04In Build

Sales & Investor Materials

The case for buying in — retail and capital

Parallel toolkits: one persuades buyers to stock the brand, the other persuades capital to fund its expansion.

Owner
Capital Markets & Trade
Cadence
Refreshed each quarter close

34%

Pitch-to-PO rate

$85K

Avg. opening order

45 days

Diligence cycle

Sales Enablement

  • Retail buyer pitch deck with category rationale
  • Line sheet with wholesale, MSRP, MOQ, and case pack
  • Planogram recommendations and shelf-set visuals
  • Objection handling guide and competitive comparison

Investor Package

  • Executive summary and investment thesis
  • Five-year financial model with unit economics
  • Use of proceeds and capital deployment schedule
  • Cap table, governance, and exit scenarios
  • Data room index with diligence-ready documentation

Proof

  • Case studies with pre/post revenue and distribution data
  • Manufacturing and logistics partner credentials
  • Third-party testing, certification, and compliance records