Products we built end to end, and real client engagements — anonymized where clients prefer it. What the problem was, what we built, and what changed.
Things We've Built
Software we designed, built and shipped end to end — our own products and client platforms alike.
AI personal styling app
CMA's own product
A consumer AI styling app — brand, marketing site, and product built end to end.
See what we built
Multi-tenant operations platform
CMA's own product
A multi-tenant client portal — scheduling, deliverables, and QuickBooks-synced billing. Built and run in-house.
See what we built
Franchise operating system
Built for Milly's — Rio Grande Valley, TX
A franchisor console, a franchisee portal and a warehouse ledger — the operating system behind a multi-store footwear franchise.
See what we built
Property management platform
Built for DW Capital Holdings
A property-management platform for long-term and short-term rentals: leases, rent and maintenance, channel calendars and owner statements.
See what we builtClient Engagements
Every figure on these pages comes from the work itself — modeled, sourced, or reported by the client. Where no audited number exists we say what changed instead of inventing one.
71 case studies
Signature work
Renewable Energy & Infrastructure
A ready-to-build 932 MW solar project with 100% of output under two PPAs. CMA built the plan and project-finance model for a ~$380M non-recourse financing.
$380M senior secured financing, non-recourse to the sponsor
A lender-grade, non-recourse financing package for a 932 MW, PPA-anchored solar project
Signature work
Healthcare · Dermatology (M&A)
A physician-owned dermatology platform expanding across California. CMA built verified research, screened 11 targets, and a four-tier acquisition roadmap.
11 acquisition targets verified against primary sources
A verified market read, 11 screened targets, and a four-tier acquisition roadmap
Signature work
SaaS · AgTech Compliance
How CMA built the business plan, financial model, and pitch deck behind FieldWise — a mobile-first AgTech SaaS for bilingual worker onboarding.
~$1M → $3M+ projected revenue growth across the plan horizon
A venture-grade plan, model, and deck that size the opportunity and back it with numbers
Signature work
Construction & Modular Housing
A profitable steel-frame modular home builder that grew revenue from $1.0M to $7.6M since 2020. CMA built the investor- and lender-ready capital package.
$60M equity raise to fund a robotics-driven production plant
A complete, funding-ready capital package for a steel-built housing company
Signature work
Food & Beverage · Restaurant
A caterer with a 4.7-star rating and $360K+ in first-year revenue but no dining room. CMA built the plan and model to open a full-service restaurant.
$360K+ real first-year catering revenue — proven demand, not a projection
A financing-ready plan and model to convert proven catering demand into a full-service restaurant
Signature work
Retail & Franchising
A beloved Rio Grande Valley women's footwear store ready to grow. CMA built the operating playbook, unit economics, and a phased franchise expansion strategy.
3 streams the franchise revenue model — wholesale margin, franchise fee & royalty
Operational playbook, unit economics, and a phased franchise expansion strategy
Professional Services
CMA’s own client portal connects pipeline, QuickBooks, documents and delivery. Explore cleared demo screens, operating decisions and a captioned tour.
A firm-owned operating workspace connecting sales context, client delivery and billing records
Real Estate
A Texas property platform connecting leases, calendars, turnovers and owner statements. See real screens, workflow decisions and a captioned visual tour.
One property workspace joining long-term tenancies, short-term operations and owner reporting
Consumer Software
CMA’s AI styling app build: brand, profile, closet-aware outfits and a shoppable experience, shown in real screenshots and a captioned product tour.
A connected brand, marketing site and AI styling product with a shared customer profile
Professional Services · Business Consulting
CMA organized ARC's consulting services, delivery models and operating requirements into a strategy framework and a scoped plan-and-deck project overview.
Offer architecture services connected to distinct delivery models
A strategy framework and project scope connecting service packages, delivery and launch priorities
Professional Services · B2B Content
A documented B2B content example: an advisor exit-strategy article organized around affiliation, selling a practice, retirement and client continuity.
Decision-led the article follows a reader's transition questions
An article that organizes a technical topic around the advisor's decision and transition questions
Nonprofit · Corporate Outreach
CMA's Table to Forest outreach package connects a sustainability story to a clear corporate ask, with concise copy and guidance for the designer.
