GUILD / Venture Further
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Your portfolio’s Shopify, ad platforms, and NPS, unified and refreshed every night.
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Guild Capital Portal

Guild Capital Portal is a read-only analytics application for Guild Capital portfolio brands. It combines each brand’s Shopify, advertising, marketplace, and NPS performance in one dashboard, refreshed nightly.

Sign in to view your authorized brand data. The portal never changes store or advertising data.

Privacy Policy
Updated 19 Apr 2026, 04:12 AM Daily sync healthy
SKU group
·
Connected data sources
Per-source connection status for this brand
Shopify
Meta Ads
TikTok Ads
TikTok Shop
Amazon
Google Ads
Platforms (Walmart/Target/Faire)
CSV upload
Wholesale (CSV)
CSV upload
Survicate (NPS)
Live Shopify catalog
Retrieved from your Shopify store
products imported
product variants
units in inventory
    Coastal Crumb — Week ending 19 Apr 2026
    Net rev run-rate $27.7K · Blended CAC $129.60 · CM 38.4%
    Executive summary tables
    Cross-metric snapshot · week ending 19 Apr 2026 · toggle columns & export
    Top KPI summary
    Week + YoY + YTD + annual
    Metric Week ending
    19 Apr 26
    YoY
    20 Apr 25
    Δ YoY Week ending
    12 Apr 26
    YoY
    13 Apr 25
    YTD 2026 YTD 2025 2025 2024
    Net revenue$551.6K$438.2K+25.9%$541.2K$426.8K$7.41M$5.90M$22.84M$18.15M
    Net revenue run-rate ($K)$27.7K$22.1K+25.3%$27.1K$21.5K
    Contribution margin (%)38.4%37.0%+1.4 pp38.1%36.8%37.6%36.2%36.4%35.1%
    Contribution margin ($)$211.8K$162.1K+30.7%$206.2K$157.1K$2.79M$2.13M$8.31M$6.37M
    Media spend ($)$180.2K$132.4K+36.1%$169.7K$127.2K$2.41M$1.78M$7.12M$5.36M
    Total CM $ / Marketing spend $1.18x1.22x-0.041.21x1.23x1.16x1.20x1.17x1.19x
    Contribution margin less media ($)$31.6K$29.7K+6.4%$36.5K$29.9K$380.4K$350.2K$1.19M$1.01M
    Blended net AOV after discounts ($)$145.90$143.20+1.9%$145.80$142.10$136.90$137.80$138.40$134.60
    1st order contribution margin ($)$24.40$21.80+11.9%$23.90$21.50$22.10$20.40$20.80$19.10
    Blended CAC (Website + TikTok Shop)$129.60$135.20-4.1%$128.40$134.10$132.80$138.90$137.20$141.80
    Blended CAC (Website only)$131.40$137.80-4.6%$130.10$136.40$134.60$141.20$139.80$144.30
    Ratings (x / 5)4.64.5+0.14.64.54.64.54.54.4
    Ratings respondents9882+19.5%104781,6041,3104,8203,940
    NPS4542+3454144404139
    # of respondents (NPS)2218+22.2%24173562981,080892
    P&L metrics
    Source: Shopify
    Metric YTD 2026 2025 Last 5 wks 19-Apr 12-Apr 5-Apr 29-Mar 22-Mar 15-Mar 8-Mar 1-Mar
    Gross revenue – Total ($)$8.44M$22.84M$2.96M$626.1K$612.4K$598.2K$571.9K$554.3K$548.2K$541.1K$534.6K
    Gross revenue run-rate ($K)$32.6K$29.6K$32.6K$31.8K$31.1K$29.7K$28.8K$28.5K$28.1K$27.8K
    Website discounts – % of gross revenue7.0%6.8%7.0%7.1%6.9%7.2%6.8%7.0%6.9%7.0%7.1%
    Website refund rate – % of gross revenue2.9%3.0%3.1%8.0%2.7%3.1%2.9%2.8%2.9%3.0%2.8%
    Net revenue – Total ($)$7.41M$20.04M$2.61M$551.6K$541.2K$520.7K$506.4K$489.2K$485.3K$478.1K$469.2K
