Live
D2C Health Diagnostic
Assess the health of a D2C business against 22 rules across 5 pillars. Ten minutes, bilingual, no email required.
Open the tool →RESOURCES
Tools I use in real work.
Each resource here is built around an assessment question or a specific decision, drawn from companies I have worked with. Free resources are available first; deeper material will be added over time.
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Free
Coming
Company assessment questions
Free PDF, by email. The questions I use as an investor and board member.
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A playbook for founders
Coming
From early traction to the first institutional round.
Experience of working with founders through successive rounds, systematised into a document you can apply yourself. Name, format and pricing to be announced.
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Published articles
01
Dong.vc · 6 September 2026
Why a studio with a hit game still cannot raise
Studios price the peak month, investors discount the lifecycle. Why that gap kills deals, and when an earn-out M&A or a venture build is a better instrument than an equity round.
Read the essay →02
CafeBiz · 3 September 2026 · In Vietnamese
Shein and the gross-margin trap
Shein's gross margin rose to 70.4% while Q1 2026 closed with a net loss of 99 million USD. A reading of the audited accounts that separates structural pressure (fulfilment, marketing) from the fair-value remeasurement of preferred shares, with four rules for reading a financial statement of this kind.
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Teaching
I teach on a limited schedule: B2B sales, strategy development and operations, for classes or private sessions with company teams. Send the topic and group size to discuss.
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