Financial Structuring and Strategic Growth for Mucha Kombucha

Alejandro

Alejandro Arce

Mucha Kombucha: Financial Structuring, Metric Design & Strategic Growth
Timeline: March 2025 - Ongoing
Location: Mexico City, Mexico

Overview

Mucha Kombucha (MK) is a wellness-orientes beverage brand offering delicious, probiotic kombucha products. When I joined the project, the brand already had a strong history and loyal customer base but lacked financial structure, metrics and operational clarity. My work focused on building the financial foundation, defining KPIs, optimizing proceses, and designing growth strategies that transformed the company from a disorganized artisanal project into a scalable and profitable beverage brand.

Context & Challenge

Before this project, MK faced chronic inefficiencies:
No cost tracking system or consolidates financial structure
Limited visibility on margins, production costs, and customer acquisition
Expensive administrative operations
No metrics to guide decision-making
Unclear provider quality and inconsistent production processes
Cashflow instability
No analytics for forecasting or growth
The challenge was to create a full operational and financial structure that could support growth, profitability, and strategic decision-making.

Objectives

Build a robust financial structure to track sales, costs, inventory, taxes and cashflow.
Create clear and actionable KPIs to guide strategic decision-making.
Improve production efficiencies and standardize operational processes.
Reduce acquisition and operational costs while boosting profitability.
Evaluate different business models and growth pathways through scenario modeling.
Establish a growth strategy supported by data and continuous reporting.
This is an example chart of the work done for this project
This is an example chart of the work done for this project

My Role

In this case, my role was diverse but it encapsulated the responsibilities of Strategist, Financial Architect, Researcher, as well as MEL Lead:
Built an automated spreadsheet system that tracks sales, purchases, invoices and orders.
Designed dashboards in Looker Studio and Google Sheets to visualize revenue, margins, production volumes and KPIs.
Created and standardized cost structures across all products and formats.
Modeled multiple strategic scenarios (B2C, B2B, Subscription model, Pop-ups, and events.)
Conducted short and discreet audits on providers to improve cost efficiency and quality.
Designed new reporting formats and a cashflow plan for year-round stability.
Led interviews with customers and stakeholders to integrate data-backed insights into decision-making.

Approach & Methodology

The work combined financial modeling, systems design, and strategic foresight:
Process Mapping & Standardization to reduce inefficiency and administrative overhead.
Cost and Income Structuring, for the creation of unit economics for every flavor and format
Scenario Modeling in order to analyze the profitability of the business under various growth options
KPI Definition and Dashboards, to have real-time insights for the team and investors
Provider Audit and Optimization for quality improvement + cost reduction
Cashflow Forecasting, which ensures stable operations throughout the year, even in slow periods
Market Research and Data Scraping for competitive analysis and pricing logic.
Tools used: Google Sheets | Looker Studio | Notion | Flourish | Canva
Prices are not real ones for privacy reasons
Prices are not real ones for privacy reasons

My Experience on the project

Overall, defining the scope and deliverables with the client was the trickiest part. On businesses such as this one, where clarity was a scarce resource, ensuring clear pathways and structured progress meant extra effort from my part, given that the client was gaining clarity as I was helping them define it. This effort took a couple months but I made sure we advanced other elements of the project as to not create a bottleneck down the line that forced us to push timelines off.
Another thing that took more time than expected was the definition of KPIs and tools to monitor them. Given that the MK's team is relatively small, most team members take on responsibilities outside of their role's scope, which in turn means they do not have a lot of free time to report on different metrics. The process of improving the monitoring tools is still underway, but the focus so far has been on making them quick to fill, easy to understand and mistake proof (as possible).
Lastly, a lot of this project has relied heavily on the creation of timelines with deliverables as to keep everyone in the same page, as well as clear communication pathways with the team and the investors. Even though this timeline has been changed a lot along the way, this clarity has ensured cost efficiency in terms of my services for the client, scope alterations as needed, and satisfaction with results so far.

Key Deliverables

Fully automated financial tracking spreadsheet (sales, costs, invoices, purchases.)
Indicator dashboard showing revenue, margins, CAC, production efficiency, and lead conversion.
Unit economics model for all product flavors and formats.
Scenario-based financial model for B2B, B2C, Subscriptio, and event-based sales.
Cashflow planning tool aligning production and financial capacity.
Provider audit report and updated supplier list.
Growth strategy plan detailing partnerships, communication routes, and sales expansion.
This is an example chart of the work done for this project
This is an example chart of the work done for this project

Results & Impact

20% reduction in cost structure, achieved through provider optimization and standardized production processes.
40% increase in production efficiency, allowing the business to scale without proportionately increasing costs.
Customer acquisition cost dropped dramatically, from requiring a 6-month customer lifetime to break even, to just 2 weeks.
Year-long operability achieved through structured cashflow planning.
Decision-making time reduced by 40% thanks to automated metrics and dashboards
Revenue now covers 200% of expenses, turning MK into a sustainably profitable brand.

Skills Demonstrated

Financial modeling | KPI creation | Systems thinking | Cost optimization | Dashboard design | Process standardization | Scenario planning | Strategic growth design | Operational management
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Posted Nov 20, 2025

Built financial structure and growth strategies for Mucha Kombucha, enhancing profitability and efficiency.