CODA

We Build & Scale Brands Investors Bet On

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Ideation → Exit

CODA drives valuation, market perception, and investor confidence.

$3B+

Portfolio Value

$50M+

Secured Capital

$200M+

Revenue Generated

$500M+

Valuation Uplift

Experience & Brand Track Record

Our work spans venture-backed startups, emerging consumer brands, and industry-leading global companies.

Building brands is our Genius. Leading your brand is yours.

What We Do

  • From idea to investor-ready.
    We partner with first-time founders and early-stage companies to build a backable, investor-approved foundation.

    What this includes:

    • Business & Investment Narrative Architecture
      We uncover the full story behind the business — market opportunity, differentiation, traction, financial pathing, and competitive landscape — and translate it into a backable, investor-aligned business plan.

    • Pitch Deck Content Development
      We provide all narrative content, messaging, and strategic framing required for a compelling pitch deck (your design team or ours can handle visuals).

    • Pitch Coaching & Delivery Prep
      Whether you're preparing for pitch competitions or direct VC meetings, we coach you through delivery, Q&A, positioning, and investor objections with a focus on confidence and clarity.

    • Capital Partner Introductions
      Based on your stage, category, and vision, we facilitate curated introductions to investors, strategic partners, or capital groups aligned with your long-term goals.

    • Live Presentation Support
      We sit in on key investor calls and presentations, gather real-time feedback, and refine your positioning for subsequent conversations.

    • Round Support Until Close
      We continue coaching, refining, and facilitating introductions until your capital round is successfully closed.

  • Refine the strategy. Align the stakeholders. Accelerate the path forward.
    For funded, fast-moving companies juggling growth, investor expectations, and internal complexity, we provide high-level strategic refinement and operational clarity.

    What this includes:

    • 90-Day Strategic Audit & Refinement
      We evaluate your existing strategy, go-to-market plan, messaging, operations, and investor materials to understand what’s working, what’s missing, and what’s holding you back.

    • Critical Improvements & Strategic Additions
      We refine the components that need strengthening, identify gaps that must be addressed, and present what should be added, evolved, or removed to support sustainable scale.

    • Stakeholder & Investor Alignment
      We meet with your current investors, advisors, and internal leadership to ensure everyone is aligned around the same narrative, expectations, and growth plan.

    • Decision-Making & Clarity Frameworks
      We help leadership streamline decision-making, reduce noise from competing opinions, and anchor the company in a strategic direction that supports both vision and execution.

    • Transition to Long-Term Advisory
      After the 90-day engagement, we shift into an advisory role to guide implementation, provide strategic oversight, and support leadership as the company grows.

  • Strategic oversight for post-Series A/B companies preparing for acquisition.
    For growth-stage companies already backed by institutional investors and moving toward M&A, we provide high-level strategic support to ensure the business is aligned, performing, and positioned correctly through the exit process.

    What this includes:

    • Exit Readiness & Value Narrative
      We assess the company’s brand, financial trajectory, and operational structure to identify the milestones, messaging, and positioning required to maximize valuation during acquisition.

    • Due Diligence Preparation & Guidance
      We help leadership organize, refine, and present the information buyers and bankers expect—reducing friction, tightening narratives, and ensuring consistent alignment across teams.

    • Strategic Oversight Through the M&A Timeline
      We work alongside founders, leadership teams, and current investors to ensure strategic focus, operational stability, and cohesive messaging throughout negotiations and buyer conversations.

    • Stakeholder & Investor Alignment
      We facilitate clarity across existing investors, board members, and key executives to maintain a unified direction during a period where misalignment can stall or compromise the deal.

    • Performance Communication & Positioning
      We support the company in presenting milestones, updates, and achievements in a way that strengthens the acquisition narrative and builds buyer confidence as the process unfolds.

    • Hands-On Advisory Until Close
      We remain engaged throughout the exit process, offering experienced strategic counsel as you navigate buyer feedback, negotiations, and final terms—ensuring nothing jeopardizes momentum.

Our four-pillar system applies to ALL clients (early-stage and scaling)

Dream → Build → Grow → Sell

Our Framework

Pillar 1

Clarity & Diagnostic

  • Deep-dive founder and leadership interviews

  • Brand, financial, and operational assessment

  • Category, competitive, and valuation analysis

  • Identification of barriers to investment or scale

  • Alignment on strategic narrative and business logic

Pillar 2

Brand Architecture

  • Strategic narrative development

  • Messaging hierarchy and communications architecture

  • Category design and market positioning

  • Audience and buyer psychology validation

  • Story alignment with valuation and growth

Pillar 3

Market Traction

  • Traction pathway design (press, partnerships, distribution)

  • Momentum-building visibility moments

  • Credibility markers (reviews, partnerships, authority content)

  • Market proof or “proxy traction” based on stage

  • GTM, pricing, and offer refinement

Pillar 4

Capital or Exit Pathway

  • Investor readiness + pitch refinement

  • Financial clarity and valuation logic alignment

  • Stakeholder and board alignment

  • Investor meeting preparation and support

  • Capital introductions (where applicable)

  • Exit pathway structuring for Series A+ companies

Who We Work With

Founders who are building, scaling, or preparing for exit.

Consumer & CPG

Tech & Tech-Enabled

Food, Beverage & Hospitality

Results

Contact Us

Ready to work together? Tell us a little about your business, and we’ll be in touch soon. We look forward to connecting with you!