    Net run-rate (less discounts & returns) ($K)$27.7K$26.1K$27.7K$27.1K$26.0K$25.3K$24.5K$24.3K$23.9K$23.5K
    Orders – Total54,112146,82017,5903,6433,7123,4913,4023,3403,3023,2753,240
    Items Ordered – Total61,308165,91019,8784,1304,2013,9553,8123,7803,7403,7103,670
    Average items per order1.131.131.131.131.131.131.121.131.131.131.13
    Net AOV – Blended$136.90$136.50$148.40$145.90$145.80$149.20$148.90$146.50$147.00$146.00$144.80
    Amazon metrics
    Source: Amazon Seller Central
    Metric YTD 2026 2025 Last 5 wks 19-Apr 12-Apr 5-Apr 29-Mar
    Amazon Revenue$1.42M$3.92M$508.6K$195.2K$104.8K$102.4K$103.2K
    Amazon Revenue run-rate ($K)$10.1K$10.2K$10.0K$10.5K$10.2K$10.3K
    Media Spend – Amazon ($)$520.1K$1.42M$191.4K$55.0K$54.1K$53.2K$52.1K
    Cost per order ($)$33.40$34.10$33.60$33.60$33.40$33.80$33.20
    Social · Instagram
    Source: Instagram followers
    Metric 19-Apr 12-Apr 5-Apr 29-Mar 22-Mar 15-Mar 8-Mar 1-Mar
    Instagram followers12,83411,97411,30110,88210,3169,6049,2178,806
    Week-over-week Δ+860+673+419+566+712+387+411
    Customers
    Source: Shopify
    Metric YTD 2026 2025 Last 5 wks 19-Apr 12-Apr 5-Apr 29-Mar 22-Mar 15-Mar 8-Mar 1-Mar
    Customers acquired (Website)
    New22,41056,8206,8121,3911,4511,3861,2981,2861,2441,2101,196
    Returning28,90473,21010,6642,2132,2072,0932,0822,0692,0482,0262,013
    Total customers51,314130,03017,4763,6043,6583,4793,3803,3553,2923,2363,209
    Subscribers acquired (Website)
    New8,12820,3102,472506528503471464452439434
    % of new customers36.3%35.7%36.3%36.4%36.4%36.3%36.3%36.1%36.3%36.3%36.3%
    Avg. orders per customer1.051.081.011.011.011.001.011.001.001.011.01
    % Existing customers56.3%56.3%61.0%61.4%60.3%60.2%61.6%61.7%62.2%62.6%62.7%
    Marketing
    Source: Google · Meta · Amazon · TikTok
    Metric YTD 2026 2025 Last 5 wks 19-Apr 12-Apr 5-Apr 29-Mar 22-Mar
    Total marketing spend (incl. Amazon)$2.41M$7.12M$842.6K$180.2K$169.7K$164.4K$163.9K$164.4K
    New customers acquired22,41056,8206,8121,3911,4511,3861,2981,286
    Website CAC ($) – new customers (excl. Amazon)$129.60$135.20$131.40$129.60$127.80$131.20$134.60$134.10
    Net Promoter Score
    Source: Survicate
    Metric YTD 2026 2025 Last 5 wks 19-Apr 12-Apr 5-Apr 29-Mar 22-Mar 15-Mar 8-Mar 1-Mar
    Overall NPS
    NPS rating4441444545444344424443
    # of respondents3561,0801042224201919211820
    Simple Scoop
    NPS rating8178848685838285818380
    # of respondents1123483278656576
    Spa Protector
    NPS rating2924272728282627252624
    # of respondents244732721516141413161114
    18.3%
    Net revenue (week)
    $551.6K
    vs $466.1K WoW · $27.7K run-rate
    6.2%
    Marketing spend
    $180.2K
    Meta $68K · Google $41K · TikTok $14K · Amazon $55K
    4.1%
    Blended CAC
    $129.60
    Website + TikTok Shop
    26.1%
    New customers
    1,391
    2,213 returning · 38.6% new mix
    3.2%
    Net AOV
    $145.90
    3,645 orders · 4,130 items
    — 0 pts
    NPS (30d rolling)
    45
    22 respondents · blended
    Revenue (LHS) + Blended CAC (RHS)
