Finance Operators

Finance Operators

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Finance Operators.

18.07.2025

How CashBack beats discount codes & More with Dan Glazer.

Chapters 00:00 Introduction 08:30 Understanding Founder Salaries and Financial Management 13:46 The Role of Fondue in E-commerce Financing 22:55 Postscript's Acquisition of Fondue and Future Plans 28:32 Inventory Management and Financial Discipline 30:00 Understanding Business Models and Founder Decisions 31:52 The Lending Landscape and Its Challenges 33:49 Behind the Scenes of E-commerce Lending 35:12 Brand Power and Its Impact on Lending 37:07 Identifying Successful E-commerce Traits 38:58 The Importance of Product and Team Dynamics 40:21 Lessons from E-commerce Success Stories 42:42 The Power of Pre-orders in E-commerce 44:39 Navigating Product Development Challenges 46:04 The Impact of Economic Conditions on E-commerce 48:00 Current Trends in E-commerce Store Closures 50:53 Understanding Distressed E-commerce Businesses 52:41 The Need for Strong Leadership in E-commerce 54:08 Consumer Behavior and Economic Sensitivity Summary In this conversation, Dan Glazer from Postscript discusses the current state of e-commerce, the challenges of financing for founders, and the innovative cash back program offered by Fondue. The discussion also covers the strategic acquisition of Fondue by Postscript and the implications for e-commerce businesses in a changing macroeconomic environment. Key insights include the importance of managing founder salaries, understanding the dynamics of cash flow, and leveraging customer incentives to enhance retention and margins. Premier Partner: Fondue Check it out at ⁠https://www.getfondue.com⁠/

58 Min.
27.05.2025

It's a slow spiral to death. Avoiding commoditization with Taylor Holiday.

Taylor Holiday:http://commonthreadco.com/https://x.com/TaylorHoliday Chapters 00:00 Introduction and Meeting in Person 01:35 Taylor Holiday's Background and Journey 08:01 Transitioning from E-commerce to Agency Life 09:33 Comparing E-commerce and Agency Business Models 11:29 Marketing Strategies and the Case of Grove Collaborative 22:45 Future of D2C Brands and Market Predictions 23:09 Understanding the Direct-to-Consumer Landscape 26:42 The Importance of Leverage in DTC Brands 30:39 Navigating Brand Equity and Intellectual Property 36:44 The Future of DTC: AI and Market Trends 42:53 Aligning Financial and Marketing Incentives 48:30 Understanding Contribution Margin and Financial Drivers 49:35 Collaboration Across Teams for Financial Success 51:49 The Role of Leadership in Aligning Incentives 52:39 Shareholder Expectations and Organizational Conflict 54:25 The Impact of Capital Appreciation on Business Strategy 55:46 Innovative Solutions for Mid-Market Companies 58:32 Navigating Cash Flow and Supplier Relationships 59:58 Marketing Strategies and Operational Efficiency Summary In this episode of the Finance Operators podcast, hosts Mehtab, Drew, and guest Taylor Holiday discuss Taylor's journey from professional baseball to entrepreneurship, the challenges of e-commerce versus agency business models, and the marketing strategies of brands like Grove Collaborative. They explore the risks associated with e-commerce, the importance of customer acquisition, and the future of D2C brands in a changing market landscape. In this conversation, the speakers delve into the complexities of the Direct-to-Consumer (DTC) landscape, discussing the importance of leverage in customer acquisition, brand equity, and the role of AI in shaping the future of e-commerce. They explore the challenges faced by DTC brands, including the need for protective barriers against commoditization and the alignment of financial and marketing incentives to drive success. The discussion highlights the evolving nature of consumer behavior and the impact of technology on business models. In this conversation, the speakers delve into the complexities of financial management within organizations, focusing on contribution margins, the importance of collaboration across teams, and the role of leadership in aligning incentives. They discuss the impact of shareholder expectations on organizational behavior and the challenges posed by capital appreciation strategies. The conversation also highlights innovative solutions for mid-market companies and the significance of cash flow management and supplier relationships in achieving financial success. Premier Partner:FondueCheck it out at ⁠https://www.getfondue.com⁠/Mention this podcast when you talk to the team, and get VIP treatment NumeralSales tax on autopilot.Spend less than five minutes per month on sales tax compliance.https://www.numeralhq.com/Irishttps://www.irisfinance.co/Fulfilhttps://www.fulfil.io/Follow the show on X: @F_OperatorsCheck out our other shows: 9Operators: 9 Figure Brand Operators. / @operators9 MOperators: Marketing Operators. / @marketingoperators

1 Std. 5 Min.
19.05.2025

Outsource your sales tax nightmares + FIGS + Building your own factory & More.

