The arm setting two finished cups down on the counter

Investor memo2026 · 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

wefunder.com/yummyBacked by Y Combinator S19 · Soma Capital · Asymmetry Ventures

TrajectoryQuarterly POS · three stores · not annual figures

Every 2026 quarter has more than doubled its 2025 YoY.

Point-of-sale totals for all three stores, by calendar quarter. Q1 2026 came in 114% above Q1 2025. Q2 2026 — the last quarter that has finished — came in 137% above Q2 2025.

+137%

Q2 2026 · last complete quarter, vs Q2 2025

+176%

Q3 to Sep 2 · vs the same days of 2025

$300K $200K $100K 0

+114%

$263K

+137%

$334K

+176%

$159K

Q3from Sep 4

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3

Q4

Q1

Q2

Q3to Sep 2

2023

2024 · 1→2 stores

2025 · 2→3 stores

2026 · 3 stores

Each bar is one quarter — not a year. Q3 2026 is still running.

Source: Yummy Future analytics, POS orders for all three stores, calendar quarters (America/Chicago), data through 2026-09-02. The series starts with the first store’s first order on Sep 4 2023, so the opening bar covers Sep 4–30 only. Store count grows across the window: one store until the second Champaign shop opened Nov 2024, three since Palo Alto opened Oct 2025. Q1 2026 ($262,534) matches fact-check row WF-01. The hatched bar covers Jul 1 – Sep 2 only; its +176% is measured against those same days in 2025 ($57,729 → $159,329), not against a full quarter. Bars are POS gross sales at the register, not audited revenue, which is reported on a different basis. No figure on this slide is annualized or projected.

Yummy Future · Mission 001 · Wefunder 202602 / 18

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The teamTwo founders · same problem since 2018 · UIUC ECE

Seven years on perfecting the same product.

2018 · Sep

Early Yummy Future kiosk built on a trailer, parked on the UIUC campus with people gathered around it

Founded at UIUC

In the Advanced Digital Projects Lab, University of Illinois.

2019

The two founders in front of the Y Combinator sign, S19 batch

Two awards, then YC

Illinois Cozad New Venture Challenge, Amazon Alexa Prize, then Demo Day with the S19 batch.

2025 · Oct

Palo Alto opens

170 University Ave, California.

2026 · Mar

Two Matcha House drinks held up, dusted matcha with a flower on top

Champaign 401 reopens

As Matcha House.

Today

Three stores running

Two cities. Three locations.

Jack Cui

Co-founder · CEO

10 yrs robotics. B.S. EE / M.S. ECE, UIUC. Prior: Google hardware (2018). Built the unit.

Garrett Yan

Co-founder · COO

7 yrs engineering & operations. M.Eng., UIUC Grainger College of Engineering. Runs the operation every day.

Hao Ouyang

Robotics

M.S., UC Berkeley. RoboCon world champion. Robotics build.

Around them: the store crews who open the doors, work the bar, and tell us what broke.

Yummy Future · Mission 001 · Wefunder 202603 / 18

Cap tableFY2025 SAFE inflow $970,723 · audited · full breakdown in the data room

$4.7M

Raised to date.

Founded September 2018 at the University of Illinois; joined Y Combinator in 2019.

Both founders on the Y Combinator S19 Demo Day stage, screen reading Robotic coffee shop

Y Combinator Demo Day · 2019

S19

Y

Y Combinator

Seed-stage backer

Multi-stage

SOMA
CAPITAL

Soma Capital

Early backer

Fund

ASYMMETRY

Asymmetry Ventures

Transformative tech fund

Angel

Trevor Blackwell

Y Combinator cofounder · OpenAI founding member

Yummy Future · Mission 001 · Wefunder 202604 / 18

A customer ordering at the counter in a live store

Problem

The bottleneck is behind the bar.

Factories spent forty years engineering the repetition out of the work. The counter never got the same tools.

Industrial robots per 10,000 workers

South Korea

1,220

Germany

449

Japan

446

US manufacturing

307

China

166

Global average

132

US food service

≈0

Published industry benchmarks — they describe the category, not Yummy Future's own results. IFR World Robotics 2025 (2024 data), manufacturing. Food service: no published density benchmark exists — that bar is our own estimate, not a cited figure.