    Net revenue run-rate (weekly)
    2026 2025
    Revenue by channel
    Marketing spend by channel (weekly)
    Stacked · Meta · Google · TikTok · Amazon
    Blended CAC (weekly)
    Website + TikTok Shop · YoY overlay
    New vs returning customers
    Stacked, $ and # toggle
    AOV distribution
    Order value histogram · last 5 weeks
    Contribution margin by SKU group
    CM% weighted by SKU group mix · input via Admin → CM estimates
    NPS — rolling 7d & 30d
    Source: Survicate · all products
    Weekly P&L summary
    Source: Shopify
    Metric YTD 2026 YTD 2025 Δ YoY 19 Apr 12 Apr 5 Apr 29 Mar 22 Mar
    Gross revenue$8.44M$6.71M+25.8%$626.1K$612.4K$598.2K$571.9K$554.3K
    Website discounts (% gross)7.0%6.4%+0.6 pp7.1%6.9%7.2%6.8%7.0%
    Website refunds (% gross)2.9%3.1%-0.2 pp8.0%2.7%3.1%2.9%2.8%
    Net revenue$7.41M$5.90M+25.6%$551.6K$541.2K$520.7K$506.4K$489.2K
    Orders54,11242,803+26.4%3,6453,7123,4913,4023,340
    Items ordered61,30848,250+27.1%4,1304,2013,9553,8123,780
    Avg items / order1.131.131.131.131.131.121.13
    Net AOV (blended)$136.90$137.80-0.7%$145.90$145.80$149.20$148.90$146.50
    Portfolio view
    ·
    Portfolio overlay · 4 companies
    Overlay KPIs across selected brands · toggle companies on/off
    Companies
    Portfolio snapshot · week ending 19 Apr 2026
    Toggle columns · export as CSV
    Company Net rev Δ YoY Orders New cust AOV CAC Ad spend CM $ CM % Subs % NPS
    Coastal Crumb $551.6K+25.6% 3,6451,391 $145.90$129.60 $180.2K$211.8K 38.4%22.1% 45
    Velvet Grove $312.4K+12.8% 1,872693 $166.80$84.20 $58.3K$162.8K 52.1%28.4% 62
    Ridgeback Pet $723.8K+34.2% 5,9022,116 $122.60$48.70 $103.1K$301.8K 41.7%54.9% 71
    Northlight Home $189.2K-2.1% 1,144412 $165.40$156.10 $64.3K$64.1K 33.9%4.1% 38
    Portfolio total $1.78M+21.4% 12,5634,612 $141.60$87.30 $405.9K$740.5K 41.6%33.4% 58
    Net revenue run-rate (weekly)
    Line overlay · 12 weeks
    Marketing spend
    Contribution margin %
    Net Promoter Score
    Rolling 30d · all companies
    Net revenue vs Media spend
    One bubble per company-week · last 12 weeks
    Blended CAC vs Revenue growth
    Y = CAC · X = rolling 12-wk revenue growth %
    Customer & acquisition deep-dive
    Coastal Crumb · YTD 2026 · blended unless noted
    CAC by channel
    Ad spend mix
    CPC by channel
    Website traffic sources
    Sessions, last 5 weeks
    AOV by channel
    Net AOV, blended
    Subscribers (cumulative)
    Total active subs · first-time subs as % of new customers overlay
    Subs as % of sales
    Dollar and order-count share
    NPS — rolling 7d & 30d
    Survicate responses · all products
    Contribution margin by channel
    CM $ after media · by channel of acquisition
    Channel performance · last 5 weeks
    Channel Rev (wk) Orders New cust Ad spend CPC CAC AOV CM %
    Shopify (Website)$361.4K2,489912$119.8K$1.42$131.40$145.2040.1%
    Amazon$105.3K691$55.0K$33.60$152.4028.9%
    Meta Ads (traffic)$68.1K$41.2K$0.88$114.80
    TikTok Shop$42.8K312198$14.2K$0.56$71.70$137.2035.2%