One story food scraps, compost, trees and forests
A corporate outreach messaging package with concise copy, expanded explanations and a specific participation ask
Clean-Energy Investment · Project Finance
How CMA turned a sophisticated preferred-equity structure into an LP-ready pitchbook — a year-by-year after-tax cash-flow model solving to a 12% investor IRR.
$1.0B of transactions completed — the track record
An institutional-grade LP pitchbook translating a tax-advantaged structure into a fundable narrative
Infrastructure Finance · Clean Energy
How CMA helped redesign a distributed-renewable-energy credit-rating and project-finance assessment framework for an infrastructure-finance institution.
8–10 distinct DRE business models unified under one credit framework
A unified, empirical credit framework and a suite of project-finance models
Veteran Services & Nonprofit
A veteran-founded venture teaching mental fitness to build resilience. CMA built the plan, financial model, and deck for both funders and investors.
Two audiences a plan written for investors and funders at once
A funder- and investor-ready plan for a veteran mental-fitness venture
AI & Connected Safety Hardware
How CMA built the market case and a five-year financial model for SafeNest — a predictive-safety platform launching on smart pet hardware.
$1.5M pre-seed SAFE sought, at a $10M valuation cap
A venture-grade, milestone-gated model for a phased hardware-and-AI platform
Health & Wellness · Franchise
A Salt Vault franchisee needed financing for a salt-therapy location. CMA built a lender-ready plan pairing the franchisor's system with local execution.
Dual-view franchisor model plus franchisee/borrower profile
A lender-ready franchisee plan pairing the brand model with local execution
Building Products · Historic Preservation
How CMA mapped 16 competitors, scored a category-leading historic window on 12 specifier attributes, and reframed the growth problem as visibility.
16 competitors profiled across three tiers (4 / 7 / 5)
A mapped position and a specifier-outreach path to convert product quality into written specifications
Beverage, Spirits & CPG
How CMA connected Snow Tequila's unit economics, channel assumptions and scenario forecasts in an investor-facing business plan for the Aspen spirits brand.
2 scenarios separate conservative and growth views
A scenario-based model and investor-facing plan connecting operating assumptions with the brand narrative
Healthcare · Brand Strategy
A pre-launch faith-aligned telehealth venture. CMA built the brand foundation, positioning, and identity strategy the whole marketing build hangs from.
7 words a tagline that carries the entire positioning — 'Modern care, rooted in faith'
A brand foundation, positioning, and identity strategy the whole marketing build hangs from
Healthcare & Elder Care
How CMA built the business plan and financial model behind Together in Care — a person-centered adult day health center in New Jersey for seniors.
Two standards built for regulators and lenders at once
A licensing- and financing-ready plan for a mission-driven care facility
Real Estate · Brand & Identity
A Dallas short-term-rental firm whose service lines looked like different companies. CMA built a house-of-brands architecture and full identity standards.
6 attributes a brand-promise framework every asset must live up to
A corporate identity system — brand attributes, a house-of-brands architecture, and full identity standards
Senior Living & Veteran Support
An independent senior residence with veteran support at an all-inclusive $2,000 a month. CMA built the financing- and operations-ready business plan.
$2,000/mo an all-inclusive resident fee, priced to be affordable on a fixed income
A financing- and operations-ready plan for a mission-driven senior residence
Golf, Recreation & Hospitality
A capital-intensive golf and recreation venture. CMA built the business plan, financial model, brand, and pitch deck lenders and investors needed to see.
$5M–$8M the capital-improvement raise the package is built to support
A financing-ready plan and full package for a golf and recreation venture
Retail & E-Commerce
A firearms retailer growing in a regulated industry, where lenders weigh compliance closely. CMA built the business plan, financial model, brand, and deck.
Full package plan, financial model, brand, and pitch deck
A financing-ready package for a regulated retail business
Behavioral Fintech · Financial Education
How CMA built the business plan and pitch deck behind HerFinIQ — a behavioral-fintech venture with an agentic AI money mentor for women.
