From Quarterly Forecasts to Real-Time Planning: How SEEQ Turned Finance into a Growth Engine

ABOUT

Seeq is a health and wellness brand reinventing how people get their protein. Founded post-COVID and bootstrapped from a garage, Seeq has grown into a fast-scaling DTC-first business across Shopify, Amazon, and TikTok Shop, and is now nationwide in Target as it builds an omnichannel presence.

Category: Supplements

‍Use Cases: Financial Planning & Analysis, Omnichannel Expansion

‍Company Size: ~10 FTEs

THE CHALLENGE

SEEQ was scaling fast—from viral TikTok success to nationwide Target distribution—but their finance stack couldn't keep up. Built on ad-hoc Google Sheets, their forecasting process was reactionary at best. Getting a fresh forecast meant 2-3 days of deep work, and they were only updating models quarterly (or even annually). Everything lived 30-60 days in the past.

When big decisions hit—like Black Friday spend thresholds or subscription program economics—the team had no quick way to model scenarios. They'd duplicate workbooks, run siloed analyses, and hope their assumptions held. Meanwhile, stockouts happened, marketing overspend crept in, and opportunities to optimize their DTC-first business slipped by.

With an omnichannel expansion on the horizon and a transition from cash to accrual accounting underway, SEEQ needed to get ahead of their numbers—not just react to them.

THE SOLUTION

Seeq brought Drivepoint in as their central source of truth—a single platform that connects their books, forecasts, and operational dashboards in real time. Now, when the month closes, the team doesn't spend days manually updating models. Everything rolls forward automatically.

The change was immediate: Drivepoint's dashboards gave Seeq instant visibility into cohort performance, channel trends, and margin profiles across Shopify, Amazon, and retail. No waiting on fractional teams, no pulling exports from QuickBooks—just log in and see what's happening.

But the real unlock? Scenario planning at speed. Instead of rebuilding models to test "what if we increase spend 20%," SEEQ can now spin up scenarios with a few clicks and see the impact side-by-side with their baseline plan. The team recently used this to redesign their entire Shopify strategy—dialing in subscription take rates, AOV targets, and CAC thresholds that actually move the needle.

Drivepoint also became the connective tissue between SEEQ’s fractional CFO and the operating team. Their CFO now works inside the same tool, leveraging pre-built models and dashboards instead of starting from scratch with every client.

THE RESULTS

Speed matters. SEEQ went from quarterly forecasts (at best) to continuous, real-time planning. What used to take 2-3 days now happens instantly—no more duplicating workbooks or siloed analysis.

Smarter growth decisions. The team now has the data to answer critical questions on the fly: Should we double down on Shopify subscribers or lean into Amazon? What's the real three-year value of a trial customer vs. a one-time buyer? Drivepoint's cohort and retention analysis helped them find the answers—and build a 2.0 version of their DTC business around them.

Board-ready, always. When it's time to fundraise or report to investors, SEEQ doesn't scramble. The dashboards and forecasts are already there—trusted, current, and ready to share.

No more stockouts or overspend. With better visibility into demand planning and margin profiles, SEEQ caught opportunities to tighten up inventory and avoid the marketing budget mistakes that used to sting.

Bottom line: SEEQ turned finance from a lagging function into a strategic advantage. As they put it, Drivepoint is "the stability" that lets them move fast—even as team members and priorities shift.

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