Helping emerging CPG & Bev-Alc brands unlock data-driven growth.
Foresight is a finance, ops, and GTM strategy consultancy based in NYC.
Started by founders for founders, we’re your friendly neighborhood numbers freaks. From building financial models, demystifying gross and contribution margins, defining your retail go-to-market, or helping with demand planning and ops management, let us help you do more of the fun stuff, like growing your brand.
Meet our partners
Kevin Wong
Kevin is co-founder of Lunar, one of the fastest growing craft hard seltzer brands in the US, where he serves as head of sales and CFO.
This was after he led Finance and Strategy teams at tech unicorn Yext to a successful IPO in 2017.
However, Kevin is more than just a seasoned operator, with a background in investment banking at J.P. Morgan and VC and startup mentor at Lorimer Ventures and Acceleprise.
With experience on both sides of the table, he brings multiple viewpoints to early stage companies and founders.
Kevin graduated from the McIntire School of Commerce at UVA, and has lived in New York for more than 12 years. Find him bouldering in the city or on LinkedIn.
Wendy Wang
Meet Wendy, co-founder of Umamicart, a nationwide online Asian grocery delivery service backed by esteemed investors including M13 and FJ Labs. At Umamicart, Wendy led all strategic endeavors including merchandising and pricing strategies, optimizing operational efficiency, and forging and executing on impactful partnerships. Umamicart was acquired and exited in March 2024.
Before co-founding Umamicart, Wendy honed her extensive expertise in the food industry through her role at AYS Hospitality Group where she contributed to the success of renowned restaurant brands like The Office of Mr. Moto, TabeTomo, and Tomokase.
Wendy also brings a wealth of experience as both an investor and operator having served as an early-stage consumer venture capital associate and a corporate strategy analyst at Buzzfeed.
Wendy holds an MBA from the University of Chicago Booth School of Business and a BS degree in finance from NYU Stern. In her free time, Wendy loves to play tennis and hike upstate with her goldendoodle, Rafa.
What we do
Fractional CFO Services
3 Statement Financial Modeling
As financial experts with decades of experience working with clients from large tech companies like Mozilla to bars, restaurants and CPG and VC backed tech startups, we can help build (and maintain) your model to serve as the foundation of your business.
Margins & Profitability Analysis
Feeling overwhelmed calculating gross and contribution margins, over time and across channels and SKUs? We’ve got you covered.
Pitch Deck Creation
We're here to help you create an amazing presentation. We've worked on and reviewed over 65 startups that have raised more than $50 million combined. We can’t help with graphic design, but are here for everything else, across slide structure and flow, copywriting and how to best visualize data.
Cash Cycle Modeling
We’ll help you get a grip on your cash cycle down to the day, so you know exactly where you can free up extra cash to grow your business.
With a solid cash flow model, accurately gauge capital needs and milestones needed to hit profitability.
KPI Dashboard Reporting
We’ll help you create and maintain a dashboard with your business’ KPIs, so that you’ll know where you’re crushing it and why.
Retail GTM Strategy
Retail Go-To-Market
Whether you’re an e-commerce brand thinking about entering retail channels, or are already selling and looking to grow, it’s crucial to have a strategic approach that includes comprehensive market research.
Retail Sales Reporting
Sales velocity. Points of distribution. Retail execution progress. So many KPIs, yet so little time. We’re here to help you track, analyze, and understand what truly matters for your brand.
Forecasting & Demand Planning
We help you turn sales reports into powerful yet easy-to-use models to forecast retail demand, optimize inventory levels, and improve supply chain efficiency. Never be OOS again!
Retail Pricing Strategy
Before entering retail channels, it’s imperative to measure twice and cut once, as making an error here can disrupt momentum. With experience with top retail chains and classes of trade, we’re here to help guide you through market and competitor analyses, consumer research tactics and beyond.
Some of the retail partners we’ve worked with
Ad Hoc Excel Projects
Need an extra hand building out a new module, integrating a new data source like SPINS, modeling out a cohort forecast?
We’ll help you scale your team’s output without needing to bring on an extra hire.
Fractional COO Services
Packaging Development
Great packaging sells units (and creates margin). Need a hand sourcing materials, vetting manufacturers, or planning?
Supply Chain & Inventory Management
Across inventory tracking, demand planning, cash flow planning and beyond, we help you untangle the full picture of your supply chain from ingredient purchase to POs and after.
Warehouse Management
Nobody’s favorite task, but it has to be done! Whether you own or lease a warehouse, we can help improve SOPs, identify inefficiencies, and make strategic recommendations.
Merchandising Strategy & Category Management
Whether you’re an e-commerce brand thinking about entering retail channels, or are already selling and looking to grow, it’s crucial to have a strategic approach that includes comprehensive market research.
Let’s work together.
Overwhelmed in excel sheets? Need an expert for a quick project? Or just need a sounding board?
We offer both project-based consulting and hourly fractional help for brands of all sizes.
Don’t break the bank with old school agencies and monthly retainers (we made that mistake before).
Drop us a line for a complimentary intro call!