ReifCo

Operations leadership for DTC and supply chain · Advisory · Execution · Search

Somebody has to own operations. We hold the seat, or we find the person who will.

At most scaling brands nobody owns it. The 3PL contract auto renews, the carrier mix has not been re bid in three years, the network decision keeps getting deferred, and the senior hire that would fix all of it never quite gets made. ReifCo is a sitting operator you can put on any of that, starting now.

Run by a senior operations executive currently in the seat at a scaling DTC apparel brand. Not a former operator. Not a firm.

Who we work withFounders, operators and investors at DTC and supply chain businesses where operations has outgrown who is running it.
Three ways inAdvisory and fractional leadership, hands on execution of network moves, and operator led search when you are ready to hire.
Why it landsThe principal is in an operating seat today, so the read reflects this quarter's market rather than one from five years ago.

The problem

Nobody in the building is paid to know whether your operation is being run well.

Your finance lead sees the invoice total. Your 3PL account manager is paid by the 3PL. Your CX lead knows when packages are late but not what a late package costs you. The person who could tell you whether you are being charged correctly, whether the carrier mix is right, whether the network decision in front of you is the right one, and whether the contract you signed two years ago still reflects your volume, does not work at your company.

That is the person most brands cannot justify hiring until it is already expensive. A VP of Operations who has actually run networks costs real money, takes months to find, and is the single easiest senior hire to get wrong. Meanwhile the decisions keep arriving.

ReifCo solves that three ways. We put that person in the room on a fraction of a schedule, we run the hard moves ourselves when execution is the risk, and when you are ready to make the hire permanent we run the search for it. Same operator, same standard, whichever door you come through.

What we do

Six things. Everything else is a referral.

The list is short on purpose. These are the areas where twenty five years in the operation produces an answer you could not get from a generalist.

Cost and contract diagnostics

3PL invoices rebuilt against the agreement, accessorial and storage exposure quantified, cost to serve reconstructed from the line item up. The output is a priced and ranked list of what to fix, not a deck.

Invoice auditCost to serveContract review

Carrier and parcel strategy

Rate card teardowns, zone and weight profile analysis, regional carrier mix, GRI impact modelling, and re bids run with data the carriers cannot argue with.

Rate cardsCarrier mixRe bid

Network moves and WMS

3PL exit and RFP, site and partner selection, in house build cases, and WMS evaluation carried through go live. This is the phase where most brands lose a quarter to a bad cutover.

RFPWMSCutover

Fractional operations leadership

The judgment of a VP of Operations on a fraction of a schedule. Vendor accountability, network decisions, org design, and the calls a senior operator would own, held continuously.

Fractional COOOrg designVendor management

Leadership search

When the answer is a permanent hire rather than a fractional one, we run the search. Operator led, fixed fee rather than a percentage of your offer, and a short slate with the weaknesses written down. See how it works.

VP and DirectorFixed feeScorecard led

Investor diligence

Operational due diligence alongside quality of earnings work, 100 day value creation plans, and interim ops leadership inside a portfolio company. Same operator, earlier in the deal.

Ops diligenceValue creationInterim leadership

Where it hurts

Find the sentence that sounds like you.

Brands tend to arrive here at one of six moments. Each one has a defined scope, a defined timeline, and a defined answer.

Situation 01

"The 3PL invoice stopped making sense."

Line items you cannot tie back to the contract, accessorials nobody explained, storage charges that moved without notice. We rebuild the invoice against the agreement and tell you what you are actually owed back.

2 to 3 weeks

Situation 02

"Cost per order keeps climbing and I do not know why."

Cost to serve rebuilt from the invoice level, carrier mix analyzed against your real zone and weight profile, and a re bid run with data the carriers cannot argue with.

3 to 6 weeks

Situation 03

"Should we bring fulfillment in house?"

A costed, timeline mapped build case against staying outsourced, including the capital, the headcount, and the failure modes. Sometimes the honest answer is stay. The analysis alone usually improves your 3PL rate.

