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Service Areas

Consulting

We focus on Tech + CPG related companies who are in growth stage or have an established business.  We take on large and small projects as well as hourly work. 

 

Types of projects vary but we have tackled the below as a team:

  • Corporate Strategy Framework > Mission, Vision + Values

  • Marketing > Brand Footprint Development 

  • Supply Chain Optimization

    • 3PL & Fulfillment RFP and Recommendation

    • CMO Vetting and Setup

    • Packaging Search + Optimization

    • Overseas Raw Material + Component Search (savings between 15% to 34%)

    • COGs modeling

  • ERP + IMS Implementation

  • Financial Modeling for SaaS, D2C + Wholesale/Retail

  • Operations systems implementation

  • Demand Planning Models 

  • Supply Planning Models 

  • Operational Process Flow Needs Assessment

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Image by Scott Graham

Advising

Early stage companies need guidance on where they should spend their limited time and resources.  We only partner with companies we believe in and if agreeable will become a formal Advisor for your business.  You'll have access to numerous individuals with different backgrounds and experiences which will help you see around many corners.

Investing

We aren't the big check guys but we do love to provide value to the company + people we invest in! 

 

Key criteria for investment falls into the below buckets:

  • Whether we can provide value

  • We look for the below in potential investments:

    • Strong Founders/Operators with Integrity

    • Product/Market Fit

    • Commitment to Revenue + Customer

 

We balance our investment dollars between 80% Tech and 20% Product.  If something might not be right for us we will do our best to find someone in our network.

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Wholesale Market Aisle

Wholesale

Many brands are looking for incremental revenue and better wholesale options. We work with you to find opportunities both domestically and internationally which could help grow your topline or save money on your bottom line. 

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We've purchased many different items sold to retail, online marketplaces and even linked brands to partnership opportunities with finished good items purchased directly from your manufacturer or 3PL.

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