$124T the Great Wealth Transfer by 2030 the timing rides on
A venture-grade plan that pairs a memorable brand with the structure investors underwrite
SaaS · Agricultural Technology
An agricultural SaaS platform with no claimed position or defined buyer. CMA built the go-to-market foundation, from a mapped wedge to launch-ready campaigns.
6 platforms the incumbents that matter, mapped across 14 dimensions
A verified, decision-ready go-to-market foundation — from a mapped wedge to launch-ready campaigns
Education · Online Learning
A pre-launch online art-education startup. CMA reframed the launch around time-to-validated-proof and built a founder-usable 90-day execution plan.
90 days from kickoff to a validated founding cohort
A validation-first launch strategy and a founder-usable 90-day execution plan
Real Estate & Hospitality
Three RV resorts in Abilene, Haskell, and Monroe, 1,000 sites in all. CMA built the deck and package that present them as one institutional-scale portfolio.
3 parks a portfolio across multiple markets, told as one opportunity
An investor-ready portfolio story for a multi-site RV resort development
Consumer Products · Premium Children's Furniture
How CMA architected a deliberate move above the market's price ceiling for The Sunday Arvo House — a premium Indian children's furniture brand.
60–110% above the visible market ceiling — the upmarket gap the strategy had to justify
A validated decision to go upmarket — the position, the economics, the sizing, and a 90-day launch plan
Specialty Retail & Grocery
A specialty grocery for the Middle Eastern community, with a fresh Halal meat section. CMA built the financing-ready plan and model around that market fit.
Focused a plan built around one clearly defined community
A financing-ready plan and model grounded in a clear market fit
Health, Beauty & Wellness
How CMA built the comprehensive business plan and model behind Glo Tanning — a tanning studio structured for financing.
Why-now an explicit opportunity and market-timing case
A financing-ready plan with operations, technology, and financials fully mapped
EV Charging & Clean Energy
An EV-charging venture in a market shaped by regulation and siting. CMA built one consistent plan, financial model, market research, and pitch deck.
4 workstreams market research, plan, financial model, and pitch deck
A consistent, investor-ready package for an EV-charging raise
IT & Cloud Consulting
A Canadian cloud and IT firm pursuing work as a U.S. subcontractor to consulting agencies. CMA built the capability statement and partner-ready positioning.
Partner-ready a capability statement built for agency partners
Partner-ready positioning for a cross-border IT subcontractor
Insurtech · M&A Insurance
How CMA reviewed product, website, and go-to-market as one system for Bille, an M&A-insurance startup serving the deal sizes conventional R&W coverage skips.
$200K–$10M the coverage band the traditional R&W market leaves unserved
A focused set of product, site, and go-to-market sharpening moves
Industrial Equipment & Restoration
AlorAir makes commercial dehumidifiers, air movers, and air scrubbers. CMA sharpened its position and built the capability statement, plan, and pitch deck.
Buyer-ready a capability statement a buyer can scan in a minute
A sharpened position and buyer-ready materials for an equipment manufacturer
Specialty Retail & Grocery
How CMA built the business plan, brand, and pitch deck behind Desi Pantry — a South Asian grocery and fresh-food store in Round Rock, Texas.
$1.3M → $1.5M modeled revenue across the first three years
A lender-ready plan built on a real operator advantage and a defined community
Specialty Manufacturing · Acquisition Diligence
A buyer weighing a ~20-year-old custom dry-transfer printer. CMA sized the US market bottom-up across five demand segments to a ~$1.4M TAM.
~$1.4M U.S. TAM, triangulated bottom-up (range $1.0–3.3M)
A bottom-up market size and an evidence-based read on acquisition viability
Fintech · Equity Research
An equity-research platform whose product is accuracy. CMA ran a source-verified product diagnostic and delivered step-by-step fixes for the product.
Verified every comp price, legal citation, and historical claim checked at source
A source-verified diagnostic with step-by-step fixes for the product
Entertainment & Recreation
A family-entertainment venue in Winchester, Virginia. CMA built the business plan and model with a credible break-even for financing the venue.
