Balance Coffee

Bootstrapped to £1M. Now opening the cap table.

Seed round  ·  EIS eligible
4.7★ rated  ·  900+ verified reviews
EIS eligiblePureVibe Wellness Ltd
Investor Summary

At a glance

The Problem

Low-grade coffee and supplements, energy drinks: none designed for better health.

The Brand

100%
Clean ingredients, clinically dosed and independently lab tested.

The Traction

£1M+
Revenue, bootstrapped from £18k. 63% MRR growth.

The Proof

4.7
900+ verified customer reviews.
Featured by Forbes, BBC, Independent.

The Ask

£500k
Seed raise, EIS eligible. £30M revenue by 2030.
EIS eligiblePureVibe Wellness Ltd
01.

Bootstrapped:
£18k to £1M+

14 years leading sales and product innovation in speciality coffee. In 2020 James invested his last £18k to build what he couldn't find: cleaner coffee that supported better energy and focus.

That bridge - from deep coffee craft into functional wellness - is the brand's edge. Clean inputs, clinical doses, results you feel. £1M in revenue and now building toward the global clean wellness brand.

James Bellis, founder
EIS eligiblePureVibe Wellness Ltd
02.

The clean standard

The wellness market is full of promises. Balance is the clean alternative - every batch lab-tested, every dose clinical. Built on 14 years of speciality coffee craft.

Vision

To become the global standard for clean, functional wellness - products that deliver noticeable impact every day.

Mission

To build science-backed products that support energy, focus and recovery - without compromise on taste, purity or craft.

01 Radical IntegrityWe don't cut corners. Purity. No BS.
02 Functional FirstIf it doesn't work, we don't make it.
03 Ritual-Led InnovationSmall habits. Big changes.
04 Built for BalanceWellness isn't a trend - it's a system.
EIS eligiblePureVibe Wellness Ltd
03.

The Morning
Ritual Is Broken.
We Fixed It.

Most people start their mornings the wrong way: they reach for low-grade coffee, don't hydrate correctly, and chug energy drinks. None of it is designed. We built the solution.

Balance is the only brand replacing all three with one clean, clinically-designed morning system.

Clean Coffee
Hidden mould, crashes, low quality
Mould & toxin-free. Jitter-free. Third-party lab tested.
Mushroom Elixirs
Paired with coffee
Focus Performance Immunity Calm
Pre-Coffee Electrolytes
Coffee depletes minerals
Restores what gets lost. Better energy, better hydration.
EIS eligiblePureVibe Wellness Ltd
04.

4.7 rated by
1000+ customers

Excellent 1000+ reviews across Trustpilot, Loox & Google
LC
Lucy Cowley
Verified · GB
The lions mane elixir keeps me focused

Made a huge difference to my concentration and mental energy. I feel it cooling some of the inner 'noise' in my head. Able to complete more in my day than before. It's great!

SS
Steph Sayer
Verified · GB
Great coffee, a lot better than other...

A lot better than other organic healthy coffee I've tried. Customer service was amazing - had an issue with my order quickly fixed, great communication. Definitely recommend.

EIS eligiblePureVibe Wellness Ltd
05.

Featured in Global Press

Coverage across Forbes, BBC Good Food, The Independent and Evening Standard.
Proof that Balance is the UK's leading clean coffee and wellness brand.

The Independent
Best Buy
"10 best coffee subscription services - Best healthy coffee pick"

The Independent · 2024

Evening Standard
BBC good food
EIS eligiblePureVibe Wellness Ltd
06.

Expanding: UK DTC → global brand

From a clean coffee brand to a clean wellness world. Four expansion fronts, each compounding the others.

Vertical integration

Own coffee farm + roastery - soil-to-cup clean supply on the hero product. The un-copyable moat.

The wellness flagship

The Bali flagship - brand world made human and a compounding content engine. Belonging, not a transaction.

Grocery & retail

Whole Foods, Holland & Barrett, Amazon and international doors. Category & channel development.

International & B2B

Europe, US and beyond. Coffee & mushroom pods (£1B market), equipment and wholesale.

The product range today: toxin-free coffee (beans & ground, 1,000+ antioxidants, lab-verified) and mushroom elixir drops - built for taste and health.

EIS eligiblePureVibe Wellness Ltd
Wellness Concept Store

Launching the Balance Flagship Store, Bali

Balance wellness flagship, Bali

The brand,
made human

Our first physical location

A gathering place for Balance's wellness community - bringing like-minded customers together in the world's wellness capital. The human proof point DTC alone can never build.

