40+ Years of Combined Startup & Wall Street Experience

Founders & Companies

We offer an array of services for every stage of your business growth journey.

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Services Offered

Click each category to expand for more information.

1
We are a FINRA-licensed investment group, with a very large investor syndicate composed of angels, VCs, and family offices. We operate extremely comprehensively and strategically when working with founders on their raise.
We are a subsidiary of Craft Capital, an innovative full-service investment bank based in New York.
Please read our FAQ document below to learn more.


Join our exclusive portfolio to leverage Happy Wellness’ expertise and strategic partner network. As a member, you’ll gain exposure among influential stakeholders, receive tools, resources, and connections, and have us as an extension of your team.

Craft Capital Management

Alex Hamilton, Managing Director of Investment Banking

Happy Wellness is proud to partner with Alex Hamilton of Craft Capital Management, who brings 30+ years of Wall Street experience, alongside SEC/FINRA broker dealer licensing.

Next Steps

To learn more and submit for due diligence:

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2

Advisory Services

Our firm takes an “all hands on deck” approach when working with you. Whether it’s business advice, strategy, roadmapping, or leveraging our extensive network of B2B relationships, our advisory services are designed to de-risk your venture and help you scale efficiently. We will assign a dedicated, bespoke team of 2-4 individuals to meet with you on a weekly or bi-weekly basis.

Who is this for?

Founders or companies who are seeking:

  • ongoing support and strategic help
    review of business materials & comments, such as financials, go-to-market strategy, business plans, pitch decks, etc
    leveraging our network of partners and existing relationships to help open doors for you, such as B2B partnerships, manu-facturing, distribution, or anything non-investment related.

What does this NOT include?

Specific deliverables. If you need the creation of materials, please refer to our project rates (see right).
Pricing:  Retainers start at $3K/month. Equity can be discussed on a case-by-case basis.

Project-based

If you have specific deliverables or goals, our team is available for individual consulting projects. Some examples include a pitch deck, branding, financials, go-to-market strategy, market analysis and/or product road mapping. We will create a bespoke proposal based on your specific scope.
Pricing:  Normal Hourly Rate: $300/hour

EXAMPLES

Business Plan – est. 10-20 hours Pro-Forma – est. 5-10 hours Go-To-Market Strategy – est. 5-20 hours Branding – est. 5-15 houra

Pitch deck package

Our Pitch Deck Package (from scratch) is comprised of 4 parts: research, strategy, branding, financials.
Special Rate: $5,000
3
Our premier offering for early-stage founders looking to build a relationship with Happy Wellness Group. This is a heavily discounted, special incubator program we offer exclusively to pre-seed (or concept stage) companies. Our goal is to develop a quarterly “road map” with you, and meet twice a month to discuss our gameplan. The only reason we charge money is because we want to work with founders who are engaged and receptive of our team’s feedback.
Pricing: Quarterly ($600) Semi-Annual ($900) 
Annual ($1,500)

Next Steps

To learn more details of the program and sign up, click below.

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