Day 0 Financial Strategy for a Wellness Startup

Case Study

Context

Partnered with a pre-launch wellness startup to design its foundational business model and go-to-market roadmap. The founder sought hands-on support to translate the company’s concept into a financially sound, scalable operation.

Approach

Refined the financial model to inform key decisions on leasing, pricing, and marketing investment. Provided strategic guidance across early operating plans, including development timelines, referral programs, and brand positioning, while running scenario analyses to evaluate growth and profitability trade-offs.

Impact

Delivered a robust, investor-ready financial framework that grounded the company’s launch strategy and clarified near-term priorities across finance, marketing, and operations. The aligned strategy and financial model enabled the founder to secure initial investment and move confidently into launch planning.


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