Platform Guide

BACCHUS

Everything you need to know to find, evaluate, and close luxury caviar accounts.

What is BACCHUS?

BACCHUS is your territory intelligence platform for the luxury food industry. It watches thousands of signals across your territory — liquor license applications, press mentions, chef hires, real estate leases — and turns them into a ranked list of restaurants most likely to be the right caviar partner, right now.

Instead of cold-calling your way through a list, you show up knowing a new omakase just signed a lease in River Oaks, their executive chef came from a Michelin-starred program, and their opening is 30 days out. That's the edge BACCHUS is built to give you.

6
States Covered
TX · FL · LA · NY · NJ · TN
14+
Signal Sources
Permits, press, personnel, menus
7
Score Criteria
From luxury tier to timing

How It Works

The platform continuously ingests data from liquor control boards, food media, LinkedIn, commercial real estate databases, and restaurant reservation platforms. When a new signal arrives — say, a TABC permit application filed for a new Houston address — the system begins building a case.

It asks: Is this a luxury concept? Do they have credible culinary leadership? Is the neighborhood right? As more signals arrive (a press mention on Eater, a chef hire on LinkedIn, a Resy listing going live), confidence in that case grows. Once the score clears the threshold and confidence is high enough, the account surfaces on your Dashboard.

Signal → Score → Decision

Permit filedPress mentionChef hiredScore computedAURORA gatesDashboard

Understanding AURORA

AURORA is the gatekeeper between a scored account and your Dashboard. Its job is to protect your time — and your credibility. A high fit score alone isn't enough to surface an account. AURORA also checks how confident the system is in that score before sending it your way.

Think of it this way: a restaurant might look great on paper based on neighborhood and concept alone, but if we only have one signal (a permit filing, nothing else), AURORA holds it back. It waits until there's enough corroborating evidence to be worth your time.

The Three Decisions

SURFACE

Ready for outreach

Score ≥ 75 and confidence is solid. This account appears on your Dashboard. Act on it — you're in an activation window.

MONITOR

Watching and waiting

Either the score isn't high enough yet, or we don't have enough signal to be confident. The system keeps gathering data. These accounts live in the Accounts view, not the Dashboard.

EXCLUDE

Not a fit right now

Something raised a red flag — a mismatch between the concept and the timing, no culinary leadership identified, or contradicting signals. AURORA has flagged this one out.

AURORA Tiers

Surfaced accounts are assigned a tier based on their fit score:

Tier 1

Score 90+

Highest fit — lead with your best pitch

Tier 2

Score 80–89

Strong fit — standard outreach approach

Tier 3

Score 75–79

Good fit — worth pursuing, lower urgency

Note on Confidence

A restaurant can score 85 and still be in MONITOR if confidence is below the threshold. This means the data paints a great picture but we haven't corroborated it enough to act. Give it a cycle — when the next round of permits or press comes in, it may tip over.

How Accounts Are Scored

Every account gets a fit score from 0 to 100 based on seven criteria. You can see the full breakdown on any account's detail page. Here's what each one means:

25%

Luxury Positioning

Is this a luxury venue? Michelin stars, James Beard nominations, Forbes 5-star hotels, Relais & Châteaux membership, average check above $150 — all factor in.

20%

Menu Compatibility

Does the menu signal caviar-worthy cooking? We scan for luxury ingredients — truffle, wagyu, uni, foie gras, king crab, lobster, oyster. The more overlap, the stronger the score.

15%

Beverage Alignment

Serious wine and spirits programs correlate with a guest base that understands caviar service. A strong beverage program is a proxy for the right clientele.

15%

Neighborhood & Guest Profile

River Oaks, South Beach, Tribeca, the Hamptons — geography matters. High-wealth zip codes and hotel concepts score higher because the guest already has the budget.

10%

Chef Prestige

A named executive chef from a credible program means culinary vision and menu ownership. Anonymous or revolving kitchen leadership is a flag.

10%

Operational Signal

Seat count and operational scale matter. A 12-seat omakase and a 250-seat steakhouse both have strong cases; a 40-seat neighborhood bistro may not move enough product.

5%

Timing Signal

Pre-opening accounts in their final 30–90 days before opening score highest on timing — you can get on the opening menu. Established open restaurants score lower here.