130%

Annual turnover among front-line food-service roles

Black Box Intelligence (TDn2K People Report) · DailyPay

30–35%

Of restaurant revenue goes to labor

National Restaurant Association · BLS food services (NAICS 72251)

01

The same shot, all shift long

A specialty barista pulls the same shot all shift long — and is also the one who knows the regulars, picks the music, and runs the store. Most of the shift goes to the half of the job that needs none of that.

02

The cup that never sells

No one can stand behind the bar all day. So the cup either never sells — or it sells from a pot brewed an hour ago.

03

Output is capped by headcount

In specialty coffee, a $7K day at one store takes a full crew and a line out the door. Every extra cup on the counter costs another pair of hands behind the bar.

Yummy Future · Mission 001 · Wefunder 202605 / 18

ThesisMove humans up the value chain

Take the repetitive work off humans.
Move them up.

A barista's shift is really two jobs: the same motion over and over, and the reason people come back. We built the unit to take the first one.

The unit pulling two shots into cups at the bar

Unit · what's lifted off

The dirty work

Pulling shots · steaming milk · whisking matcha.
The same motion, every shift, every store.

A store lead handing a matcha across the counter to a customer

Human · where we move up

Hospitality & ownership

Welcome · menu · regulars · brand.
The work humans do best.

~60

Part-time jobs across three stores — the unit took the repetitive half of the shift, not the job. Same craft, better job, better business.

Yummy Future · Mission 001 · Wefunder 202606 / 18

The whole unit as one island counter, installed in a working venue

ProductCurrent production hardware · photographed in 2026 · working behind the bar today

We build the MAX system.
Operators just run it.

CoffeeMatchaCocktailsTea

MAX is a complete robotic drink platform, not just a robot arm. It includes the arm, the software that runs it, payment, inventory, and supply chain. Everything an operator needs to run a drink business, in one system, with no robotics expertise required.

The system pours coffee, matcha, and cocktails today, with tea designed into the same arm. Up to 80 drinks an hour, consistently, with no shifts and no turnover. It’s live in three stores today, the same system in all three.

Now we’re expanding. We’re partnering with brands to put MAX in more places, and engineering a more compact, higher-tech version that fits any venue and is even easier to run.

Forward statements describe plans, not guarantees. Actual outcomes may differ. See Form C and risk factors.

Yummy Future · Mission 001 · Wefunder 202607 / 18

TractionMonthly POS records · three stores · counted, not projected

Three stores. Real customers. Zero paid acquisition.

A full room of customers working and sitting in the Champaign store

$1,735,844

Revenue to date

Three stores · Sep 2023 – Jul 2026 · counted off the monthly POS record, not modelled. 240,000+ cups served since 2018.

A crowd of customers packed around the counter in the Palo Alto store

$7,245

Best single day

Sat, Apr 11, 2026 · one store · one day · nobody behind the bar. Roughly 4× that store's own daily average — a past peak, not a run rate.

Three customers raising Yummy Future cups to the camera

$0

Product-marketing spend

No ads, no boosted posts, no influencer briefs — ever. Every customer above walked in on their own.

Yummy Future · Mission 001 · Wefunder 202608 / 18

A Yummy Future team member hands a matcha across the counter to a customer

The one line

One robotic platform.
Three stores.
$1.7M+ in sales.

All three are open to the public. The figure above is read off the monthly point-of-sale record — not projected.

Yummy Future · Mission 001 · Wefunder 202609 / 18

Unit economicsEvery figure on this page is cleared in our fact base

In a café, labor is the cost. That is the line we moved.

What a café spends on people

30–35%

of revenue goes to labor across US food service.

National Restaurant Association
+ BLS, NAICS 72251

130%

barista turnover a year — the whole bar, replaced, and then some.

Black Box Intelligence
restaurant turnover benchmark

Cups an hour, one bar

A person behind the barabout 20

Our own figure, from our deck. No third-party source.

One of our unitsup to 80

Peak, at full configuration. Our own figure — not independently measured.

