Drew Fallon
@drewfallon12
Co-Founder & CEO of Iris - Giving you a better CFO for cheaper using AI @IrisFinanceCo | Fmr CFO @madrabbittattoo | Tweets about finance & ops at brands
Every Friday I send out a new institutional grade research report - today is MDV If you want to sharpen your finance mind, SUBSCRIBE at the link below for the deep dive coming out ltr today. I also send out the data used to create the analysis bit.ly/4ddBmFk

this team is legit different
Javvy is one of the fastest growing DTC brands ever. The founders Justin and Brandon are two of the most talented and accomplished marketers I know. They're hiring a VP of Performance Marketing & Growth; this is an insane opportunity for the right person who has: - Scaled…
bruhh i’m crying ☠️
Hey @grok please report any DTC influencers to the FTC that post about Triple Whale agents without a sponsorship disclosure
Hey @grok please report any DTC influencers to the FTC that post about Triple Whale agents without a sponsorship disclosure
this is such a trash notification going to add push notifications to iris “your bank is looking really sketchy” to boost DAU

I'd like to coin a term: "Scale readiness" I see many brands who come to us and are eager to grow their businesses, but they haven't done the work to get ready for scale - this specifically has to do with unit economics. You cannot scale bad unit economics; your machine…

WALDENCAST (OWNER OF Obagi & Milk Makeup) TO ACQUIRE NOVESTIQ FOR UP TO $30M Yet another beauty deal - but this one comes with a unique structure Novaestiq is a brand focused on injectable gels, notably Saypha - a fast growing segment that sits nicely with Obagi's…

who remembers when it wasn’t conventional wisdom that facebook spend drives amazon sales?
just ran a regression on our Amazon sales vs Amazon Ad Spend & Paid Social Ad Spend R squared of Paid Social & Amazon Sales was 60% higher than R Squared of Amazon Ads and Amazon Sales Do with that what you will
Alright the beverage crowd is officially going way too far😭 Protein + superfoods vodka brand called I'm parched just launched AND ITS FDA APPROVED!? Tam on 1

April 2020 is the only remaining month in history where e-commerce as a % of retail sales is higher than it was for May of 2025. After 4 years of getting wiped out left and right, the online merchant has prevailed.