Chapters 00:00 Introduction to Sales Tax Challenges 03:05 Understanding Sales Tax Compliance 05:49 The Impact of Supreme Court Rulings 09:01 Navigating E-commerce and Sales Tax 12:05 The Role of Numeral in Sales Tax Management 14:50 Fundraising and Business Growth Strategies 29:57 The Fast-Paced World of Fundraising 34:32 The Touchland Acquisition: A Case Study 39:34 Understanding TAM: The Importance of Market Size 49:38 Navigating Tax Refunds and Factory Operations 52:54 The Economics of Vertical Integration 55:07 Challenges of Manufacturing Operations 56:56 Strategic Advantages of In-House Production 58:39 Exploring the FIGS Brand and Market Potential 01:01:34 The Dilemma of Premium vs. Mass Market 01:05:12 Navigating the Apparel Industry's Cycles In this episode, Sam Ross, CEO of Numeral, discusses the complexities of sales tax compliance for e-commerce businesses, particularly following the Supreme Court ruling in Wayfair vs. South Dakota. He explains the challenges of navigating various tax jurisdictions and the importance of understanding nexus rules. The discussion also highlights how Numeral provides a service to automate sales tax management, alleviating the burden on business owners. Additionally, Sam shares insights into his recent fundraising experience and the growth strategies for his business. In this conversation, Sam Ross shares insights on the fast-paced world of fundraising, particularly in the context of his experience with a recent funding round. The discussion transitions to the acquisition of Touchland, exploring its market dynamics and the significance of Total Addressable Market (TAM) in investment decisions. The conversation concludes with a look at the complexities of navigating tax refunds and the considerations of opening a factory, highlighting the challenges and opportunities in the consumer brand space. Drew & Mehtab then delve into the complexities of vertical integration in manufacturing, discussing the economic implications and challenges associated with running factories. They explore the strategic advantages of in-house production, particularly in the context of the FIGS brand, which operates in the medical apparel market. The discussion also touches on the dilemma of maintaining a premium brand image while considering mass market opportunities, and the cyclical nature of the apparel industry. FondueCheck it out at ⁠https://www.getfondue.com⁠/Mention this podcast when you talk to the team, and get VIP treatment NumeralSales tax on autopilot.Spend less than five minutes per month on sales tax compliance.https://www.numeralhq.com/Irishttps://www.irisfinance.co/Fulfilhttps://www.fulfil.io/Follow the show on X: @F_OperatorsCheck out our other shows: 9Operators: 9 Figure Brand Operators. / @operators9 MOperators: Marketing Operators. / @marketingoperators

1 Std. 7 Min.
12.05.2025

Ep 9: Building Brands & Making Bets: Inside the World of Consumer VC and Growth Equity