4 to 6 weeks

Situation 04

"We have decided to move and nobody here has done this."

3PL exit and RFP, site or partner selection, WMS evaluation carried through go live, and transition management. This is the phase where most brands lose a quarter of revenue to a bad cutover.

3 to 9 months

Situation 05

"No one senior owns operations here."

Fractional COO. Weekly presence, vendor accountability, network decisions, hiring and org design, and the calls a VP of Operations would own, at a fraction of the cost of one.

Monthly retainer

Situation 06

"It is time to hire the ops leader, and nobody here has hired one."

Operator led search for the VP or Director seat. A scorecard agreed before anyone is sourced, a direct approach to people already doing the job well, and five scored candidates with the weaknesses written down.

Fixed fee search

Engagement models

Three ways in. Start wherever the pain is.

Fixed scope project

Find it and price it.

A defined piece of work with a defined deliverable. Most brands start here because it is the cheapest way to find out whether we are worth more.

  • 3PL invoice and contract audit
  • Cost to serve rebuild and carrier re bid
  • In house build versus outsource case
  • Findings priced, ranked, and owned

2 to 6 weeks. Flat fee.

Managed transition

Run the move.

When the decision is made and the execution is the risk. We manage the RFP, the selection, the cutover, and the vendor relationships through stabilization.

  • 3PL exit and RFP management
  • WMS selection through go live
  • Network and site selection
  • Cutover planning and stabilization

3 to 9 months. Project fee.

Fractional COO

Hold the seat.

Ongoing senior ops leadership without the full time hire. For brands that need the judgment continuously but cannot yet justify the salary.

  • Weekly ops leadership presence
  • Vendor and 3PL accountability
  • Hiring, org design, team development
  • Decision support on every major ops move

Monthly retainer. Rolling.

A fourth door opens when the answer is a permanent hire rather than a fractional one. Leadership search is priced as a fixed fee rather than a percentage of first year compensation, and runs on the same standard as the advisory work.

How we work

Four steps, and the last one is leaving.

Step 01

Call

Thirty minutes. Bring your last three 3PL invoices and your cost per order. You leave with two or three things worth fixing first whether or not we work together.

Step 02

Diagnostic

Two to three weeks inside the numbers. Invoices rebuilt against contracts, cost to serve reconstructed, carrier mix tested. Output is a priced and ranked list, not a slide deck.

Step 03

Execution

We run the fixes rather than hand them over. Renegotiations opened, RFPs managed, cutovers planned. You are in the room for every vendor conversation.

Step 04

Handover

The engagement ends when permanent capacity exists, whether that is hired, promoted, or trained. We design ourselves out on purpose.

If you want an advisor who stays forever, we are the wrong shop. The point of a fractional operator is to become unnecessary, and the retainer clients who stay do so because new work appeared, not because the old work never closed.

Results

Numbers from operations we actually ran.

Not modeled savings. Outcomes from work performed as an operator or as an engaged advisor.

$600K

Annualized savings from renegotiated 3PL agreements. The leverage came from having the in house alternative fully costed and timeline mapped before the negotiation opened. The 3PL had to believe we would leave.

DTC apparel · 3PL renegotiation

$1.7M

Under budget on an in house fulfillment build, a 38 percent reduction against the approved capital plan. Delivered, operating, and carrying volume.

DTC apparel · Network build

$400K

Annual shipping cost reduction identified through carrier mix analysis and 3PL contract review. Findings delivered inside 60 days.

$25M DTC apparel · 60 days

$380K

Annual savings surfaced in a single audit, across 3PL overbilling, redundant vendor contracts, and inventory carrying cost. One engagement, three separate leaks.

Advisory · Single audit

22%

Cost per order reduction identified in a fulfillment process analysis, findings and recommendations delivered in three weeks.

$15M subscription DTC · 3 weeks

WMS selections carried from evaluation through go live, which is the phase where most implementations quietly fail. Selection is the easy half.

