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A Guide for Our Investors
Everyone can play a role in helping us reach profitability, maximize distributions to investors, and position the company for a successful exit. Here are some practical ways you can help us build our brand and reach new customers.
Host an Event
Host your next corporate event, client entertainment, board retreat, or celebration at Klocke Estate.
Mid-week and off-season corporate events are especially valuable to the business.
Corporate & Private Events
Event Capacities:
• Private dining room: 10-50 guests
• Cocktail party: up to 65 guests
• Full estate buyout: 125 guests indoors
We have special partnerships with local hotels offering preferential rates for multi-day off-season and mid-week experiences. Our events manager, Katie Giovannucci, will work with you to customize your event.
Contact: katie.giovannucci@klocke-estate.com
Give a Corporate Gift
Giving our products as part of a corporate gifting program raises brand awareness on several fronts:
it gets people tasting our product, it inspires visits to the estate, and promotes our event program.
Corporate Gifting
Our products and gift cards
make distinctive corporate gifts for:
• Client gifts and business development
• Employee appreciation and milestones
• Board and investor acknowledgments
• Event commemorations
For large orders
we can provide custom labels, work with you to develop custom blends, and offer custom cards.
Gift cards
are available for dining and tasting experiences.
Contact: rick.velleu@klocke-estate.com
Join Klocke Estate or Promote a Membership
Our Membership Clubs drive much deeper engagement with both our brand and our products.
Memberships make excellent gifts for spirits enthusiasts, clients, employees, or board members.
Membership Clubs
Excelsior Club
($1,400 annually for customers, $875 annually for investors): Quarterly shipments of exclusive brandies and eau de vie, many available only to members.
Contact: brian.crocco@klocke-estate.com
Artisan Club
($800 annually for customers): An alternative membership tier offering curated selections.
Contact: rick.velleu@klocke-estate.com
Leave an Online Review of the Restaurant
People still read reviews on TripAdvisor, Yelp, and Google—these platforms significantly influence booking decisions.
They also help us rank more favorably in online searches.
Online Reviews
Our reviews average 4.7 across platforms. We'd like to reach closer to 5.0. Unfortunately, a small number of diners use reviews to punish restaurants, which disproportionately impacts our ratings.
If all investors wrote reviews on a few sites, we'd get closer to 4.9.
Please consider leaving a brief,
authentic review on:
• Yelp
Connect Us Across Your Networks
Personal recommendations from investors carry tremendous weight and help us build our customer base.
All Connections are Valuable
- Send visitors our way: When friends, family, colleagues, or clients mention visiting the Hudson Valley, please recommend Klocke Estate.
- Purchase and share our products: Buy our bottles for your own enjoyment and serve them at your gatherings. Each bottle introduces new customers to our brand and often leads to follow-up purchases.
- Distribution & retail connections: We're actively building our distribution network and partnerships with the following can accelerate our growth significantly.
- High-end wine and spirits retailers
- Exceptional restaurants and bars
- Hotel beverage directors
- Corporate gifting companies or concierge services
- Luxury goods distributors