Break-even an explicit break-even analysis for the venue
A financing-ready plan with break-even and full financials for an entertainment venue
Personal Care & Services
A grooming venture built for deliberate, phased growth. CMA built the plan, financial model, brand, and pitch deck to carry it from launch to expansion.
$42.5M SAM the serviceable market sized for the concept
A funding-ready plan, model, brand, and deck with a deliberate growth roadmap
Sports & Recreation
How CMA built the business plan, financial model, brand, and pitch deck behind The Racquetball Club — a sports and recreation venue structured for financing.
$1.5B TAM the health-and-wellness market the club sits inside
A financing-ready plan and package for a recreation venue
Staffing & Workforce Solutions
How CMA built the comprehensive business plan, financial model, market research, brand, and pitch deck behind MIX Staffing.
5-year a 2026–2030 business plan with a matching financial model
A complete five-year plan, model, brand, and deck for a growth-stage staffing firm
Health, Beauty & Wellness
A wellness venture in the regulated CBD category. CMA built the business plan, financial model, brand, and pitch deck for a competitive, rule-bound market.
Positioned a clear place in a crowded wellness market
A funding-ready package built for a regulated, competitive wellness category
Food & Beverage · Café
How CMA built a driver-based five-year model for a Brooklyn coffee concept — a $6 ticket, 100 daily transactions, and a sensitivity that turns $1 into $36K.
$6 × 100/day the two drivers the whole model is built from — ticket and transactions
A launch- and financing-ready model that earns trust by being honest about the risk
Health, Beauty & Wellness
A beauty-suite concept that had to be structured to launch and to finance. CMA built the plan, financial model, and pitch deck around its unit economics.
Ops-ready an operational plan built alongside the financials
A launch- and financing-ready plan, model, and deck for a beauty-suite concept
Construction & Restoration
A reconstruction firm ready to grow, with its strategy held informally. CMA documented it as a financing-ready business plan, a brand, and a pitch deck.
Goal-driven a plan organized around explicit business goals
A financing-ready plan, brand, and deck for a reconstruction firm
Hospitality & Private Membership
A 24-acre Fort Worth ranch planned as a members-only wellness club. CMA built the market funnel, financial model, and full investor package behind it.
$12.5M capital modeled, returning a 17.45% five-year IRR
A fundable structure, a defensible market case, and a full investor package for a private wellness club
Homebuilding & Affordable Housing
A builder on a mission to make quality homes affordable. CMA built the business plan, financial model, brand, and website that make the mission fundable.
Mission-built a plan organized around genuine affordability
A plan, model, brand, and website that make an affordability mission fundable and visible
Health & Wellness
How CMA built the business plan and financial model behind The Longevity Circle — a venture in the fast-growing, hype-heavy longevity and healthspan space.
Substance a plan built to read as business, not trend
A funding-ready plan and model that separate a real business from a trend
Logistics & Distribution
How CMA built the comprehensive business plan and pitch deck behind IQ Express — a UK product-distribution and project-logistics company, established 2009.
Since 2009 an established operator, not an early-stage bet
A growth-and-capital plan built on an established operator's track record
Arts & Social Impact
How CMA built the business plan behind Stand Up Speak Out — an original theatrical musical addressing bullying, empathy, and mental health.
Mission-led a production with a clear social purpose
A sustainable-venture plan for an original social-impact production
Consumer Products & Manufacturing
A patented dual-density seat cushion, 7–8 years and ~$300K of founder capital in. CMA built the market case and five-year model to present it as a business.
$12.6M Year-5 projected revenue on a single-entity model
A funding-ready package presenting a patented product as a defensible business
Building Products & Market Entry
Romania's leading architectural-glass maker entering the US. CMA mapped 13 competitors, benchmarked lead times and pricing, and defined a specifier-led entry.
13 competitors identified, validated, and mapped across 5 tiers
A defined US entry position and the sequenced actions to capture it
Construction & Government Contracting
A construction and services firm positioning for government contracts. CMA built the plan, financial model, brand, and pitch deck public buyers evaluate.
