Investor
Experience That Translates to Results
We partner with emerging and growth stage beverage brands to build commercial foundations, prepare for capital raises, and execute disciplined market expansion.
What We Do
We help beverage brands achieve funding readiness, align with the right investors, and execute disciplined market expansion turning ambition into operational reality.
Pitch Development
Craft compelling narratives that resonate with investors and articulate your brand's vision.
Regional Funding Strategy
Market specific capital strategies tailored to local investor landscapes and regulations.
Investor Narrative
Build a clear, data driven story that aligns with investor expectations and market opportunity.
Regional Funding Strategy
Market specific capital strategies tailored to local investor landscapes and regulations.
Operational Readiness
Financial planning, KPI frameworks, and product strategy that demonstrate scalability.
Market Expansion
Disciplined go to market planning across new territories with measurable milestones.
Two Pillars
Brand Incubation
Early stage brands need structure before scale. We refine positioning, commercial strategy, and financial modeling so the business is ready for investor scrutiny and market entry.
- Positioning and category strategy
- Pricing and margin planning
- Route to market plan
- Distributor readiness and placement strategy
- Go to market execution plan
- Financial model and 3 to 5 year projections
- Deck refinement and narrative clarity
Investment Advisory
Capital is not just raising funds. It is structuring the right round at the right time with aligned investors. We prepare brands for capital conversations and facilitate strategic introductions.
- Raise strategy and round structure
- Investor materials and financial readiness
- Valuation guidance
- Introductions to investor network
- Term discussion support
- Due diligence preparation
CAPITAL FORMATION
PRE-SEED
$250K-$500K
Initial Capital Raise (Concept Validation)
PE
SEED
$500K-$3M
(Build Product & Brand)
SEED
SERIES A
$5M-$15M+
(Scale & Expansion)
SERIES A
PRE-SEED
$5M-$15M+
(Scale & Expansion)
SERIES A
LIQUID ASSETS BROKERAGE
- Entity Formation
- Trademark/IP
- $ Financial Model & Unit Economics
- TTB/State Regulatory Compliance
PRODUCT DEVELOPMENT & BRANDING
- Liquid Sourcing Strategy (Bulk vs. Custom/Domestic vs. Import)
- Concept & Formulation
- Testing & Iteration
- Cost Engineering (COGS & Margin)
PRODUCTION & SUPPLY CHAIN
- Co-Packer/Distillery Selection
- Production Planning
- Supply Chain Setup
- First Production Run
ROUTE TO MARKET
MARKET SETUP
- Secure Importer (if required)
- Secure Distributor
- Pricing & Margin Alignment Sell In Strategy
RETAIL, ACTIVATION & LAUNCH
- Retail Placement
- On Premise Placement
- Marketing & Activations Velocity Strategy
SCALE
- Sales Team Buildout
- Expanded Distribution
- Key Account Penetration
Market Feedback
- Product Refinement
- Packaging Adjustments
- Pricing Optimization
Our Process
A clear, disciplined path from assessment to execution.
01
Assess
We review the brand, goals, traction, and gaps.
02
Build
We create investor ready materials and operating plan.
03
Introduce & Execute
We align the right investor conversations and support launch planning across target markets.
The LAB Advantage
Category & Market Expertise
Deep understanding of the beverage landscape from spirits and RTD to emerging functional categories.
Deep Operator Network
Connections across distributors, retail, on premise, and vendors built over years of hands on industry work.
Metrics Driven Discipline
Rigorous focus on margins, unit economics, and scalable go to market systems that investors expect.
The LAB Advantage
Early to mid stage beverage startups seeking capital, mentorship, and strategic launch execution.
- Founder led spirits brand preparing a seed round
- Ready to drink brand expanding into 2 new states
- Importer seeking a working capital plan
What Founders Say
LAB brought clarity to our raise strategy and connected us with investors who truly understood the beverage space. We closed our round in under 90 days.
Ready to Move Forward?
Whether you’re preparing a raise, entering new markets, or building your operating foundation let’s talk about what’s next.
Get in Touch
Tell us about your brand and objectives.