In this conversation, Mehtab and Drew discuss various aspects of growth equity, investment opportunities, and the dynamics of venture capital in the consumer brand space. They explore the challenges and considerations in evaluating deals, the importance of discipline in investment decisions, and the contrasting approaches of bootstrapping versus raising venture capital. The discussion also touches on the role of top-tier funds in shaping investment outcomes and the capital-intensive nature of retail businesses. In this conversation, Mehtab and Drew discuss various aspects of business operations, focusing on compensation alignment, investment evaluations, intellectual property risks, brand value, and the volatility of consumer markets. They explore the importance of understanding different consumer categories, the impact of knockoffs on brand integrity, and the challenges of building brands in public. The discussion emphasizes the need for innovative solutions to enhance profitability and the significance of staying informed across various sectors. Chapters 00:00 Introduction 08:11 Discipline in Investment Decisions 15:02 Raising Capital for Consumer Brands 24:29 Conclusion and Reflections 30:16 The Importance of Brand Value 36:50 Innovative Solutions for Brand Profitability 42:40 The Impact of Knockoffs on Brand Integrity Fondue Check it out at ⁠https://www.getfondue.com⁠/ Mention this podcast when you talk to the team, and get VIP treatment Numeral Sales tax on autopilot. Spend less than five minutes per month on sales tax compliance. https://www.numeralhq.com/ Iris https://www.irisfinance.co/ Fulfil https://www.fulfil.io/ Follow the show on X: @F_Operators Check out our other shows: 9Operators: 9 Figure Brand Operators. / @operators9 MOperators: Marketing Operators. / @marketingoperators

47 Min.
05.05.2025

Is Gymshark in Trouble? Breaking Down Their Newest Filings. + More

In this incredible episode, Drew Fallon and Mehtab delve into the latest filings of Gymshark, a prominent player in the retail market. They discuss the brand's evolution, financial performance, and the challenges it faces in a competitive landscape. The conversation highlights the impact of macro trends and the rising costs of influencer marketing, as well as the implications for Gymshark's profitability and growth trajectory. In this conversation, Mehtab and Drew discuss various aspects of marketing strategies, financial dynamics, and strategic management, particularly focusing on Gymshark's performance and challenges. Plus extra bonus topics like how to de risk your inventory purchases and much more. Fondue Check it out at ⁠https://www.getfondue.com⁠/ Mention this podcast when you talk to the team, and get VIP treatment Numeral Sales tax on autopilot. Spend less than five minutes per month on sales tax compliance. https://www.numeralhq.com/ Iris https://www.irisfinance.co/ Fulfil https://www.fulfil.io/ Follow the show on X: @F_Operators Check out our other shows: 9Operators: 9 Figure Brand Operators. / @operators9 MOperators: Marketing Operators. / @marketingoperators

51 Min.
29.04.2025

Money Talks (You Asked, We Answer)

00:00 Introduction and Overview of the Podcast03:09 Health and Wellness Trends05:59 The Gummy Supplement Phenomenon08:59 Beauty Industry Struggles11:53 Business Models in Health and Wellness14:58 The Rise of Protein and Creatine17:58 Consumer Trends and Market Evolution21:06 Marketing Challenges in Supplements24:46 The Evolution of the Cannabis Market28:10 Navigating the Challenges of Brand Building32:01 Market Dynamics and Consumer Behavior36:06 Comparative Market Growth: THC Beverages and Beyond40:01 The Future of Cannabis Branding and Regulation44:31 Understanding Revenue Ranges and the Valley of Death47:21 Navigating Profitability in Different Categories51:52 Understanding Cram Downs and Equity Dynamics56:22 The Intersection of Marketing and Finance01:00:10 Effective Financial Reporting and Meeting Cadence01:08:21 Mastering 13-Week Cash Flow ForecastsSummaryIn this episode, hosts Mehtab and Drew discuss various trends in the health and wellness sector, including the rise of gummy supplements and the contrasting struggles of the beauty industry. They explore the business models behind health and wellness brands, the popularity of protein and creatine, and the evolution of health trends over the years. The conversation also delves into the THC beverage market, drawing insights from the Canadian market and making predictions about future growth. In this conversation, Mehtab and Drew discuss the complexities of the cannabis beverage market, the explosive growth of various beverage categories, and the challenges of scaling revenue in consumer products. They delve into the importance of financial reporting, meeting cadence, and the necessity of maintaining a 13-week cash flow forecast to ensure business sustainability and growth.Premier Partner:FondueCheck it out at ⁠https://www.getfondue.com⁠/Mention this podcast when you talk to the team, and get VIP treatment NumeralSales tax on autopilot.Spend less than five minutes per month on sales tax compliance.https://www.numeralhq.com/Irishttps://www.irisfinance.co/Fulfilhttps://www.fulfil.io/Follow the show on X: @F_OperatorsCheck out our other shows: 9Operators: 9 Figure Brand Operators. / @operators9 MOperators: Marketing Operators. / @marketingoperators

