View Results from Our Latest Demo Day

Case Studies

Explore our success stories – real projects with real impact. See how we’ve helped brands grow with strategy, innovation, and execution
Filtered (10)
Filters
Category
Show (10)
Cancel
Sun Theory

Sun Theory

  • Cannabis / Alternative Wellness
Sun Theory is a leading plant-based wellness and cannabis holding group, launching SPV IV—an asset-backed portfolio of five brands and dispensaries, including an Arnold Palmer licensing deal—targeting 58.8% net IRR and ~$100M revenue by 2025, with multiple EBITDA-positive assets and $45M already committed toward a $60M raise.
Rook

Rook

  • Technology / Software
ROOK is the “Stripe for wearable health data,” offering an API and SDK that standardize data from dozens of devices into a single interface for digital health, insurance, and wellness companies, helping teams launch data-driven products without complex one-off integrations, and now serving 40+ paying customers with rapidly growing recurring revenue.
View Pitch Deck
EXS

EXS

  • Hospitality / Real Estate
EXS is a private equity firm specializing in Social Real Estate — experience-led properties that blend hospitality, community, and technology. With over US$1B invested and a 20-year track record, EXS backs high-growth brands like Mad Monkey Hostels and Pirate Studios for both operating and property upside.
Esker

Esker Beauty

  • CPG / Consumer Brands
Esker Beauty is a modern prestige bodycare brand that turns daily routines into elevated rituals with sensorial, plant-based formulas and its patent-pending Body Plane tool, bringing spa-level bodycare into the home and top retailers like Credo and Bluemercury under founder and trend forecaster Shannon Davenport.
The Pack

The Pack

  • Health / Science / Healthcare
The co-founder of Rumble Boxing (over 100+ studios worldwide) approached Happy Wellness Group with a new group fitness concept they were launching based on “preparedness and self defense”, while building upon the high-energy, fun atmosphere that customers had already known and loved with their prior fitness enterprise.
Saint Sauna

Saint

  • Hospitality / Real Estate
Saint approached Happy Wellness Group to secure additional investment for their unique multi-modal contrast therapy concept opening in Fall 2025 in New York City. They had already secured approximately $500K and were looking to raise an additional $300K to close out their pre-seed round.

Smooth Commerce

  • Technology / Software
Smooth Commerce is a disruptive force in restaurant technology, helping businesses drive sales and elevate guest experience through a fully customizable, white-label SaaS platform that powers branded mobile apps, online ordering, and loyalty for restaurant groups across North America.
Case Study Before | Case Study After
Sacred Ohms

Sacred Ohms

  • Hospitality / Real Estate, Technology / Software
Sacred Ohms, an exclusive “Airbnb-style” marketplace for wellness retreat operators and hosts, brought Happy Wellness Group onboard to shape strategy, streamline operations, and launch the platform from pre-revenue concept to in-market business connecting conscious travelers with curated retreat experiences.
View Pitch Deck

BUMP Caviar Concept

  • Hospitality / Real Estate
Entrepreneur and founder of BUMP came to Happy Wellness Group with a concept for a caviar themed restaurant in Nashville, to be the premier dining destination for a new real-estate development / tourist center. He needed a full investor pitch deck, go-to-market strategy, and financials created.
View Pitch Deck

Wellzyperks / Clean Plates

  • Technology / Software
WellzyPerks (a subsidiary of Clean Plates, a leading digital wellness publication) engaged with Happy Wellness to drive customer acquisition and growth strategy, focusing in particular on B2B partnerships, sales, and D2C product improvements.
Case Study Before | Case Study After