{{ concept_kicker | default: "Portland, Oregon · Specialty Café & Micro-Roastery" }}

{{ company_line_1 | default: "Ember" }}
& {{ company_line_2 | default: "Oak" }}

{{ tagline | default: "A sunlit neighborhood coffee bar, built on beans we roast ourselves." }}

Prepared by

Capital sought

Opening

Executive Summary

The pour

{{ exec_summary_1 | default: "Ember & Oak is a specialty café and micro-roastery in Portland's Alberta Arts district — a warm, sunlit room where neighbors linger and every cup is poured from beans we roast in the back." }}

{{ exec_summary_2 | default: "The concept is small on purpose. A 900-square-foot room, a tight espresso-and-pour-over menu, a 5-kilo roaster behind the bar, and a morning rush we know cold. We are not chasing a chain footprint; we are building the best forty feet of counter in the neighborhood, open seven mornings a week." }}

{% for m in exec_metrics %}

{% endfor %}

The opportunity

{{ opportunity_body | default: "Portland drinks more specialty coffee per capita than almost any US city, yet Alberta Arts has lost two cafés to lease turnover since 2023. A walkable, residential pocket of 14,000 is under-served at exactly the moment foot traffic is recovering. We open into a gap, not a crowd." }}

Why us

{{ why_us_body | default: "Nora spent seven years as head roaster at a Stumptown-trained micro-roaster; Eli managed a three-bar café group through its busiest seasons. We hold the green-coffee relationships, the bar systems, and a signed letter of intent on the corner lease." }}

The ask

{{ ask_headline | default: "$55,000 to open the doors and fire the roaster." }}

{{ ask_body | default: "An SBA microloan covering build-out, the roaster, and a 90-day runway. Paired with $80,000 of owner equity, it funds a finished room, three months of working capital, and no high-interest debt on the founders." }}

{{ company_legal | default: "Ember & Oak Coffee" }}Confidential — Page 2

The Concept & Menu

What we pour

{{ concept_intro | default: "A short, seasonal menu built around coffee we roast ourselves. Espresso pulled on a two-group machine, pour-overs to order, and a tight pastry case from a baker two blocks away. Everything is named plainly, priced fairly, and made to be the reason someone walks past three other cafés." }}

Core menu & unit economics

{{ concept_box1_body | default: "A typical order is a drink and a pastry — a $6.50 average ticket at a blended 22% cost of goods. Roasting our own beans is what holds that number: we buy green coffee at a third of wholesale roasted cost." }}

{{ concept_box2_label | default: "The roaster as a margin engine" }}

{{ concept_box2_body | default: "The 5-kilo roaster does double duty — it supplies the bar and fills a retail shelf and two wholesale accounts. Those bags carry a 70% margin and turn idle afternoon labor into revenue." }}

{{ company_legal | default: "Ember & Oak Coffee" }}Confidential — Page 3

Market Analysis

The demand

{{ market_lead | default: "Portland is one of the deepest specialty-coffee markets in the country — a city where a neighborhood café is part of the morning, not just a stop on the way to work." }}

{% for m in market_metrics %}

{% endfor %}

{{ t.lead }} — {{ t.body }}

{{ market_box2_body1 | default: "The neighbor who walks, not drives — 28 to 45, lives within six blocks, and visits four-plus times a week. They care where the beans come from, will pay $5.50 for an oat latte made right, and carry the whole model: regulars drive 60% of our weekday cups." }}

{{ market_box2_body2 | default: "Recovering downtown occupancy and a residential pocket that keeps growing mean demand is rising into a market two cafés just vacated." }}

{{ company_legal | default: "Ember & Oak Coffee" }}Confidential — Page 4

Competitive Landscape

The edge

{{ competition_intro | default: "The neighborhood has coffee — a chain on the corner, a drive-thru kiosk, an aging café coasting on location. None roast their own, and none have made the room itself a reason to stay. That gap is our wedge." }}

{{ comp_col1 | default: "Competitor" }}{{ comp_col2 | default: "Roasts own" }}{{ comp_col3 | default: "Seating" }}{{ comp_col4 | default: "Avg check" }}

{% for c in competitors %}

{% endfor %}

{{ comp_you_name | default: "Ember & Oak" }}{{ comp_you_v2 | default: "Yes" }}{{ comp_you_v3 | default: "32 seats" }}{{ comp_you_v4 | default: "$6.50" }}

Our edge

{{ t.lead }} — {{ t.body }}

Honest risks

{{ t.lead }} — {{ t.body }}

{{ company_legal | default: "Ember & Oak Coffee" }}Confidential — Page 5

Operations & Go-to-Market

The rhythm

{{ ops_intro | default: "The day runs on a fixed rhythm. The bar opens at 7, the roaster fires mid-morning once the rush clears, and afternoons turn into prep, bagging, and wholesale fulfilment. Sourcing is direct: two importer relationships, seasonal single-origins, transparent pricing on the menu board." }}

{% for s in route %}

{% endfor %}

Loyalty & marketing engine

{{ t.lead }} — {{ t.body }}

Cost to acquire

{{ cac_body | default: "Organic-first by design. We budget $500/month for local events and loyalty perks — well under $3 per new regular given a four-visit weekly cadence and word-of-mouth on a walkable block." }}

Staffing

{{ staffing_body | default: "Two owner-operators plus three part-time baristas across dayparts. Labor scales with the rush, not the lease." }}

{{ company_legal | default: "Ember & Oak Coffee" }}Confidential — Page 6

Financial Plan

The numbers

{{ fin_lead | default: "Conservative single-café assumptions — 7 days a week, 205 tickets a day at a $6.50 average check, 51 weeks. Every figure below holds even if we miss plan by 15%." }}

Startup costs & use of funds

ItemAmount

{% for r in startup_costs %}

{% endfor %}

Total{{ startup_total | default: "$135,000" }}

{{ funding_note | default: "Funded by $80,000 owner equity + $55,000 SBA microloan." }}

Line{{ unit_col | default: "Per day" }}

{% for r in unit_economics %}

{{ r.line }}{% if r.sub %} {{ r.sub }}{% endif %}{{ r.amount }}

{% endfor %}

{{ unit_note | default: "~27% contribution margin per day covers fixed costs and reaches break-even in the eleventh month." }}

Three-year revenue projection

{% for b in projection %}

{% endfor %}

{{ projection_note | default: "Year-2 growth comes from a maturing regular base and the bean subscription; Year 3 adds wholesale roasting volume — funded from operating cash, not new debt." }}

{{ company_legal | default: "Ember & Oak Coffee" }}Confidential — Page 7

The Ask

Pull the shot

{{ close_lead | default: "Ember & Oak is a focused, operator-led café opening into a neighborhood that just lost two of its own. The capital below is the only thing between a finished plan and a full room on Alberta Street." }}

Milestones to break-even

{% for s in milestones %}

{% endfor %}

Bottom line

{{ bottom_headline | default: "Break-even in year one's eleventh month, debt-light by year three." }}

{{ bottom_body | default: "The plan reaches break-even in month eleven, repays the SBA microloan from contribution margin alone, and self-funds the wholesale build. The $55,000 doesn't buy a gamble — it buys the room a neighborhood is already missing." }}

Prepared by

{{ contact_line1 | default: "Ember & Oak Coffee · Portland, OR" }}
{{ contact_line2 | default: "[email protected] · (503) 555‑0188" }}

{{ company_legal | default: "Ember & Oak Coffee" }} · {{ sign_name | default: "Nora & Eli Hartman" }}Confidential — Page 8