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Confidential · Investor Diligence

DATA ROOM

Diligence-ready. Organized like a much bigger company. Everything an investor needs to move from interest to commitment — in one place.

14
Folders
64
Files
<10 min
To first conviction
Start Here
Reduce confusion
Clear naming, guided start, visual dashboards.
Reduce perceived risk
Operations, IP, supply chain and risk mitigation in the open.
Increase momentum
Traction, partnerships and milestones — the next 12 months in motion.
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Index

14 folders. 64 files.

14 of 14 folders
00
Read this first

Start Here

Lower the friction. Every investor begins with a guided welcome — what we do, why now, the raise, and the fastest path to a yes.

5 files
  • Welcome letter from the founder
    PDF0.4 MB2 pagesUpdated Nov 2025
  • 2-minute company overview
    PDF1.8 MB8 pagesUpdated Nov 2025
  • Data room index & navigation guide
    PDF0.6 MB4 pagesUpdated Nov 2025
  • Fundraising timeline & process
    PDF0.5 MB3 pagesUpdated Nov 2025
  • Key contacts & FAQ
    Document0.3 MB5 pagesUpdated Nov 2025
05
Proof of momentum

Traction & KPIs

Live dashboards proving velocity across DTC, Amazon, wholesale and retail — the numbers behind +237% two-year CAGR.

6 files
  • Monthly revenue & growth charts
    Spreadsheet2.4 MB6 sheetsUpdated Nov 2025
  • CAC, LTV, retention, churn, repeat rate
    Spreadsheet1.9 MB8 sheetsUpdated Nov 2025
  • Retail door count & expansion map
    PDF3.1 MB12 pagesUpdated Nov 2025
  • Amazon ROAS & conversion snapshots
    PDF1.7 MB10 pagesUpdated Nov 2025
  • Velocity by retailer (Walmart +302% YoY)
    CSV0.4 MB2,400 rowsUpdated Nov 2025
  • Social, email/SMS & influencer performance
    PDF2.2 MB14 pagesUpdated Oct 2025
07
TAM · SAM · SOM

Market Opportunity

Premium coconut water sits inside a $9B U.S. functional beverage tailwind. The category is moving — we're positioned to lead it.

5 files
  • TAM / SAM / SOM sizing model
    Spreadsheet1.5 MB5 sheetsUpdated Oct 2025
  • Competitive landscape & positioning matrix
    PDF2.8 MB11 pagesUpdated Oct 2025
  • Why now — consumer & category trends
    PDF3.4 MB18 pagesUpdated Oct 2025
  • White space analysis
    PDF1.6 MB7 pagesUpdated Oct 2025
  • One-page competitor comparison
    PDF0.5 MB1 pageUpdated Nov 2025
13

Brand & Creative Assets

A premium coconut brand that looks the part on shelf, in feed and in hand. Visual identity built for category leadership.

5 files
  • Logo, packaging renders & shelf mockups
    Archive84 MB42 filesUpdated Nov 2025
  • Lifestyle, retail & event photography
    Images210 MB180 photosUpdated Oct 2025
  • Ad creatives & video commercials
    Video320 MB12 clips · 04:21Updated Oct 2025
  • Founder story video
    Video180 MB03:42Updated Sep 2025
  • Press mentions & UGC library
    PDF5.6 MB24 pagesUpdated Nov 2025
10

Partnerships & Pipeline

Momentum isn't just signed deals — it's the buyer conversations, LOIs and launches lining up behind the next twelve months.

5 files
  • Active LOIs & retail buyer conversations
    PDF2.1 MB9 pagesUpdated Nov 2025
  • Distribution discussions (UNFI, KeHE, DSDs)
    PDF1.4 MB6 pagesUpdated Nov 2025
  • Celebrity & influencer partnerships
    PDF3.0 MB12 pagesUpdated Oct 2025
  • Upcoming launches & trade show pipeline
    Spreadsheet0.8 MB3 sheetsUpdated Nov 2025
  • Sales pipeline snapshots
    Spreadsheet1.2 MB4 sheetsUpdated Nov 2025
11

Customer Validation

Retailers reorder. Consumers come back. Press notices. Social proof reduces investor fear — and we have it in volume.

5 files
  • Reviews & testimonials
    PDF1.9 MB16 pagesUpdated Nov 2025
  • Retailer reorder data & feedback
    Spreadsheet1.1 MB5 sheetsUpdated Nov 2025
  • Consumer surveys & case studies
    PDF2.6 MB20 pagesUpdated Oct 2025
  • Press articles & awards
    PDF3.8 MB22 pagesUpdated Nov 2025
  • UGC, community & engagement screenshots
    Images96 MB120 imagesUpdated Nov 2025
09

Manufacturing & Supply Chain

De-risked CPG operations: co-packer redundancy, margin transparency and a freight strategy built for national scale.

