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Operator‑grade decisions. Faster.

Technology-enabled financial services for CPG. We overlay your financials on end-to-end operations and simulate impact in real time—no new tools for your team.

What is CREI + Logyc?

CREI provides finance and FP&A services that install the rhythms, models, and accountability that move P&L. Logyc is our technology partner whose simulation platform lets our consultants overlay financials on end‑to‑end operations—procurement → manufacturing → logistics → channels—and simulate impact in real time.

You don’t adopt new software. You contract with CREI. Logyc is our technology partner and appears in your DPA/sub-processor schedule; your data remains yours.

Why it matters (for CPG operators)

  • Faster time‑to‑decision: Close integrity, forecast you trust, and scenario answers in weeks—not quarters.
  • Trade dollars that actually pay back: GTN waterfall and promo guardrails to redeploy wasted spend.
  • Retailer‑ready narrative: Scorecards and payback math buyers expect at line review.
  • Diligence‑ready anytime: Clean data trail, cohorts, and unit‑economics story for strategic or financing events.

Outcome focus: We agree baselines and attribution rules up front; success fees are capped.

How it works (no ERP surgery; partner‑powered)

Data & Truth (CREI)

COGS by SKU/pack, landed cost, GTN snapshot by channel/retailer.

COGS by SKU/pack, landed cost, GTN snapshot by channel/retailer.

Simulation Layer (Logyc)

Real-time price, pack, promo, capacity, and freight scenarios with ranked actions and trade-off visibility.

Real-time price, pack, promo, capacity, and freight scenarios with ranked actions and trade-off visibility.

Cadence & Delivery (CREI)

Weekly exec + operator forums, scorecards, promotion guardrails, and a planning calendar that sticks.

Weekly exec + operator forums, scorecards, promotion guardrails, and a planning calendar that sticks.

Outcomes we drive

 

  • Redeploy negative‑ROI trade to profitable promotions and mix.
  • Improve contribution margin at SKU/channel level through pack/assortment and price architecture.
  • Cut forecast error and shorten time from variance → action.
  • Win retail placements with buyer‑aligned scorecards and payback math.
  • Be transaction‑ready with cohorts, UE, and diligence Q&A support.

Numbers and references available under NDA during scoping; we keep claims conservative and auditable.

Why this is different

 

  • Traditional advisory: Great talent but spreadsheet‑bound; slow, hard to sustain.
  • Software‑only: Dashboards without behavior change.
  • CREI + Logyc: Financial services with a simulation partner—we overlay finance on operations and drive weekly decisions that stick.

Real‑time overlay scenarios

 

  • Price/Promo: Adjust a promo or list price by retailer and see GTN, contribution, and service impacts before committing.
  • Pack/Format: Change pack size or case configuration; model margin, throughput, and shelf constraints.
  • Production/Capacity: Move a run or add a shift; see labor, yield, and OTIF impacts vs. cost.
  • Logistics/Freight: Mode or lane changes; quantify landed cost, service level, and cash effects.
  • Input Costs: Ingredient shock or FX move; simulate pricing/mix options to defend margin.

Use Cases

 

  • FP&A & Close Rhythm

    Fast monthly close, rolling forecast with MAPE, variance‑to‑action loop.

  • Trade & GTN Optimization

    Waterfall by channel/retailer, promo guardrails, redeployment plan for wasted spend.

  • Retail Readiness & Buyer Storyline

    Retailer scorecards, payback math, sell‑in decks, post‑launch tracking.

  • M&A / Exit Readiness

    Cohort & unit‑economics narrative, clean diligence trail, buyer Q&A, data room build.

Integration & Coexistence

 

  • No rip‑and‑replace: We work on top of your ERP/TPM/BI.
  • Min. lift start: Baseline Pack uses files/exports you already produce.
  • Commercial model: Commercially, you contract only with CREI. Logyc is engaged by CREI and listed in the DPA/sub-processor schedule.
  • Data ownership: Your data remains yours. Export at any time.
  • Change management: Cadence, owners, and decision logs to ensure adoption.

Baseline Pack (first 30 days): COGS truth by SKU/pack, GTN snapshot by channel, forecast MAPE, decision owners, and risk/opportunity register.

Ready to run your brand on operator‑grade finance—without adding new tools?