A private preview · prepared for the Baker Brothers

LitchfieldOperating IntelligenceWhat Monday morning looks like when the Spirit of Hard Work runs on a system the distillery has curated and owns.

Built around three things Tony asked for, framed for the way the Bakers think about repeatability, traction, and long-term enterprise value.

This preview uses real public data where available (CT permits, federal shipping rules) and clearly-labeled illustrations everywhere else. Nothing here connects to Litchfield's distributor, Shopify, BevMax, or AnyRoad data — those connections are what an approved engagement unlocks. Every claim is sourced.

For the Bakers

Three things that Increase the Value of LD.

The operating question is how Litchfield turns local craft credibility into more repeatable business. Tony named Sagamore and High West as the pattern: a strong regional identity becoming disciplined, measurable demand across channels.

01

An owned account asset that compounds

Today the relationship with every CT retailer mostly lives inside the distributor workflow. Helix builds the parallel asset Litchfield owns: names, addresses, license history, touches, and follow-up history, so the business gets smarter every week.

02

Repeatable distribution and outreach

The day-to-day decisions that move cases - which accounts to call, which SKUs to feature, which tasting guests to re-engage, and which campaigns actually pull through - stop being instinct and start becoming a system.

03

Concentration risk going down, not up

DTC and out-of-state expansion are not a vibe. They are a compliance-aware market readiness matrix that respects every state's rules and helps Litchfield build durable demand beyond one channel.

The Helix engine

Sources identified for now. One brief.

Helix pulls from the public, distributor, DTC, marketing, and outreach sources identified so far into a single operating layer the distillery owns. More can be added as Tony points Helix to additional systems or files.

CT DCP Liquor Permits
data.ct.gov · gwv2-eswx · refreshed daily
accounts
LIVE — Public
TTB + state ABC rules
DTC eligibility, age-verification, permit caps
dtc
LIVE — Public
Litchfield SKU portfolio
litchfielddistillery.com
distributiondtc
LIVE — Public
Eder Brothers depletion file
Distributor weekly account-level pull-through
distribution
AWAITING UNLOCK
Shopify · non-alcohol store
Visitor + customer transactional data
dtcaccounts
AWAITING UNLOCK
Shopify × BevMax · DTC alcohol
~40 ship-to-state customer cohort
dtc
AWAITING UNLOCK
AnyRoad tasting calendar
Visitor capture, segmentation, follow-up
accounts
ON DECK
Marketing + sales outreach
Campaign calendar, rep calls, postcard/email cadence, event follow-up
distributionaccounts
AWAITING UNLOCK
How to read this: LIVE sources are running on this preview right now. The AWAITING UNLOCK sources are the ones that turn the empty charts into Tony's Monday-morning brief.
01
Section

DistributionBlind spot, then activation path

Sources: May 1, 2026 Tony Vengrove transcript · Litchfield SKU portfolio · litchfielddistillery.com · CT DCP active permits (data.ct.gov, gwv2-eswx)

The visibility ladder

01 · Known
What ships to Eder

The distillery sees this today: pallets out the door, weekly. Source data exists internally.

02 · Known with delay
What Eder ships to accounts

Reported by Eder Brothers on a delay. The depletion file lands in Helix when Tony unlocks it — Eder remains the channel of record, Litchfield gains the operating view.

03 · Blind spot today
What sells through to consumers

The single biggest gap — and the gap that closes when retail-level POS feeds, marketing-event timing, and DTC signal land in one place.

Tony's benchmark
OBSERVED

The missing IRI/Nielsen layer

Tony framed the problem against classic CPG data: big brands can buy retail pull-through signal. Litchfield sees distillery ship-outs and delayed distributor depletions, but consumer sell-through and marketing-event ROI have to be stitched together.

Market scope
OBSERVED

Connecticut first, RI and MA next

Connecticut is the first operating arena because it has the account density and strongest data signal. Rhode Island and Massachusetts stay visible as smaller, underdeveloped boots-on-ground markets once the Connecticut loop is proven.

Sales motion
MODELED

Current accounts plus whitespace

Helix overlays Eder's current account file, the public permit universe, not-in accounts, and new licenses. The output is a ranked sales-call list, not another spreadsheet for Tony to reconcile by hand.

