
Phase 01
Product Requirements Definition
We work with you to define the product before we formulate it: category, format, nutrition targets, claims, packaging, and COGS targets all clearly mapped before benchwork begins.
Deliverable: Signed-off PRD
Formulation services
Most formulas trade one thing for another: great taste that won't scale, or actives that taste like medicine. We develop beverages, concentrates, and ready-to-mix powders that hold taste, function, and scalability together, concept to production-ready in 3 to 4 months from our New York lab.
Beverage and CPG brands we've formulated for.
NA Beer, Wine and Cocktails
Teas
Functional Sodas
Cocktails and Spirits
Clean Energy and Focus
Social Tonics
Functional Sodas
Teas
Teas
Matcha
Functional Sodas
Yerba Mate
Yerba Mate
Functional Sodas
Digestive Health
Herbal Teas
Protein Powders
Protein PowdersThe JAI formulation method

Phase 01
We work with you to define the product before we formulate it: category, format, nutrition targets, claims, packaging, and COGS targets all clearly mapped before benchwork begins.
Deliverable: Signed-off PRD

Phase 02
We leverage our supplier network to source every ingredient called for in your PRD. Most ingredients come through as free supplier samples.
Deliverable: Constructed supply chain ready for benchwork

Phase 03
We develop multiple benchtop samples per SKU, exploring ingredient combinations and refining toward your target profile. After each sample delivery you complete a Sample Feedback Questionnaire and we hold a feedback review call to align direction. We iterate until the formula is locked.
Deliverable: Approved Final Formulation

Phase 04
Once you've signed off on the final formula, we deliver the complete production-ready handoff: recipe, nutritional facts panel, COGS analysis, supplier contacts, spec sheets, generic batch sheet, and Process Authority Letter when required. Everything a qualified contract manufacturer needs to take your formula to commercial production.
Deliverable: Final Deliverable Package
Brands we've formulated have earned real industry recognition.
BevNET

New York Int'l Spirits Competition
London Spirits Competition

Sunset Int'l Wine Competition
The New York Times

LA Spirits Awards

World's 50 Best Bars

Las Vegas Global Spirit Awards

New York Int'l Wine Competition
Shelfie Award

NEXTY Awards
The accelerated path
Do you have a launch deadline? Our clients can visit our New York City lab and iterate the formula together with us in real time, tasting, adjusting, and locking it in a single working session. What normally takes weeks of ship-and-feedback cycles happens in a day. New York City is our hub, minutes from JFK, LaGuardia, and Newark, and at the center of the U.S. CPG ecosystem, so you can pair your lab visit with buyer meetings, distributor calls, or investor pitches on the same trip.
Get a formulation estimateThe JAI Formulation Services Deliverables
01
The recipe: ingredient list with percentages and weights, locked in writing.
02
Label-ready, database-driven, scaled to your serving size.
03
Unit economics on the formula, ingredient by ingredient, at the supplier pricing we sourced.
04
The full supply chain we built for you. No rebuilding from scratch when you go to production.
05
Every supporting document a co-manufacturer asks for, organized in one folder.
06
Your formula in a generic batch sheet which provides a head start on production that can be tailored to your selected co-packer's equipment and line.
07
An FDA-recognized review confirming your shelf-stable formula and process are safe to produce. Required for low-acid and acidified beverages; we coordinate it when needed.
08
The governing spec we built to: category, format, nutrition targets, claims, packaging, COGS targets, all approved in writing at kick-off.
When the project asks for more
If the formulation rounds included in your project aren't enough to finalize the formula, we add more, following the same feedback and iteration structure.
More physical samples per round, for tasting additional variations or sharing with more stakeholders before committing to a direction.
A dedicated upfront phase when your flavor profile or sweetener system isn't yet decided. Adds two rounds focused solely on establishing the baseline before core formulation begins.
Beverage products only. After final formulation approval, we run your formula through our benchtop canning line and deliver finished cans for buyer meetings and investor pitches.
Coordinated through our accredited lab network: nutritional, microbiological, shelf life, stability, ABV, caffeine, and functional ingredient testing.
Featured case study

Formulation + Production Ops
11
SKUs formulated
4
Co-manufacturers
30%
COGS reduction
Curious Elixirs turned an unscalable brewed recipe into a non-alcoholic category leader that has scaled past $50M in revenue. JAI has formulated each of their 11 SKUs and run the brand's production operations across 4 co-packers since 2018. The partnership has resulted in a 30% blended COGS reduction, as well as rapid revenue growth.
Read the case study →Categories we formulate
A 30-minute call with Matt, our CEO, is the fastest way to scope what you're building.
Get a formulation estimate