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Case Studies

Explore our success stories – real projects with real impact. See how we’ve helped brands grow with strategy, innovation, and execution
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Culturi Coffee Mockup for HWG Case Studies page

Culturi Coffee

  • CPG / Consumer Brands
Culturi Coffee is a premium ready-to-drink coffee brand bringing globally inspired flavors, organic Arabica, shelf-stable packaging, and accessible pricing to a fast-growing beverage category, with Happy Wellness Group supporting the Seed investor narrative around retail expansion, margin strength, and national distribution.
Evil Genius Games Case Study tablet mockup

Evil Genius Games

  • Media / Entertainment
Evil Genius Games is building the operating system for tabletop role-playing games, with Happy Wellness Group supporting the Seed investor narrative around Sidekick, its SaaS platform for game discovery, character management, creator publishing, virtual gameplay, AI tools, and licensed entertainment IP.
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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.
Holy Water

Holy! Water

  • CPG / Consumer Brands
Holy! Water is a female-founded, PhD-led functional beverage brand creating premium tonics that blend adaptogens, nootropics, and functional mushrooms to deliver clean energy, focus, and mood support by day, and sophisticated non-alcoholic social drinks by night for modern, health-conscious consumers.
Something Southern

Something Southern

  • CPG / Consumer Brands
Something Southern Spirits partnered with Happy Wellness Group to support fundraising and expansion planning for its “New South” whiskey brand. Together, they crafted a compelling investor story around a $70+ quality whiskey at a $38 price point, strong early distribution in Florida, and a high-margin growth plan across the Southeast U.S.
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clearwater mockup

Clearwater Wellness Co

  • CPG / Consumer Brands
Clearwater Wellness Co partnered with Happy Wellness Group to support fundraising and go-to-market strategy for SnowCap, their thermoelectric cold plunge system. Together, they validated strong early demand with 500+ pre-sold units and positioned the brand as a category-defining leader in modern recovery hardware.
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.
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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.
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