In just two months, we were hired to conceive, build, and deliver an investor-ready business case that turned a visionary idea into an executable plan, complete with financial models, productive flowcharts, phased construction timelines, and a clear path to regulatory compliance. We mapped the full operation end-to-end: three processing plants and two sub-plants, a central warehouse, R&D lab, water systems, and support infrastructure, engineered for an FDA/HACCP-compliant operation inside a Costa Rican free trade zone, and designed to scale responsibly and profitably
Beyond the narrative, we packaged the details investors require to move with confidence: multi-scenario revenue and cost forecasts, a reinvestment-driven financing plan, stakeholder engagement architecture, and a market thesis spanning high-value outputs from gluten-free flours and dehydrated fruits to concentrates and starch pellets used in biodegradable packaging and other industries. The result was a tight, board-level document that enabled executive communication with international investors and gave leadership a phased blueprint from groundbreaking to launch
The mandate was clear: develop a strategic, defensible business case for an agro-industrial complex, one that integrates production, storage, and innovation in a free trade zone and paves the way to full FDA (HACCP) compliance. The plan had to detail what gets built, how it operates, and how it scales, while aligning to sustainability targets and workforce development.
We positioned the investment around four pillars: (1) product quality using cost-effective inputs, (2) operational efficiency via advanced water and waste systems with a zero-waste ambition, (3) in-house R&D for product innovation, and (4) disciplined change management for scalable growth. Social, economic, and environmental impact were not afterthoughts; they were built into the thesis, from technical job creation (via INA/UTN/TEC partnerships) to eco-friendly outputs and certifications like Zero Waste and Farm to Table.
This was a multi-phase, multi-product operation: three plants plus sub-plants, each with unique process flows, compliance paths, and market destinations, ranging from food and nutraceuticals to packaging inputs. The plan had to sequence construction and certification across three years (Phase I–III) and show how capacity ramps responsibly without overextending capital.
Investors also needed precision on numbers and governance: CAPEX by category, OPEX by phase, debt vs. self-funding logic, hiring curves, and a stakeholder map spanning free-zone authorities, trade bodies, municipal permits, universities, and strategic buyers, with roles and value clearly defined.
We delivered a two-month, end-to-end business case designed for executive and investor decisions. The project began with a clear executive summary and investment thesis, setting out objectives, phased construction, and a compelling impact narrative. We mapped the full product and capacity architecture across three processing plants and two sub-plants, defining outputs from gluten-free flours and dehydrated fruits to concentrates and starch pellets with global applications. A phasing and construction roadmap detailed the sequence of build, certification, and a two year scaled launch frame, supported by a CAPEX breakdown and financing logic that required external financing only in Phase 1, with subsequent phases funded by reinvested margins. To secure investor confidence, we also developed multi-scenario revenue and cost forecasts, aligning pricing and capacity ramps with wholesale buyer expectations and market entry strategies.
Beyond numbers, we embedded the operational discipline that turns a plan into reality. This included reinvestment and reserves policies for long-term sustainability, HACCP-aligned operational flowcharts and SOPs, and a complete headcount plan ensuring compliance with free trade zone regulations while scaling staff with production demand. Governance and role clarity were designed into the structure, while a stakeholder engagement plan mapped critical partners, from government bodies and certifying institutions to financial backers, logistics providers, and potential multinational. In short, we produced a business case that was not only persuasive on paper but actionable in execution, giving the client a blueprint that integrates strategy, compliance, and growth into a single, investor-ready package.
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