1 Std. 11 Min.
21.04.2025

Turnarounds, Coty Deep Dive, Negative Cash Conversion Hype, Making The Right Cuts, Debt Options & More

00:00 Introduction to Turnarounds 02:48 Understanding Turnarounds: Definitions and Types 05:49 The Case Study of Cody: A Turnaround Story 09:14 Balance Sheet vs. Income Statement Turnarounds 12:03 Liquidity and Its Impact on Turnarounds 22:22 Financial Overview and Turnaround Strategies 27:50 Cash Flow Challenges and Inventory Management 30:34 Optimizing Cash Conversion Cycle 36:34 The Risks of Negative Cash Conversion Cycle 43:14 Market Sentiment and Future Outlook 45:30 Navigating Liquidity in Private Equity Investments 47:56 Strategizing Cash Management and Investment Timing 49:58 Understanding Financial Levers: Revenue, COGS, and Marketing 59:01 Optimizing Operational Expenses and Debt Management In this episode, Drew and Mehtab delve into the complexities of business turnarounds, exploring the definitions, types, and real-world applications through the case study of Coty, a beauty conglomerate. They discuss the differences between balance sheet and income statement turnarounds, the importance of liquidity, and the challenges faced by companies in distress. The conversation highlights the strategic approaches needed to navigate turnarounds successfully, emphasizing the parallels with startups and the critical role of financial management. They analyze the company's revenue growth, cash flow challenges, and the importance of optimizing the cash conversion cycle. The discussion also touches on the risks associated with negative cash conversion cycles and the overall market sentiment towards the company. The conversation emphasizes the need for businesses to focus on cash flow management and the implications of financial metrics on operational decisions. Mehtab and Drew discuss the intricacies of managing liquidity in private equity investments, emphasizing the importance of strategic cash management and investment timing. They delve into the various financial levers available to businesses, including revenue optimization, cost of goods sold (COGS), and marketing spend, while also addressing the implications of operational expenses and debt management in the current economic climate. The conversation highlights the need for careful planning and execution in financial strategies to navigate challenges effectively. Premier Partner:FondueCheck it out at ⁠https://www.getfondue.com⁠/Mention this podcast when you talk to the team, and get VIP treatment NumeralSales tax on autopilot.Spend less than five minutes per month on sales tax compliance.https://www.numeralhq.com/Irishttps://www.irisfinance.co/Fulfilhttps://www.fulfil.io/Follow the show on X: @F_Operators

1 Std.
14.04.2025

Financial Strategies for Uncertain Times

00:00 Navigating Tariffs and Their Impact 20:31 M&A Trends in Consumer Brands 32:17 State of Minority Equity Capital Markets 35:03 Year-Over-Year Market Activity Insights 36:46 Understanding VC Support for Business Models 43:31 Impact of Public Market Trends on Minority Equity 47:25 Valuation Expectations for Growing Brands 54:46 Exploring Roll-Up Strategies in Jewelry Investment In this episode of Finance Operators, the hosts discuss the current landscape of tariffs and their implications for businesses, particularly focusing on how to effectively respond to these economic challenges. They delve into the importance of understanding unit economics and the impact of operating expenses on profitability. The conversation then shifts to recent trends in mergers and acquisitions within the consumer goods sector, highlighting notable deals and the influence of social media on brand success. The hosts emphasize the need for businesses to adapt and strategize in uncertain economic times, while also exploring the role of influencers in brand marketing. In this conversation, the speakers delve into the current state of minority equity capital markets, discussing the significant cooling of venture capital activity compared to previous years. They analyze year-over-year market trends, the impact of public market fluctuations, and the evolving expectations for business valuations. The discussion also covers the challenges faced by consumer goods brands in securing funding and the strategic advantages of roll-up investment strategies in the jewelry sector. Overall, the conversation provides valuable insights into the complexities of the investment landscape and the shifting dynamics within venture capital. Premier Partner: Fondue Check it out at ⁠https://www.getfondue.com⁠/ Mention this podcast when you talk to the team, and get VIP treatment Numeral Sales tax on autopilot. Spend less than five minutes per month on sales tax compliance. https://www.numeralhq.com/ Iris https://www.irisfinance.co/ Fulfil https://www.fulfil.io/ Follow the show on X: @F_Operators

1 Std. 3 Min.
07.04.2025

Financial Tariff War Room: Section 321, Beverage M&A, Soft Landing for Distressed Brands & More.

