Iris Finance | AI FP&A for Consumer Brands

Tools, Templates, and Insights for CPG Leaders.

Explore the models, guides, and frameworks top CPG brands use to gain clarity, optimize their margins, and accelerate profitable growth.

Resources built for smarter financial decisions

[**Capital Efficiency Model**

Capital efficiency financial model to forecast cash flow, working capital, and profitability as you scale.

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[**Cash Conversion Cycle Model**

Understand how operations convert into cash with a model linking income statement, balance sheet, and cash flow.

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[**2025 M&A Wrapped**

Explore the 2025 consumer M&A landscape with insights from 200 deals, valuation trends, and expert perspectives.

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[**CAC Payback Calculator**

Measure how efficiently your brand grows and see how fast you recover acquisition costs and improve profitability for CAC.

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[**Importance of Omnichannel Guide**

A guide to how retail improves contribution margin and EBITDA for CPG brands

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[**Q5 Profit Optimization Guide**

Free Q5 financial model for CPG and ecommerce brands. Lower CPMs, cheaper acquisition, and stronger LTV. Model the post-BFCM profit window for your brand.

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[**Maximizing EBITDA Model**

Free BFCM financial modeling guide for CPG brands. Model EBITDA by scenario, find diminishing returns on ad spend, and maximize profit not just revenue.

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[**CPG Unit Economics Model**

Free CPG Unit Economics Model & Template | Iris Finance

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