40+ years 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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Levels of Service

Whether you’re a first time founder or seasoned executive launching a new business, you need a team of experienced professionals who you can rely on for support, guidance, connections, and knowledge,

1
 

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.

Who is this for?

  • Idea stage, Pre-seed & Seed+
  • Ideal for founders who need help but have limited resources, or companies who want to explore a relationship with Happy Wellness

What’s included?

  • 1x Complimentary 30-minute Strategy Call per month
  • 1x Group Cohort Call (optional) per month with leadership team members
  • Up to 2 warm intros per month from our partner network (non-investor)
  • Use of the Happy Wellness logo and name for marketing and investor purposes
  • Featured on our website, newsletters, & marketing materials to our partner network
  • Optional 1:1 consulting sessions at a discounted price
  • Limited to only 20 companies per cohort

Pricing:  $150/month (billed quarterly)
or $200/month (billed monthly)
*14 day zero-risk refund

2
 

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.

Who is this for?

  • Idea stage, Pre-seed, Seed, Series A
  • Ideal for founders who are serious about elevating their company as quickly as possible

What’s included?

  • Expert-Led Workshops: Insights on product development, market strategy, and scaling.
  • Wellness Integration: Strategies to manage stress and enhance productivity.
  • Personalized Mentorship: One-on-one guidance from experienced mentors.
  • Collaborative Environment: Join a community of like-minded entrepreneurs.
  • Practical Tools: Access resources to streamline business processes.
  • Final Presentation: Present to our advisory team and esteemed guests at our digital “demo day.”

Pricing: $2,000
($1,500 for Advisory Network Members)

3
 

We take a “first check, last check” approach with our clients, meaning we want to partner with you for the first check you receive, support your growth long term, and be there for the last check you receive when you IPO or get acquired. We’ll work aggressively to help you find capital, while simultaneously making you as attractive as possible for investment opportunity. This is an incredibly comprehensive, best-in-class “matchmaking” service.

Who is this for?

  • Pre-seed, Seed, Series A-D, Exit-Searching Companies
  • Ideal for founders needing to expand their investor network

Additional Services (optional)

  • Vehicle Navigation: Choose the best financing option for your situation.
  • Pitch Deck & Branding: Create or refine your materials to guide your company.
  • Maximizing Attractiveness: Strategies to increase investment appeal.
  • Valuation Services: Establish pre-money and post-money valuations.
  • Round Size: Determine how much to raise and fund usage.
  • Pitch Coaching: Improve your pitch with expert feedback.

Monthly Admin Fee: $2,000
(*guaranteed checks within 90 days or fee is waived)
Earned commission: 5-10%

4
 

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.

Who is this for?

  • Resourced or revenue-generating companies
  • Executives serious about investing in growth

Customized Roadmap Might Include:

  • Idea Concept and Formation: Formalize and bring your idea to life.
  • Product-Market Fit & Pricing: Find the right audience and pricing model.
  • Go-To-Market: Create a custom strategy for market impact.
  • Revenue Modeling & Forecasting: Develop unit economics and revenue models.
  • Sales Growth: Develop a custom sales playbook and scale efficiently.
  • Fundraising Strategy: Guide you through raising funds.
  • Product Development: Improve your product with UX/UI insights.
  • Business Development: Identify and focus on growth opportunities.
  • Branding: Refresh your branding for clear audience resonance.
  • Operations, Hiring & Scaling: Identify and address internal weaknesses.

Hourly Fee: $250/hour (no minimum) or
Retainer: $200/hour (minimum 10 hours/month for 3+ months)
+Performance Incentive: TBD (sales percentage, cash milestone bonus, revenue sharing)

You’re sitting on untapped revenue you don’t even realize you have.

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