CODA
We Build & Scale Brands Investors Bet On
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
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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.
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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.
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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!