Iris Finance

Iris Finance Grow profit faster with AI-powered analytics, expert financial account management, and strategy.

We are so back! This week in CPG was PACKED with deals, and the CPG Strategist Newsletter has it all, including our lat...
03/26/2026

We are so back! This week in CPG was PACKED with deals, and the CPG Strategist Newsletter has it all, including our latest profitability assessment, The CPG Wake-Up Call.

You should take a look since your P&L is probably lying to you right now.... https://hubs.ly/Q048vpZj0

If you have no clue what we're talking about, then you're not subscribed yet.

Fix that. https://hubs.ly/Q048vnn60

We made it through the pre-rounds!Honestly? We weren't sure we would. But here we are, Round 1, still in it, slightly sh...
03/20/2026

We made it through the pre-rounds!

Honestly? We weren't sure we would. But here we are, Round 1, still in it, slightly shocked, very caffeinated.

For those just tuning in, Iris got seeded in the 2026 FP&A Software March Madness. 96 tools with real votes and actual stakes (okay, mostly pride, but still).

We're the CPG finance tool that got built because someone got tired of explaining deductions to software that had never heard of a chargeback.

Round 1 is where it gets dicey though. This is when the upsets happen. When the team that peaked in the pre-rounds goes quietly home and nobody updates the bracket for three days.

Not us. Not this week.

Vote for Iris → https://hubs.ly/Q047Kszq0

Share this if you've ever had to manually reconcile your Amazon settlement report at 11pm. You know who you are.

Let's keep this going. 🏀

Your Shopify dashboard is probably lying to you.Revenue is not profit. GMV is not margin. A growing top line can hide a ...
03/06/2026

Your Shopify dashboard is probably lying to you.

Revenue is not profit. GMV is not margin. A growing top line can hide a bleeding bottom line for a very long time.

The CPG Wake-Up Call is a free 3-minute assessment that shows brand founders where their financial blind spots are and steps they can take to improve them.

10 questions across margin visibility, cash flow, channel profitability, and financial infrastructure.

Check it out! https://hubs.ly/Q045VZ0s0

02/13/2026

E:17 OF MAKING CENTS WITH Horatio IS NOW LIVE!​

This week we have Horatio, CEO of Buddha Juice (NYSE: BUDA), breaking down how they pivoted from retail juice stores to a profitable “ultra-fresh” wholesale model and then took the company public.​
Takeaways:​

👉 Prioritize wholesale over retail early: Horatio exited 18 stores after seeing 10k Costco weekend shoppers vs. 400 weekly in retail.

👉 Build a supply chain moat (35°F end-to-end) for ultra-fresh edge: Enabled them 8 to 12 day shelf life. Juice-to-order also minimizes inventory risk.

👉 Consider going public if you are profitable and have no-debt: Raised $23M at $127M cap for faster awareness + liquidity beats slow organic growth.

👉 Automate ruthlessly for margins: Labor costs dropped from $0.10 to ~$0.01/unit via semi-auto plant (now 30 people vs. prior 50) targeting 45%+ gross margins.
Lots of people had questions about this deal so make sure to check out the episode in our Youtube or Spotify Offcial Channels!

Want to check out the latest deal highlights from this past week and stay up to date with the most recent events in the ...
02/12/2026

Want to check out the latest deal highlights from this past week and stay up to date with the most recent events in the CPG Space?

We break down deals, provide free resources, and share insights every week in the CPG Strategist.

https://hubs.ly/Q042Tbfq0

Most CPG founders hiring a fractional CFO don't know what "good" looks like.They're paying $8K-$15K a month and getting ...
02/11/2026

Most CPG founders hiring a fractional CFO don't know what "good" looks like.
They're paying $8K-$15K a month and getting monthly financials with no context, no forecast, and no plan.

So we put together a framework. The bare minimum your outsourced finance partner should deliver, what separates good from great, and what the top 0.05% actually looks like.

If you're running a consumer brand doing $10M+ and you don't have a 36-month financial model, monthly variance analysis, and a rolling 13-week cash flow model, that should make you uncomfortable.

Check it out here: https://hubs.ly/Q042Fhys0

02/08/2026

Why Retail is Essential for Footwear Brands to Become Acquisition Targets? What private equity firms and strategics actually look for before they buy a shoe brand? This conversation centers on why retail presence is non‑negotiable for many buyers, how category expansion plays into deal logic, and what “staying power” really means in footwear.

02/07/2026

Can a Brand have a success problem? Isaac Mertens discusses the problems they faced after experiencing quick success with their brand, which was self-funded. A major issue was the "chicken and egg scenario" where a bank was hesitant to provide money when the brand needed it. The speaker expressed that they had to plead with their local banker, saying that if they received the funds, they would be able to hit their goals.

02/07/2026

Infinity Scale Secret Sauce! Securing favorable payment terms from manufacturers is critical for scaling a business, especially for inventory-heavy industries like apparel.
Moving from a payment term of 50% deposit and 50% ex-factory to 30% deposit and 70% 30 days ex-factory "unlocks millions of dollars".

02/06/2026

Is brand loyalty dead? Why are customers less loyal to footwear brands today, and what does it take to win them back?

This video shares into how consumer behavior has shifted in the shoe industry and what that means for brands trying to build lasting loyalty. We unpack why people just don’t stick with one logo the way they used to, and how trends and “cultural relevance” now drive a big part of the purchase decision.

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