BUSINESS VEHICLES PORTFOLIO
All entities where Marc Theiler holds ownership interest
Red Run Cannabis
Cannabis Cultivation, Manufacturing, Wholesale & Retail
YTD Revenue
$TBD
vs PY: TBD%
Current Month
$TBD
vs Budget: TBD%
Employees
~15
FT + PT
Est. Valuation
TBD
Revenue multiple
Business Units
Cultivation
Flower production
Manufacturing
Concentrates, edibles
Wholesale (B2B)
LeafLink, Distru
Retail (B2C)
Anchorage, Kenai
⚠️ Tax Considerations
280E Risk
Cannabis businesses cannot deduct ordinary business expenses under IRC 280E. Critical to track COGS separately.
COGS Optimization
Maximize allocable costs to COGS (inventory, direct labor, production overhead).
State Taxes
Alaska cannabis excise tax, local taxes. Track compliance deadlines.
Entity Structure
Review entity structure for optimal tax treatment. Consider holding company.
Key Details
📊 Period Comparisons
| Metric | Current Period | Prior Period | Prior Year | Δ vs PY |
|---|---|---|---|---|
| Revenue | $-- | $-- | $-- | --% |
| Gross Margin | --% | --% | --% | -- |
| Units Sold | -- | -- | -- | --% |
Data source: Google Sheets (updated weekly)
As Above Technologies
AI Products, SaaS, Digital Services
YTD Revenue
$0
Pre-revenue
Products
3
In development
Deployed
✓ Yes
Live on Cloudflare
Est. Valuation
Pre-rev
IP value TBD
Products & Services
ContextBridge
AI context sync platform
Voice Agents
AI phone agents
OpusOps Suite
CannOps, MacroOps
💡 Tax Opportunities
R&D Tax Credit
Software development may qualify for R&D credits. Track dev hours and costs.
QBI Deduction
Qualified Business Income deduction available if structured correctly.
Key Details
Data Source: Google Sheets
Marc drops updated investment/budget sheets every Sunday. Financial data will be pulled from the shared Sheets & Docs folder.