00:00Understanding the New Tariffs03:20Impact on Supply Chains and Manufacturing04:55Gross Margins and Industry Insights08:35Section 321 and Its Implications10:15Pricing Strategies to Combat Tariffs18:12Revenue Levers and Business Strategies26:36Optimizing Packaging for Cost Savings28:35The Role of Consulting in Cost Efficiency29:35Understanding M&A in the Beverage Industry31:39Crowdfunding: Risks and Realities32:34Navigating Going Concern in Crowdfunding35:51Finding Soft Landings in Distressed Brands39:20The Impact of Public Markets on Private Deals41:00Sales Tax Automation and Its Benefits44:00Thrasio and the E-commerce Aggregator Model48:22Investment Insights and Responsibility49:49The Fallout of Misleading Investments51:38The Role of Greed in Investment Decisions52:32Challenges in E-commerce and Amazon's Profitability55:55The Impact of Interest Rates on Business Models57:56Operational Efficiency and ERP Solutions01:00:06The Future of Aggregators and Brand ValuationIn this conversation, Mehtab and Drew discuss the recent tariffs that have come into effect, their implications on supply chains, manufacturing, and gross margins across various industries. They delve into the methodology behind the tariffs, the impact of Section 321, and explore pricing strategies that businesses can adopt to combat the effects of these tariffs. The discussion also highlights the current state of consumer confidence and its influence on business operations, emphasizing the importance of understanding gross margins and revenue levers in navigating the economic landscape. In this conversation, Drew and Mehtab discuss various strategies for optimizing costs in e-commerce, particularly focusing on packaging and consulting. They delve into the complexities of mergers and acquisitions in the beverage industry, the pitfalls of crowdfunding, and the importance of maintaining relationships for potential buyouts. The discussion also touches on the impact of public market trends on private deals and the benefits of sales tax automation. Finally, they analyze the Thrasio model and its implications for the e-commerce aggregator landscape. In this conversation, Drew and Mehtab delve into the complexities of investment strategies, particularly in the e-commerce sector, focusing on the implications of misleading investments, the role of greed, and the challenges posed by rising interest rates. They discuss the operational inefficiencies in businesses and the future of aggregators in the market, emphasizing the need for responsible investment practices and the impact of external economic factors on profitability.Premier Partner:FondueCheck it out at ⁠https://www.getfondue.com⁠/Mention this podcast when you talk to the team, and get VIP treatment NumeralSales tax on autopilot.Spend less than five minutes per month on sales tax compliance.https://www.numeralhq.com/Irishttps://www.irisfinance.co/Fulfilhttps://www.fulfil.io/Follow the show on X: @F_Operators

1 Std. 1 Min.
31.03.2025

How to lose $1.6B. Recent acquisitions in commerce, Tariff tactics & more.

Coming up in this episode of FOPS, Drew and Mehtab discuss the recent viral moment surrounding a water company and its implications for brand marketing. They delve into the rise and fall of a bracelet brand, exploring its acquisition and the challenges it faced post-acquisition, particularly in light of changing market conditions and the impact of iOS updates on customer acquisition costs. The episode also touches on strategies for navigating tariffs and managing costs in the current economic climate, providing actionable insights for business owners. We conclude delving into the rise and fall of a biotech company that recently filed for Chapter 11 bankruptcy. The discussion covers the company's innovative beginnings, its significant fundraising efforts, and the impact of a major data breach on its reputation and revenue.00:00Introduction and Context of Saratoga Water08:31The Rise and Fall of Pure Vita25:30Navigating Tariffs and Cost Management26:57Navigating Economic Uncertainty29:04Innovative Cost Reduction Strategies31:05The Importance of In-Person Relationships35:54Leveraging Supplier Relationships for Growth40:03Maximizing Sourcing Efficiency43:55Forecasting Demand and Building Partnerships51:12Creating Fair Contracts for Suppliers54:40The Rise and Fall of 23andMe01:01:52Bankruptcy and Data Concerns01:07:18Trust and Its ConsequencesPremier Partner:FondueCheck it out at ⁠www.getfondue.com⁠. Mention this podcast when you talk to the team, and get VIP treatment Irishttps://www.irisfinance.co/Fulfilhttps://www.fulfil.io/Follow the show on X: @F_Operators