    Platforms (Walmart/Target/Faire)$28.9K8464$344.0022.7%
    Wholesale (B2B)$13.2K92$1,466.7044.6%
    Retention & Cohort
    Coastal Crumb · Subscription and OTP repeat purchase rates by monthly cohort
    Cohort by
    4.4 pp
    Sub 1-mo retention (latest cohort)
    58.3%
    Oct 2025 cohort · +4.4pp vs Sep
    3.4 pp
    OTP 1-mo retention (latest cohort)
    13.5%
    Oct 2025 cohort · +3.4pp vs Sep
    12.8%
    Subscriber 12-mo LTV
    $428
    $335 gross margin · avg 3.8 orders
    5.1%
    One-time 12-mo LTV
    $186
    $68 gross margin · avg 1.4 orders
    1.8 pp
    90-day repeat purchase rate
    27.4%
    blended · subs + OTP
    0.8 pp
    Subscription churn (rolling 30d)
    8.2%
    monthly · excludes pauses
    Cohort retention heatmap
    % of cohort with ≥ 1 purchase in month N
    Audience
    All customers (blended)
    Cohort 1m2m3m4m5m6m7m
    Cohort retention curve
    Latest 4 cohorts · monthly rate · same audience selector as heatmap
    30 / 60 / 90-day repeat purchase rate
    Trailing by month · all buyers
    Cumulative LTV by cohort
    $ per customer · latest 4 months
    Sourcing prospects
    ·
    Sourcing Overview
    Prospects evaluated for portfolio addition · same KPIs as Portfolio Overlay, scoped to sourcing-tagged brands
    Prospects
    Sourcing prospect snapshot · week ending 19 Apr 2026
    Latest available metrics from prospect data · candidates for portfolio addition
    Prospect Net rev (wk) Δ YoY Orders New cust AOV CAC Ad spend CM % NPS Status
    Meadowbrook Beverage $284.7K+18.2% 2,140812 $133.10$92.40 $74.8K44.2% 58 Reviewing
    Driftwood Supply $418.5K+22.6% 3,2101,184 $130.40$76.80 $90.9K39.8% 64 Diligence
    Foxglove Beauty $152.3K+9.4% 912368 $166.90$118.20 $43.5K48.1% 52 Initial review
    Sourcing total $855.5K+18.4% 6,2622,364 $136.60$89.50 $209.2K42.3% 59
    Meadowbrook Beverage Sparkling drinks
    Net rev (wk)
    $284.7K
    +18.2% WoW
    CAC
    $92.40
    -3.1%
    CM %
    44.2%
    +0.8 pp
    NPS
    58
    31 resp
    Driftwood Supply Outdoor goods
    Net rev (wk)
    $418.5K
    +22.6% WoW
    CAC
    $76.80
    -6.4%
    CM %
    39.8%
    -1.2 pp
    NPS
    64
    52 resp
    Foxglove Beauty Indie skincare
    Net rev (wk)
    $152.3K
    +9.4% WoW
    CAC
    $118.20
    +4.2%
    CM %
    48.1%
    +1.6 pp
    NPS
    52
    19 resp
    Net revenue run-rate (weekly)
    Line overlay across prospects
    CAC comparison
    Clustered by prospect · channel breakdown
    Net revenue vs Media spend
    One bubble per prospect-week · last 12 weeks
    Blended CAC vs Revenue growth
    Y = CAC · X = rolling 12-wk revenue growth %
    Tag a brand as "Sourcing prospect" or "Guild Portfolio" via Admin → Connections to control whether it appears here or in Portfolio Overlay.
    Admin
    Configuration is scoped to the selected company · Permissions span the portfolio
    Managing Portfolio 9 brands · 6 portfolio · 3 sourcing
    Last sync 04:12 AM CT
    Classify brand as
    Determines whether the brand appears in Portfolio Overlay or Sourcing Overview.
