OUTREACH AUTOMATION | FINANCIALS
PITCH DECK |
Amai Drink - Building Investor Confidence, Optimizing Operations, and Scaling for Growth
Case Study
CPG business, Amaí, needed comprehensive support in several areas, including investor relations, financial modeling, marketing strategy, and operations. They required visually compelling decks for investor engagement and needed systems to scale effectively, especially around supply chain, task delegation, and go-to-market strategies.
Actions:
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Designed and developed clear, visually compelling investor and sales decks, including teaser and extended decks.
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Created detailed financial models, including P&L statements, cash flow forecasts, and budget planning.
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Led the development of a go-to-market strategy to drive DTC sales and establish retail partnerships.
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Implemented BPMN workflow systems and task delegation frameworks, ensuring streamlined operations and clearer communication across teams.
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Oversaw the setup of an investor relations funnel and communication plan to enhance investor engagement.
Outcomes:
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Designed BPMN workflows and financial models, securing $200,000 in funding
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Increased sales by 20% through a successful go-to-market strategy and partnerships with three major retail chains.
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Improved operational efficiency by reducing delays by 30% through optimized workflows and better delegation systems.
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Boosted team productivity by 25% and reduced turnaround times by 40%, leading to smoother execution of key tasks and projects.