Capped portfolio · $5M – $200M ARR · FY26 intake

Fullstack Ecommerce Marketing Agency

One senior team across paid, creative, conversion, analytics and retention. Margin-first, reconciled to your P&L, not platform dashboards.

$5M+ ARR brands only Response within 24h Assessment in 10 working days
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$240M+Revenue influenced
3.2×Median MER lift
92%2-yr renewal · ARR
2 / 14Slots open · FY26

"Margin recovery our board could finally trust."

VP Growth · DTC Skincare
+38pts Contribution margin
recovered · 18mo
Trusted by brands at $5M – $200M ARR

Last 18 months. Three brands. Margin recovered.

Client 01
Client 02
Client 03
Client 04
Client 05
Client 06
Same playbook, applied to your brand. Could be you
The pattern

Spend grows. Margin doesn't.

Almost every $5M–$200M brand we audit hits the same wall, and it's never the wall they think it is. The four patterns below show up with such consistency we now diagnose them on the first call.

The pattern we keep seeing

The four symptoms, every time.

Margin trap

Top-line grows. Margin compresses.

Channel ROAS hits target while contribution falls quarter over quarter.

Acquisition

CAC drifts up every quarter.

Post signal-loss attribution flatters retargeting; net-new acquisition starves.

Conversion

Site is never tested against the media.

PDP, cart and checkout treated as a separate workstream from paid.

Creative

Same hooks recycled until CPMs spike.

Creative volume is the lever; opinion-led iteration is the bottleneck.

How we close the gap

Four operating shifts. Run as one system.

Shift 01

Decisions made on contribution margin, not ROAS.

Reported every Friday against your finance system, not the platform.

Shift 02

Acquisition gated by incrementality, not attribution.

Triangulated through MMM, geo-tests and cohort. Never one platform's claim.

Shift 03

Site treated as a media multiplier.

Landing pages, PDPs and checkout tested to the same revenue target as paid.

Shift 04

Creative shipped at platform-scale velocity.

Hooks, statics, UGC and motion produced weekly. Volume is the lever.

The Engine

Five pillars, engineered to feed each other.

Creative makes paid cheaper. Conversion makes creative count more. Analytics makes every decision defensible. Retention makes the whole engine worth running. Run independently, they compete for budget. Run as a system, they compound. The engine ships as ScaleOS™ for $5M–$50M ARR brands, or Profit Engine™ from $50M up, sized to your P&L.

01

Performance Marketing

Channel architecture across Meta, Google, TikTok and emerging surfaces, allocated by incrementality and gated by margin.

MetaGoogleTikTok
02

Creative Strategy

A creative factory tied to the media. Hooks, statics, UGC and motion produced at the volume modern feeds demand.

MotionStaticUGC
03

Conversion

Landing pages, PDPs and checkout treated as multipliers on every paid dollar. Tested to the same revenue target.

CartCheckoutPDP
04

Analytics

Triangulated measurement: MMM, geo-incrementality, post-purchase surveys, cohort. Reconciled to the P&L.

MMMCohortGeo
05

Retention

Email, SMS and lifecycle programmes engineered to lift second-purchase rate and 90-day LTV.

EmailSMSLTV
The system, in practice

Five pillars sound like theory. Below, four brands ran them as one.

Each engagement records the inflection point: the exact week margin started compounding. Skip ahead if you want to see the curves.

See the engagements
Selected Work

Four engagements. One operating model.

Plain language. Who they were when we started, what we did, what changed. Photography by the brands themselves; numbers reconciled to their P&Ls.

+3.8×Blended MER · 18mo
DTC Skincare·18-month engagement

Top-line was growing 31% a year. Margin was quietly compressing.

Reported ROAS looked great. Blended MER told a different story. We rebuilt acquisition around contribution margin, replaced their attribution stack with MMM and incrementality testing, and brought creative production in-house.

Pre-engagement$18M ARR
Current ARR$42M
TenureQ2 ’24 →
−72%Blended CAC · 24mo
Apparel·24-month engagement

iOS 14 broke their CAC. Three× in six months.

They came to us 90% concentrated on Meta and Google with measurement they no longer trusted. We stood up MMM, opened four net-new acquisition channels in parallel, and replaced the agency retainer with an in-house creative loop.

Channels (paid)2 → 6
Incremental ARR+$14M
TenureQ4 ’23 →
+162%90-day LTV · 14mo
Subscription supplements·14-month engagement

Acquisition was solved. Retention was leaking.

Strong front-end. Second-purchase rate below 22%. We rebuilt the lifecycle program around cohort cash-flow rather than open rates, and tied retention spend directly to LTV inflection.

2nd-purchase22% → 51%
90-day LTV+162%
TenureQ1 ’24 →
3.4×Concepts shipped/wk
Performance footwear·20-month engagement

Creative was the bottleneck. Not media.

The spend ceiling kept hitting at the same number every quarter, not because audiences were saturated, but because creative volume couldn't keep up. We installed a UGC and motion factory producing at 3.4× the previous cadence.