    API credentials & connections · Coastal Crumb
    One tile per source · encrypted at rest · rotate quarterly
    Shopify Not connected
    One-click install via Shopify Partner app
    Setup guide
    Meta Ads Connected
    Last sync 04:10 AM CT · 12 active campaigns
    Setup guide
    Google Ads Connected
    Last sync 04:10 AM CT · MCC + 1 CID
    Setup guide
    TikTok Ads Not connected
    Authorize TikTok advertising account access
    Setup guide
    TikTok Shop Not connected
    Authorize TikTok Shop seller data access
    Setup guide
    Amazon Seller Central Authorization needed
    Use the Seller Central Authorized Partner invitation
    Setup guide
    Amazon Ads Finishing setup
    Amazon is enabling Guild Capital’s advertising API access
    Setup guide
    Survicate (NPS) Connected
    Last sync 04:12 AM CT · 2,118 responses YTD
    Setup guide
    Walmart / Target / Faire Manual CSV · 6d
    No public API · upload CSV in Data uploads
    CSV format
    Wholesale (B2B) CSV loaded
    Last upload 03:45 AM CT · 9 orders
    CSV format
    SKU groups · Coastal Crumb
    Upload a CSV to bulk-define SKU groups · 4 groups · 27 of 30 SKUs grouped · 3 ungrouped · 1 conflict
    CSV template
    Drop SKU groups CSV here
    sku_id, sku_name, group_name, cm_pct_override
    Browse files
    coastal-crumb-sku-groups_2026-04-15.csv · 30 rows
    Group summary
    GroupSKUsRev shareCM %
    Core Cookies1442%42.0%
    Snack Packs828%36.5%
    Seasonal518%28.0%
    Gift Sets312%44.0%
    Promo Bundles 00%
    Ungrouped3~2%
    SKUs assigned to multiple groups
    Each SKU should belong to exactly one group · resolve before reports
    SKU IDSKU nameGroups assignedLast 30d revAction
    CC-S-CHCH-01 Choc Chunk · Single (5oz) Core Cookies Snack Packs $8.4K
    When a SKU appears in multiple groups, revenue is double-counted in group rev-share. Pick one canonical group per SKU.
    Per-SKU rev share & CM %
    Drill into each group · share is % of group revenue (last 30d)
    Group
    SKU IDSKU nameUnits (30d)Rev (30d)Group rev shareCM %
    Manual data uploads · Coastal Crumb
    For sources without an API · upload CSV to back-fill or supplement
    Platforms (Walmart / Target / Faire / QVC)
    Drop platform sales CSV
    date, platform, order_id, sku, qty, gross_revenue, net_revenue
    Browse files
    walmart_2026-04-13.csv · 84 orders · 6 days old
    Re-upload
    walmart_2026-04-06.csv · 71 orders · 13 days old
    Archived
    Wholesale / B2B orders
    Drop wholesale CSV
    date, customer, po_number, sku, qty, unit_price, net_amount
    Browse files
    wholesale_2026-04-19.csv · 9 orders · today
    Current
    wholesale_2026-04-12.csv · 14 orders · 7 days old
    Archived
    NPS (Survicate export)
    Drop Survicate export
    response_date, product, score, comment
    Browse files
    Historical backfill · any source
    Drop backfill CSV
    source, date, metric, value · prior to API connection date
    Browse files
    Contribution margin estimates · Coastal Crumb
    Upload a CSV to bulk-set CM % estimates per SKU group. Portfolio weighted CM auto-computed from last 30d sales mix.
    Drop CM% estimates CSV here
    sku_group, cm_pct, blended_override (optional)
    Browse files
    coastal-crumb-cm-estimates_2026-04-15.csv · 4 groups
    Current CM estimates
    GroupRev share (30d)CM %
    Core Cookies42%42.0%
    Snack Packs28%36.5%
    Seasonal18%28.0%
    Gift sets12%44.0%
    Blended (auto)100%38.4%
    Weighted portfolio CM: 38.4% (auto, last 30d SKU mix)
    Daily email summary
    Sends after overnight sync completes
    Additional cadences
    Week-over-week summary + WoW deltas
    Full portfolio overview PDF
    Triggered when CAC jumps > 25% WoW or sync fails
    Authentication & multi-factor
    Sign-in method · MFA factors · per-user enrollment status
    Continue with Google Primary
    Users sign in with their Google account, protected by Google's own two-factor. Access is gated by the account allowlist below, so only approved domains and addresses get in.
    Email + password Fallback
    For anyone not on a Google account. Argon2id-hashed passwords, minimum 12 characters, checked against known breach lists.
    Two-factor (TOTP) Optional
    Authenticator-app codes with one-time recovery codes. Currently optional on the email path; can be enforced by policy.
