Funding Information
Hardware Manufacturing & Inventory – $3.0M (30%)
To scale dispenser production and BiB syrup inventory in order to fulfill large purchase orders from Compass, Aramark, and other food service giants. Funds will accelerate deployment across commercial and hospitality channels.
SaaS Platform Development (JuLi™) – $1.5M (15%)
To enhance Smart Soda’s proprietary AI/POS-integrated beverage platform, JuLi™, including finalizing patent applications and licensing infrastructure for use in restaurants, gyms, hotels, and other commercial environments.
CPG Brand Growth (Brilliant Life Drinks) – $1.5M (15%)
To increase production volume, packaging, and U.S./UK distribution of Smart Soda’s RTD alkaline-based functional beverages. Supports rapid expansion into retail and ecommerce channels.
Sales & Channel Expansion – $2.0M (20%)
To grow the domestic and international sales team and secure new licensing agreements across LATAM, the UK/EU, Asia Pacific, and the Middle East. Funds will also be used to onboard and support new channel partners.
Marketing & Customer Acquisition – $1.0M (10%)
To launch targeted national campaigns, digital ads, in-store activations, and co-branded partnerships—especially aligned with upcoming national media exposure and the $5M crowdfunding campaign.
Working Capital & Operating Buffer – $1.0M (10%)
To fund general operations, hiring, legal, logistics, and investor relations while maintaining flexibility during rapid scale-up.
Description
Well-Established Beverage Company | Backed by $10M in Capital | Led by Billion-Dollar Exit CEO | Miami, FL
Smart Soda Holdings, Inc. is a fast-scaling, AI- and IoT-driven wellness beverage company revolutionizing the $227B U.S. and $1T+ global non-alcoholic beverage market. As the first and only beverage platform offering patented, on-demand alkaline, vitamin-infused, and flavored beverages—both still and sparkling—Smart Soda merges health, customization, and convenience in a way no competitor can.
Built on proprietary dispensing systems, natural functional syrups, and a vertically integrated platform, Smart Soda serves corporate, hospitality, healthcare, fitness, and retail clients. With solid infrastructure, cutting-edge IP, and national distribution already in place, Smart Soda is entering a critical growth phase—poised for rapid scale and strategic exit potential.
Key Highlights
Proven Leadership – CEO with a billion-dollar exit at Pepsi brings unmatched experience, global relationships, and strategic vision to lead Smart Soda’s aggressive growth.
First-Mover Advantage – The only beverage platform offering alkaline, flavored, and vitamin-infused beverages in still and sparkling formats through patented dispensing systems.
Recurring Revenue Model – Turnkey ecosystem with machine placements and syrup replenishment ensures high-margin, predictable, and scalable recurring revenue.
Explosive Market Fit – Positioned at the intersection of two booming categories—functional beverages and wellness lifestyle—meeting the demand for sugar-free, health-focused alternatives.
Enterprise & Multi-Sector Expansion – Active deployments and high interest from offices, wellness centers, gyms, restaurants, schools, and retail chains provide multiple growth channels.
Why Invest in Smart Soda?
Pre-IPO Momentum – $10M+ raised to date; Smart Soda is accelerating national distribution and market penetration.
Blue-Chip Clients – Trusted by Uber, Citibank, LinkedIn, Meta, Visa, Four Seasons, DocuSign, and more.
Enterprise Distribution – Partnered with Compass Group, Aramark, Sodexo, Sysco, McLane, US Foods, UNFI, and Vistar.
SaaS Beverage Model – Recurring revenue from consumables with gross margins up to 69%.
Proprietary Technology – AI-powered hydration app (patent pending), patented functional dispensing systems, and multiple trademarks including “Smart Soda” and “Smart Slushie.”
Media Visibility – National TV win (under NDA) airing May 2025; will power a $5M crowdfunding campaign with live QR-code investing.
Recent Strategic Milestones
Global Entity Expansion
Drillent Life Drinks, Inc. – 100% owned; strategic partners onboarding expected to reduce stake to ~80%.
Smart Soda Technologies – Pending LOI for 30–35% equity and exclusive distribution rights.
Smart Soda UK – 70% majority ownership; key to UK and EU expansion.
Smart Soda LATAM – 51% JV with Reka Capital; projected $10M revenue over 24 months.
Commercial Agreements
Pulp – $12M projected over 36 months; $1.3M+ in deposits already received.
Vendor Deals – Locked in with Aramark, Sodexo; Compass signed in 2023.
Compass Group PO – $4M purchase order for 500 units expected in Q2 2025 (approval in process).
Financial Performance
2023
Revenue: $1.48M
Net Loss: $(2.57M)
2024
Revenue: $2.3M (+38%)
Net Loss: $(1.6M) (↓40%)
2025 YTD (as of May 21)
Revenue: $1.6M
Cash-flow positive with $200K+ profit (first time in company history)
2025 Forecast
Base Case: $6M+ revenue (+261% YoY), $1M+ profit
Including Compass PO: $10M+ revenue (+335% YoY), $2M+ profit
(Excludes income from subsidiaries and JVs)
Series C Investment Terms
Capital Raise: $10M
Security: Convertible Promissory Note (Preferred Shares)
Valuation: $1.55 per share
Dividend: 8% PIK
Pre-Money Valuation: $75M
MOIC: 14.2% – 28.4%
IRR: 72% – 97%
NPV: $78M – $166M
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