TThe Foundr Podcast
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27 November 2025

609: From $0 to $20M in 3 Years Selling Suppliments

5Frameworks
11Insights

Frameworks in this episode

Insights & moments

The myth-busts, hot takes, explainers, and tools worth keeping.

Explainer· 2

Explainer21:30

How Lived Customer Experience Shaped TBH's Community

Wilde says her own experience with acne helped her speak directly to customers who had followed similar treatment pathways. The connection came from sharing a recognizable story and showing that a person behind the brand understood the emotional problem, rather than from presenting the founder as a medical authority.

  • The brand focused on a narrower group within the broader acne market
  • Wilde shared experiences that customers recognized in themselves
  • Founder visibility gave the audience a human connection point
  • Personal experience supported empathy but did not replace clinical evidence

we leveraged the fact that I had been the customer

Rachel Wilde · 21:30
#founder-led#community#customer-empathy#trust
Explainer1:00:00

How a 17-Person Marketing Team Serves Two Brands

York Street runs marketing as a shared-services engine across TBH and Boost Lab, with campaigns, content, and growth as separate functions. Apart from content, the team works across both brands and allocates time by current project priority rather than enforcing a fixed brand split.

  • The marketing organization serves both businesses
  • Campaigns, content, and growth have distinct responsibilities
  • Content retains more brand-specific separation
  • Priority can justify a temporary 70/30 allocation between brands

it's Project based

Rachel Wilde · 1:00:30

it's just a business priority

Rachel Wilde · 1:00:30
#shared-services#marketing-team#prioritization#portfolio

Story· 5

Story03:30

The Licensed Technology That Became TBH Skincare

Rachel Wilde found a patented technology while working in medical-device marketing and saw a possible consumer-skincare application. She says the company behind it had conducted initial trials and that the product appeared different and gentle; these are her descriptions of the evidence, not independent medical conclusions from the episode.

  • Wilde learned the distribution model through her medical-device role
  • She read the patent and investigated the proposed acne application
  • She saw an ecommerce and branding opportunity outside the supplier's hospital focus
  • She and her mother successfully pitched for consumer licensing rights

it was through that job that I came across a technology

Rachel Wilde · 03:30
#licensing#skincare#technology#origin-story
Story09:30

Why TBH Raised Nearly $400,000 Before Launch

TBH was designed as a full business rather than a side hustle. Wilde says the founders invested their own money, raised about $250,000 from roughly 10 friends and family members, and added a $120,000 bank loan, with substantial early cash going into inventory.

  • The founders warned friends and family that the money could be lost
  • The business needed inventory and a complete launch setup
  • The founders personally guaranteed the bank loan
  • Product businesses can consume cash before demand is proven

we had about 250,000 to start

Rachel Wilde · 10:00

it wasn't a side hustle ever for us

Rachel Wilde · 10:30
#startup-funding#inventory#risk#ecommerce
Story13:30

An 800-Person Waitlist Built With Samples and Progress Updates

TBH's prelaunch relied on organic Instagram updates, a limited sample run, and public documentation of the build. Wilde estimates the brand reached roughly 1,000 followers and no more than about 800 waitlist subscribers before launch, then made around $4,000 on its first day, about half from supportive friends and family.

  • Wilde shared setup milestones through her own and the brand's social accounts
  • Around 20 samples were used to gather feedback and testimonials
  • The waitlist was built over roughly three to four months
  • First-day sales included substantial personal-network support

we went through a very organic low spend low fire sort of process pre-launch

Rachel Wilde · 14:30
#prelaunch#waitlist#instagram#samples
Story43:30

The Daily Cash View Behind TBH's Survival

Before the 2022 breakthrough, TBH repeatedly faced the possibility of running out of cash. Wilde describes maxed-out facilities, founder and family loans, monthly profit-and-loss meetings, and daily cash-flow projections managed by her mother, while personal guarantees and friends' money raised the stakes.

  • Revenue growth did not remove liquidity pressure
  • The team monitored incoming invoices and available cash daily
  • Personal guarantees made failure materially consequential
  • Accurate financial visibility did not eliminate stress, but it clarified decisions

she managed cash flow daily

Rachel Wilde · 44:00

the runway was out

Rachel Wilde · 44:00
#cash-flow#runway#startup-risk#finance
Story50:30

Why TBH Merged With Boost Lab Instead of Raising Cash Alone

TBH wanted capital paired with advice, networks, and operating experience. Wilde says Boost Lab brought retail relationships, supply-chain knowledge, and an experienced entrepreneur, while TBH's team contributed ecommerce, brand-building, and finance capabilities; the perceived complementarity drove the merger.

  • TBH sought strategic capability as well as money
  • A private-equity contact introduced the two businesses
  • Each team appeared to hold capabilities the other lacked
  • The founders viewed partner character as the merger's central risk

we saw a huge opportunity to go way faster together

Rachel Wilde · 52:30

the real risk for us was who are the people

Rachel Wilde · 55:30
#merger#capabilities#capital#due-diligence

Takeaway· 4

Takeaway11:30

Why TBH Launched With Three Products Instead of One

Wilde believed a single SKU would limit average order value and prevent useful bundles. TBH therefore launched its treatment product alongside a gentle cleanser and a cleansing device, creating small, medium, and large purchase options.

  • One SKU offered little room for bundling
  • The initial range created different basket sizes
  • A ready-to-go cleanser replaced a delayed formulation
  • The cleanser was positioned as gentle rather than as an acne treatment

having one skew was going to really hurt things like average order value

Rachel Wilde · 11:30
#product-range#bundles#aov#launch
Takeaway38:30

The Margin Warning That Changed TBH's Product Roadmap

Potential investors told TBH that its margins were too weak to support retail and international distribution. Wilde reports that feedback in this skincare category pointed to gross margins above 70%, ideally above 80%, so the company sought a stronger blended margin by expanding the range while retaining lower-margin hero products.

  • Retail and distribution introduce additional margin demands
  • A blended range can support strategically important lower-margin products
  • Customers were already asking TBH for additional products
  • The percentages were category-specific feedback, not a universal benchmark

our margins weren't strong enough

Rachel Wilde · 39:00

it has to be above 70% and ideally above 80

Rachel Wilde · 39:00
#margins#product-development#retail#fundraising
Takeaway57:00

When Fourfold Growth Forced York Street to Slow Down

After the merger, Wilde says both brands grew fourfold in 12 months, creating inventory, staffing, process, and freight problems. The team deliberately slowed to strengthen supply-chain management and internal processes before pursuing another growth phase, while choosing one international market rather than many at once.

  • Fast growth exposed missing process and HR foundations
  • Weak forecasting contributed to expensive air freight
  • The company reset before accelerating again
  • International expansion was narrowed to one market at a time

both of them timesed by four in 12 months

Rachel Wilde · 57:30

let's slow down work out what processes we need in place

Rachel Wilde · 58:00
#scaling#operations#supply-chain#international
Takeaway1:04:00

Rachel Wilde's Final Advice: Protect Joy in the Build

Wilde closes by describing entrepreneurship as all-consuming and capable of making founders feel trapped. Her advice is to love the work and deliberately find joy throughout it, which she connects to her own enjoyment of the journey rather than presenting it as a guarantee of success.

  • A business can come to dominate a founder's life
  • Moments of feeling trapped are possible even in a successful journey
  • Joy should be protected throughout the work
  • Wilde says she has had fun and loves her job

you have to love it and prioritize Joy

Rachel Wilde · 1:04:00
#founder-life#joy#mindset#sustainability