFOs and #1 Finance Directors (including interims where relevant). If you’re not PE-backed, request access and we’ll offer future cohorts as they open.
You’ll get a quick yes/no. If approved, you’ll receive dates and a Teams invite.