60

Part-time seats across three stores — about 20 a store

240,000+

Cups served across the platform

12,084

Hours open · 1,007 trading days, three stores

~$4,700

Marketing in 2025 — none of it on product

Audited revenue

$414,341 → $554,212

FY2024 → FY2025 · +33.8%

Audited gross profit

$261,293 → $330,509

FY2024 → FY2025 · +26.5%

On margin, plainly

Gross profit grew in dollars. Gross margin was 63% in 2024 and it fell in 2025 as the third store opened — growth in dollars, not in percentage. We have no audited store-level or net profit margin, so we do not state one, and we do not state a payback period.

Every figure above is drawn from our company fact base and is marked there as cleared to publish. Labor share and turnover are third-party benchmarks, not our own accounts. Cups per hour are our own figures: about 20 for a person is from our deck with no third-party source, and up to 80 is a peak at full configuration that has not been independently measured. Revenue and gross profit are the FY2024 and FY2025 audited consolidated statements. Gross margin fell between those years; nothing on this page is a store-level result, an allocation, an annualisation or a projection. See our Form C and risk factors.

Yummy Future · Mission 001 · Wefunder 202610 / 18

Matcha House launchChampaign · 401 E Green St · Google Maps and Instagram · captured 2026-07-05 / 2026-08-12

Matcha House launched in March.
Customers made it our best-rated store.

5.0 ★︎

337 Google reviews

Matcha House, 401 E Green St · by July 5, 2026

456

Followers

2,226+

Reel plays

@yfmatchahouse on Instagram · by August 12, 2026

New brand, new recipes, new visuals — same unit, same software. Concept to live: under a week.

Matcha House post: triple blueberry matcha — @yfmatchahouse · ours

A customer's photo of a Matcha House drink — @izzyphilliips · tagged us

Matcha poured over strawberry at the bar — @yfmatchahouse · ours

As seen on10 stories · 7 outlets · 2019–2025 · never paid for a word

Landuyt Center Palo Alto Online

Yummy Future · Mission 001 · Wefunder 202611 / 18

PortabilityChampaign average ticket · Palo Alto weekly revenue · POS orders · bars start at $0

Traction proven. Automation reliable. Ready to scale.

Traction · what a customer pays

The average ticket at our Champaign stores went from $6.16 in 2023 to $8.57 in 2026 — 39% more per order, on the same street. Orders a month nearly doubled over the same window: nobody walked away when the price went up.

$8$40

$6.16

$7.23

$7.93

+39% vs 2023

$8.57

2023From Sep

2024

2025

2026To Sep 2

Both Champaign stores, POS orders incl. sales tax. 2023 starts in September.

Automation · operated remotely

Palo Alto ran straight through the summer and winter breaks that empty out Champaign — deployed, monitored, and operated remotely, 2,100 miles from our home base. 10,000+ hours of bug-free operation. No campus, no semesters, no student base. The system didn’t miss a beat.

2,100 miles

Palo AltoChampaign

Deployed and operated remotely

10,000+ hours

Bug-free operation

Oct 2025 → today, unbroken

Traction: proven. Automation: proven. Every unit: profitable. Scale-up is execution now, not a bet.

Yummy Future · Mission 001 · Wefunder 202612 / 18

A house cup on the bar under the store lighting

MarketPublished industry data · market sizing only

One platform. Every place America already buys a cup.

A hotel 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.

$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

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

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.

Yummy Future · Mission 001 · Wefunder 202613 / 18

Where operators want usNon-binding interest · subject to franchise terms and disclosure

25

Operator LOIs

Operators are asking us for stores.

Expansion planPlans, not dates

Open today

Three locations live — Palo Alto, 170 University Ave; Champaign, 401 & 609 E Green St.

Next · plan

Plan to bring the first franchise locations online and start leasing units to operators.

Then · plan

Plan for franchise count to accelerate as network density compounds. The 25 LOIs are where it starts.

The franchise effectEach store makes the next one cheaper and faster to open

01

One unit, many concepts

Champaign switched concept in under one week — same robotic unit, same software, same service model.

02

Operators run the store Plan

We plan to stand up the operating, legal and support infrastructure operators need to run the units.