Litchfield County · today's active CT permits

PUBLIC SOURCE
Active permit rows

Litchfield

27 active397 county rowsCT data
@ The Corner
Restaurant LiquorLIR.0017821Effective 2026-06-18
Open
Backer: 3 West Street Llc
Permittee: Jayne P Lanphear
Address: 3 West St, Litchfield 06759-3501
American Legion Post No 27
Club PermitLIC.0001938Effective 2026-05-21
Open
Backer: M-w Post 27 American Legion Memorial Home Inc
Permittee: Roderick Rose
Address: 418 Bantam Rd Rte 202, Litchfield 06759-3201
Belden House & Mews
Hotel LiquorLIH.0002124Effective 2026-06-22
Open
Backer: Belden House Operator Llc
Permittee: Anthony Champalimaud
Address: 31-37 North Street, Litchfield 06759-2505
Belden House & Mews
Hotel LiquorLIH.0002124Effective 2026-06-22
Open
Backer: Belden House Operator Llc
Permittee: Cara Whalen
Address: 31-37 North Street, Litchfield 06759-2505
Bohemian Pizza And Tacos
Restaurant LiquorLIR.0016289Effective 2026-08-25
Open
Backer: Bohemian Pizza Llc
Permittee: Gary Copeland
Address: 342 Bantam Rd, Litchfield 06759-3318
Dacapo Of Litchfield
Restaurant LiquorLIR.0019108Effective 2026-01-03
Open
Backer: Da Capo Of Litchfield Inc
Permittee: Evriadis Rondos
Address: 625 Torrington Rd, Litchfield 06759-2609
Difranco's Restaurant
Restaurant LiquorLIR.0021272Effective 2025-11-17
Open
Backer: Gvja Corp
Permittee: Valon Adili
Address: 51 West St, Litchfield 06759-3501
Kawasaki Restaurant Corp
Restaurant LiquorLIR.0017818Effective 2026-07-02
Open
Permittee: Alexander A Shi
Address: 8 Village Green Dr, Litchfield 06759-3419
Litchfield Country Club
Club PermitLIC.0001894Effective 2026-05-21
Open
Backer: Litchfield Country Club Inc
Permittee: Frederick A Vargas
Address: 256 Old South Rd, Litchfield 06759-4021
Litchfield Distillery
LMSLMS.0000010Effective 2026-03-03
Open
Backer: Hardscrabble Llc
Permittee: John Brace Baker
Address: 569 Bantam Rd, Litchfield 06759-3203
Litchfield Distillery
LCRLCR.0000085Effective 2026-06-30
Open
Backer: Hardscrabble Llc
Permittee: John Brace Baker
Address: 569 Bantam Rd, Litchfield 06759-3203
Litchfield Hills Wine Market
Package StoreLIP.0016233Effective 2025-08-02
Open
Backer: Hiral Enterprises Llc
Permittee: Hiral Patel
Address: 8 Village Green Drive, Litchfield 06759
Litchfield Hills Wine Market
Package StoreLIP.0016233Effective 2025-08-02
Open
Backer: Hiral Enterprises Llc
Permittee: Kenneth Pesce
Address: 8 Village Green Drive, Litchfield 06759
Litchfield Inn
Hotel LiquorLIH.0002116Effective 2025-09-10
Open
Backer: Ari Hospitality Inc.
Permittee: Syed Mueez Bokhari
Address: 432 Bantam Road, Litchfield 06759
Litchfield Inn
Hotel LiquorLIH.0002116Effective 2025-09-10
Open
Backer: Ari Hospitality Inc.
Permittee: Syed Mueez Bokhari
Address: 432 Bantam Road, Litchfield 06759
Litchfield Wine & Spirits
Package StoreLIP.0015005Effective 2025-12-21
Open
Backer: D & T Litchfield Wine & Spirits Llc
Permittee: Dua A Tran
Address: 342 Thomaston Rd, Litchfield 06759
Lost Fox Inn
Hotel LiquorLIH.0002108Effective 2026-06-13
Open
Backer: Lost Fox Inn Llc
Permittee: John Timothy Trojian
Address: 571 Torrington Rd, Litchfield 06759-2608
Marketplace Tavern
Restaurant LiquorLIR.0020076Effective 2025-07-31
Open
Backer: H & A Group 8 Llc
Permittee: Elias G Hawli
Address: 7 North St, Litchfield 06759-2505
Ollies Pizza
Restaurant Wine & BeerLRW.0005851Effective 2026-01-16
Open
Backer: Ollies Pizzeria Llc
Permittee: Edison Curillo Quituizaca
Address: 19 West St, Litchfield 06759-3501
Sage & Salt
Restaurant LiquorLIR.0018947Effective 2026-04-14
Open
Backer: Strategic Brands Corporation
Permittee: James Andrew Stowers
Address: 26 Commons Dr, Litchfield 06759-3418
Stonybrook Golf Inc
Restaurant LiquorLIR.0020839Effective 2025-08-02
Open
Permittee: Jonathan A Philips
Address: 263 Milton Rd, Litchfield 06759-2200
Stop & Shop Supermarket
Grocery BeerLGB.0012572Effective 2026-03-11
Open
Backer: Stop & Shop Supermarket Co
Permittee: Steven Letterle
Address: 55 Village Green Dr, Litchfield 06759-3419
The Abner
Hotel LiquorLIH.0002114Effective 2025-11-22
Open
Backer: Wave Op Co, Llc & Lex-litchfield Llc
Permittee: David Bowd
Address: 15 West Street, Litchfield 06759
The Abner
Hotel LiquorLIH.0002114Effective 2025-11-22
Open
Backer: Wave Op Co, Llc & Lex-litchfield Llc
Permittee: Michael Pease
Address: 15 West Street, Litchfield 06759
The Village Wine Cellar
Package StoreLIP.0015947Effective 2025-10-12
Open
Backer: Brigs And Stiles Llc
Permittee: Dylan F Stiles
Address: 189 West St, Litchfield 06759-3402
Village Restaurant
Restaurant LiquorLIR.0015167Effective 2026-02-19
Open
Backer: Denise L Raap
Address: 83 S Lake St, Litchfield 06759-3521
West Street Grill
Cafe / RestaurantLCA.0007586Effective 2026-07-03
Open
Backer: Lou Tess Food Srvcs Inc
Permittee: James A O'shea
Address: 43 West St, Litchfield 06759-3501