The Intelligence Engines

Behind the scores are five intelligence engines, collectively called COSMIC. You'll never interact with them directly — they run automatically — but understanding what they do helps you trust the output.

Causal EngineIdentity & Opening Status

Resolves whether multiple signals are talking about the same restaurant. When a permit, a press mention, and a LinkedIn post all reference slightly different names at the same address, the Causal Engine figures out they're the same place — and builds a timeline of where they are in the opening process.

Temporal EngineOpening Date Projection

Projects when a restaurant will open based on permit timelines specific to each metro. A Houston TABC application typically runs 120 days to opening; a Manhattan SLA permit runs 150. The Temporal Engine uses this to estimate your outreach windows.

Adversarial EngineRed Flag Detection

Stress-tests every score by looking for contradictions. High luxury score but no indication the concept has committed to the market window? Red flag. Strong neighborhood proxy but zero operational signal to back it up? Red flag. These flags reduce confidence and can push an account back to MONITOR.

AURORA EngineFinal Decision Gate

Takes the fit score, the confidence level, and any adversarial flags, then makes the final call: SURFACE, MONITOR, or EXCLUDE. This is what decides whether something lands on your Dashboard.

Integrity EngineNightly Data Quality Audit

Runs every night to catch data problems — stale records that haven't been updated in 30 days, signals that contradict each other (a closure notice for an account still marked active), or duplicate entries for the same restaurant. Keeps the signal clean.

App Sections

Dashboard

Reps & Directors

Your weekly starting point. Shows the top 15 SURFACE accounts in your territory, ranked by fit score. Each card shows the account name, AURORA tier, score, the reason it surfaced, and a quick "+ Pipeline" button. This is where you decide what to act on this week.

Tip

Check this every Monday. The list updates as new signals come in — an account that wasn't ready last week may have crossed the threshold overnight.

Openings

Reps

A dedicated feed for pre-opening restaurants — concepts that are confirmed, permitted, or in soft-open phase. Sorted by projected opening date so you always see who's opening soonest. Each card shows a days-remaining chip: green (90+ days out), amber (30–90 days), or red (under 30 days — act now). Filter by state, sort by date, score, or state, and copy the list for Slack or email updates.

Tip

A red chip means the opening is imminent. That's your most urgent outreach window — the menu is being finalized this week.

Accounts

Reps & Directors

Your full territory — every restaurant the system tracks regardless of AURORA decision. Filter by state, AURORA status, city, or search by name. Click any account to open its full intelligence profile with five tabs: Overview, Intelligence, Contacts, Pipeline, and Activity.

Tip

MONITOR accounts are worth a periodic check. A new chef hire often flips an account from MONITOR to SURFACE within days.

Map

Reps & Directors

Territory visualization. Every account appears as a color-coded pin: green for SURFACE, yellow for MONITOR, red for EXCLUDE. Use it for route planning — cluster your outreach geographically to minimize drive time between stops.

Tip

Use the map before planning any market trip. Group your Tier 1 and Tier 2 accounts geographically so you can hit multiple stops in one day.

Pipeline

Reps

Kanban view of every active opportunity. Tracks each account from first contact through sample drop, tasting, proposal, onboarding, and close. Log sample drops (what you left, how much), tasting notes (chef reactions, preferences, objections), and contacts. Activities are timestamped and searchable.

Tip

Log every interaction. Tasting notes travel with the account — if a different rep picks it up, they'll know the chef prefers Osetra and reacted positively to bump presentation.

Events

Reps & Directors

60-day activation calendar. Shows holidays (Valentine's Day, Mother's Day, New Year's Eve), seasonal circuits (Art Basel Miami Beach, F1 Austin, Hamptons summer, CMA Awards Nashville), and regional wine dinners. Each event includes a lead-time alert — how many days before the event to start the conversation.

Tip

Art Basel runs in December. Start calling Miami accounts in October. The calendar tells you exactly when.

Territory Health

Directors

Director overview. Pipeline stage breakdown (how many opportunities at each stage, stalled accounts), AURORA distribution (how many SURFACE vs MONITOR vs EXCLUDE in each state), and whitespace identification — states or metros with strong signal but thin pipeline coverage.

