Services — Dovetail CPG

Our phone rings for two reasons.

Reason One

The Capital Raise

You're heading into a raise and your numbers aren't ready for the questions that are coming. You know it. Your board knows it. The investors will know it in about eleven minutes.

You need your unit economics airtight, your story sharp, and your foundation solid enough to survive a second meeting.

Reason Two

The Next Stage

You built something real. But the playbook that got you here won't get you there, and you can feel it. The team's running hard but not always forward. Revenue needs new products and channels, the brand needs sharper positioning, and your next stage of growth demands capabilities you haven't built yet.

But you can't do it alone. You need experienced partners who have scaled this before to help the entire organization level up.

What We Usually Find

When we arrive, a few things tend to be true.

Your data doesn't agree with itself. Three people request the same report, get three different answers, and everybody builds their own spreadsheet instead. Nobody says it out loud, but nobody trusts the numbers.

Your CEO is reconciling invoices at midnight instead of being visionary. Revenue is up, but margin is unclear. SKU-level profitability is a guess. Cost-to-serve is a shrug. Million-dollar decisions are being made on instinct because the data doesn't exist yet.

And when investors ask the hard questions, unit economics, contribution margin by channel, path to profitability, the room goes quiet.

We fix that.

The Framework
From instinct to decisions you would invest in.
01
Single Source of Truth
One integrated view. No more arguing about which spreadsheet is right.
02
Cost-to-Serve
The hidden costs nobody's tracking: deductions, chargebacks, freight. All mapped to every customer, distributor, and vendor.
The step that tells you what to stop doing.
03
Profit Pools
Where the money actually lives. Elevate the winners, renovate the mid, sunset the rest.
The step that tells you what to start doing.
04
Decision Planning
Monthly reviews, investor views, performance metrics, and answers before there are questions.
When 1 through 3 are done right, the decisions here seem inevitable.
01
Single Source of Truth
One integrated view. No more arguing about which spreadsheet is right.
02
Cost-to-Serve
The hidden costs nobody's tracking: deductions, chargebacks, freight. All mapped to every customer, distributor, and vendor.
The step that tells you what to stop doing.
03
Profit Pools
Where the money actually lives. Elevate the winners, renovate the mid, sunset the rest.
The step that tells you what to start doing.
04
Decision Planning
Monthly reviews, investor views, performance metrics, and answers before there are questions.
When 1 through 3 are done right, the decisions here seem inevitable.
Engagement Models
Path 1
Finance & Operations
From reactive to ready.
Fractional CFO

Perfect for strategic thinkers, seekers of clarity, and anyone who wants to start stacking POs.

FP&A Department

Perfect for ambitious founders who want finance depth without the finance dept.

Project-Based

Perfect for mad scientists with or without a master plan.

Path 2
Brand & Commercial
From product to category.
Fractional CMO / Head of Sales

Perfect for wheelers, dealers, and future legends.

Disruption by Design

Perfect for founders who don't chase attention. They command it.

Innovation Architecture

Perfect for persistent masterminds who are always plotting their next big move.

The Toolset
We don't just advise. We build the infrastructure.

Business Intelligence Dashboards

Your ERP, your QuickBooks, your forecasts, all wired into one system that updates itself. The kind of on-demand intelligence that makes Monday morning meetings actually useful.

Scanner Data Intelligence

Nielsen and SPINS translated into sell stories, promotion strategy, and investor support. Instead of a data dump, a narrative your audience will actually read.

Financial Modeling

3-year plans and scenario analysis built with the same rigor a strategic acquirer would use. Because one day, they'll be the ones reading it.

Not sure which path?
Start with a conversation.

Contact Us