Case Studies

Case Studies

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Our Portfolio

Some particularly NOVEL work...

Operations

Global Drawback

Engaged by a top-5 global spirits company to uncover federal excise tax recovery opportunities through a Drawback Program. Conducted in-depth supply chain analysis and coordinated cross-functional project management to align operations, compliance, legal and finance. Delivered a full-scale implementation roadmap including regulatory guidance, cost modeling, and system design. The result: a clear path to multi-million dollar savings through streamlined logistics, and enhanced documentation practices.

Commercialization

BUBL Shots

Partnered with a cutting-edge food science venture to help commercialize an alcoholic RTD, the likes of which had never before been brought to market. Implemented MRP systems to track costs, renegotiated manufacturing contracts, and optimized supplier relationships. Secured regulatory compliance, including COLA approval and Kosher certification. Advised on venture strategies such as fundraising and organizational design and DTC platform launch.

Innovation

Christian Cannabis

Implemented an innovative user experience for famous-pastor owned cannabis brand by leveraging blockchain technology to create a personalized journey toward spiritual enlightenment, blending Christian values with contemplative practices. This platform fosters community engagement through rewards tied to spiritual milestones, driving loyalty, advocacy, and revenue growth while positioning cannabis as a holistic remedy.

Operations

Distillery CRM Ops

Optimized a growing distillery’s workflow by implementing a custom CRM and project management system that automates the journey from client onboarding to production. Integrated automated triggers to sync sales with shop-floor tasks and inventory management, freeing leadership to drive deal flow while production teams focus on quality. A strategic pricing and service analysis further unlocked new revenue streams and a scalable path for expansion.

Innovation

Hound Honey

Who doesn't love a little alliteration? But more interestingly, we were the first to propose use of honey as a natural treat for dogs. After extensive concept validation, we branded, formulated, packaged, and presented complete strategy for this game-changer.

Innovation

Targeted Wellness

Led development of a highly targeted wellness supplement addressing a specific cognitive wellness need through market research and science-backed formulation. Translated clinical insights into a differentiated ingredient profile, and oversaw formulation, packaging, compliant labeling, and manufacturing strategy. Structured the supply chain and commercialization approach from raw materials through co-manufacturing. The result is a purpose-built wellness product designed for precision, credibility, and scale.

Commercialization

DTC Spirits

Pivoted French vodka to become one of the first ever ‘digitally native, vertically integrated’ direct-to-consumer spirits. Developed e-commerce solution and unique supply chain that satisfied all regulatory requirements. This cross-functional innovation made venture operations more cost-efficient, increased distribution scalability and improved customer experience while providing more user data.

Innovation

Garlic Honey

Pushing fermentation technology and niche branding to their limits! Now beyond the final stage-gate, this is an edible wellness product harnessing a holistic remedy that's been passed down for centuries around the world. Project included concept validation, branding, formulation, packaging design, go-to-market strategy and more.

Innovation

Bodywash Booster

We are extremely excited to take on a new challenge that will be an experiment in brand positioning and consumer behavior. The project requires our full suite of services, but most importantly: branding, and go-to-marketing strategies. Get ready to see a NOVEL approach to the current demand for natural wellness solutions!

Innovation

Unicorn Rosé

Developed a Rosé brand and product as a strategic co-brand and potential loss leader to complement a spirits sales strategy. This project encompassed full-scale brand development, formulation, package design, & website creation.

COMMERCIALIZATION

Perfectly Prenatal

Architected an evidence-based prenatal supplement by bridging technical formulation with a scalable commercialization strategy. Managed the entire lifecycle from market research and ingredient sourcing to custom packaging and manufacturing setup. Established a robust, traceable supply chain and a vertically integrated DTC model to ensure high-purity standards and optimized unit economics. Delivered a market-ready wellness product that prioritizes superior bioavailability and a premium customer journey.

Commercialization

Rum Gift Set

Designed limited-edition Father’s Day gift set that includes a bottle of Brinley rum and a miniature pirate ship, designed to be displayed inside the bottle. This innovative 'ship in a bottle' concept is a first for on-premise promotions, made possible by the Brinley bottle’s distinct label design.

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