More value than you can shake a stick at.
Data Warehouse
Data Pipeline Automation
Visualization Engine
Direct Data Access
Included
Buy Supermetrics, BigQuery, and dbt, then hire a consultant to stand it all up and maintain it.
Included, requires implementation consultant.
Executive Dashboard
Daily Exec & Team Emails
Customer Retention Report
CAC, LTV & Payback Report
Cohort Analysis
Performance Benchmarks
Included
Stitch it together with a handful of Shopify apps or hire an experienced data analyst.
Included, requires implementation consultant.
Automated Revenue Forecast
Inventory Purchase Forecast
Cash Planning
Cost of Capital Calculations
Scenario Management
Budget vs Actual Tracking
Included
Hire a full-time FP&A analyst with experience in DTC eComm or pay up for a high-end fractional CFO.
Included
Step-by-step Playbooks
Best Practices Content
DTC Founder Community
Performance Benchmarks
Fundraising Comps
Capital Markets Intel
Included
Hire an experienced CFO, create a massive network of other founders, and build relationships with boutique investment banks.
Nope
Bainbridge
0.30% of Gross Sales
- $3k/month for a $10m brand
- Discounts for prepayment
- Price breaks at $1m, $10m, and $25m
Do It Yourself
$345,000/Year
- ETL Softare
- Data Warehousing Costs
- Business Intelligence Tool
- Data Pipeline Consultant
- 1x Financial Analyst
- 1x Data Analyst
- CFO or Fractional CFO
Netsuite
$490,000 in Year 1
- $290,000/year Ongoing
- Netsuite Contract
- Implementation Consultant
- 1x Financial Analyst/Admin
Data Warehouse
Data Pipeline Automation
Shopify Connection
Quickbooks Connection
Facebook Ads Connection
Google Ads Connection
3PL Connection
Included
Buy Supermetrics, BigQuery, dbt and Data Studio, then hire a consultant to stand it all up and maintain it.
Included, requires implementation consultant.
Executive Dashboard
Daily Exec & Team Emails
Customer Retention Report
CAC, LTV & Payback Report
Cohort Analysis
Performance Benchmarks
Included
Stitch it together with a handful Shopify apps or hire an experienced data analyst.
Included, requires implementation consultant.
Automated Revenue Forecast
Inventory Purchase Forecast
Cash Planning
Cost of Capital Calculations
Scenario Management
Budget vs Actual Tracking
Included
Hire a full-time FP&A analyst with experience in DTC eComm or pay up for a high-end fractional CFO.
Included
Step-by-step Playbooks
Best Practices Content
DTC Founder Community
Performance Benchmarks
Fundraising Comps
Capital Markets Intel
Included
Hire an experienced CFO, create a massive network of other founders, and build relationships with boutique investment banks.
Nope
0.2% of Gross Sales
annual estimate for $10M co:
$20,000
at least one full-time financial analyst
at least one data analyst
data science consultant
CFO or fractional CFO
software & data warehouse
annual estimate:
$345,500
software
$150,000/year
first year set up
$200,000
admin / financial analyst
$140,000
total first year estimate:
$490,000
