Resources
No jargon, no BS, no MBA required. We explain in plain language what really matters, so you can grow your brand with clarity, and confidence.
How to Build GTM Channels Into Your Financial Model for an Emerging CPG Brand
Choosing GTM channels is just the starting point. Learn how to integrate retail, DTC, and food service into your financial model to project true profitability and manage cash flow.
How to Build a Roadmap to Profitability Into Your Financial Model
Profitability is a word every investor, lender, and founder wants to hear. But a dreamy forecast based on bulk discounts that do not exist yet will only lead to expensive surprises. Discover how to build a grounded, practical financial model for your CPG brand or winery by accurately mapping real unit economics, stepping fixed costs, and forecasting your true breakeven inflection points.
How to Calculate Breakeven for a CPG Company
Am I ever going to make money? For 90% of CPG founders, the answer lies in their breakeven point. This guide breaks down the math behind the volume, the hidden costs of freight and trade spend, and how to set sales targets that actually lead to profitability.
The Most Important KPIs for Emerging CPG Brands
You can’t grow what you don’t measure. Discover the five critical financial metrics every CPG Founder needs to master to manage growth, stay profitable, and make savvy decisions based on real-time data instead of guesswork.
The Real Cost of Innovation: Budgeting for R&D, Molds, and Food Scientists
Innovation in CPG is exciting—but it's also expensive. From food scientist retainers to custom molds and co-manufacturing fees, this post breaks down the true costs behind new product development and how to budget strategically.
How to Know If You Can Afford That Big Opportunity
Big opportunities like major retail orders or national rollouts feel like breakthrough moments—but they often demand major cash upfront. This post helps founders evaluate the true cost and timing of growth so they can say yes (or not yet) with clarity.