Consumer / D2C
Building Investor Readiness for a D2C Brand
Designed unit economics, cohort analytics, and a fundraising data room that anchored the next funding round.
Closed oversubscribed Series A
MSME & Industrial
Consumer Brands & D2C
Established consumer businesses adding a direct channel without breaking the distribution that funds them.
An established consumer business adding a direct channel faces a problem a pure D2C startup does not: the existing distributor and retail network pays the bills, and it notices when the brand starts selling to the same customer directly.
Handled badly, the direct channel cannibalises trade relationships and delivers worse economics than the business it displaced. Handled well, it produces margin and customer data the traditional channel cannot.
We model both channels honestly — including the trade relationships at risk — and build the capital and reporting structure to run them together.
How we work in Consumer Brands & D2C
What the engagement usually looks like
Channel conflict economics
Model direct and trade channels together, with the cannibalisation risk priced in rather than assumed away.
True D2C contribution margin
Per-order economics with returns, discounting, shipping, and platform fees fully loaded.
Working capital across channels
Fund inventory for two channels with different cycles without starving either.
Capabilities
Where this work sits in the studio
- Strategy ConsultingPositioning, functional alignment and the operating discipline that turns a plan into traction, for founders and boards past the validation stage.Read more
- ControllershipThe controls, reporting structures and governance systems that make a company's numbers trustworthy.Read more
- Debt & Blended FinanceWorking capital, venture debt and blended structures for businesses that should not be raising equity.Read more
Proof
What we have done in this sector
Talk to someone who knows the sector
Tell us where the business actually is and we will tell you what we would do first. No deck required.