Circle size scales with active CT liquor permits in each town. Click a town marker to inspect the current permit rows behind the count. This is the universe Litchfield can serve and support. The distributor knows which of these are buying today; Helix v2 layers that depletion data on top so Tony sees coverage and gaps in the same view.

Why this matters

The Bakers will recognize this view immediately: it is the shape of the territory, drawn from a public source they can audit. When the depletion file lands, the same view shows exactly which of those dots the distillery is winning, and which it isn't.

What changes Monday
  • · Three towns to call this week, ranked by gap size
  • · One marketing event to attribute, with a real lift number
  • · One SKU to reposition based on shelf-velocity outlier
REQUIRES TONY DATA

Portfolio — what Helix watches per-SKU

PUBLIC SOURCE
Bourbon · 43% ABV

Batchers' Double Barreled Bourbon

Flagship bourbon, CT-grown grains.

Tony's hypothesis

Volume anchor. Steady CT on-premise pull-through; potential national gift-pack play in Q4.

Bourbon · Single barrel program

Founders Reserve Bourbon

Premium / private-barrel offering.

Tony's hypothesis

Margin tier. Attaches to whiskey collectors and the high-value craft story Litchfield can cultivate over time.

Vodka

Batchers' Vodka

Wheat-based, CT-grown.

Tony's hypothesis

Bartender workhorse. Distribution play, not consumer pull.

Vodka

Blueberry Vodka

HYPOTHESIS

Real CT blueberries; flavored vodka category.

Tony's hypothesis

Breakout SKU candidate. National spiked-lemonade hypothesis to test against Shopify data — do NOT present as discovered cluster.

Gin

Batchers' Gin

Botanical-forward, locally distilled.

Tony's hypothesis

Tastingroom + premium on-premise. Gen-Z / craft-cocktail audiences.

Agave

Batchers' Agave Spirit

Craft margarita base; tequila-style application.

Tony's hypothesis

Margarita-program partnerships with restaurants. Spring/summer push.

RTD

Ready-to-Drink Cocktail Line

Convenience/can format.

Tony's hypothesis

Distribution velocity story. Different shelf vs. bottled spirits — convenience+gas+grocery.

Marketing event ↔ account velocity

Modeled sample of what Helix renders once Tony's campaign calendar, rep notes, and Eder depletion file are connected: each event gets matched to the accounts it should have influenced, then Helix calculates baseline velocity, post-event velocity, lift, and the next sales action.

