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— THE ROOMS

Choose Your Cohort

You apply once. Jim places you in the room that fits your stage, experience, and context. Five rooms — each built for a specific set of CFO decisions.

Placement is controlled —

not self-selected.

Jim places each member based on stage, decision complexity, and complementary experience. You'll be in a room where every conversation is immediately applicable — no translation required.

One application. One interview. One placement.

We review every application to evaluate context fit, thinking level, and contribution potential. Strong fit moves to placement. Medium fit gets a 15-minute call. Every placement is intentional.

TEAM 1

Series B–D CFO Room

For CFOs scaling the operating system and making high-stakes execution decisions. You're moving fast and the margin for error is shrinking.

Apply for This Team →

EXAMPLE DEEP DIVES

Hiring timing vs burn and runway decisions
Forecasting confidence and decision hygiene
GTM efficiency and resource allocation
Board cadence and communicating for influence
Weekly, QBR, and board rhythm

TEAM 2

First-Time CFO Room

For CFOs stepping fully into the seat and building the function from the ground up. Stop reinventing the wheel alone.

Apply for This Team →

EXAMPLE DEEP DIVES

How to run the CFO job end-to-end
Hiring and building the right FP&A and Accounting teams
Board management and narrative clarity
Executive presence and CEO partnership
What to own vs delegate at each stage

TEAM 3

VP Finance → CFO Room

For VPs actively stepping into CFO scope — building board readiness, decision ownership, and the leadership presence the seat requires.

Apply for This Team →

EXAMPLE DEEP DIVES

Stepping into decision ownership (not just reporting)
Board and investor readiness and narrative building
Operating cadence and cross-functional influence
CFO judgment: tradeoffs, risk calls, CEO partnership
Finance philosophy and communication systems

TEAM 4

Unicorn / Pre-IPO CFO Room

For late-stage CFOs operating at maximum scrutiny and scale. Your company is a unicorn — find the room of peers who actually understand your reality.

EXAMPLE DEEP DIVES

Metrics rigor and operating cadence at scale
Board and investor leadership and influence
Forecasting under complexity and uncertainty
Decision-making across exec team and functions
IPO and M&A readiness: systems, controls, risk posture

Apply for This Team →

Private Client Room - Team 5

...

Apply for This Team →

Not sure which room is right?

Apply once — Jim will review your application and match you to the right cohort based on your stage, experience, and what decisions you're working through right now.

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