Global E-Commerce Market → $8.1T by 2026TikTok Shop GMV Growing 300% Year-on-YearAI-Native Brands: 40% Lower Customer Acquisition CostDTC Brand Exit Multiples: 4–8× Annual RevenueFamily Offices Collectively Manage $6.4 TrillionPE Fund Average IRR Compressed to 12–14%Direct Investment Allocations Up 34% YoYSocial Commerce CAGR: 28% Through 2028Shopify GMV on Pace to Surpass $300B in 2026AI Supply Chain Optimization: 30% Cost ReductionGlobal E-Commerce Market → $8.1T by 2026TikTok Shop GMV Growing 300% Year-on-YearAI-Native Brands: 40% Lower Customer Acquisition CostDTC Brand Exit Multiples: 4–8× Annual RevenueFamily Offices Collectively Manage $6.4 TrillionPE Fund Average IRR Compressed to 12–14%Direct Investment Allocations Up 34% YoYSocial Commerce CAGR: 28% Through 2028Shopify GMV on Pace to Surpass $300B in 2026AI Supply Chain Optimization: 30% Cost Reduction
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Diligence & Disclosure

Everything Your Counsel Will Ask For, Before They Ask.

We are an independent e-commerce consulting practice, not a fund. Below is our current registration status, the people accountable, the complete fee stack, how we differ from the aggregator model that failed, and what we can and cannot yet evidence. Where something is not verified, we say so rather than leaving a gap for you to find.

Section 01

Who You Would Actually Be Contracting With

We would rather tell you this plainly than have you find it out later: we have not yet incorporated a company. Here is our current status and how that works in practice.

Legal entity name
Company registration in progress. Not yet incorporated.
Jurisdiction
To be confirmed on incorporation. No jurisdiction has been selected yet.
Registration number
Not applicable — pre-incorporation
Principal consultant
Founder and Principal Consultant. Full name, background, and photo published on the Due Diligence page
Your brand entity
Each brand is built inside a company you register and own in your own name, not ours
Client contact
hello@globalbrands.ai
Section 02

Why This Isn't a Securities Offering

We are a services business, and the structure is designed to make that true in substance, not just in wording.

We never pool client capital

Your capital is deployed into a company you register and control, not into a fund, SPV, or vehicle we manage. We never take custody of your money, and we never issue you a security, unit, or membership interest in exchange for it. That is the structural reason a securities exemption is not the relevant framework here: there is no security being offered.

What actually applies

As a services business we are subject to ordinary commercial law: contract law for the services agreement, standard tax and invoicing obligations, and consumer or business-protection law in the jurisdictions we operate in. We are completing our own company registration and will update this page with the incorporated entity, its jurisdiction, and its registration number as soon as that is done.

This is a description of our current structure, not legal advice about your own tax or regulatory position. If you are unsure how engaging us would be treated in your jurisdiction, that is exactly the kind of question your own counsel should confirm before you sign anything, and we are glad to walk them through the structure directly.

Section 03

The Complete Fee Stack

Fee transparency is a universal diligence category, and partial disclosure is worse than full disclosure. Every economic term that reduces your net return is listed here.

We describe our model as having no fee on assets or capital. That is accurate and it is deliberately narrow: it means we do not charge a percentage of your capital simply for existing. It does not mean we charge nothing. We are paid from profit and from a share of realised gains, as set out below. Read this table as the complete answer, not the headline.

Fee on assets or capital simply held
We do not charge a percentage of your capital or of assets under management. There is no fee that accrues simply because your capital exists.
None
Year 1 build and operate fee
Charged on profit only, not on capital. If a brand produces no profit in Year 1, no fee is charged on it.
20% of Year 1 profit
Our reinvested share
We reinvest this share back into your brand alongside your capital in Year 1, rather than withdrawing it.
20% of profit
Success fee on exit
Payable if and when you sell the brand, calculated after return of the capital you deployed into it.
20% of exit proceeds
Referral commission
Paid out of our own share only, to anyone who referred the engagement. It does not reduce your proceeds further.
¼ of our reinvested share
Pass-through operating costs
Inventory, advertising spend, platform fees, freight, and duties are borne by your brand and reduce its profit before any fee is calculated.
At cost

All figures above are indicative of our standard structure. Economic terms for a specific engagement are set out in the signed services agreement, which governs. Ask us for the fee schedule in writing before committing capital, and model your returns net of every line above.

Section 04

The People Accountable

Named principals with verifiable histories are a top-line diligence category. Anonymous operators are one of the most consistently cited warning signs in this sector.

Full founder profiles, mission, and vision

Names, backgrounds, LinkedIn profiles, and what we are building toward are on a dedicated page rather than duplicated here.

Meet the Founders
Section 05

How We Differ From the Aggregator Model

When e-commerce, brand portfolio, and target IRR show up in the same sentence, people reach for Thrasio and its peers. That comparison is fair and we would rather address it directly than let it sit unspoken.

