The CFO Roundtable

What The CFO Roundtable does

The CFO Roundtable is a private, application-gated professional membership community for senior finance and operations executives — primarily CFOs, COOs, and Finance Heads — at growth companies in the United States, with roots in informal NYC gatherings organized by founder David Moon. The core product is a closed community platform at cfo-roundtable.com where members access ongoing discussion threads, periodic surveys, and curated research summaries covering financing, strategy, and operational decisions. Adjacent content products include the Stack Survey (technology stack benchmarks), the Compensation Survey, and the Services Survey, which together form a recurring research layer drawn from member data.

The underlying technology is a conventional web-based community platform with member login, registration, password reset, and membership application workflows, alongside static content pages describing the network and its mission. There is no disclosed AI, machine learning, or data flywheel capability; the platform's value is generated by member participation rather than automated intelligence.

The business model is a recurring subscription/membership model with pricing that is not publicly disclosed. Growth and member acquisition rely on peer-to-peer referral and word-of-mouth among senior finance executives, and the network also operates the "Honestly Counted" sub-brand for financial services and a "CFO Focus / CFO Services" vendor directory spanning ERP, corporate performance management, payroll, PEO, AP automation, expense management, and related categories. No institutional funding, parent company, acquisitions, or public financial reporting are disclosed in the available data.

Name

The CFO Roundtable

Legal name

The CFO Roundtable

Website

https://cfo-roundtable.com

Company type

Private

Operating status

Operating

Short description

The CFO Roundtable is a private, application-gated membership community that connects CFOs, COOs, and Finance Heads at US growth companies through discussion threads, recurring surveys, and research summaries for peer advice on financing, strategy, and operations.

Ownership category

akta.pro rank

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Membership Network: The CFO Roundtable generates revenue through membership subscriptions for finance and operations executives at growth companies. The community provides access to peer insights, surveys, research summaries, and discussion threads. The closed nature of the network suggests a paid membership model for exclusive access to CFO-level peer connections and shared knowledge.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

The CFO Roundtable operates a closed, invite-only membership community for CFOs, COOs, and senior finance executives at growth companies. Members access the network via a web-based platform to exchange advice through ongoing discussion threads, periodic surveys (Stack, Compensation, Services), and research summaries focused on financing, strategy, and operations decisions.

Product overview

The CFO Roundtable is a peer networking community platform for finance and operations executives at growth companies, primarily in NYC. The platform operates as a closed community where members connect through discussion threads, periodic surveys, and research summaries. The core offering is the community network itself, along with curated research content including Stack, Compensation, and Services surveys. The site also features a vendor directory (CFO Services) listing software categories and vendor profiles as informational resources for members, including ERP Systems, Corporate Performance Management, General Ledger/Accounting, Subscription Management, PEOs, Payroll, AP Automation, Expense Management, Sales Tax Compliance, and related software providers.

Differentiator

Problem solved

Functional benefit

Brands

• Honestly Counted: A service offered by the CFO Roundtable network for financial services and support.

Products and services

• CFO Roundtable Community Platform

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• YPO (Young Presidents' Organization): Global peer network for chief executives offering small peer groups, forums, and events. Comparable community/membership structure for executives but broader in persona (CEOs of any-function companies) and much larger and more established than The CFO Roundtable.
• EO (Entrepreneurs' Organization): Global peer membership organization for founders and entrepreneurs with forums, events, and learning programs. Comparable operating model (closed peer groups for executives) but serves founders rather than CFOs specifically and operates at significantly larger scale.
• StrategicCFO360: Media, events, and research brand serving CFOs and senior finance leaders, including the CFO Alliance peer community. Comparable CFO-specific audience and content/survey assets, but operates more as a media/events business than a pure closed community.

Direct peers

• Pavilion: Private membership community originally for sales/GTM leaders and now expanded across functions, providing peer groups, benchmarking surveys, and an online community. Highly comparable operating model: paid, closed community with recurring surveys and content for senior operators at growth companies.
• ProVisors: Peer networking organization for trusted professional advisors (CPAs, attorneys, financial advisors) organized into local groups. Highly comparable model of curated local peer groups meeting to share referrals and advice, but for advisors rather than in-house CFOs.
• Vistage: Paid peer advisory / executive membership organization that groups CEOs and senior executives into small groups facilitated by a chair. Directly comparable business model: closed, paid membership of executives meeting in groups to share war stories, advice, and referrals — the same trust-based community dynamic as The CFO Roundtable.
• Financial Executives International (FEI): Long-standing membership association for senior financial executives (CFOs, controllers, treasurers) at member companies. Directly comparable as a curated, membership-based community serving the same CFO/finance-leader persona with peer knowledge sharing, committees, and benchmarking content.
• Chief: Invite-only private membership network for senior women executives (C-suite and VP+). Comparable as a paid, closed, application-based executive community that monetizes access to vetted peer connections and curated experiences.
• Inhouses: Private, paid membership community for in-house legal leaders (GCs) at companies. Closely mirrors The CFO Roundtable's model — function-specific (GC instead of CFO), closed/curated, peer-advice focused — making it a strong structural peer for benchmarking community economics.

Emerging players

• Athena Alliance: Paid membership platform for senior leaders (particularly women executives) offering peer circles, mentorship, and curated content. Comparable emerging community-network business targeting senior executives, though broader in persona than finance-only.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/davemoon

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The CFO Roundtable