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 owns.

Built around three things Tony asked for, framed for the way the Bakers think about scale and exit.

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 move the sale price.

Crystal Rock taught what acquirers actually pay multiples for. Same playbook here, scoped to the distillery's next 5-10 years. Tony named Sagamore and High West as the pattern: local craft credibility becoming regional or national presence before a sale.

01

An owned account asset that transfers

Today the relationship with every CT retailer lives inside the distributor. Helix builds the parallel asset Litchfield owns — names, addresses, license history, every touch — so when the Bakers sell, the buyer is buying a customer book, not a distribution agreement.

02

Predictable distribution, predictable revenue

The day-to-day decisions that move cases — which accounts to call this week, which SKUs to push this quarter, which marketing dollars actually pull through — stop being instinct and start being a system. Predictability is what raises the multiple.

03

Concentration risk going down, not up

DTC and out-of-state expansion aren't a vibe — they're a compliance-aware market readiness matrix that respects every state's rules. The Bakers walk into the sale with revenue spread across more channels than the distillery has today.

The Helix engine

Seven sources. One brief.

Helix pulls from public, distributor, and DTC data into a single operating layer the distillery owns. Public sources are live today; the rest unlock when Tony connects the file.

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
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

Circle size scales with the count of active CT liquor permits in each town. This is the universe Litchfield can sell into. 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 dotsthe 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 exit-narrative — the SKU acquirers price first.

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

REQUIRES TONY DATA

This chart is intentionally empty. The X-axis is the date of a marketing event (event, sponsorship, paid push); the Y-axis is the lift in case-velocity at the accounts that should have been affected. We don't fake this — it fills in the moment Eder's depletion file is connected and a campaign calendar is logged.

marketing event date →
velocity lift →
Awaiting depletion file + campaign calendar.
Helix renders this from week one of the engagement.
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 welcome cadence

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 MilfordLGB2025-12-30
The Little Pig
Little Pig Pub Llc
TorringtonCafe / Restaurant2025-12-28
Ore Hill & Swyft
Ohs Llc
KentLIR2025-12-28
Royal Buffet
L & L Royal Inc
New MilfordLIR2025-12-28
Aj's Steak & Pizza
Aj's Steak & Pizza Llc
GoshenLIR2025-12-22
Litchfield Wine & Spirits
D & T Litchfield Wine & Spirits Llc
LitchfieldLIP2025-12-21
Country Spirit Shop
Navya Llc
WoodburyLIP2025-12-21
Jack's Market
Jd Associates Grocery Llc
TorringtonLGB2025-12-20
Black Rock Wine & Spirit
Jtl Group Llc
ThomastonLIP2025-12-20
Italia Mia
Italia Mia Restaurant Inc
New MilfordLIR2025-12-19
Sol Café
Sol Restaurant Llc
TorringtonCafe / Restaurant2025-12-18
Bottle Stop Wine & Spirits
Resh Llc
TorringtonLIP2025-12-14

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. When the Bakers sell, the buyer is buying a customer book, not a distribution agreement.

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.

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
03
Section

Direct-to-consumercompliance-aware market readiness

Sources: TTB + 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.

Direct shipping eligible(19 states)

PUBLIC SOURCE
AKlow
Alaska
AZmedium
Arizona
Margarita-base agave spirit pairing.
CAhigh
California
Premium bourbon + craft cocktail base; LA/SF spirits-curious.
DCmedium
District of Columbia
FLhigh
Florida
Blueberry vodka summer cocktail; coastal lifestyle.
HIlow
Hawaii
IDlow
Idaho
MNmedium
Minnesota
Cold-weather brown-spirits market.
NElow
Nebraska
NVmedium
Nevada
Hospitality buyers.
NHhigh
New Hampshire
CT-region spillover; regional pride.
NMlow
New Mexico
NDlow
North Dakota
ORmedium
Oregon
Craft-spirits-curious metro.
RIhigh
Rhode Island
Litchfield boots-on-ground market; closes the loop.
VTmedium
Vermont
Heritage parallel; gift market.
VAmedium
Virginia
Bourbon belt edge; heritage narrative resonates.
WVlow
West Virginia
WYlow
Wyoming

Permit / partial(19 states)

PUBLIC SOURCE
CThigh
Connecticut
Home market; tasting-room visitors who go home and want more.
DElow
Delaware
GAmedium
Georgia
Atlanta bourbon market.
ILmedium
Illinois
Chicago premium-spirits buyers.
IAlow
Iowa
MEmedium
Maine
Heritage parallel; gift market.
MDmedium
Maryland
MAhigh
Massachusetts
Litchfield boots-on-ground; expand DTC where retail thin.
MImedium
Michigan
MOlow
Missouri
MTlow
Montana
NJmedium
New Jersey
NYC-adjacent premium.
NYhigh
New York
9 L / month
NYC + Hudson Valley premium-spirits buyers; CT proximity.
NCmedium
North Carolina
OHmedium
Ohio
PAmedium
Pennsylvania
Philly + Pittsburgh; PLCB nuance.
SClow
South Carolina
WAmedium
Washington
WIlow
Wisconsin

Limited or restricted(9 states)

PUBLIC SOURCE
ARlow
Arkansas
COmedium
Colorado
Brian's blueberry-vodka cluster hypothesis (Boulder area) — to test in v2 against Shopify data.
INlow
Indiana
KSlow
Kansas
KYlow
Kentucky
LAlow
Louisiana
OKlow
Oklahoma
TNlow
Tennessee
TXmedium
Texas
Margarita-program agave fit; permit complexity.

Effectively closed(4 states)

PUBLIC SOURCE
ALlow
Alabama
MSlow
Mississippi
SDlow
South Dakota
UTlow
Utah
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.

47 of 51 reviewed states currently support some flavor of spirits DTC eligible to a CT-based shipper. The closed column is the law, not a target.

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

Brian floated Boulder, CO as an example for a blueberry vodka summer-cocktail cluster. We are notclaiming we've discovered that cluster. What we are claiming is that the moment Shopify data lands, Helix can test that hypothesis against real CT customer profiles, find the actual high-confidence markets, and flag them in this matrix.

The same engine works for the Founders Reserve bourbon market, the gin market, the agave-margarita-program market — one hypothesis at a time, each one validated before a campaign dollar is spent.

Concentration risk · the multiple

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 — exactly the slide an acquirer underwrites against.