Theory Demand

Ecommerce operations & growth

Demand you can actually fulfil.

Most brands past $1M don’t have a traffic problem. They have a margin problem, a supply problem and a cash-cycle problem, and they’re buying ads to outrun all three. We work on the other side of the order.

Run by an operator, not an agency.

How to work with us

What we handle

How the work goes
01

Margin

Landed cost, shipping economics, discount leakage, return cost.

02

Supply

Supplier terms, MOQ negotiation, reorder timing.

03

Fulfilment

3PL cost per parcel, multi-region routing, customs.

04

Pre-orders

Buying inventory against committed demand, not forecast.

05

Payments

Checkout conversion, processing cost, alternative rails.

Two ways in.

Prices are on the page so neither of us spends a call finding out. Both start the same way: tell us about the business and we’ll say whether it’s a fit.

Start here
$1,250/ 90 minutes
Working session

Ninety minutes on your specific problem.

Bring your numbers. Leave with a plan you can act on the same week. No deck, no discovery call first, and no proposal afterwards unless you ask for one.

  • Send your figures beforehand so we don't spend the time on setup
  • Recorded, with written notes after
  • A straight answer on whether ongoing work is even worth it
  • Paid up front, scheduled around you
Enquire about a session
Ongoing
$50,000/month
Embedded operator

We run the growth and operations function from inside your business.

Not advice you have to find time to implement, and not a takeover. You own the business and the decisions. We hold the function day to day: making the calls, working with your team, your suppliers and your 3PL, and accountable for what it produces.

  • Margin, fulfilment, supply and pre-order systems
  • A direct line, not an account manager
  • Three-month minimum, then 30 days' notice
  • A small number of clients at a time
Enquire about ongoing work

We take on a limited number of clients and turn down more than we take, so getting in touch is the start of a conversation about fit rather than a booking. Payment by ACH, wire or USDC, invoiced in US dollars.