Tip

Use this in team reviews to identify where the pipeline is thin and which reps need support.

Reports

Directors

Summary view with four stat cards: total pipeline value, active accounts, sample-to-tasting conversion rate, and tasting-to-active conversion rate. Below that: a territory overview table by city (SURFACE count, pipeline accounts, top account) and a data quality section with coverage bars for Google ratings, press scores, luxury proximity, and ZIP income index.

Tip

Check the data quality section regularly. Higher enrichment coverage means more accurate AURORA scores across the territory.

Settings

Admins

Configure the AURORA gate (confidence threshold and surface score cutoff). Run live enrichment: Google Places pulls live ratings and review counts, Press Score runs media coverage analysis via Google News RSS. Coverage bars show what percentage of your territory has been enriched. Every config change creates a new versioned record for auditability.

Tip

Be conservative with threshold changes. Lowering the confidence threshold surfaces more accounts but with less certainty — expect more noise.

Account Intelligence Profile

Every account has a five-tab intelligence profile. This is the full picture on a single restaurant — everything the system knows, plus a workspace for your pipeline and activity log.

OverviewScore · Map · Reputation

The score panel shows the AURORA decision, fit score, and a breakdown of all seven scoring dimensions. The Reputation & Market card shows Google rating and review count, press score, luxury proximity index, and area affluence (ZIP income index). The Route Planner shows nearby accounts within 10 miles — useful for clustering visits on a market trip.

The page header shows prestige badges (Michelin stars, James Beard, Forbes, Relais & Châteaux), average check range, seat count, and weekly covers.

IntelligenceBeverage · Caviar · Recommendations

The Beverage Intel panel shows the depth of the champagne and sparkling wine program — from None to Deep. This is a proxy for a guest base that expects high-end service pairing. You can edit it inline when you have first-hand knowledge.

The Caviar on Menu panel lists every species confirmed on the menu with origin, supplier, price point, and presentation. If a competitor product is already on the menu, it appears here.

Product Recommendations are generated automatically based on concept type, menu profile, and tasting history. An omakase gets an Osetra bump recommendation. A steakhouse gets a Beluga Hybrid pairing. Previous tasting preferences override the default.

ContactsSorted by role priority

All contacts sorted by priority: Executive Chef, Chef de Cuisine, Sous Chef, General Manager, Beverage Director, Sommelier, Purchasing Manager, Owner, Operating Partner. Each contact shows verified status, current/former role, phone, email, and LinkedIn. Verified contacts have been corroborated by at least two independent sources.

PipelineStage · Activity log

If this account has an active pipeline opportunity, you'll see the current stage, assigned rep, sample drop history, and tasting records. Below that is the activity log — a chronological record of every call, email, visit, note, and follow-up. Log new activities inline: select the type, write a subject and notes, record an outcome, and optionally schedule the next follow-up.

ActivityCombined timeline

A unified timeline of all activity: logged calls and visits, sample drops (product, quantity, date), and tastings (chef reaction, preferred species, outcome). Sorted newest-first. This tab is the full history — the Pipeline tab shows the most recent; Activity shows everything.

Route Planner

Every account with coordinates shows a Route Planner in the Overview tab. It lists accounts within 10 miles — sorted by distance — with their AURORA decision badge. You can add any nearby account to Pipeline directly from this panel without leaving the page. The "Get Directions" button opens Google Maps with the restaurant as your destination.

Tip

Before any market day, pull up your primary account and use the Route Planner to identify 2–3 nearby stops. A single day in River Oaks can cover multiple Tier 1 accounts.

Pre-Opening Feed

Pre-opening restaurants are your highest-leverage opportunity. The chef is still building the menu, vendor relationships haven't been locked in, and the team is actively seeking partners. The Openings feed is specifically designed to make sure you never miss a window.

🟢

90+ Days

Start with a soft intro, build the relationship before crunch time

🟡

30–90 Days

Active outreach window — push for a tasting before the menu sets

🔴

Under 30 Days

Urgent — opening is imminent, menu decisions are being made now

Each opening card shows the projected open date, days remaining, AURORA tier, location, and concept type. You can sort by date (soonest first), fit score, or state. The "Copy List" button exports the current view for sharing in Slack or email — useful for team briefings or director updates.

