Industry · Food and Beverage
Know which shelf
actually pays.
Fractional CFO, Accounting, and Analytics for food and beverage brands navigating D2C, wholesale, and the multi-channel complexity that comes with both.
01 / The work
How we think about food and beverage finance.
Multi-channel data has to be normalized before it can be trusted.
Channel margin tells the story. Blended margin hides it.
Retailer fees, chargebacks, and trade spend are forecasts, not surprises.
Working capital is the lever. Not what's left over.
02 / What we hear
What you’re really wrestling with.
“We landed Target. Then we got our AMD report. The math doesn't match what we agreed to.”
“Shopify, Amazon, Whole Foods, Walmart, brokers. I have data in eight places and a clear picture in none.”
“Wholesale brought scale. It also brought margin compression I didn't see until the quarter closed.”
“We're closing our seed round in eight weeks. The model needs to convince investors and survive their scrutiny. Mine wouldn't.”
03 / Where we sit
Where we sit in your finance function.
Multi-channel data normalization
D2C, marketplace, wholesale portal, and broker data flowing in real time and normalized to your books. Our analysts have finance, math, and statistics backgrounds and write code, so the data work doesn't depend on whatever export your retailer hands you.
Channel and product margin
True margin by channel, account, and SKU. After slotting, trade spend, chargebacks, freight, and platform fees. Which products are funding the brand, which accounts are funding which channels, and which ones are not pulling their weight.
Retailer economics
Chargebacks, slotting, trade spend, and the long tail of retailer fees modeled before they hit the P&L. Forecast events, not quarter-end surprises.
Working capital and inventory
Inventory commits, freight, warehousing, and the tariff and supply-chain disruptions that move them. A balance sheet that supports the growth you're scaling toward, not one that runs out of cash chasing it.
Investor and lender readiness
A financial model that holds up to investor scrutiny. A data room built clean. And a seat at the table when your lawyer is negotiating the round, to make sure the terms work for the Founders, not just the fund.
Let’s talk
Let’s see if we’re a fit.
Schedule time to meet our team. We want to hear about your business: where it is today, where you want to take it, and what’s slowing you down. If we see an opportunity to help, we’ll come back with a clear plan and a statement of work to match.
Book a call