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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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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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Linquid Pitch Deck Mockup for HWG Case Studies page

Linquid

  • Technology / Software
Linquid is a full-stack creator marketing platform consolidating smart links, attribution, fraud intelligence, affiliate operations, and marketplace commerce into one workspace, with Happy Wellness Group supporting the pre-seed investor narrative around platform consolidation, first-party data, and AI-native growth infrastructure.
Case Study Before | Case Study After
Cellana + Phytosmart

Cellana + PhytoSmart

  • CPG / Consumer Brands
Cellana + PhytoSmart partnered with Happy Wellness Group to support investor positioning and pitch deck development for a merged algae-based omega-3 platform, shaping a story around sustainable nutrition, whole-cell innovation, commercial traction, and the future of clean DHA + EPA supplementation.
Case Study Before | Case Study After
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.
Scotts Protein Balls

Scott’s Protein Balls

  • CPG / Consumer Brands
Scott’s Protein Balls partnered with Happy Wellness Group to strengthen its purpose-driven brand and retail strategy. Together, they amplified growth for this clean, plant-based snack company while deepening its impact through a partnership with the Breast Cancer Research Foundation.
Case Study Before | Case Study After
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.

Elixir

  • Cannabis / Alternative Wellness
Elixir is a disruptive herbal brand that uses FDA GRAS-certified botanicals to safely mimic the sensory effects of vaping while delivering health benefits, positioning itself as a modern alternative to nicotine products for consumers seeking ritual, relaxation, and harm reduction.
Case Study Before | Case Study After

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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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