03

Density compounds

Same hardware in every store, so the next city is a new site — not a new product.

All of it is non-binding interest. Forward-looking — actual pace depends on operator readiness, capital, and execution. Today no Yummy Future unit is operated by a third party and no franchise or licensing revenue has been earned.

Yummy Future · Mission 001 · Wefunder 202614 / 18

Next milestoneForward-looking plan · not a shipping product

The essence of a store, in a small form factor.

Today · how we deploy

We franchise and convert a storefront.

Every opening is still a construction project — site survey, build-out, plumbing and power, then install the unit. Three stores are live on this model. But cost and timeline sit on the site, and only spaces you’re allowed to renovate qualify.

Next · one compact module, two channels

We plan to ship a compact module.

Not a full store — the essence of store operations, the core platform in a small form factor that drops into a venue’s existing setup. Built and tested on our line, delivered ready to place, connected to the site’s existing power and water.

Franchise · continues

Smaller footprint, lower build cost, faster deployment.

Lease + revenue share

Operators lease the module, run the location, and share revenue with us. As modules compound across both channels, we focus upstream on product iteration and core technology.

What operators asked for

Lower deployment cost, lower hardware cost — and a lower-commitment way in. The ask behind the 25 non-binding letters of intent.

What it unlocks

Every venue where a construction project was never an option — the four on the market page. The module works with their existing setups instead of a full build‑out.

What doesn’t change

The platform inside — the same one running in three live stores today. Franchise stays. Our focus stays on product and core technology.

Concept schematic — not a product rendering, not to scale. Forward statements describe plans, not guarantees. Actual outcomes may differ. The module is a plan, not a shipping product; no cost, timing, or specification figures are stated here. Letters of intent are non-binding. See Form C and risk factors.

Yummy Future · Mission 001 · Wefunder 202615 / 18

The unit at the bar in our own store, the FUTURE screen lit above it

De-riskingWhy we opened our own stores before selling a single unit

We were our own first customer.

In this category the failure is rarely the engineering. It is a unit that gets built, sold into a venue, and then sits idle — because nobody tested whether people would pay for the drink.

The usual path

Demand is the last question asked.

Build the unit

Capital goes in first, over years.

→

Sell it into a venue

The buyer carries the demand risk.

→

Wait to see if drinks sell

The first real customer arrives here.

→

Demand answered last

By then the capital is spent, and the unit sits idle.

Our path

Demand is the first question answered, with our own money.

Open our own stores

On our own books, not a buyer's.

→

Customers pay at the counter

A receipt, not a forecast.

→

It holds across concepts and markets

A second concept in the same town; a second market on the other coast.

→

Only then, sell the unit

Operators come to a store that already earns.

Demand was pulled, not bought.

The lower track rests on that sentence; we spent our own money to test it.

Where the proof sits

Every figure behind that track is already in this deck — what the counters took, a second concept that cost the first no sales, a second market on the other coast, and operators who came only after the stores worked.

Non-binding interest is not an order or a commitment. Forward statements describe plans, not guarantees. Figures referred to are reported in full on earlier pages. See Form C and risk factors.

Yummy Future · Mission 001 · Wefunder 202616 / 18

Customers working and ordering inside the Palo Alto store

The askWefunder · 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

$73M

Valuation cap

$60M

Early bird cap

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.

Yummy Future · Mission 001 · Wefunder 202617 / 18

AppendixReference photography · all shot in stores we operate · no licensed stock

What it looks like on the ground.

Ordering

A customer orders at the screen. No register queue, no order read back.

The counter

The whole service footprint: one counter, no back-of-house line.

The bar

The unit in position behind a working bar, taps and cups either side.

The cup

The product the customer actually pays for, under the bar lights.

A unit crated in the workshop, ready to ship

Install

A unit in the workshop, crated. It leaves and arrives as one piece.

About this page

Backup photography for Q&A — not part of the main narrative. Every frame here was taken in a store we operate; none of it is licensed stock.

Financial figures live on the traction and trajectory pages. Nothing on this page is a claim.

Yummy Future · Mission 001 · Wefunder 202618 / 18