Tip

Check the Openings feed every Monday alongside the Dashboard. A restaurant that was 90 days out last week may now be in the red zone. Set a Pipeline entry the moment something turns amber.

Data Enrichment

AURORA scoring accuracy improves when each restaurant has complete enrichment data. There are four enrichment vectors, each covering a different scoring dimension:

Google Ratings

Live star rating and review count from Google Places. Enriched from Settings using a Google Places API key. Ratings directly inform the luxury positioning score — a 4.8-star restaurant with 2,000+ reviews signals strong market validation. Review count helps distinguish a hidden gem from a firmly established brand.

Press Score

Media coverage analysis run via Google News RSS — no API key required. Measures how frequently and recently the restaurant has been covered in food media. High press scores are strong signals of luxury positioning and chef reputation. Scored 0–100, normalized across the territory.

Luxury Proximity

Scores how close the restaurant is to established luxury corridors — Madison Avenue, South Beach, River Oaks, Uptown Dallas, the French Quarter, Nashville's Gulch, Short Hills NJ. Computed using the restaurant's coordinates. Being within a luxury corridor scores 1.0; score tapers to 0.35 beyond 10 miles. Runs automatically — no API key required.

Area Affluence (ZIP Income Index)

Normalized median household income for the restaurant's ZIP code, sourced from US Census data. Scores from 0 to 1.0 (1.0 = $200k+ median income). High-income neighborhoods correlate with a guest base that will spend on premium experiences. Runs automatically — no API key required.

Running Enrichment

Go to Settings → Data Enrichment. The coverage bars show what percentage of your territory has been enriched for each vector. For Google Places, enter your API key (session-only — it is never stored in the database) and click "Enrich Next 20". For Press Score, click "Enrich Next 10" — no key required. Repeat until coverage reaches 90%+.

Weekly Rep Workflow

Here's the recommended cadence for getting the most out of BACCHUS:

Monday

  • ·Open Dashboard — review this week's top 15 SURFACE accounts
  • ·Open Openings feed — check for new accounts in the red or amber zone
  • ·Note any new accounts that weren't on the list last week
  • ·Check Events calendar for anything triggering in the next 30 days
  • ·Prioritize outreach: Tier 1 first, then Tier 2, then amber-zone pre-openings

Tue – Thu

  • ·Execute outreach on surfaced accounts
  • ·Before each call: open the account detail page, review the Intelligence tab for beverage depth and product recommendations
  • ·Log every call, visit, and sample drop in Pipeline immediately after
  • ·After a tasting, log chef feedback: reaction, preferred species, objections — don't wait until Friday
  • ·Use Route Planner when in the field to pick up nearby stops

Friday

  • ·Update Pipeline — move any accounts that progressed this week
  • ·Check Accounts view for MONITOR accounts that may have received new signals
  • ·Directors: review Reports for conversion rates and pipeline health
  • ·Directors: review Territory Health to identify stalled pipeline and coverage gaps

Using the Pipeline

The Pipeline tracks every account you're actively working, from first contact to a live caviar program. Here's what each stage means and when to advance:

1
LeadSurfaced by AURORA. You haven't made contact yet.
2
ContactedYou've reached out — call, email, or visit. Waiting for a response.
3
Sample DroppedProduct is in their hands. Log the SKUs, quantities, and any notes. This is where the clock starts.
4
Tasting ScheduledYou have a confirmed date to present with the chef or beverage director.
5
ProposalYou've presented terms. Waiting on a decision.
6
OnboardingDeal is done. Working through first order logistics, service specs, and staff training.
7
ActiveCaviar is on the menu and on the shelf. Maintain the relationship and watch for menu changes.