Enterprise · WMS through go live

Figures reflect savings identified, contracted, or realized within the stated engagement. Client names disclosed where permitted. Full references and engagement detail available on request.

Reference

He delivered thoughtful WMS assessments, practical racking and facility planning guidance, and strong operational cost analysis that helped inform several fulfillment bids.

Chun FungSVP, AGS Logistics
WMS and warehousing engagement

Also on record

The 3PL renegotiation and in house build above were covered in the inaugural edition of CrossDock Insights' operator interview series, conducted by the founder of Hopstack WMS.

Read the interview

The principal

You are not buying a firm. You are buying one operator.

David Reifschneider has spent more than two decades running operations rather than advising on them. Amazon, Walmart eCommerce, Blue Apron, Stitch Fix, Zulily, and Grove Collaborative. Fulfillment centers, P&L ownership, network builds, vendor negotiations, and the calls that decide whether a scaling brand holds together.

He is currently a senior operations executive at a scaling DTC apparel brand, which means every recommendation is grounded in what is working in the market this quarter rather than what worked at a previous employer a decade ago.

That is also the constraint worth naming up front. ReifCo takes a limited number of engagements because the principal does the work. If the calendar does not support your timeline you will hear that on the first call rather than in the third week.

AmazonWalmart eCommerceBlue Apron Stitch FixZulilyGrove Collaborative
Depth
Multi facility ownership at Amazon, Walmart, and Grove Collaborative. Six Sigma Black Belt, Amazon.
Systems
WMS selection carried through go live twice, including HighJump and ShipBob.
Current seat
Sitting operator at a scaling DTC brand, in the work daily.
Capacity
A small number of concurrent engagements. Availability confirmed on the first call.

Straight answers

The questions every first call starts with.

What does an engagement cost?

Fixed scope projects are quoted flat against the deliverable. Fractional retainers are priced against a defined number of days per month. As a frame, a fractional arrangement typically runs well below the loaded cost of a full time VP of Operations at the same seniority, which is the entire reason the model exists. Exact numbers come on the first call once the scope is real, because quoting before that would be guessing.

How is this different from hiring a consultant?

Consultants deliver findings and leave. We open the renegotiation, sit on the RFP calls, and stay through the cutover. The measure of the work is what changed on your P&L, not what was in the deliverable.

How is it different from hiring a full time operator?

It is worse in one way and better in three. Worse: you do not get someone there every day. Better: you get more seniority than the salary would buy, you get it in weeks instead of a six month search, and if it is not working you stop, which is considerably cheaper than a bad executive hire.

Are you actually available, given you have a day job?

Yes, and that is deliberate rather than a compromise. Being in an operating seat is what keeps the advice current, and it is why the engagement list is short. If the calendar cannot support your timeline you will hear that on the first call rather than in the third week.

You run searches now too. Is that a different business?

Same business, same operator, different door. When a brand outgrows the fractional arrangement the honest next step is a permanent hire, and that hire is the single easiest senior appointment to get wrong. Rather than hand you to a search firm that has never held the seat, we run it: fixed fee instead of a percentage of your offer, a scorecard agreed before sourcing, and five scored candidates rather than fifty resumes. It is a small number of searches a year, in this function only. The full method is here.

What size brand is this for?

Roughly five to seventy five million in revenue, where fulfillment cost has become a real line on the P&L but a senior operations hire is still hard to justify. Smaller and the spend does not support the work. Much larger and you should be hiring, and we are happy to help you scope that role.

For investors

Same operator, earlier in the deal.

Consumer PE and venture firms engage ReifCo for operational due diligence alongside quality of earnings work, 100 day value creation plans, and interim ops leadership at a portfolio company.

Discuss a diligence mandate

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Next step

Thirty minutes. No deck.

Bring your last three 3PL invoices and your cost per order. You will leave the call with the two or three things worth fixing first, or with an honest read that your operation is not where your margin problem lives.

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