1 Std. 1 Min.
24.03.2025

Market Meltdown. Finance Operators Episode 2.

Coming up in this weeks episode, the hosts discuss the current state of the public market, focusing on recent earnings reports and the struggles of consumer brands like Allbirds and Solo Stove. They analyze the implications of macroeconomic factors on consumer behavior and the challenges faced by companies that went public during a market peak. The conversation delves into the financial health of these brands, their growth trajectories, and the potential for acquisitions in a tough economic climate. The conversation delves into the financial performance and growth dynamics of consumer brands, particularly focusing on the challenges faced by holdco models, the implications of debt and lender relationships, and the strategic considerations in private equity and growth equity. The speakers analyze the financial metrics of specific companies, discuss the viability of the holdco model, and explore the nuances of selling to private equity versus strategic buyers, highlighting the importance of understanding valuation and deal structures.00:00Market Overview and Earnings Insights09:43The Rise and Fall of Allbirds27:14Solo Stove and Brand Acquisitions32:24Financial Performance and Growth Analysis35:17Challenges of the Holdco Model39:51Debt and Lender Dynamics44:45Private Equity Insights54:44Strategic Acquisitions and Their Value58:48Growth Equity and Its ImplicationsPremier Partner:FondueCheck it out at ⁠www.getfondue.com⁠. Mention this podcast when you talk to the team, and get VIP treatment Irishttps://www.irisfinance.co/Fulfilhttps://www.fulfil.io/Follow the show on X: @F_Operators

1 Std. 5 Min.
18.03.2025

Don't Get Rugged. Finance Operators Episode One.

Chapters 00:00 Introduction to Finance Operator and Guests 01:01 M&A Landscape Overview 02:24 Current Trends in M&A Activity 03:58 Understanding Valuations and Adjusted EBITDA 08:38 M&A Structures and Seller Notes 11:42 Negotiating Offers and Deferred Compensation 14:55 Implications of M&A for Smaller Brands 19:38 Case Study: Olaplex's Rise and Fall 25:28 Competitive Pressures in Consumer Products 27:58 Maintaining Gross Margins and Promotions 32:05 Market Trends and Consumer Behavior 34:52 Evaluating Business Sustainability 38:05 The Success of Hims: A Case Study 41:57 Understanding Subscription Models 45:08 Consumer Loyalty and Brand Switching 48:59 The Role of Word of Mouth in Marketing 51:57 Navigating Lending and Financial Agreements Episode One: Coming up nn this episode of the Finance Operators, Drew Fallon and Mehtab discuss the current landscape of mergers and acquisitions in the consumer goods sector, particularly focusing on recent high-profile deals and the implications for smaller brands. They explore the complexities of valuations, the importance of adjusted EBITDA, and the structure of M&A deals, including deferred compensation. The conversation also delves into the case study of Olaplex, examining its rapid rise and subsequent decline due to competitive pressures and market dynamics. The hosts emphasize the need for brands to maintain healthy gross margins and adapt to changing consumer preferences. In this conversation, the speakers delve into various aspects of market trends, consumer behavior, and the sustainability of businesses in the current economic climate. They analyze specific case studies, such as Hims, to illustrate successful business models and the importance of understanding subscription dynamics. Premier Partner: Fondue Check it out at www.getfondue.com. Mention this podcast when you talk to the team, and get VIP treatment Iris https://www.irisfinance.co/ Fulfil https://www.fulfil.io/ Follow the show on Twitter: @F_Operators

1 Std. 5 Min.

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