Phase 1 Investor Proposal · 2026
Phase 1 Investor Proposal · 2026
A Managed Supply Service for Specialty Coffee Businesses
"One subscription. Locked price. World-class origin infrastructure."
The Opportunity
For most roasters, hospitality operators, and coffee brands, sourcing green coffee consumes attention, creates financial uncertainty, and delivers no competitive advantage. SourceOS takes that function entirely off the table.
"Independent businesses need the same infrastructure that consolidators rely on: price certainty, managed supply, traceable origin. SourceOS puts it in their hands."
— Oliver Stormshak, Founder & CEOWho This Serves
The single-cafe roaster making sourcing decisions between roasting batches and sending invoices.
The regional roaster with a dozen locations needing to eliminate a full-time green buyer headcount.
The subscription coffee brand whose identity is built on origin quality but has no interest in running an import operation.
The hotel group, bakery chain, or corporate dining operator needing world-class coffee managed end to end.
JAB + Keurig Dr Pepper: $18B merger. Chobani acquired La Colombe for $900M. Blue Bottle now owned by Luckin Coffee. The consolidation is crossing oceans — and the independents need a new infrastructure layer.
The Solution
SourceOS is built on a partnership between two parties who bring exactly what the other cannot provide alone.
Origin Infrastructure Partner
Since 2002, Caravela has built permanent, year-round operations across twelve origin countries. Not a sourcing operation — an origin infrastructure company. Farm-by-farm technical assistance, QC labs running SCA CVA-compliant cuppings on every lot, and farm gate pricing above the Global Living Wage Coalition's living income standard in every country.
Founder & CEO
Thirty years of operating experience on both sides of this relationship. Built Olympia Coffee Roasting Company from a single retail location into a nationally recognized specialty roaster. Created the Fair For All program — the first sourcing standard in the industry to guarantee minimum wages for all farm laborers. Coffee Value Assessment Certified. Certified Q Processor Expert. Former Caravela customer.
Program Architecture
Pricing is based on coffee quality — not subscription tier. Every tier pays the same dollar-per-pound rate for the same quality. The tier determines service level, account management depth, and price lock structure.
Entry
500–2,000 lbs / month
Growing
2,000–10,000 lbs / month
Regional
10,000–50,000 lbs / month
Enterprise
50,000+ lbs / month
The Operating System
SourceOS isn't a brokerage with a nice website. It's a managed service with real operational infrastructure behind it — tracking every subscriber's inventory, usage, and harvest transitions in real time, across every account, automatically.
Subscriber Tracking
Cropster is the industry-standard software platform used by specialty roasters worldwide to manage green coffee inventory and production. SourceOS connects directly to Cropster via API — meaning we have real-time visibility into every subscriber's inventory and usage without manual reporting, without delays, and without guesswork.
Rather than waiting for manual exports or monthly check-ins, the API connection means we know when a subscriber is running low before they do — and can act on it automatically.
Real-Time Visibility
Inventory levels, consumption rates, and projected shortfalls are tracked continuously across all subscriber accounts. Harvest transitions are managed proactively — not reactively.
Lightweight by Design
The integration is built to be cost-effective and scalable — working alongside standard accounting tools like QuickBooks rather than requiring costly enterprise software. The system grows with the subscriber base without ballooning operating costs.
Included With Every Subscription
Most roasters spend thousands of dollars and dozens of hours trying to create the origin content their customers want. SourceOS builds it into the program. Every subscriber receives ready-to-use marketing assets — so the story of where your coffee comes from is always one click away from your customers.
Farm name, producer story, altitude, process, and tasting notes — formatted and ready to print, post, or embed. No designer required.
High-resolution images from Caravela's on-the-ground teams at origin — the farms, the people, the harvest. Real content, not stock photos.
When your coffee changes, your customers should hear the story — not a gap in supply. Every harvest transition comes with ready-made communication to share with your own customers.
CVA scores, tasting notes, and lot details written for your customers — not just for green buyers. Turn QC data into marketing copy automatically.
The names, faces, and stories behind your coffee. Caravela's two decades at origin means your customers get a real connection — not a marketing fabrication.