Logging Activities

On any account's Pipeline tab, you can log activities inline without leaving the page. Activity types:

📞
Call· Phone or video call
📧
Email· Any written outreach
🏪
Visit· In-person drop-in or scheduled visit
📝
Note· Internal observation or intel
🗓
Follow-Up· Scheduled next action
🧴
Sample Drop· Product left with account
🍽
Tasting· Formal presentation or chef tasting
📄
Proposal· Pricing or program proposal sent

Activation Windows

Pre-opening accounts are time-sensitive. The system defines three canonical windows for engagement:

Pre-Open Outreach

Highest Priority

30–90 days before projected opening

This is your best shot. The opening menu isn't set yet. The chef is making decisions now. Get in front of them before they've committed to anyone else. A tasting during this window can land you on the opening menu.

Opening Week

High Priority

3 days before to 3 days after opening

Last chance to influence the opening menu. There's also press attention during this window — a caviar feature at opening generates visibility for both the restaurant and the product.

First 30 Days

Standard Priority

Opening through day 30

The restaurant is still refining its program. Menus change frequently in the first month. Still an entry point, but harder to displace existing commitments.

Seasonal Activation Calendar

Outside of pre-openings, these calendar windows drive urgency for established accounts:

New Year's EveAll

Dec — Call in Nov

Valentine's DayAll

Feb 14 — Call Jan 15

Mother's DayAll

May — Call April

Art Basel MiamiFL

Dec 4–8 — Call Oct

F1 AustinTX

Oct 20 — Call Sept

Hamptons SeasonNY/NJ

June–Sept — Call May

CMA Awards NashvilleTN

Nov — Call Sept

Houston Livestock ShowTX

Mar — Call Jan

FAQ

Why is a restaurant I know is great sitting in MONITOR?

Score and confidence both have to clear the threshold. The score might be strong but if we only have one or two signals on record, confidence hasn't reached the gate. It will tip over when the next batch of data comes in — usually within a week.

Can I manually add an account?

Not yet. Right now all accounts enter the system through the ingestion pipeline. If you know of a venue that should be tracked, flag it to your admin — they can adjust the ingestion coverage.

What does it mean when AURORA says "insufficient chef signal"?

The system hasn't identified a named executive chef for the concept. This triggers an adversarial flag because culinary vision without an identified leader is harder to validate. It doesn't mean the account is dead — it means you should try to confirm who's in the kitchen before the tasting call.

Why does a restaurant near me show "EXCLUDE"?

EXCLUDE usually means a contradiction was detected — a concept that looks luxury on paper but with signals that don't hold up (e.g., strong neighborhood score driven purely by zip code, no operational corroboration). It can also trigger if a closure signal came in. Check the account detail page — the adversarial flags section explains the specific reason.

How often does the data update?

Permit data refreshes every Monday at 6am. Press and personnel signals update twice daily. Menu data updates every two weeks. Scores are recomputed whenever a new signal arrives for an account.

The projected opening date looks wrong — what do I do?

Opening projections are based on historical permit-to-opening timelines for each metro. They're estimates, not guarantees. If you have boots-on-the-ground intel that contradicts the projection, log a note in the Pipeline. Your direct knowledge always beats the model.

What do I do with a Tier 1 account vs a Tier 3?

Tier 1 (90+) is your highest-conviction pitch — bring your full arsenal, request a private tasting, loop in your director. Tier 3 (75–79) is still worth pursuing but with a lighter initial touch — a sample drop and a follow-up call first.

What are the Product Recommendations on the Intelligence tab based on?

Recommendations are generated from three inputs: (1) concept type — omakase and Japanese concepts get Osetra recommendations, steakhouses get Beluga Hybrid, raw bars get Siberian; (2) menu content — existing luxury items on the menu inform cross-sell opportunities; (3) tasting history — if a chef has tasted and shown preference for a specific species, that overrides the default. The recommendation engine runs fresh on every page load.

Why does the Google rating show on some accounts but not others?

Google Places enrichment runs in batches from Settings. If an account doesn't have a rating, it either hasn't been enriched yet or Google Places couldn't find a match. Go to Settings → Data Enrichment and run "Enrich Next 20" to process the next batch. Coverage should reach 90%+ after a few runs.

How do I share the Openings list with my team?

Use the "Copy List" button at the top of the Openings page. It copies a formatted plain-text list of the current filtered view — account names, locations, open dates, and AURORA tiers — ready to paste into Slack, email, or a weekly briefing doc.

BACCHUS · Luxury Food Territory Intelligence

Questions? Contact your account administrator.