Supporting Amaí’s Growth Through Strategic Services

Amaí, a hibiscus-based beverage company, sought to expand its market presence while streamlining operations and improving investor relations. Coco, the founder, envisioned automating investor relations (IR) and enhancing relationship management to secure funding and scale the business effectively. However, limited internal resources and evolving goals presented significant challenges.

Challenges

Deck Preparation: Needed visually compelling decks for investors, sales, marketing, and operations to clearly communicate Amaí’s vision.

Financial Modeling: Required detailed financial models to forecast budgets, plan cash flow, and demonstrate ROI to stakeholders.

Growth Strategy: Sought a roadmap to scale operations and enter key markets while managing resources efficiently.

Marketing Strategy: Needed a robust plan to drive direct-to-consumer (DTC) sales, establish retail partnerships, and build brand recognition.

Operational Planning: Required efficient management of supply chain logistics, production timelines, and team coordination.

Systems Setup: Needed systems to streamline workflows and establish clarity across operations.

Delegation Framework: Required a task delegation system to efficiently assign and track outsourced work.

Staffing: Initial efforts to build an in-house team for COO/CFO-level roles were unsuccessful, requiring alternative solutions.

Solutions Provided

Deck Work

Created Investor Decks (Teaser and Extended versions) to attract funding.

Designed a Sales Deck to highlight Amaí’s unique value proposition.

Delivered Marketing Strategy Decks to support DTC and retail expansion plans.

Developed an Operations Plan Deck for internal workflow clarity.

Financials

Built detailed Profit & Loss Statements, Cash Flow Models, and Budget Forecasts.

Delivered financial projections that highlighted ROI for potential investors.

Growth and Marketing Strategy

Formulated a Go-to-Market Strategy, including DTC channel development (e.g., Amazon, online store) and retail partnerships.

Secured distributor agreements to broaden market reach.

Supervised content creation across channels to ensure alignment with Amaí’s brand identity.

Operational Systems

Implemented Business Process Modeling Notation (BPMN) to clarify workflows.

Set up CRM systems to enhance relationship management with investors and customers.

Overhauled supply chain processes to improve efficiency and meet production timelines.

Team Coordination

Established Performance KPIs and task tracking systems.

Created frameworks for task delegation and outsourced team management.

Investor Relations Automation

Designed a Fundraising Funnel and an Investor Communication Plan for regular updates and reporting.

Delivered Quarterly Investor Reports, ensuring transparency and trust.

Results Achieved

Enhanced Investor Relations: Delivered clear and compelling decks that attracted investor interest, coupled with automated communication processes to maintain relationships.

Streamlined Operations: Improved supply chain and workflow efficiency through BPMN systems.

Financial Clarity: Detailed models and projections provided stakeholders with confidence in Amaí’s financial stability and growth potential.

Market Expansion: Successfully launched DTC channels and established retail partnerships, broadening Amaí’s reach.

Improved Task Management: Implemented frameworks that optimized team performance and ensured accountability.

Key Deliverables

Investor Decks (Teaser and Extended)

Sales Deck

Marketing Strategy Deck

Operations Plan Deck

Financial Models (P&L, Cash Flow, Budgets)

Go-to-Market Strategy

CRM and BPMN Systems

Quarterly Investor Reports

Conclusion

Amaí’s journey highlights the importance of strategic planning and adaptability. By addressing challenges across multiple areas, from investor relations to operational systems, Amaí achieved significant milestones that positioned it for sustainable growth. This partnership exemplifies how a tailored approach can drive results even in complex scenarios.