We work closely with our clients to implement the agreed-upon strategy. Whatever the plan of action entails, we guide our clients throughout the process to ensure they feel supported and empowered as they move into a greater phase of growth.
Our process starts by discerning what a company has achieved, where they need guidance, and what’s necessary to bring them to the next phase. For each client, we outline our strategy and the services we will provide.
Post-implementation, the company will have a fuller understanding of the company’s financial status, its growth capabilities and what it will take to achieve their growth targets.
We work with companies that are aiming to make a positive impact on the industry. We look for companies with a proven MVP that are seeking advice and support on how to navigate the next phase of their growth.
Our relationships with our clients are central to who we are. We carefully select our clients based on specific criteria, including whether we think our services are a match for their needs and if we believe strongly in them and their company. Our selection process helps foster a transparent and authentic relationship and build a strong foundation for success.
Heather Whiles entered the cannabis space in 2016; she had been fielding requests for advice on fundraising campaigns and found that the more research she conducted the more excited she became about the industry. With over 17 years of experience in the financial services industry, Heather was familiar with a highly regulated environment and refreshed by the dynamic, evolving nature of the cannabis industry. Not long after those initial requests, Heather formed Maconha Services.
After several clients and two years in the California cannabis industry Heather saw a need for greater structure and an attention to financial realities and accountability. She also saw the lack of funding being directed to brands that were focused on a realistic approach to the cannabis industry and were therefore seeking smaller amounts of investment.
Verifying that there was a need for more structured financial consultancy and a lack of funding for early-stage companies, Heather launched Codifi. A company built on a concept and methodologies that highlight the importance of a codified practice in finance. Relying on an organized and systematized approach to a young company's financial well being helps manage the uncertainty inherent to a new company in a new industry. As Heather puts it, "One should never forget the fundamentals of a company, especially a young company in an untested and fast-growing industry."
To meet the growing demand for a source of funds for early-stage investing, Heather is in the process of raising funds for Codifi's first fund, which will be dedicated to companies looking for angel, pre-seed and seed stage fundraising.