Episode Summary:

Most D2C founders are running their businesses on a dangerous lie. They obsess over Shopify dashboards showing healthy margins and strong unit economics, yet struggle to make payroll or fund their next inventory order.

The culprit isn't poor marketing or product-market fit, it's a fundamental misunderstanding of cash flow mechanics. In this episode of The No-Code Founder Podcast, we unpack the playbook of a former CFO of two $50M+ D2C brands to dismantle the profit vs. cash flow paradox and provide a tactical framework for turning cash from your biggest stress into your biggest competitive weapon.

What You'll Learn:

The Profit Illusion: Why accrual accounting creates a dangerous blind spot where brands can show $1M in profit while being $500K illiquid, and why 73% of D2C brands fail between $10M-$50M despite strong margins.

The Cash Conversion Cycle (CCC): The single metric that reveals your true business model. Maya breaks down how to calculate your CCC using Days Inventory Outstanding,

Days Sales Outstanding, and Days Payable Outstanding, and why thriving brands achieve negative CCC (collecting from customers before paying suppliers) while struggling brands trap cash for 60+ days.

The Three Levers: Tactical optimization strategies that can free up $500K-$750K in working capital within 90 days without raising equity or debt. Includes the 60-Day Rule for inventory liquidation, gateway arbitrage for faster collections, and supply chain finance for extending payables without destroying supplier relationships.

AI Demand Forecasting: How machine learning tools, now accessible to $5M+ brands—can compress your cash cycle by 15-30 days through granular SKU-level predictions, dynamic safety stock management, and automated scenario modeling that beats human "gut feel" planning.

The 90-Day Turnaround Framework: A concrete implementation roadmap for brands in crisis or optimization mode, covering triage (calculating true CCC), stabilization (13-week rolling forecasts and SKU rationalization), and weaponization (pre-order strategies and customer-funded growth).

Strategic Reframing: Why cash flow velocity is replacing "growth at all costs" as the defining metric of D2C success in 2025, and how negative working capital creates M&A opportunities to acquire distressed but product-strong competitors.

Key Takeaways:

- Profit proves value creation; cash flow velocity proves survival

- Every SKU is a cash hostage, ruthless inventory discipline outperforms endless assortment expansion

- AI forecasting has democratized enterprise-level working capital optimization for emerging brands

- The next generation of D2C winners will be cash-efficient operators, not the best-funded marketers

• For D2C CEOs, CFOs and operation managers.

__CONNECT__

• X: ⁠Leo Sadeq⁠
• LinkedIn: ⁠Leo Sadeq⁠
• 2X-5X your ROI in 90 days. Ascend AI⁠

• X: ⁠Leo Sadeq⁠
• LinkedIn: ⁠Leo Sadeq⁠
• Want to 2X-5X your ROI in 90 days? Let us help you: ⁠Ascend AI⁠

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Episode Summary:

Your gross margin is probably a lie.

Most D2C founders think their COGS is the number on their manufacturer's invoice. But when you add the real costs, packaging, quality control, shrinkage, damage, spoilage, and warehousing, your true COGS is 25–50% higher than you think.

That means your actual margin is 8–15 points lower than the number in your head. And every decision you've made about pricing, ad spend, and growth has been built on that wrong number.

In this episode of the No-Code Founder Podcast, we break down the complete anatomy of Cost of Goods Sold for D2C brands in a way youve neven done or heard about before.

Its a conversation about the number that quietly determines whether your business thrives or bleeds out slowly.

This isn't a surface-level overview. This is the episode you'll come back to every quarter when you're auditing your numbers and looking for the next margin improvement.

Whether you're doing $200K or $5M, your COGS is either your biggest competitive advantage or your biggest hidden liability. After this episode, you'll know exactly which one it is and what to do about it.

Too many notes and insights that will take your store to being more profitable. Happy listening :)

Episode Summary:

Are you drowning in AI noise? Every founder is being bombarded with tools promising the world, but 90% of them are burning cash. In this episode of the No-Code Founder Podcast, we cut through the hype to reveal the exact “Winning Stack” for 2026. Its a specific setup designed to take D2C brands from high six-figures to multiple seven-figures without hiring an army.

We break down the case study of a skincare brand that went from $420,000/year to pacing $2.4M in under 12 months using this exact strategy.

They did it with only three full-time employees, no new ad platforms, and no VC money, Its all about the execution of the 10% of tools that actually move the needle.

We also issue a "Reality Check" on what you need to stop doing immediately: stop building custom GPT wrappers, stop using generic AI copywriters that hurt conversion, and stop relying on commoditized Midjourney product photos.

What You’ll Learn:

• The Profit Engine: Why the attribution trio of Triple Whale, Northbeam, and Hyros is the only stack that survives the data landscape to give you real ROAS.
• Conversion Rate Explosion: How to use Rebuy and the 2026 Klaviyo Flow Builder to increase post-purchase attachment rates from 2.9% to 19.4% using a specific “free gift” trick.
• Margin Recovery: How to use ReturnLogic or Loop Returns with AI clustering to cut refund rates by up to 29%.
• The "Company Brain": How to replace 0.8 headcount by loading your SOPs into ChatGPT Enterprise and Dust.tt, saving founders 11+ hours a week.
• Customer Service Automation: How to resolve 91% of tickets instantly using Gorgias and Synthesia avatars without sounding like a robot.
• Content Velocity: The exact prompt chain using ChatGPT-4o and Perplexity to generate 52 ranking blog posts a year and drive massive organic traffic.

Thoughts Mentioned:

• The $420k to $2.4M Case Study: No VC, No Hype.
• The "Dead" Tech List: Why custom GPTs and AI Influencers are killing your ROI.
• Pillar 1: The Profit Engine & The Attribution Trio.
• Pillar 2: The Conversion Explosion & The Rebuy "Free Gift" Trick.
• Pillar 3: Margin Recovery & The "Company Brain" (Dust.tt).
• Pillar 4: The Content Velocity Machine & UGC Engine.
• The 90-Day Implementation Roadmap.
• The Monthly cost of these tools and how long it takes to recoup.

DM -STACK- And we will send you the notes for these tools within 24 hours. No optins required.

• X: ⁠Leo Sadeq⁠
• LinkedIn: ⁠Leo Sadeq⁠
• Want to 2X-5X your ROI in 90 days? Let us help you: ⁠Ascend AI⁠