Soho House CFO Alert: Pitch FP&A & Ops for Fast Wins

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🚀 Battle Card

Soho House & Co sales trigger: New CFO appointment to drive financial operations excellence

🚀 Battle Card: Soho House & Co

Quick trigger:

👤 Decision Maker in the News

Neil Thomson, Chief Financial Officer · 🔗 LinkedIn

💡 Why It Matters

This Soho House & Co sales trigger underlines a strategic shift to deepen financial rigour and drive profitability at scale. → Source

🎯 Core Pain Point

Need for tighter financial planning & forecasting

Desire to streamline global operational processes

💰 What to Pitch

Primary: FP&A Solution (e.g. Anaplan) → Accelerate budgeting cycles & scenario planning

Expansion: Operational Performance Management Platform → Optimize process efficiency and margin

🗺️ Quick Context

HQ: London, United Kingdom

Employees: 5000

Rev: ≈ $1.3 B

Website: sohohouseco.com

🤼 Competitive Intel

Which other vendors you’ll probably face to win Soho House & Co’s business.

Oracle NetSuite — Cloud ERP & FP&A

Unique edge: Unified financial management & real-time analytics
Evaluated by CFO for end-to-end financial consolidation

Workday Adaptive Planning — FP&A

Unique edge: Scalable modeling with workforce planning
Evaluated by Finance for dynamic scenario planning

Anaplan — Connected Planning

Unique edge: Cross-functional modeling at enterprise scale
Evaluated by Finance & Ops for strategic planning

Vena Solutions — FP&A

Unique edge: Excel-native with centralized data
Evaluated by Finance managers for ease of adoption

Sage Intacct — Cloud Financials

Unique edge: Strong multi-entity accounting capabilities
Evaluated by CFO for global consolidation

✅ Do-Now Checklist

Connect with Neil Thomson on LinkedIn (link above)

Draft first-touch email + DM using the Copy-My-Prompt block, mention the Soho House & Co sales trigger

Schedule follow-ups in CRM (Day 3 & Day 10)

Next Step

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🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑FP&A solution to accelerate budgeting cycles & scenario planning❑
PROOF_METRIC  = ❑30% reduction in budgeting cycle time❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Neil
COMPANY     = Soho House & Co
DEPT        = Finance
SIZE        = 15
BOTTLENECK  = Need for tighter financial planning & forecasting
EVENT       = CFO transition
DETAIL      = CFO transition announcement
PAIN        = Need for tighter financial planning & forecasting
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250818008221&div=41152219
SIM_CO      = Tasty Restaurant Group
WIN_METRIC  = 30% faster budgeting cycles
NEXT_SIZE   = 30
EMP_EST     = ≈ 5000
REV_EST     = ≈ $1.3B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 15-person Finance

Neil—noticed your Finance team is ≈ 15.

That’s when Need for tighter financial planning & forecasting slows growth.

We helped Tasty Restaurant Group fix this with FP&A solution to accelerate budgeting cycles & scenario planning.

Result: 30% faster budgeting cycles.  
Quick call?

PS—next bottleneck hits ≈ 30.

DM ≤45 words, TONE:
Saw your post about CFO transition announcement — Need for tighter financial planning & forecasting.  
FP&A solution to accelerate budgeting cycles & scenario planning. 30% reduction in budgeting cycle time.  
Quick chat?

Soho House CFO Alert: FP&A & Ops Pitch Playbook