MODELEDREQUIRES TONY DATA
Lift in cases / week
Campaign event date →
+70%
+40%
+10%
+50%May 12+78%Jun 03+42%Jul 18+50%Sep 06
How to read it

Dot size shows accounts touched. Height shows modeled velocity lift after the event window.

May 12 · 14 accounts

Retail bourbon postcard

+50%
Baseline
1.8 cases/wk
Post event
2.7 cases/wk
Next action
Reorder call
Jun 03 · 9 accounts

Agave patio menu push

+78%
Baseline
0.9 cases/wk
Post event
1.6 cases/wk
Next action
Menu visit
Jul 18 · 22 accounts

Blueberry vodka tasting

+42%
Baseline
1.2 cases/wk
Post event
1.7 cases/wk
Next action
Display ask
Sep 06 · 6 accounts

Founders Reserve dinner

+50%
Baseline
0.6 cases/wk
Post event
0.9 cases/wk
Next action
Private barrel

Sample data shown: these rows demonstrate the capability, not actual Litchfield performance. Add Tony's campaign calendar, rep notes, and Eder account-level depletion file, and Helix replaces the sample with real event-to-account lift from week one.

02
Section

Owned account intelligencethat strengthens the distributor relationship

Sources: CT DCP Liquor Permits (data.ct.gov · gwv2-eswx, refreshed daily) · May 1, 2026 Tony Vengrove transcript · modeled contact-management layer

New CT permits — Litchfield County

PUBLIC SOURCE

Real, public, live. 12most recent active permits in the county Helix would auto-route into Tony's welcome cadence the morning after they file.

DBA / BackerTownLicense typeEffective
Stop & Shop Supermarket
Stop & Shop Supermkt Co
New MilfordGrocery Beer2025-12-30
Royal Buffet
L & L Royal Inc
New MilfordRestaurant Liquor2025-12-28
The Little Pig
Little Pig Pub Llc
TorringtonCafe / Restaurant2025-12-28
Ore Hill & Swyft
Ohs Llc
KentRestaurant Liquor2025-12-28
Aj's Steak & Pizza
Aj's Steak & Pizza Llc
GoshenRestaurant Liquor2025-12-22
Country Spirit Shop
Navya Llc
WoodburyPackage Store2025-12-21
Litchfield Wine & Spirits
D & T Litchfield Wine & Spirits Llc
LitchfieldPackage Store2025-12-21
Black Rock Wine & Spirit
Jtl Group Llc
ThomastonPackage Store2025-12-20
Jack's Market
Jd Associates Grocery Llc
TorringtonGrocery Beer2025-12-20
Italia Mia
Italia Mia Restaurant Inc
New MilfordRestaurant Liquor2025-12-19
Sol Café
Sol Restaurant Llc
TorringtonCafe / Restaurant2025-12-18
Bottle Stop Wine & Spirits
Resh Llc
TorringtonPackage Store2025-12-14

Account intelligence — the shape of the asset

MODELED

What the Litchfield-owned account record looks like. No real names or contacts — the sample format below is what the table renders against real data once the engagement starts.

AccountTownLast visitLast orderConsent
Sample Account 04
Cafe / Restaurant
Litchfield2026-04-122026-04-19opted-in
Sample Account 11
Package Store
Torrington2026-03-30opted-in
Sample Account 18
Tavern / Beer-Wine
New Milford2026-02-222026-04-04pending
Sample Account 27
Cafe / Restaurant
Watertown2026-04-262026-04-26opted-in
Sample Account 32
Wine Shop
Washington2026-01-15pending
Sample Account 41
Catering
Salisbury
The Bakers' lever

Today, the relationship with every CT retailer effectively lives inside the distributor's system. Helix builds the parallel asset Litchfield owns — names, addresses, license history, every touch — without stepping on Eder Brothers. The result is a repeatable business-development machine, not a one-off outreach push.

It also fixes the postcard problem Tony described: Litchfield no longer has to print the cards, hand them to the distributor, and hope the mailing happens cleanly.

Marketing + sales outreach

MODELED

Tony's outreach motion becomes a CRM-backed operating system: campaign audiences, tasting-room follow-up, new-license congratulations, postcard/email cadence, rep call tasks, account notes, and event lift. Helix connects the message, the person, the account, and the distributor context so every campaign has a next action and a visible owner.

AnyRoad visitor segments

REQUIRES TONY DATA

When AnyRoad replaces the lightweight Calendly flow, Helix can split visitors by distance and intent: locals within 15 minutes, one-hour-plus visitors who need a stronger return-trip reason, DTC prospects, and tour guests who should enter a different follow-up path.

