Services — Dovetail CPG

Why clients call us.

A raise is looming and you're not ready. Growth is slowing and you need a boost. Or better yet, it's accelerating and you need to catch up.

The experience you need at this stage is hard to hire, and even harder to train for.

You need immediate access to it, with the sleeves already rolled up. That's the Dovetail difference.

What we
usually find

You're not alone, we see the same growth problems across dozens of brands.
01
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.

02
The CEO is reconciling invoices at midnight.

Revenue is up but margin is unclear. SKU-prioritization is built on vibes, not insight. Million-dollar decisions are being made on instinct because the right data doesn't exist yet.

03
Your numbers aren't raise-ready.

You know it. Your board knows it. The investors will know it in about eleven minutes.

Our Ways of Working

For founders who need a partner who has lived in the board room, the deal room, and the plant floor.
  • Financial model ownership, maintenance, and scenario planning
  • Board packet preparation and investor-ready reporting every period
  • Capital raise support: narrative, data room, and lender conversations
  • Cash forecasting that accounts for trade, seasonality, and growth spend
  • A direct presence in board and investor relationships, not just slide prep
For founders who need the finance depth without the finance dept.
  • Unified chart of accounts and reporting infrastructure built from the ground up
  • Dovetail Dash: live business intelligence across P&L, SKU margin, and cash
  • Budget vs. actuals with four-view variance analysis every period
  • SKU-level profitability with overhead allocation by unit economics
  • Dashboards your team can read and act on without a translator
For the mad scientist with a master plan.
  • Brand positioning and consumer targeting that earns distribution
  • Go-to-market architecture: channel selection, velocity benchmarks, door strategy
  • Campaign planning: tentpoles, activation briefs, and influencer frameworks
  • Competitive landscape mapping and white space identification
  • Retailer-ready narrative: category story, sell-in deck, buyer prep
What to Expect

A single source of truth, built in four views.

The call most founders put off is the one that could change everything.

Let's Talk

Clarity, by design.