5 files
  • Manufacturer & co-packer agreements
    PDF4.2 MB38 pagesUpdated Sep 2025
  • Production capacity & lead times
    Spreadsheet0.9 MB4 sheetsUpdated Nov 2025
  • Freight strategy & margin breakdowns
    Spreadsheet1.6 MB7 sheetsUpdated Nov 2025
  • Inventory cycle & fulfillment SOPs
    PDF2.0 MB14 pagesUpdated Oct 2025
  • QA/QC process & vendor relationships
    PDF1.8 MB11 pagesUpdated Oct 2025
14

Technology & IP

Defensibility beyond the can — trademarks, domains, proprietary systems and the data infrastructure powering decisions.

4 files
  • Trademarks, patents & domain portfolio
    PDF2.3 MB12 pagesUpdated Oct 2025
  • Software stack & AI/automation systems
    PDF1.7 MB9 pagesUpdated Nov 2025
  • Ecommerce & retail data infrastructure
    PDF1.4 MB8 pagesUpdated Nov 2025
  • Proprietary workflows & data ownership
    Document0.7 MB10 pagesUpdated Oct 2025
12

Leadership & Advisors

People invest in people. Operators, advisors and a network that opens the doors a young brand can't open alone.

4 files
  • Executive bios & key hires
    PDF1.6 MB10 pagesUpdated Nov 2025
  • Advisory board & existing investors
    PDF1.2 MB6 pagesUpdated Nov 2025
  • Organizational chart
    PDF0.5 MB1 pageUpdated Nov 2025
  • LinkedIn profiles & notable relationships
    Document0.4 MB4 pagesUpdated Nov 2025
02
Capital → Milestones

Use of Funds

Where the capital goes — and exactly what it unlocks. Clarity over spreadsheets.

6 files
  • Use of funds allocation model
    Spreadsheet1.3 MB6 sheetsUpdated Nov 2025
  • Capital → Milestones mapping
    PDF0.9 MB5 pagesUpdated Nov 2025
  • Inventory build plan (35%)
    Spreadsheet0.7 MB3 sheetsUpdated Nov 2025
  • Marketing budget plan (25%)
    Spreadsheet0.6 MB3 sheetsUpdated Nov 2025
  • Sales hires plan (15%)
    PDF0.5 MB3 pagesUpdated Nov 2025
  • Ops, retail & contingency (25%)
    PDF0.6 MB4 pagesUpdated Nov 2025
15

Milestones & Roadmap

What's already done versus what this round funds. Built to show confidence and a clear next chapter.

4 files
  • Milestones achieved to date
    PDF1.1 MB7 pagesUpdated Nov 2025
  • 12-month milestones funded by this round
    PDF1.4 MB9 pagesUpdated Nov 2025
  • 24–36 month strategic roadmap
    Deck5.8 MB18 slidesUpdated Oct 2025
  • Expected outcomes per milestone
    Spreadsheet0.9 MB4 sheetsUpdated Nov 2025
16

Risk Management

Sophisticated investors reward honesty. Here are the risks — and exactly how we mitigate each one.

4 files
  • Supply chain & cash flow risks
    PDF1.5 MB8 pagesUpdated Oct 2025
  • Category & competitive risks
    PDF1.3 MB7 pagesUpdated Oct 2025
  • Mitigation strategies & playbooks
    PDF2.0 MB12 pagesUpdated Nov 2025
  • Insurance & backup manufacturers
    PDF1.1 MB6 pagesUpdated Sep 2025
17

Video Walkthroughs

Loom walkthroughs that compress hours of diligence into minutes — and let investors feel the company, not just read it.

4 files
  • Founder intro & investor overview
    Video240 MB08:14Updated Nov 2025
  • Product demo
    Video160 MB05:32Updated Nov 2025
  • Retail & warehouse walkthroughs
    Video290 MB09:48Updated Oct 2025
  • Live dashboard explanation
    Video140 MB06:05Updated Nov 2025
18

Why We Win

One page. Six answers. Why this team, why now, why this category, why this product, why we beat competitors, and why this becomes large.

2 files
  • Why We Win — one-pager
    PDF0.8 MB1 pageUpdated Nov 2025
  • Why We Win — investor deck
    Deck6.4 MB14 slidesUpdated Nov 2025

Ready to go deeper?

Full data room access — financial models, legal, supplier agreements, pipeline detail and live KPI dashboards — is available under NDA to qualified investors.

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