Now c’mon, take a bottle, shake it up
Break the bubble, break it up
Pour some sugar on me
Ooh, in the name of love…
–Def Leppard, “Pour Some Sugar on Me”
“We really started to see some great traction after your e-letter went out!”
That’s what Sugarfina CEO Scott LaPorta told me this week as he updated me on the success of the opportunity that I introduced you to a fortnight ago in the early, pre-IPO shares of luxury confection and gifting brand Sugarfina. Interestingly, on the same day I spoke with Scott, my friend and long-time subscriber Jack B. from Arizona called me to ask me a few questions about the deal and to see if he still had time to get in on the fun.
I told him yes, he still had time, and that yes, I definitely think he should, as this is an amazing deal for those who have always wanted to get into the venture game (and make the huge venture profits) without having to be the next “Mr. Wonderful” of “Shark Tank.”
Now, if you aren’t yet familiar with the Sugarfina deal, fear not, as I am going to tell you about it again today. The reason why is because this deal is just too sweet (pun intended) to leave on the table. And so, I am going to pour some sugar on you here, with all of the syrupy details you need to find out more about becoming an early owner of this fantastic company.
First, let me stress that this is a pre-IPO investment opportunity of the sort that we at Eagle Financial Publications have never presented before. Why are we able to introduce you to this opportunity? Well, the short answer is the best ideas are often concocted while sipping champagne on a private jet! I mean that literally, because that is when I first discussed this opportunity. Let me explain.
In March 2025, I went on a whale watching excursion. Now, this was not your typical day trip off the California coast near my home. This was special. The trip was with my friends Paul and Diana Kessler. I have known the Kesslers for some years now, and we have worked together on multiple business projects. And let me tell you, the Kesslers do everything in style, including this trip to get up close and personal with the Eastern Pacific grey whales at their birthing waters in the lagoons of Guerrero Negro, Mexico.
This epic adventure included the trip from Los Angeles to Mexico on “Air Kessler,” the very nicest private jet I’ve ever had the privilege to fly. After arrival, we boarded a small boat that took us out to the lagoon, where we were able to actually pet these majestic beasts. This is the kind of spiritual experience that leaves a mark on one’s soul, and I came away from the excursion better connected to nature and to my own humanity.
On the way back home to Los Angeles, Paul told me all about the latest with Sugarfina and how he was planning to allow private investors access to company ownership before he engineered its public offering.
You see, Paul is the Principal Portfolio Manager and Founder of the investment firm Bristol Capital Advisors. In addition to being a whale lover, Paul has extensive experience with emerging growth companies. In fact, he has guided over 700 rounds of investment capital to hundreds of companies during his career at the helm of Bristol Capital Advisors. Most importantly, Paul is one of the principal shareholders of Sugarfina, along with his amazingly impressive wife, Diana.
One of the things we discussed on the ride back to Los Angeles is how we could bring the opportunity to offer my readers the chance to invest directly in the Sugarfina opportunity. And after a few months of planning, that opportunity is here, right now.
To make the Sugarfina offering a reality, Paul introduced me to the man at the helm of the company, the aforementioned CEO and Operating Partner of Sugarfina, Scott LaPorta.
Scott is a proven senior executive with an amazing record of driving outstanding performance within highly competitive and aspiration-driven consumer businesses/brands. Those brands include Levi Strauss, Hilton, Marriott, Bolthouse Farms and GT’s Kombucha. Here we are talking about heavy-hitting brands that require a heavy hitter at the helm. Well, perhaps I should more accurately say a “heavy pitcher,” as Scott was a collegiate baseball pitcher while getting his BS in Accounting from the University of Virginia. He later earned his MBA in Finance and Marketing from Vanderbilt University.
Like Paul and Diana, Scott has an amazing track record of working with companies, having raised over $30 billion in capital and led or co-led over $10 billion of M&A activity as a CFO of operating companies in the hospitality, lodging and casino industries.
It was Scott that took me through an extensive presentation of Sugarfina and the opportunity that we are so pleased to be able to present to you right now, the opportunity to invest/own the “Series C,” pre-IPO shares of Sugarfina before it goes “IPO” and before shares explode higher in the public markets. And most importantly, before the rest of the investing public jumps in to try and glom on to their own profitable sugar rush!
Now, as you likely know, in my position as a newsletter investment director, I am most often writing about public companies that already trade on national exchanges, or I am writing about commodities and cryptocurrencies, exchange-traded funds (ETFs) and other forms of publicly traded assets. Yet, the one question I am asked most frequently by subscribers is: “How can the average investor get into these pre-IPO deals like the Wall Street pros and get in on the really big money?”
Well, here’s your chance, right now, today, to do just that, as investors now have the opportunity to directly purchase ownership shares in the company through this very special Series C preferred stock offering.
So, now I want to direct you to a webinar we recently recorded featuring myself, my publisher Roger Michalski and the two excellent gentleman personal friends of mine, Paul Kessler and Scott LaPorta.
In this short webinar presentation, and in my complete special report, “Sugarfina and the Sweet Taste of Early Opportunity,” you will find out all about Sugarfina’s history, its management team, its strategic vision, its current and future projected revenue and profit forecast and its strategy for dominating the luxury candy space.
Of course, you will also find out how you can invest directly with Sugarfina via its Series C preferred stock offering, including terms of the deal and all of the necessary disclosers, documents and paperwork required to make it all real. You’ll also find out all about why a pre-IPO investment opportunity directly with the company is your opportunity to swim in “Shark Tank”-like, early investor profits the way the Wall Street elite get to do.
If you have ever wanted to get in on a pre-IPO deal, or if you’ve dreamt about being a high-powered venture capitalist but haven’t yet had the opportunity, well, today your wait is over. The way I see it, you owe it to yourself to explore the sweet taste of early opportunity, right now, as we’ve made it easier than you’ve ever thought it could be.
So, watch the webinar right now, and also read my special report, “Sugarfina and the Sweet Taste of Early Opportunity,” and get ready to pour some sugar on your portfolio with one of the sweetest deals I’ve come across in my three-decades-plus of investing.
****************************************************************
A Little Birdie
“A bird sitting on a tree is never afraid of the branch breaking because its trust is not on the branch but on its own wings.”
–Simon Alexander
Success, failure, more success and even more failure. That is the pattern of life, and we all come to learn that increasingly the more “time in grade” we log in this world. But knowing that failure is part of the game is liberating, because in order to survive and prevail you have to learn to overcome that failure. And overcoming failure is nearly entirely a combination of good luck and trusting your wings.
Wisdom about money, investing and life can be found anywhere. If you have a good quote that you’d like me to share with your fellow readers, send it to me, along with any comments, questions and suggestions you have about my newsletters, seminars or anything else. Click here to ask Jim.
In the name of the best within us,
Jim Woods
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