Your D2C Operating Partner · India

One operator.
One P&L.

Marketplaces, quick commerce, supply chain and ad spend, run by one team and measured on contribution margin after every channel cost.

Done Easy.

See how it works ↓

CM2 is what is left after ads, platform fees, freight and returns.

Kreo · Amazon P&LCM2 · 6 months
+12 pp −5% → +7% · revenue held

Revenue indexed to 100. Endpoints actual; the month-by-month path is indicative. Hover the chart to read a month.

The problem

Four vendors. Four dashboards. Nobody holding the margin.

By ₹50L a month most brands have an agency for ads, a 3PL for storage, somebody part-time on Amazon, and the founder holding the middle. Every one of them optimises their slice. Nobody is looking at what those slices cost you together.

Marketplace adsAgency
Fulfilment & returns3PL
Quick-commerce fill rateNobody
Catalogue & pricingYou, at 11pm
One P&L.
Run it on your numbers

What is actually left, on your P&L.

Put your own figures in. Every line of the arithmetic is shown, so you can check the number rather than take our word for it. It computes in the page and nothing is sent anywhere.

CM2 · what is left —

A 12 point swing, the one we ran at Kreo, is worth — a month to you.

Scope

Operated, not advised.

An agency sends you a deck and a report. We hold the logins, the plan and the number, and we are measured on what is left after every channel cost.

Listings · ads · returns

  • Catalogue, A+ content and keyword-led titles
  • Sponsored Products, Brands and Display, budgeted to margin
  • Returns, reimbursements and case management
  • FBA and FBM mix, replenishment cadence

We hold the Seller Central login and the number it produces.

Listings · ads · RTO

  • Listing quality and cataloguing
  • Ads and share of voice
  • Smart fulfilment and RTO control
  • Event and sale-day planning

Priced and reconciled against contribution margin, not GMV.

Catalogue · visibility · stock

  • Cataloguing to Nykaa specification
  • Visibility slots and promotion planning
  • Stock cover and PO cadence
  • Ratings and review velocity

One owner for the listing, the stock and the margin behind both.

Assortment · fill rate

  • Onboarding and assortment selection
  • Fill rate, sell-in measured against sell-out
  • City-level expansion
  • Category team relationship

Fill rate is a margin number here, and we own it.

Assortment · PO cadence

  • Listing and dark-store assortment
  • Weekly PO planning against forecast
  • Promotion and visibility buys
  • Margin after platform fees

Built from first listing, run against the same one number.

Catalogue · availability

  • Onboarding and catalogue build
  • Availability and replenishment
  • City and store-level mix
  • Sell-out tracking

Availability, mix and margin held by one operator.

Site · paid · retention

  • Meta and Google, budgeted on CM2
  • CRO, landing pages and offer architecture
  • WhatsApp and email retention
  • Cohort and repeat-rate tracking

Your highest-margin channel, run like the P&L it is.

Proof

The numbers, with their basis.

+12 pp

CM2 improvement on a ₹2–2.5 Cr/month Amazon P&L

Six months at Kreo, from −5% to +7%. Topline revenue held, not traded away. Moved through pricing, advertising and SKU-level profitability.

+85%

Blinkit order volume · three months

Assortment planning, inventory, pricing and platform execution owned end to end.

₹5L+

Zepto monthly revenue, from launch

Built from first listing at Nailinit. Assortment, pricing, inventory and platform coordination.

₹4L+

Owned D2C monthly revenue

Site revamp, performance marketing, conversion optimisation and retention.

Client names on request. Most of what we run is under NDA.

The operator

Who actually runs it.

Donze is an operating team, not an advisory one. We have run marketplace and quick-commerce P&Ls from inside consumer brands, and we are measured the same way here.

At Kreo, a gaming and electronics brand, we owned the Amazon P&L across ₹2–2.5 Cr of monthly secondary sales, and improved CM2 by 12 percentage points in six months without trading away topline, while running ₹25–50L a month in ad spend. In the same year we took Blinkit volumes up 85% in three months.

At Nailinit, a D2C beauty brand, we built the Zepto and owned-website channels from launch, taking Zepto to ₹5L+ a month and the website to ₹4L+, across assortment, pricing, inventory and retention.

That is the job we do for your brand.

Channels
Amazon · Flipkart · Nykaa · Blinkit · Zepto · Instamart · Shopify
Ad spend run
₹25–50L / month
Based
Mumbai
How an engagement works

What the first ninety days look like.

  1. Week 0

    Teardown

    Thirty minutes. We model your channel margin together. You keep the document either way.

  2. Weeks 1 to 2

    Diagnostic

    Full access. We rebuild the CM2 model from raw data, down to SKU level.

  3. Weeks 3 to 6

    Take-over

    We hold the logins and the plan. Listings, ads, fulfilment, replenishment.

  4. Week 7+

    Run

    A weekly operating review against one number, and the decisions attached to it.

Fit

Who this is for.

This works if

  • You sell on three or more channels, or you are about to.
  • Quick commerce is live, or it is next on the plan.
  • You are spending on ads and cannot see margin by SKU.
  • You are willing to hand over the logins.
  • You want margin, not vanity revenue.

This doesn’t work if

  • You are pre-launch and still finding the product.
  • You want ads-only execution against a brief.
  • You want channel ownership split across vendors.

Engagements are scoped to channel count and monthly ad spend.

Book a teardown

Thirty minutes. Then the real number.

We tear down your channel margin and tell you where it’s leaking. You keep the document either way.

No pitch deck. No proposal. One page of arithmetic.

manu@donze.in