- More about us: https://youtu.be/ZQSjr0fTKQo
- 4-year Milestone: 4 years Milestone.pdf
- Website: www.smartsoda.com
- LinkedIn: https://www.linkedin.com/company/24985746
- Pitch: https://www.angelinvestmentnetwork.us/business-proposals/smart-soda-pre-ipo-15-1003824
- Contact Us: [email protected]
Pre-IPO. Last Chance for Angel Investors to Invest in Smart Soda's $10M institutional round.
I wanted to reach out and share a unique investment opportunity. This may very well be that one investment you will tell stories about.
Bold? Maybe, but you must hear me out on this one. As you may already know, Smart Soda is currently open for the 3rd financing round ($10M). We secured significant agreements with Fortune 500 companies. So, this is your last chance to get in at this valuation before our institutional round, which is scheduled to be funded in July.
Projected ROI: 20X-30X
Projected Time (Post IPO): 3 years.
Interest: 8% Convertible Note.
Valuation: $1.55 per share (Pre-Money Valuation of $80M).
Minimum Investment: $100,000.
Raised to date (Seed, Series A and Series B) : $7.1M.
The docs below are available, per request:
• Investor deck, created by PwC.
• 8% Convertible Note - Terms.
- Fortune 500 companies such as Compass Group, Aramark, ISS-Gucknhimer, 7-Eleven, Citi Bank, Uber, and others are selling/using Smart Soda.
- A vast vending network, including Canteen, USG, Vistar, and Refreshing USA.
- Refreshing USA invested in Smart Soda for $3M (Series B) and owned 45,000+ vending machines nationally.
- Subsidiaries in the UK (70%) and Canada (51%).
- Own a global exclusivity + put an option on the Single-Serve Capsule patented technology for home and office machines.
Key factors about Smart Soda:
- Highly experienced management team/board members. CEO was the US exclusive distributor of SodaStream Professional.
- Offers the most advantageous IoT (Internet of Things) beverage solution.
- Secured agreements with the world’s largest distributors and food service management companies.
- Owns and controls several unique patents and trademarks globally.
- She secured 45,000+ POS (vending machines and others).
- We launched our ready-to-drink line (9 cans) in Q2/2023.
- Raised $7.1M+.
- 100% Debt free (except for a 30-year SBA covid-related loan, personally secured by the CEO).
- Projecting to sell 25K+ units by 2027, generating $29M, $48M and $75M in 2023, 2024, and 2025, averaging an EBITDA of 31%, based on a conservative projection.
- Planning an IPO in 2025.
- Planning to open a complete production line and co-packing facility in OH by 2025, based on up to $200Mdedicated capital raise, which should be launched in Q2/2023.
- We are negotiating strategic partnerships in the Middle East, Mexico, and Australia.
- Celsius Holdings, Inc. (CELH) – founded in 2005, raised $550M in 2022 from PepsiCo. Current valuation $7.45B. Reflects one segment of Smart Soda’s business (RTD).
- Bevi – A privately owned company founded in 2013, raised $130M. Current reported valuation: $296M. Reflects one segment of Smart Soda’s
- Smart Soda’s products are crafted with the most extraordinary taste, the best ingredients and a clean label, yet offered at a better cost.
INVESTOR CONSIDERATIONS The terms and conditions set forth herein are subject to change, customary legal review, and the conduct of due diligence. This Executive Summary (“Summary”) does not constitute an offer and does not constitute an agreement or obligation on the part of any person to purchase or sell any the securities of the Company.
Young America Capital is a Registered Broker/Dealer, Member FINRA/SiPC. This document is intended only for the use of the individual or entity to which it is addressed and may contain information that is legally privileged,
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NOTICES The information contained in this Summary has been provided wholly and entirely by January 27, 2023 (the “Company”, “we,” or “us”). Any estimates, forecasts or other forward-looking statements contained in this Summary have been prepared by the Management Team of the Company in good faith and on a basis it believes is reasonable. Such estimates, forecasts and other forward-looking statements involve significant elements of subjective judgment and analysis, and no representation can be made as to their attainability. No representation or warranty (express or implied) is made or is to be relied upon as a promise or representation as to the Company's future performance.
CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This Summary also contains certain forward-looking statements within the meaning of Section 27A of the Act. All statements that address expectations or projections about the future, including statements about product development, market position, expected expenditures and financial results are forward-looking statements. These forward-looking statements are based on current expectations, estimates and projections for our industry, management’s beliefs and assumptions made by management. Words such as “anticipates,” “expects,” “intends,” “plans,” “believes,” “seeks,” “estimates,” “should,” “could,” “may,” and variations of such words and similar expressions are intended to identify such forward-looking statements. These statements are not guarantees of future performance and are subject to certain risks, uncertainties, rapid changes, and assumptions that are difficult to predict. Accordingly, actual results or performance of The Company may differ significantly, positively or negatively, from forward-looking statements made herein. Unanticipated events and circumstances are likely to occur. Factors that might cause such differences include, but are not limited to, those discussed under the heading “Risk Factors” provided in the Private Placement Memorandum and/or Subscription Agreement which investors should carefully consider before investing. These factors include, but are not limited to, risks that our products and services may not receive the level of market acceptance anticipated; funding may prove to be unavailable; potential competition in our market may result in lower than anticipated revenues or higher than anticipated costs, and general economic conditions,
such as the rate of employment, inflation, interest rates and the condition of the capital markets may change in a way that is not favorable to us. This list of factors is not exclusive. We undertake no obligation to update any forward looking statements.
AN INVESTMENT IN THE SECURITIES OF THE COMPANY IS SPECULATIVE AND INVOLVES A HIGH DEGREE OF RISK. SEE “RISK FACTORS” FOR A DISCUSSION OF CERTAIN FACTORS THAT SHOULD BE CONSIDERED IN CONNECTION
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By accepting delivery of this Summary, you agree to return promptly to the Company this Summary and any of the other documents or information furnished to you pursuant to this Summary if you elect not to invest in the Securities or if the investment is withdrawn.
THESE ARE HIGHLY SPECULATIVE SECURITIES WHICH INVOLVE A HIGH DEGREE OF RISK. PLEASE REVIEW ALL RISK FACTORS AND ONLY THOSE INVESTORS WHO CAN BEAR THE LOSS OF THEIR ENTIRE INVESTMENT SHOULD INVEST IN THESE SECURITIES. INVESTORS WILL ALSO BE REQUIRED TO HOLD ON TO THESE SECURITIES FOR AN INDEFINITE PERIOD OF TIME.
You should make your own decision whether this placement meets your investment objectives and risk tolerance level. No Federal or State securities commission has approved, disapproved, endorsed or recommended this placement. No independent person has confirmed the accuracy or truthfulness of this disclosure, nor whether it is complete. Any representation to the contrary is illegal. No state administrator has reviewed the disclosures included herein. The Company is relying on an exemption from registration or qualification under applicable Federal and State Securities Laws.
This Slide Deck PowerPoint Presentation (“Presentation”) contains only preliminary information regarding our Company and should be read in conjunction with the entire Private Placement Offering Memorandum (“Memorandum” and/or Subscription Agreement. The Company and our officers and representatives may from time to time make, "forward-looking statements" within the meaning of the Safe Harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as: "anticipate”, "intend”, "plan", "goal", "seek", "believe", "project", "estimate", "expect”, "strategy","future", "likely", "may", "should”, "will" and similar references to future periods.
Examples of forward-looking statements include, among others, statements we make regarding: guidance relating to revenues, gross margins, operating income, net income and net income per share; expected operating results, such as revenue growth and earnings; anticipated levels of capital expenditures for the fiscal year; current or future volatility in the credit markets and future market conditions; our belief that we have sufficient liquidity to fund our business operations as planned; expectations of the effect on our financial condition of claims, litigation, contingent liabilities and governmental and regulatory investigations and proceedings; strategy for growth, product development, market position, financial results and reserves; strategy for risk management. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based only on our current beliefs, expectations and assumptions regarding the future of our business, future plans and strategies, projections, anticipated events and trends, the economy and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of our control. Our actual results and financial condition may differ materially from those indicated in the forward-looking statements. Therefore, you should not rely on any of these forward-looking statements. Important factors that could cause our actual results and financial condition to differ materially from those indicated in the forward-looking statements include, among others, the following: economic and financial conditions, continued volatility in the capital or credit markets; the adequacy of our cash flow, earnings, and other conditions; developments and changes in laws and regulations. Investors are strongly encouraged to review all Risk Factors and the entire Private Placement Memorandum (“Memorandum”) and/or Subscription Agreement(s) before investing. Any forward-looking statement made by us in this document is based only on information currently available to us and speaks only as of the date on which it is made. We undertake no obligation to update any forward-looking statement, whether written or oral, publicly, that may be made from time to time, whether as a result of new information, future developments or otherwise.
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