Contract-ready a plan built to the standard government buyers expect
A government-contracting-ready plan, model, brand, and deck
Media & Marketing
How CMA built the business plan, financial model, brand, and pitch deck behind Rolington Media — a media company structured for growth and financing.
Positioned a defined service offering and market read
A financing-ready plan, model, brand, and deck for a media company
Health, Wellness & Retreats
A science-anchored wellness-retreat venture of six-day, small-cohort immersive stays. CMA built the investor-grade plan and model to fund its launch.
Structured launch a plan built around a defined operational runway
An investor-ready plan and model for a science-anchored retreat venture
Finance & Investment
A capital and investment venture presenting to banks, lenders, and capital partners. CMA built the lender-ready business plan and funding proposal.
Lender-built a plan and proposal written for banks and lenders
A lender-ready business plan and funding proposal
Food & Beverage · Bakery
A pre-launch North Carolina bakery and café with every financial line marked '?'. CMA sized the market and built an honest, fundable plan.
5-layer market sizing, derived top-down from $621B global to a $18.6M niche
A fundable plan, a sized market, and an honest financial framework for a pre-launch bakery
Beauty & Salon
How CMA built the business plan, brand, and pitch deck behind Zola Hair Salon — a salon concept structured to launch and to finance.
Launch-ready a plan built to open the doors
A launch-ready plan, brand, and deck for a salon
Retail · Eyewear & Optical
How CMA built the business plan and pitch deck behind The Optical Shop — an eyewear and optical retailer structured for growth and financing.
Positioned a defined offering and market read
A financing-ready plan and deck for an eyewear retailer
Consumer Products & Apparel
How CMA built the business plan, financial model, brand, and pitch deck behind Flukey — a premium children's outdoor apparel brand built for a focused raise.
Focused a plan organized around a clear problem, solution, and ask
A focused, investor-ready plan and package for a DTC apparel brand
Beauty & Cosmetics
A pre-seed Indonesian luxury cosmetics brand. CMA found the gap between mass-local brands and imported luxury and built the launch strategy for it.
White space the gap between mass-local and global luxury, defined
A pre-seed market and launch strategy for a differentiated luxury beauty brand
Renewable Energy & Infrastructure
A ready-to-build Latin American solar project with a long-term PPA. CMA built the bankable plan and 10-year model positioned for financing.
10-yr project-finance model — base case plus full debt amortization
Bankable plan and model, positioned for financing execution
Consumer Products & Manufacturing
A patented seat-cushion company needed capital to scale manufacturing. CMA built the business plan, market analysis, and pitch that secured the funding.
4 workstreams built to function as one consistent investor argument
Funding secured to bring the product line to market
Education & Childcare
An experienced early-childhood educator opening a preschool in Colorado. CMA built the plan covering curriculum, the local market, and sustainability.
3 demanding audiences satisfied at once — regulators, lenders & families
A comprehensive plan covering curriculum, market, and financial sustainability
Beauty & Wellness
A hairstylist with a decade of experience wanted her own salon. CMA built the plan — market analysis, financials, and brand strategy.
4 workstreams — objectives, market analysis, financials & brand strategy
A complete, finance-ready roadmap from concept to opening
Fashion & Retail
A New York women's fashion brand with a loyal following but misaligned finances. CMA worked through its financial analysis, pricing strategy, and operations.
5 workstreams run in parallel — diagnosis through revenue expansion
Marked increase in profitability and operational agility
Youth Sports & Education
A structured youth basketball academy business plan, published in full as a worked example of CMA's planning standard. Read the actual plan.
4 core questions of youth-sports economics answered in the plan
Published example deliverable — read the actual plan
Retail & Hospitality
An investor pitch deck for a curated artisan market, published in full as a worked example of CMA's investor-presentation standard. View the actual deck.
4 investor questions the deck answers in cold terms — customer, unit math, team, timing
Published example deliverable — view the actual deck
Fashion & Retail
A Long Island and Hamptons fashion boutique needed financial leadership without losing its creative focus. CMA embedded as its finance lead.
6-figure revenue company — profitable and operating smoothly
Six-figure revenue, with the founder freed to focus on design
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