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
Startup & Tech
Retail & D2C
Direct-to-consumer brands where inventory and contribution margin decide whether growth is real.
D2C economics are unforgiving and easy to flatter. Revenue growth is straightforward to buy; contribution margin after returns, discounting, shipping, and platform fees is where the business either exists or does not.
Inventory compounds the problem. Cash sits in stock, and every SKU added multiplies the working-capital requirement while diluting the data on what actually sells. Brands scale into a cash crunch that the revenue chart gives no warning of.
We build the cohort and contribution-margin analytics that separate a real brand from a subsidised one, structure the working capital that funds inventory properly, and prepare the data room institutional investors will use to test both.
How we work in Retail & D2C
What the engagement usually looks like
True contribution margin
Per-order economics with returns, discounts, shipping, and marketplace fees fully loaded — by SKU and by channel.
Inventory and working capital
Structure the facilities that fund stock, and the planning discipline that stops SKU count outrunning cash.
Investor readiness
Cohort analytics and a data room built for the questions a consumer investor asks in week one.
Capabilities
Where this work sits in the studio
- ControllershipThe controls, reporting structures and governance systems that make a company's numbers trustworthy.Read more
- Venture Capital & Private EquityInvestment readiness, fundraising strategy, diligence preparation and transaction support for founders raising institutional equity.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.