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Investor Due Diligence

Starting at $2800

There are exciting new developments in food and beverage products due to emerging technologies, as well as in the growing cannabis and hemp industry. However, tried and true methods such as food safety, compliance and the best facility for operations still apply and can affect return on investment if not analyzed diligently.


What sets us apart from other coaches and consultants is our practical experience in operations and business development. We know how to identify and address the critical issues that can make or break a business. Let us secure your investment and protect customers of this product with our strategic planning solutions for food & beverage and cannabis & hemp.

What you can expect

First, you will facilitate an introduction call so we can meet the founders and learn about your potential investment. Then our work takes place over four phases.

Phase 1 - Pre-Exploration meeting call 

This allows the founders to give us a general idea of where the business is, where they fit in the marketplace, what they’re trying to achieve. We will share with them what to expect from the Exploration meeting and potential subsequent steps.

Phase 2 - Exploration meeting

During the exploration meeting we will do a deep dive in to the programs and documentation of key departments and activities including:

  • ​Supply chain

  • Staffing

  • Operations

  • Logistics

  • Quality management

Phase 3 - Onsite reviews (as needed)

Based on findings in the Exploration meeting, time will be scheduled to observe production, review quality practices, and interview key staff members who were not present at the Exploration meeting. Any program improvements and corrective actions completed since Phase 2 will also be reviewed.

Phase 4 - Report

The work culminates in a detailed written report and an executive summary presentation for your selection team. Report includes strengths, gaps, opportunities for improvement and an assessment of the overall readiness to effectively deploy capital.

Let's connect

We have over 25 years experience bringing new ideas from the white board to the customer's hand. We want to see your vision become reality, and support you on your journey.

The first step is a no-cost, no-obligation conversation.

About Us

Merril Gilbert

Merril offers a unique perspective on the connectivity and transformation between culture, experience, and food. She is a provocative thought-leader on a range of food and beverage topics, from sustainable sourcing and ethical practices to the latest culinary trends and innovations. Merril is a board member at Slow Money NorCal, where she mentors entrepreneurs in the future of food. She is also a member of Naturally Bay Area and part of the MISTA ecosystem.

Rhiannon Woo

Rhiannon is a CPG and ag-tech professional focused on quality management systems and continuous improvement through leadership training, plan development and implementation support to manufacturers across the United States. Rhiannon has developed audit standards, as well as training and calibration programs with industry organizations, shippers, retailers and auditing companies across the value chain.

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Contact Us

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