Acquisition debt
What went wrong there

Aggregators raised roughly $16B across ~100 firms, much of it debt. Leverage amplified the downside when growth slowed, and survival became a function of burn rate.

How we are structured

We do not raise or use acquisition debt. You fund your own brand build directly, and there is no borrowing to service.

Buying vs. building
What went wrong there

Aggregators bought existing Amazon sellers, inheriting their listings, reviews, supplier terms, and any hidden liabilities.

How we are structured

Brands are built from validated demand, in your own entity. There is no acquisition price to earn back and no inherited liability, but equally no existing revenue on day one.

Founder departure
What went wrong there

Founders typically stayed only through a brief handover. Assuming junior managers could run brands better than the people who built them proved costly.

How we are structured

We operate your brand on an ongoing consulting basis, not a handover-and-exit basis. This concentrates key-person risk with us, which you should test in diligence.

Pace and quality control
What went wrong there

Acquisition pace outran operational capacity. Thousands of SKUs were managed by teams that had not scaled with them, and acquisition criteria loosened.

How we are structured

Client intake is deliberately limited to what our current team can operate properly, not to create urgency. Ask us for our per-client resourcing plan.

Products vs. defensible brands
What went wrong there

A recurring criticism was buying products rather than brands, with too little attention to IP and defensibility.

How we are structured

Trademarks, brand registry, owned customer lists, and creative assets are held in your entity, in your name. Defensibility in this category is real but modest, and we do not claim a moat that does not exist.

Sources for the aggregator failure analysis: RollUpEurope, “Rollups from Hell Vol. 3”; commentary by Hahnbeck M&A and 458.Law; and public reporting on Thrasio’s February 2024 Chapter 11 filing. Structural differences reduce specific risks. They do not remove category risk, which is set out in full in our Risk Disclosure.

Section 06

What Is Our Record, and What Is Not

A clear line between brands we operate for clients and brands we merely admire.

Our own operating data

The Amazon, Shopify, and TikTok Shop results shown in our case studies are live client accounts we operate. Figures are taken directly from platform dashboards, and screenshots are shown unedited with the source interface visible.

  • ·Platform-reported revenue, not modelled estimates.
  • ·Account-level, before our fee is applied.
  • ·Not independently audited unless expressly stated.
  • ·Client identities withheld at their request, verifiable under NDA.
Third-party reference cases

Gymshark, MVMT, Beardbrand, and Allbirds appear on this site as publicly documented examples of category dynamics. We want to be unambiguous about our relationship to them, which is none.

  • ·We did not found, fund, operate, or advise any of them.
  • ·We hold no interest in any of them.
  • ·Their outcomes are not our track record.
  • ·They illustrate what the category has produced, not what we have produced or can promise.
Section 07

Diligence Document Index

What exists today, what is published openly, and what is still to be confirmed. Nothing here is gated behind an NDA merely to create friction.

Services agreement / statement of work
Issued before any engagement begins
On request
Full written fee schedule
Summarised on this page in full
Published
Risk disclosure statement
Published openly on this site
Published
Mutual NDA (full text)
Published openly, review before signing
Published
Live client portal walkthrough
Screen-share demonstration on request, no NDA required
On request
Platform-level performance data with source attribution
Seller Central / Shopify exports under NDA
On request
Audited financial statements
Not applicable pre-incorporation. Client-side entities keep their own books.
To confirm
Named principal background and references
Published as soon as founder details are finalised, see Section 04
To confirm

You do not need to sign anything to begin. The risk disclosure, NDA text, and fee structure are published openly on this site. A live walkthrough of the client portal is available on request without an NDA. Confidentiality applies only to client-identifying data and commercial terms.

Section 08

Verify Us Independently

We would rather point you at the checks than hope you skip them. Engaging any operator of this kind warrants exactly this search.

Company registration status

We have told you plainly that we are not yet incorporated. Ask us directly for an update before you sign anything, and expect this page to reflect it once it happens.

Enforcement and litigation

Search for regulatory actions or litigation involving our named principals. Consumer-protection regulators publish enforcement actions in this sector.

Principal history

Check our named principals on LinkedIn and against prior company records. Ask for references and actually call them.

Platform data verification

Ask for a live screen-share of Seller Central and Shopify admin rather than exported screenshots. We will do this on request.

Exit multiple reality check

Marketplace listing multiples are asking prices. Ask a broker for completed-transaction comparables in the relevant category and size band.

Independent counsel

Have your own counsel review the services agreement before you sign it, and confirm it reflects everything discussed verbally.

Request the Full Diligence Pack

The services agreement template, written fee schedule, and a live client portal walkthrough. If something you need is not on the index above, ask for it and we will tell you plainly whether it exists.

Direct contact: hello@globalbrands.ai