Independent roasters spend an average of $8,000–$24,000 per year on origin content creation. SourceOS subscribers get it included — saving time, money, and the creative energy better spent building their brand.
Pricing Rationale
Pricing = FOB median + $0.70/lb import costs + 30% program margin. Data sourced from the 2025 Specialty Coffee Transaction Guide (Emory University / Goizueta Business School), tracking 139,000+ actual specialty coffee contracts.
| Quality Band | % of Volume | FOB Median (2024/25) | 3-Year Avg FOB | SourceOS Price |
|---|---|---|---|---|
| 82–83.9 pts | 50% | $3.73 / lb | $2.90 / lb | ~$5.75 / lb |
| 84–84.9 pts | 30% | $4.30 / lb | $3.30 / lb | ~$6.50 / lb |
| 85–85.9 pts | 10% | $4.70 / lb | $3.90 / lb | ~$7.00 / lb |
| 86–87.9 pts | 5% | $5.00 / lb | $4.53 / lb | ~$7.40 / lb |
| 88+ pts | 5% | $6.25 / lb | $8.00 / lb | ~$9.00 / lb |
| Blended Average | 100% | — | — | ~$6.35 / lb |
Source: 2025 Specialty Coffee Transaction Guide, Version 8.0, Released March 2026. Emory University Goizueta Business School. Based on 14,861 contracts in the 2024/25 harvest year.
Financial Model
Phase 1 Revenue Projections
| Milestone | Accounts | MRR | ARR Run-Rate |
|---|---|---|---|
| Month 3 | 5–8 | $9K–$15K | $108K–$180K |
| Month 6 | 12–18 | $22K–$38K | $264K–$456K |
| Month 9 | 20–30 | $40K–$70K | $480K–$840K |
| Month 12 | 30–50 | $60K–$110K | $720K–$1.32M |
Break-even at ~25–30 active accounts. Achievable Month 9–12 at 32% gross margin.
North Star KPIs
All Month 12 targets. NPS ≥ 50 means the program generates its own growth engine through referrals.
Phase 1 Operating Costs (12 Months)
| Cost Category | Low | High |
|---|---|---|
| Founder Compensation | $144,000 | $168,000 |
| Shared Services — Caravela (SSA) | $36,000 | $56,000 |
| Technology (CRM, Shopify, Klaviyo) | $4,800 | $8,400 |
| Marketing & Business Development | $8,000 | $16,000 |
| Legal & Incorporation | $8,000 | $12,000 |
| Packaging | $6,000 | $12,000 |
| Travel & Trade Events | $6,000 | $10,000 |
| Contingency (10%) | $21,000 | $28,000 |
| Total | $233,800 | $310,400 |
The Team
Founder & Chief Executive Officer
Over 30 years building, operating, and studying the specialty coffee industry from every angle — from barista to green buyer to company president. He has seen the pain points of small roasters from the inside because he built one. He was a Caravela customer. SourceOS is the product of everything he learned.
Strategic Partner & Origin Infrastructure
Founded 2002. Caravela is not a coffee trader. It is an origin infrastructure company — and that distinction matters enormously. Permanent on-the-ground buying station teams. Farm-by-farm technical assistance. QC labs running SCA CVA-compliant cuppings on every lot. Women and young producers receive differentiated support.
Geographic Expansion
United States & Canada
Initial focus on Caravela's strongest roaster relationships across North America. Pacific Northwest, California, and Northeast U.S. roaster clusters, alongside Vancouver and Toronto — two of Canada's most developed specialty markets. Hospitality and regional operators approached across both countries from launch.
Europe & Australia
Caravela's London and Manly offices are already operational with established roaster relationships across the UK, Scandinavia, Germany, and Benelux. Australia is one of the world's most mature specialty coffee markets.
Asia & Middle East
Taiwan, Japan, and the Gulf region are among the most exciting specialty coffee markets in the world right now. Year 3 activates relationships across Asia and the Middle East — markets where quality sourcing and origin storytelling are in high demand and short supply.
Key Risks & Mitigations
Phase 1 Proposal · 2026
SourceOS is seeking its founding partners. If you are building a capital-efficient, category-defining subscription business in specialty coffee, we would like to speak with you.
"One subscription. Defined volume. Locked price."