Welcome cadence

MODELED

Every new active permit in the county feed (left) auto-enters this cadence on day zero. Tony approves the copy once; Helix runs it.

  1. 0
    Welcome from Litchfield
    Permittee receives a hand-feeling welcome from Tony. Spirit of Hard Work voice.
    via email
  2. +7
    Portfolio + tasting invite
    Curated selection based on license type (cafe vs. package store vs. tavern).
    via email
  3. +14
    Physical mailer + sample card
    Branded postcard. Bakers' lever — distributor cannot copy this touch.
    via mail
  4. +21
    Rep call or in-person visit
    Either Litchfield rep or coordinated Eder Brothers handoff (distributor strengthens).
    via rep-call
  5. +35
    Distillery tasting invite
    AnyRoad calendar slot; segments by drive-time from licensee address.
    via tasting-invite
Outreach capability

Helix as Litchfield's CRM in motion.

This is the usable layer: a campaign signal becomes an owned account or contact record, then Helix builds the audience, assigns the owner, runs the cadence, and attaches proof back to the relationship.

MODELED
CRM record

Woodbury Wine and Spirits

Campaign active
Town / source
Woodbury · Active CT permit filed
Type
Package Store
Contact
Buyer to confirm
Segment
New Litchfield County retail licensees
SKU angle
Batchers' Bourbon + Founders Reserve
Audience
12
Open tasks
3
Priority
High
Workflow animation

Permit captured

1/5

CT DCP feed creates a draft CRM account with license, town, address, and permit dates.

Next action

Send welcome note, then assign bourbon intro call

Owner
Tony
Channel
Email + postcard + rep call
Due
Today
Activity stream
  • Permit row matched to package-store segment
  • Founders Reserve intro copy selected
  • Postcard queued for print batch
  • Rep call task assigned to Tony
  • Awaiting first response/depletion proof
Proof loop

First order or distributor account match attaches back to this record.

03
Section

Direct-to-consumercompliance-aware market readiness

Sources: TTB state alcohol authority directory · State ABC DTC summaries (Public Source) · BevMax public ship-to coverage (Public Source) · May 1, 2026 Tony Vengrove transcript · product-fit hypotheses are Tony's, labeled accordingly.

Click any state to inspect its working detail. Regulatory links point to official state alcohol authority pages or application pages where those have already been identified.

Selected state detail

Connecticut (CT)

Permit
Age check
21+ID+sig
Cap
None listed
Confidence
high
Regulatory source

Official source links are starting points for permit review; exact eligibility still depends on product type, shipper role, and current state guidance.

Operating note

Home market; tasting-room visitors who go home and want more.

Direct shipping eligible(19 states)

PUBLIC SOURCE

Permit / partial(19 states)

PUBLIC SOURCE

Limited or restricted(9 states)

PUBLIC SOURCE

Effectively closed(4 states)

PUBLIC SOURCE
Why compliance leads

Spirits DTC is state-by-state law, not marketing whim. The first view a Baker should see is which states are even legally on the table. Helix keeps that list current — when a state's rules change (and they do), the matrix updates and any active campaign in that state pauses automatically.

This matrix reviews all 50 states, with DC shown separately. Each bucket is a working legal classification; the 4 closed states are constraints to plan around, not sales targets.

Two Shopify surfaces

REQUIRES TONY DATA

Tony described two separate commerce signals: a distillery Shopify store for non-alcohol items and a BevMax/Stamford-enabled alcohol shipping path that reaches roughly 40 legal states. Helix keeps those streams separate, then compares both against the CT ideal-customer profile.

Blueberry vodka, honestly

HYPOTHESIS

Boulder, Colorado is an example market for the blueberry vodka hypothesis: summer cocktail use case, craft audience, and enough distance from Connecticut to test whether the story travels. We are not claiming the data has proven Boulder or any other cluster yet. Once Shopify data lands, Helix can test that hypothesis against real customer profiles and flag the markets with actual confidence.

The same engine works for Founders Reserve bourbon, gin, agave-margarita programs, and other markets — one hypothesis at a time, validated before campaign dollars are spent.

Concentration risk · durability

Today, >90% of revenue rides on the single CT distributor relationship. Every state added to the eligible-and-tested column is a basis-point reduction in concentration risk and a step toward more repeatable demand.