Concepts/wk12 → 41
CPM change−28%
TenureQ1 ’24 →
Output · last 30 days41 concepts shipped per week · UGC · static · motion

Eight more in the active portfolio: beauty, home, premium food, accessories. Available under NDA on the scoping call.

Request the full list
Operator voices

What the buyers actually say.

"Profit Engine reset our measurement first, and the recovery curve from there was the most legible chart our board has ever seen."
VP GrowthApparel · 24mo in
"We replaced four agency retainers with one operating system. Our finance team finally trusts the numbers coming out of marketing."
Founder & CEOSubscription · 14mo in
"The first agency that ever talked to us in contribution margin. Everything else was a downstream effect of that single change."
CMOPerformance footwear · 20mo in
2 of 14 slots open · FY26 Apply for a slot
Principles

Six rules we won't negotiate on.

Even after the contract is signed. They show up in every weekly call, every quarterly review, every line of media spend.

Operating philosophy · Established 2019

Senior-led. Margin-first. Capped portfolio.

Three commitments behind every engagement. The six principles below operationalize them. They're how every decision, every reporting cadence, every line of media gets evaluated against the only number that matters.

01

Margin-first, dashboard-last.

Every decision filtered through contribution margin and unit economics, never platform-reported metrics. We optimise the P&L, not the pixel.

02

Diagnostics before tactics.

No media runs in the first 90 days. Every engagement begins with a structured teardown of what's actually driving incrementality, where the ceiling is, and where the economics are leaking.

03

Systems, not services.

We don't run campaigns. We build growth operating systems: measurement infrastructure, creative intelligence, strategic feedback loops that outlast any one quarter.

04

Senior-led, no handoffs.

Every engagement led by senior strategists with direct P&L experience at $5M–$200M+ ecommerce brands. No junior account managers. No pod rotation.

05

Capped portfolio.

Fourteen brands, maximum. Fewer clients, more depth. Zero conflicts of interest across the portfolio. We don't compete with our own work.

06

Accountability at the business level.

We measure success in revenue, margin and customer economics. If it doesn't move the P&L, it doesn't move our dashboard, or our conversations with you.

Fit

We're not for every brand.

A capped portfolio forces honest conversations. If you're below this line, we'll send you to a partner we trust.

We work with

In scope
  • $30k+ monthly working mediaRoughly $5M+ ARR. Enough volume for a system to compound.
  • Validated, repeat-buy productsProduct-market fit confirmed. Acquisition and margin are the constraint.
  • Operators scaling profitablySuccess measured at contribution margin, not just top-line.
  • Founders with convictionWilling to rebuild the stack if the diagnostic says to.
  • 12-month minimum horizonLong enough for a system to outperform a media plan.

We don't work with

Out of scope
  • Pre-revenue or early-stageYou need a hands-on partner, not an operating system.
  • Sub-$30k/month media budgetsBelow this our infrastructure overhead exceeds your spend leverage.
  • "Quick results" mindsetsMargin systems take 90 days to show. We're not a 30-day audit shop.
  • Direct competitors of portfolio brandsConflict-of-interest cap is non-negotiable.
  • Brands seeking pure executionIf you don't want strategic input, we're the wrong shop.
FAQ

The questions every founder asks us first.

Pricing, timeline, scope, attribution, who actually does the work. Direct answers, the same ones we give on the scoping call.

Margin inflection typically lands in month 3 to month 4. Top-line acceleration follows by month 6 once the system is iterating against its own feedback. We're explicit about this on the scoping call: if you need 30-day wins, we're the wrong shop.

Two engagement tiers, both retainer-based with 12–18 month minimums:

  • ScaleOS™, from $35k/month, for $5M–$50M ARR brands.
  • Profit Engine™, from $120k/quarter, for $50M–$200M+ ARR brands.

No percent-of-spend pricing. No performance bonuses tied to platform metrics. We won't hold ourselves accountable to a number we don't trust.

$30k/month in working media as a floor. Below that, the system overhead doesn't pay for itself, and you're better served by an in-house operator. We'll happily refer you to a partner shop in that range.

All five layers of the engine: paid media, creative, conversion, analytics & attribution, retention. They run as one team with one weekly cadence. We don't sell channels in isolation. The whole thesis is that they only compound when run together.

One unified dashboard for contribution MER, blended CAC, cohort LTV and platform diagnostics, reconciled to your finance system, not the platform. Weekly written brief. Monthly architecture review with the senior strategist. Quarterly board-ready P&L summary.

Triangulation, not a single source. We run marketing-mix modelling, geo-incrementality, post-purchase surveys and cohort analysis in parallel and reconcile the four. No single platform's reported attribution makes a media decision in our system.

A senior strategist with direct P&L experience leads every engagement, supported by specialist operators across the five layers. No junior account managers. No pod rotation. The person you meet on the scoping call is the person on your weekly call eighteen months later.

Engagement

Build a system that compounds.

Start with a complimentary Growth Assessment: a structured diagnostic of your acquisition infrastructure, unit economics and scaling potential. Delivered within ten working days.

Response within 24 hours
Diagnostic in 10 working days
No obligation, no retainer trap
$5M+ ARR brands only