HeyJaredMaking Cents
Institutional grade equity research on CPG businesses from a former research analyst, CFO, and now co founder/CEO of Iris - the financial operating system for consumer brands
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 18, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 2, 2026
Latest issues
2026 M&A Tracker (opens the original)
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Well everyone. Idk what happened but the latest edition of the consumer M&A tracker got a grand total of 4 likes on linkedin. 3 of those are iris employees (shoutout Taylor Urlich)<img alt="" class="sizing-normal" height="166" src="https://substackcdn.com/image/fetch/$s_!i
3Q26 M&A Data (opens the original)
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<img alt="" class="sizing-normal" height="616.4878048780488" src="https://substackcdn.com/image/fetch/$s_!3KXy!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffa5d7f2f-c2e6-4d75-884e-fbbb2c9f4d70_
TRIP FINANCIALS (opens the original)
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<img alt="Image" class="sizing-normal" height="421" src="https://substackcdn.com/image/fetch/$s_!SyPx!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F14a26f8a-38ac-4c27-af7c-d2f303025377_68
UNDERWRITING TRIP (opens the original)
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as many of you know, once you are over a certain scale in the UK you have to report all of your financials to the public.Over the last year or so whenever I started writing seriously I have studied and broken down dozens of these brands. Maniere De Voir, Represent, Gymshark - and today we get a new one!Better yet, its in a totally relevant category - calm. Many saw the funding announcement streak for calm / functional beverages last year, now we get to dive straight into what it takes to attract
Its fundraising szn! (opens the original)
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ladies AND gentlemen it is officially september and you know what that means - it is time to get your deal done! This edition of the newsletter will give you everything you need to know as you dive into fundraising:How to identify potential investorsHow to do outreachhow to make a great pitch deckBuilding your financial modelHow to get your data to tell… Read more
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