Ben Tregoe + a growing expert network
Solve the right problem. Start now.
Herd CoPilot uses Ben's experience to help brand leaders uncover what is really holding the business back—then find the solutions and people who can help fix it.
Start with the challenge as you see it. Leave with a clearer diagnosis, an immediate path forward, and the right expert, resource, or capital source for what comes next.
Ben Tregoe
Ex-banking & PE. Multi-time founder and operator. Founder of Elephant Herd Capital.
How Ben and the network helpStart with the challenge as you see it
CoPilot will help uncover what is really driving it.
Your numbers stay private. Nothing is shared without your say-so.
Better answers start with a better diagnosis
Ben's judgment helps you solve the problem behind the problem.
Founders usually know where the business hurts. They do not always know which constraint is causing the pain—or which fix will unlock the best options next.
Herd CoPilot uses Ben's writings, experience, and criteria to challenge the first answer, make the trade-offs clear, and guide you toward people who can help execute.
See what to expectStart where you are
“I need more capital.”
Bring the challenge in the language you already use. You do not need a perfect diagnosis before the conversation starts.
Find what is really driving it
The capital problem may be a business problem.
Sharp questions can reveal that low margins, high operating costs, inventory performance, or stacked MCA payments are limiting the debt options available today.
Move with the right help
Get the near-term move and the longer-term fix.
Herd CoPilot points you to practical resources, relevant specialists, and capital sources—so you can act now while improving the business that lenders will evaluate later.
Expertise that leads somewhere
Ben's experience helps identify the right problem. Herd CoPilot's growing network helps you find the consultant, agency, operating specialist, or capital provider equipped to solve it.
Get from the symptom to a solution you can act on.
Herd CoPilot meets you at the problem you can see, then pushes past the obvious answer. You leave with a clearer diagnosis, practical next steps, and people who can help carry them out.
Start with what feels urgent
Share your brand URL and describe the challenge in your own words—from needing more capital to fixing margins, growth, or cash flow.
Uncover the real constraint
Answer sharp, experience-led questions that test the first diagnosis and reveal what is actually limiting your options.
Act with the right support
Get a near-term move, a longer-term improvement plan, and a route to the right resource, specialist, or capital source.
Take the next step with the right people.
Use the answer yourself, pressure-test it with Ben, or connect with a specialist or capital provider whose experience matches the real problem.
Use the DIY resources
Take the relevant tools, frameworks, directories, and next steps back to your team.
Find the right specialist
Connect with a vetted consultant, agency, or operator whose experience matches the underlying problem.
Work with Ben
Book a paid strategy session to pressure-test the recommendation and build the plan together.
Find the right capital
When funding is part of the answer, connect with capital sources suited to the business as it stands today—and where it is going.
What are you trying to solve?
Start with the project that matters most. CoPilot will help you define it, size the upside, and understand what execution requires.
Next 30 days
Handle a cash crunch
Inventory due, payroll looming, or a gap you can see coming. Find the fastest safe source of cash — without a fire sale or a bad-fit loan.
Start hereInternal liquidity
Free up cash in the business
Cash trapped in slow inventory turns, long lead times, or bloated overhead. Surface the working capital you already have.
Start hereHave some runway
Improve your capital options
Tighten rates, restructure covenants, and benchmark your current debt against the market so your stack actually works for you.
Start hereScaling now
Fund rocketship growth
More inventory, more marketing, new channels. Fund the next leg without giving away equity you'll wish you'd kept.
Start hereTake chips off the table
Distribute cash to founders
Optimize ongoing founder distributions or structure a one-time liquidity event — a dividend recap or secondary sale.
Start hereExit or buyout
Strategic exit or buyout
Selling, or buying out a partner. Sharpen the story, prepare the data room, and walk in ready to maximize value.
Start hereThe experience behind the agent
Ben Tregoe has sat on every side of the table.
Ben is an ex-banking and private equity finance professional, a specialist in premium ecommerce brands, and a multi-time founder and operator. At Nanigans, then Facebook's largest marketing partner, he worked across business development and corporate development for nine years, sourced and closed a $24 million Series B, built international efforts across Asia and EMEA, and managed the company's sale to Sprinklr.
He later became the founding CEO of Drivepoint, an FP&A platform for ecommerce companies. There he spoke with more than 200 founders and worked with brands including Oats Overnight, Branch Furniture, Ibex, and Geologie—giving him a close view of the financial and operational decisions brand leaders face.
Ben also founded Elephant Herd Capital. Its cycle-matched inventory financing funds 100% of approved inventory invoices upfront and is repaid as a percentage of daily net sales, aligning repayment with the inventory sell-through cycle rather than a fixed calendar.
Herd CoPilot expands that model beyond capital. Ben's judgment helps founders identify the real constraint, while a growing network of consultants, agencies, operators, and capital providers helps them solve it. The goal is not another directory—it is a trusted route to the right expertise at the moment it matters.
Banking & private equity
Investment banking followed by an in-house private equity fund at Lazard Frères.
Founder & operator
Built and operated companies across ecommerce, marketing technology, FP&A, and brand finance.
Elephant Herd Capital
Cycle-matched inventory financing that funds invoices upfront and is repaid with sell-through.
A growing expert network
Specialists across the financial and operational challenges that determine whether a brand can grow well.
Built for founders with consequential projects.
Herd CoPilot is tuned for founders and brand leaders at DTC and omni-channel businesses doing roughly $1M to $50M in sales. It is most useful when the challenge has real financial upside, meaningful execution complexity, or both.
- Direct-to-consumer and omni-channel brands
- Roughly $1M–$50M in annual sales
- Inventory-heavy, growth-minded operators
- Founders prioritizing capital, growth, or operational projects
Start with the challenge. Find the real solution.
Tell Herd CoPilot what is happening now. It will help uncover what is driving it, show you the next move, and point you toward the people who can help execute.
A paid 1:1 working session with Ben—not a sales demo.