Fractional CFO for DTC Brands
Make inventory, acquisition and cash decisions with a clearer financial plan.
We work with growing physical-product brands that own inventory and need senior finance support. You can sell entirely direct to consumers or already operate across several channels. You do not need a wholesale expansion plan to work with us.
Answer the questions behind the next purchase or campaign
How much inventory can we commit to?
Bring reorder plans, supplier payments and existing operating commitments into the same cash forecast.
What can we afford to spend on growth?
Review acquisition costs alongside contribution, repeat-purchase assumptions and cash timing.
What do promotions and returns leave us?
Separate sales from the product, fulfillment, payment and other selling costs included in your contribution view.
Where is the plan changing?
Compare actual sales, spending and cash movements with the forecast and identify decisions that need attention.
A finance view built around operating decisions
An integrated inventory and cash forecast
Connect expected demand, purchasing commitments and cash movements, and test the assumptions that matter to your plan.
A clearly defined contribution view
Specify which product and selling costs are included. Keep acquisition-channel performance distinct from DTC-versus-wholesale sales economics.
A practical reporting cadence
Agree on the metrics, ownership and review rhythm with your team. Engagement scope and deliverables are defined around your needs.
Experience with a DTC home-goods brand
From prior and advisory engagements: work with Sunday Citizen included forecasting, cash visibility and lender-related financing support.
Read the Sunday Citizen case studyConsidering your first wholesale order?
Add the proposed order to your existing DTC plan. Examine the selling price, channel costs, inventory commitment and payment timing before deciding how to proceed. Wholesale preparation is one possible next step, not a requirement for getting finance support.
Read the wholesale readiness guide Download the wholesale order calculator (Excel) Explore finance support across consumer-brand channelsThe calculator starts with a fictional example. Select “Your order” and enter your own inputs before using the results.
Talk through one DTC finance priority
Use a free 30-minute assessment to discuss an inventory buy, cash forecast or profitability question and identify a useful next step. The initial discussion does not include building a complete model or implementing a finance system.
Request a free 30-minute assessment