Investor memo2026 · POS-anchored · Mission 001
Yummy
Future
A robotic platform for the food & beverage industry. Built once. Running in three stores today.
3 locations · livePalo Alto, CAChampaign, IL
The one lineAggregated monthly POS records · three stores · Sep 2023 – Jul 2026
One robotic platform.
Three stores.
$1.7M+ in sales.
Yummy Future has generated $1,735,844 in revenue across three live locations, verified against monthly POS records — with $0 spent on product marketing.
ThesisMove humans up the value chain
Take the repetitive work off humans.
Move them up.
A specialty barista pulls the same shot all shift long — the same motion, again and again. That same person knows the regulars, picks the music, runs the store. We built a machine to do the prep, so the person does the welcome, the menu, the brand, the ownership.
Unit · what's lifted off
The dirty work
Pulling shots · steaming milk · whisking matcha.
The same motion, every shift, every store.
Human · where we move up
Hospitality & ownership
Welcome · menu · regulars · brand.
The work humans do best.
Same craft. Better job. Better business. Across three stores we keep about 60 part-time jobs — the unit took the repetitive half of the shift, not the job.
ProductCurrent production hardware · photographed 2026 · working behind the bar today
One platform.
Four drink categories.
CoffeeMatchaTeaCocktails
Same unit, same software, same service model in every store. Switching a store to a new product line is a recipe change, not a new machine.
~80
drinks / hour · design ceiling
3
stores on identical hardware
Concept-to-live in under a week when Champaign 401 opened as a dedicated matcha shop (March 2026) — see slide 10.
TractionMonthly POS records · three stores · counted, not projected
Three stores. Real customers.
Zero paid acquisition.
$1,735,844
Revenue to date
Three stores · Sep 2023 – Jul 2026
$333,540
Q2 2026 revenue
Across three locations · Apr–Jun 2026
$0
Product-marketing spend
No ads, no boosted posts, no influencer briefs — ever
240,000+
Cups served since 2018
Aggregated POS records · three stores
Three stores are open. They took money today, and we counted every dollar of it off the monthly POS record. Not one of those dollars came from paid acquisition.
TrajectoryAnnual figures audited · 2026 from monthly POS record
Five months of 2026 ≈ a full prior year.
January through May 2026 brought in $527,222 — about 95% of the entire audited FY2025, in five months. Champaign 401 reopened as a matcha shop in March; Palo Alto has been running since October 2025.
$527,222
2026 Jan–May · POS
$527K
2026 Jan–May
5 months
Bars on one scale ($0–600K). FY2024 and FY2025 are audited annual figures; 2026 is a five-month POS total, not an annualized number.
The busiest dayCinny POS export · one store · one 24-hour window · Sat, Apr 11, 2026
$7,245
One store. One day.
Nobody behind the bar.
Roughly four times that store's own daily average — a past peak, not a run rate. At what we charge, that is roughly 1,000 drinks in a day from one unit, past the volume ceiling we thought it had. It ran the whole day without going down, and restocking never slowed the line.
In specialty coffee a $7K day at one store takes a full crew and a queue at the door.
Market acceptanceInstagram, three accounts · Google Maps, three stores · captured 2026-08-12
$0 in paid promotion.
Customers spread the word.
4.8 ★
623 Google reviews
Live listings, all three stores · by July 5, 2026
13,625+
Measured reel plays
By August 12, 2026
1,954
Followers, three accounts
Instagram · by August 12, 2026
108
Posts by our team
Three accounts · since 2019
Then Matcha House reopened in March 2026, and within about a month the feed stopped being ours. Customers posted the drinks, reviewed them, and brought other people back.
“This feels so Silicon Valley… saw a robotic arm making coffee — had to try.” — @hannah.tags · Palo Alto · tagged Apr 2026
As seen on10 stories · 7 outlets · 2019 – 2025 · all editorial, no placement fee
Other people have been writing this story since 2019.
We've never paid for a word of it.
Apr 2019 · The Daily Illini
Robot arm serves coffee to community
Nov 2021 · U of I Research Park
EnterpriseWorks startup raises $300K for robotic coffee machine
Mar 2022 · Smile Politely
A robot is now serving coffee on Green Street
Dec 2025 · The Campanile
New robotic coffee shop comes to downtown
The Daily Illini · U of I Research Park · Smile Politely · The News-Gazette · Landuyt Center · Palo Alto Online · The Campanile
Platform proofChampaign · E Green St · 609 and 401 · three minutes apart
Two stores. Two product lines.
One machine.
609 · Coffee · original
The coffee bar that was already working. We did not convert it.
401 · Matcha · March 2026< 7 days · concept to live
A dedicated matcha shop under its own sub-brand, Matcha House by Yummy Future. New recipes, new visuals, new menu. Same unit, same software, same service model.
Platform proofChampaign-area monthly revenue · monthly POS record
Roughly 3× in one quarter.
Neither store took sales from the other.
