For DTC Brands Making $25k or More Per Month Without a Finance Team

Increase Profit Margins, Free Up Cash, and Scale Smarter With a Plug-and-Play DTC Revenue Model Template (Even If You’re Not a Numbers Person)

I’m Ready to Make Smarter Growth Decisions

How Do You Know if This is Right for You?

The average DTC brand is operating with blurred financial visibility, and it’s costing them. Most teams rely on top-line metrics or gut feel, but in today’s landscape, that’s not enough to protect profitability or scale sustainably.

Here’s why having a DTC Revenue Model Template is no longer optional:

80%

DTC brands misjudge campaign profitability.

Source: Common Thread Collective

30%

Marketing spend gets wasted

Source: Gartner

$90K+
per year

Cost of hiring a full-time financial analyst

2X

More profitable growth by reviewing financial performance weekly

Source: Harvard Business Review

Are You Dealing With Any of These?

You’re seeing decent ROAS or CAC, but somehow, profit stays flat. Every new customer costs more than you thought. You’re scaling based on what looks good on paper but losing money in the margins. If this continues, you’re spending more to make the same—or less—and missing key levers to scale smarter.
Want to tweak pricing? Test new channels? Change CAC targets? You’re unsure what the ripple effect will be. Without data, every change feels like a gamble. And if you guess wrong, it can hurt cash flow and long-term growth.
Your CAC creeps up. Repeat buyers start dropping. But you don’t realize it until weeks later, when profits dip and cash feels tight. Without early signals, issues snowball and decisions get harder. If this goes unchecked, you’ll be scrambling instead of staying in control.
You’re making critical growth decisions - ads, inventory, pricing - without someone tracking the true impact of those decisions. Without financial clarity, you’re stuck guessing what to cut, keep, or scale. That slows growth and raises the risk of expensive mistakes.

Let's Fix These Before They Get Worse

How We Help You Make Better Decisions in 4 Simple Steps

Our plug-and-play template gives you monthly clarity on your profit and growth levers without needing a full finance team.

Step 1:

Plug in the Numbers That Actually Drive Your Business

Start by entering a handful of key metrics—Customer Acquisition Cost (CAC), Average Order Value (AOV), customer repurchase rate, and inventory costs. That’s it.

No setup headaches. No confusing templates.

This ensures the tracker is working off your real-world data, not random benchmarks or assumptions.

From here, everything adjusts to reflect what’s truly going on inside your business, giving you a crystal-clear picture of what’s fueling your growth and what’s quietly draining it.

Step 2:

See Which Parts of Your Business Are Helping or Hurting Profit

ROAS might show growth, but it doesn’t tell you what’s left after acquisition costs, customer repurchase rate, and inventory impact.

This tracker gives a complete view across all your campaigns at once, not just in isolation, so you can see how much profit you’re actually keeping.

You’ll get clear insight into overall return, repeat purchase behaviour, and margin, so you know what’s truly working and what’s quietly dragging things down.

Now you can optimize with confidence, not guesswork.

Step 3:

Run Smart 'What-If' Scenarios Without Risking a Dime

Thinking about tweaking prices or boosting ad spend? Wondering how a change in customer repurchase rate could impact growth?

Simulate different growth levers before putting real dollars behind them.

You’ll see exactly how changes in pricing, acquisition costs, or buying behaviour could affect revenue, cash flow, and profitability.

Now every decision is backed by numbers, so you can scale with confidence, not second-guessing.

Step 4:

Know What to Cut, Keep, or Scale—In 30 Minutes a Week

Most founders and operators are flying blind or buried in dozens of spreadsheets. This tracker makes clarity easy.

Each month, open the dashboard and instantly see what’s working, what’s slowing you down, and what’s ready to scale.

You’ll get the kind of financial visibility a full-time analyst would provide, without hiring one.

No fluff. No friction. Just clear signals you can act on, in under 30 minutes monthly.

I’m Ready to Grow With Financial Clarity

What Makes This Different?

It’s not a dashboard packed with vanity metrics, and it’s not a spreadsheet only a CFO can read. This is a plug-and-play system made for DTC operators—so you can:

- Make smart decisions, fast
- See where you’re losing money
- Free up more cash to grow

No finance team required.

It’s like having a full-time analyst - but in Google Sheets.

Get Full Financial Clarity Without a CFO

Most brands don’t lack data—they lack visibility. Our tracker gives you CFO-level clarity in minutes, so you can grow with confidence, protect your margins, and make every dollar do more.

Here’s what becomes possible when your numbers actually work for you:

See What’s Actually Profitable
(And What’s Not)

Forget surface-level numbers like ROAS.

Our tracker shows your real profit after everything—product costs, ad spend, shipping, and customer retention—

So you know exactly where you’re making money… and where it’s slipping through the cracks.

No more guessing. Just clear answers that help you scale what’s working and cut what’s not.

Catch Margin Leaks Early Before They Spiral Into Profit Loss

The tracker gives you transparency into rising CAC, slipping customer repurchase rates, or shifts in buying behaviour before they hit your bottom line.

That means no more end-of-month surprises, just early, actionable insight to keep your margins healthy.

You’ll catch silent leaks while they’re still fixable, not after the damage is done, so your growth stays sustainable, not stressful.

Make Confident Pricing and Spend Decisions Without Risking Real Money

Test the impact of changes in pricing, CAC, or retention before launching them live.

This means fewer expensive mistakes and more strategic wins, without relying on gut instinct.

Picture mapping out scenarios in minutes, instead of gambling with your next big campaign.

Make Better Decisions Without Hiring a Finance Team

This tracker helps you make smarter calls on what to cut, scale, or fix without hiring a $90K analyst.

This means faster decisions, more clarity, and growth that’s profitable.

Picture running your business like a seasoned CFO, even if you’re not a numbers person.

I’m Ready to See My Real Profit Potential

Meet the team

We’re a team of seasoned finance operators, startup builders, and problem solvers who care deeply about helping businesses grow the right way. With decades of experience inside VC-backed companies, agencies, and high-growth startups, we know what it takes to scale — and how to do it sustainably.

Anja Trost

Executive Director of CFO Solutions
Former: Recurve Analytics, Palm Tree, Deloitte

With a diverse background in accounting and finance, Anja brings a wealth of experience to POMteam. She began her career in public accounting at a Big Four firm, where she honed her skills in detailed financial analysis and tax. Over time, she transitioned into finance, taking on both industry and consulting roles that span M&A Advisory to strategic positions in startups.

Anja has a proven track record of building things from the ground up, whether it’s developing cash runway strategies, conducting market analyses to bolster go-to-market plans, or helping secure debt or equity financing. She is passionate about partnering with clients to provide strategic advice that drives growth and innovation.

Schedule a Conversation

Ready to Increase Profit Margins, Free Up Cash, and Scale Smarter With a Plug-and-Play Financial Health Tracker

Book a 15-minute call and we’ll walk you through how it works, where you’re leaking profit today, and set it up for your DTC Brand so you can start getting financial clarity.