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From Entrepreneurs on Fire

How College Sophomores Turned $20, a Cellphone and a Dream Into a Cookie Company with Tiffany and Leon Chen: An EOFire Classic from 2022

26:35
October 10, 2025
Entrepreneurs on Fire
https://entrepreneuronfire.libsyn.com/rss

What happens when a stood-up date becomes a business model?

Imagine apologizing with warm cookies and accidentally inventing a delivery category. That’s exactly how a late‑90s college apology sparked a brand that now reads like a marketing case study. It’s equal parts serendipity and stubborn engineering—sweet, surprisingly strategic, and built on the insistence that some experiences are worth delivering warm.

From a college apartment to a consumer brand

Here's what stood out: the company didn’t begin with a VC deck or a five‑year plan. It began with a human moment and a product that felt immediate—cookie out of the oven, delivered to your door like pizza. That simplicity became a promise and a constraint. Early decisions—what to say yes to, and what to refuse—kept the brand focused on doing one thing exceptionally well.

Engineering the experience

Technology became the secret scaffolding beneath the romance. When off‑the‑shelf order systems failed to match the on‑demand, bake‑to‑order model, the founders commissioned custom software. They hired, got ghosted, persisted, and ultimately built a platform that handled orders, scheduled gifting, and supported operations across locations.

One detail that stopped me cold: they once allocated roughly 10% of revenue to software development. That’s not a throwaway budget—it's an explicit bet that technical infrastructure would define the customer experience.

Values as operating constraints

The brand’s top five values—make people happy, make it right, protect the brand, be passionate, adapt and grow—don’t read like corporate platitudes. They read like guardrails. Deciding to be “best in the world” at a single product explains why the company resisted easy extensions and instead optimized around a central ritual: warm moments shared between people.

  • Make people happy: designing for emotional connection, not merely transactions.
  • Make it right: replacing an experience rather than refunding a problem.
  • Protect the brand: saying no to distractions that dilute the core promise.

Charity, community, and marketing that doesn’t feel like marketing

One practice I found quietly brilliant: every new store’s opening day sales go 100% to a local charity. That’s not a superficial PR stunt. It’s a community ritual that turns a transactional store opening into a civic event. The result is brand loyalty built through generosity, not coupon codes.

Stories about customers sending cookies because a coworker missed their mom on a rainy day are the kind of anecdote that makes a brand feel human and necessary. Those moments are the product’s true differentiator.

Fundraising after proving the model

There’s a contrarian funding moral here: waiting to raise capital until you have customers, revenue, and operational systems dramatically improves negotiation power. The founders didn’t take institutional money until nearly a decade after launch. That patience let them shape the narrative, own the metrics, and avoid premature dilution.

What writing a book revealed about partnership

Writing a book together—from two people who also run a business and marriage—revealed process more than product. They solved collaboration by alternating voices, keeping distinct perspectives while weaving a shared narrative. That method mirrored their business dynamic: one person seeds ideas, the other refines and builds systems around them.

Three tactical takeaways

  • Design a core ritual that people want to repeat—productized emotion beats feature lists.
  • Invest early and deliberately in systems; technology isn’t optional for scale.
  • Let values act as product constraints; say no to growth that dilutes the promise.

Honestly, I didn’t expect such a plainspoken playbook to be behind a business now worth hundreds of millions. There’s an almost stubborn humility to it: the founders didn’t invent a new category by inventing a new technology. They leaned into a human experience and then used engineering to preserve that feeling at scale.

What really caught my attention

What really caught my attention was the company’s decision to treat customer mistakes as opportunities to recreate the intended moment. That philosophy turns customer service into a brand’s primary product. It’s a small shift in language—redo instead of refund—but enormous in practice.

There’s also an unexpected lesson about timing. Launch early with a repeatable product, but wait to scale with outside capital until you’ve built repeatability and a defensible infrastructure. The result is ownership over growth choices and a clearer path to the outcomes you want to deliver.

Reading about these founders, you feel the push and pull of risk and routine. They took a messy, emotional idea and then made it operationally precise. That marriage of heart and machine feels rare—especially when the product you’re scaling depends on a literal temperature: warm.

Reflecting on that, I’m left with a quiet question: what small, emotional ritual in your life could become the basis for a business if you were willing to protect it with engineering and values?

Key points

  • Started from a 1999 college apology: warm cookie delivery like pizza, from a college apartment.
  • Built custom software in 2005 after off-the-shelf systems failed to support on-demand gifting.
  • Delayed institutional fundraising until revenue and proof of concept existed (first raise in 2008).
  • Company spent roughly 10% of revenue historically on software development to scale experience.
  • Every new store opening donates 100% of opening day sales to a local charity.
  • Five core values guide decisions: make people happy; make it right; protect the brand; be passionate; adapt and grow.
  • Founders wrote a book together using alternating voices to preserve individual perspectives.
  • Customer service philosophy emphasizes redoing experiences rather than refunding transactions.

Timecodes

00:00 Origin story: stood-up date sparks warm cookie delivery
00:04 Building a custom technology platform for orders and gifting
00:10 TIFF's Top Five values that guide decisions
00:17 Charity, warm moments, and community-focused openings
00:22 Book and founder reflections on mistakes and learnings

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