Two stores that close together normally split one pool of customers. These did not. 609 held its coffee base; 401 stacked a different daypart and a different drink on top of it, three minutes away, on the same machine with a different brand on the cup.
The platform does not need a new machine to serve a different market. It needs a different recipe. Launching a second brand on the same line — that is what brand incubation looks like here.
$50,203
Mar 2026
609 + 401 combined
Champaign-area monthly revenue, one scale ($0–55K). 401 opened as Matcha House in March 2026.
And it travelsPalo Alto · 170 University Ave · opened October 2025
2,100 miles
Same platform, a market that shares nothing with a university block.
No campus, no semester, no student base. It opened in October 2025 and has kept going straight through the summer and winter breaks that empty out Champaign. Two markets with nothing in common, one machine, and neither depends on the other.
$11.8K
Best week · Palo Alto
Week ending March 30, 2026 · POS-verified
2
Markets · zero overlap
Downtown retail corridor · campus town
MarketPublished industry data · market sizing only
One platform. Every place America already buys a cup.
Coffee in America isn't one channel — it's a constellation. Each of these is a place where someone with a wallet wants a cup right now, and where a barista can't always be standing there. The lobby is dead at 6am and three-deep at 8:45; no shift pattern fits both. A unit stands through both, and the last cup of the day costs what the first one did.
Venue 1
Hotel lobbies
Before sunrise
Venue 2
Office towers
The 8:45 rush
Venue 3
Corporate floors
Between meetings
Venue 4
Airport gates
18 hours a day
$47.8B
US specialty coffee · 2024
Grand View Research · NCA · 2024
55,900
US hotel properties
One of the four venue types · AHLA 2025 SOTI
Market sizing only. Venue counts and category market sizes are published industry statistics, cited per source. Yummy Future's share of any of these markets is not projected here. Not committed revenue. See Form C for full discussion.
Where operators want usNon-binding interest · subject to franchise terms and disclosure
25
Operators are asking us for stores.
Twenty-five want one. The demand clusters in Chicago, Los Angeles, New York, and Seattle. Each store makes the next one cheaper and faster to open.
All of it is non-binding interest. Forward-looking — actual pace depends on operator readiness, capital, and execution.
Live
- Palo Alto, CA
1 store · 170 University Ave
- Champaign, IL
2 stores · 401 & 609 E Green St
LOI · non-binding
- Seattle
- Los Angeles
- Chicago
- New York
Forward planSolid = occurred · dashed = forward-looking plan
Roadmap.
Now · 2026
Three locations live, franchise build-out underway
Q2 2026: $333,540 across three locations, Apr–Jun 2026. Operational, legal, and support infrastructure for franchising being stood up in parallel.
By Dec 2026 · plan
First franchise stores + machine leasing
We project finishing the year at approximately $1.3M in revenue — about +135% against the audited FY2025 figure of $554,212. Plan to bring the first franchise locations online and start leasing units to operators in parallel.
2027 onward · plan
Flywheel growth + catering R&D
Plan for franchise count to accelerate as network density compounds, while R&D opens catering as the next category on the same unit.
CoffeeMatchaCocktailCatering · R&DEventDessert
Forward statements describe plans, not guarantees. Actual outcomes may differ. Concept categories are not committed builds. See Form C and risk factors.
The teamTwo founders · same problem since 2018 · UIUC ECE
Seven years on the same problem.
Jack Cui
Co-founder · CEO10 yrs robotics. B.S. EE / M.S. ECE, UIUC. Prior: Google hardware (2018), UIUC Advanced Digital Projects Lab. Built the unit.
Garrett Yan
Co-founder · COO7 yrs engineering & operations. M.Eng., UIUC Grainger College of Engineering. Runs the operation every day.
Hao Ouyang
RoboticsM.S., UC Berkeley. RoboCon world champion. Robotics build; also driving the Wefunder raise.
Around them: the store crews who open the doors, work the bar, and tell us what broke — about 60 part-time jobs across three stores.
Cap tableFY2025 SAFE inflow $970,723 · audited · full breakdown in the data room
$4.7M
Raised to date.
Founded September 2018 inside UIUC's Advanced Digital Projects Lab. Won the Illinois Cozad New Venture Challenge and the Amazon Alexa Prize in 2019, and joined Y Combinator that summer. The unit pouring in Palo Alto this morning is the same lineage as the one that pulled its first cup in that lab — refined for seven years, never thrown away and restarted.
Y Combinator
S19Seed-stage backer
Soma Capital
Multi-stageEarly backer
Asymmetry Ventures
FundTransformative tech fund
Trevor Blackwell
AngelY Combinator cofounder · OpenAI founding member
Build with usWefunder · 2026
Build with
us.
We've shown what it can do. We're just starting. Come build the rest with us.
wefunder.com/yummy
Investment terms · SAFE
Early bird applies to the first $100K invested. Investor perks at $1K, $5K, $10K, $25K.
See Form C and risk factors before investing. Forward statements describe plans, not guarantees. Backed by Y Combinator S19 · Soma Capital · Asymmetry Ventures · Trevor Blackwell.