    Sign-in method
    Google sign-in, with email + password fallback
    Google verifies identity for most users; the account allowlist decides who is permitted. Email accounts use Argon2id-hashed passwords (12+ chars, breach-checked) with optional authenticator-app two-factor.
    Session
    10-minute access tokens · 7-day refresh
    Short-lived tokens with rotating refresh and reuse detection. Admins can force-logout or reset any user, effective within seconds.
    Roles
    3-tier permission model
    Super-admin
    • Add or remove any company
    • Grant or revoke admin privileges from any user
    • All Admin powers + below
    Admin
    • Add or remove companies
    • Remove portfolio users
    • Upload manual data (CSV)
    • Edit daily report config
    • All companies visibility
    Portfolio user
    • View-only access
    • Scoped to specific companies
    • Cannot upload, modify, or invite
    User access · by role
    Three role buckets · scope column shows which companies a user can see
    Super-admin All companies, all powers
    UserScopeMFAStatusLast sign-inActions
    Loading…
    Admin All companies · upload data · edit reports · manage users (not roles)
    UserScopeMFAStatusLast sign-inActions
    Loading…
    Portfolio user View-only · scoped to specific companies · cannot upload or modify
    UserScopeMFAStatusLast sign-inActions
    Loading…
    Role-grouped layout makes "who has Admin powers" answerable in one glance. Use the Scope column to see which brands each Portfolio user can view. Invite users with the button above, or manage a user with the row actions (pause, force logout, reset password, delete).
    Onboarding guide
    How each data source connects · share with brand teams
    Most sources connect in one click. In Admin → Connections, click Connect on a source and approve access in that platform, with no tokens to copy or send. Amazon and Survicate are set up with your Guild rep. Walmart / Target / Faire and Wholesale are weekly CSV uploads.
    Shopify
    One-click OAuth · ~2 min
    1. Go to Admin → Connections → Shopify.
    2. Enter your store URL (your-store.myshopify.com) and click Connect Shopify.
    3. Approve access in Shopify. Nightly syncs start automatically.
    Meta Ads
    One-click OAuth · read-only
    1. Go to Admin → Connections → Meta Ads and click Connect.
    2. Log in and choose the ad account for this brand.
    3. Approve read-only access to ads performance. That's it.
    Google Ads
    One-click OAuth
    1. Go to Admin → Connections → Google Ads and click Connect.
    2. Sign in with the Google account on your Ads account.
    3. Approve access to continue.
    TikTok Ads
    One-click OAuth for advertising data
    1. Go to Admin → Connections → TikTok Ads and click Connect.
    2. Authorize the Guild app with the TikTok Business account that manages advertising.
    3. Ad spend and performance sync nightly.
    TikTok Shop
    One-click OAuth for seller data
    1. Go to Admin → Connections → TikTok Shop and click Connect.
    2. Authorize the Guild app with the TikTok Shop seller account for this brand.
    3. Orders and commerce data sync nightly.
    Amazon Ads
    Application setup in progress
    1. Amazon is enabling campaign-management access for Guild Capital.
    2. We will notify you when your Amazon Ads account is ready to authorize.
    Amazon Seller Central
    Guild-assisted
    1. In Seller Central, open Settings → User Permissions → Authorized Partners.
    2. Choose Add Authorized Partner and copy the invitation link.
    3. Send the link to your Guild contact. Amazon expires it after seven days.
    Survicate (NPS)
    Guild-assisted
    1. Share your Survicate workspace API key with your Guild rep.
    2. We enable NPS ingestion for this brand.
    3. Survey responses roll into your NPS trend.
    Walmart / Target / Faire
    No public API · CSV export · weekly
    1. In each platform's seller portal, export the latest orders + sales CSV.
    2. Upload via Admin → Data uploads → Platforms.
    3. The pipeline parses, normalizes, and merges it with the rest of your data.
    Wholesale (B2B)
    Order CSV · weekly
    1. Export your B2B order log (QuickBooks, NetSuite, or spreadsheet).
    2. Match the columns: date, customer, po_number, sku, qty, unit_price, net_amount.
    3. Upload via Admin → Data uploads → Wholesale.