  • Community engineA home that turns customers into advocates who film, share and buy for life
  • Creator & influence hubGlobal organic reach at a fraction of paid cost - lower dependence, better MER
  • Distribution launchpadPhysical credibility unlocks wholesale and retail doors competitors can't enter
EIS eligiblePureVibe Wellness Ltd
Balance Cafe, Bali
The Cafe
2027-28
Brand world
Physical home. Community engine. Content at zero paid cost.
Balance Roastery
The Roastery
2029-30
Margin unlock
In-house roasting. 15-20% COGS reduction on the hero product.
Balance Coffee Farm
The Farm
2032
The moat
Soil to cup. An un-copyable supply chain, verified at origin.
Community · Craft · Origin

Vertically Integrated Supply Chain

Café → Roastery → Farm.
EIS eligiblePureVibe Wellness Ltd
07.

The Balance Advisory Team

Wellness, growth, nutrition and finance expertise - supporting every layer of our growth.

EIS eligiblePureVibe Wellness Ltd
08.

£2.1B coffee &
wellness market re-size pending

Total Available Market (TAM)

Coffee £2BMushrooms £100M

Serviceable Available Market (SAM)

Coffee £800MMushroom £40M

Serviceable Obtainable Market (SOM)

Coffee £40MMushroom £4M

Re-sizing to the wider vision: functional wellness + café / food-service + retail - not coffee + mushroom alone.

TAM UK coffee + mushroom£2.1B
SAM Serviceable market£840M
SOM Obtainable, near term£44M
EIS eligiblePureVibe Wellness Ltd
09.

Winning on health and taste

EIS eligiblePureVibe Wellness Ltd
10.

£525k in 2025. £825k in 2026. £30M by 2030.

Subscriber-led, predictable revenue. Scaling from £55k to £90k/month through 2026.

EIS eligiblePureVibe Wellness Ltd
11.

DTC metrics, ready to scale

£10
Blended CAC
7:1
CAC : LTV
£83
Avg LTV
65%
Return rate
Last 90 days  Oct 2025
Awareness 173,316 annual visitors
Consideration Email, retargeting, reviews, press
Intent £10 blended CAC
Conversion £39 AOV  ·  3,826 orders
Retain 65% return  ·  £83 LTV
Grow £30.7K sub MRR  ·  11.6% churn
EIS eligiblePureVibe Wellness Ltd
12.

The Ask

Capital scales the brand across proven channels and new channel activations, and funds the next chapter: the wellness flagship and vertical integration.

Seed round · EIS eligible
£-
Pre-money: £2.5M (3× FY 2026 revenue)
Post-money: £3M  ·  Equity: 16.7%
Dec '26 target: £90K/month run-rate
Capital allocation
    EIS eligiblePureVibe Wellness Ltd
    13.

    Profitable every year - base case raise-case remodel pending

    EIS eligiblePureVibe Wellness Ltd
    14.

    Roadmap: Founder-led,
    growth engine ready

    2026
    Scale DTC & deploy AI-enabled marketing ops
    early '27
    Bali wellness flagship - concept & design
    2027-28
    Bali wellness flagship - build
    2029/30
    Roastery build - first integration unlock
    2032
    Vertical integration - coffee farm

    Senior hires in growth and ops; James focuses on brand and product.

    James Bellis, founder
    EIS eligiblePureVibe Wellness Ltd
    Product roadmap

    The Balance Ritual. Every moment covered.

    Live today
    Roadmap · 2027-30
    01 Energise Morning
    Clean Coffee

    Toxin-free, speciality-grade, lab-tested every batch. Beans, ground and pods.

    02 Optimise Morning+
    Mushroom Elixirs

    Lion's mane, chaga, cordyceps. Clinically dosed focus, immunity, vitality.

    03 Hydrate Pre-coffee
    Pre-Coffee Electrolytes

    Balance Restores what gets lost, built to complement not compete.

    Q1 2027
    04 Sustain With coffee
    Alternative Milks

    Clean-label companions. The same standard applied to everything in the cup.

    Pipeline 2027
    05 Alternate Afternoon
    Matcha

    The clean afternoon ritual. Smooth caffeine, L-theanine focus. Clean standard, different source.

    Pipeline 2027
    EIS eligiblePureVibe Wellness Ltd
    Balance Coffee

    The clean standard.
    Proven in market.
    Ready to scale.

    Built from £18k to £1M+ without outside capital. Now opening the cap table to strategic partners who bring wellness, retail or DTC experience alongside capital.

    JB
    James Bellis  ·  Founder & CEO
    invest@balancecoffee.co.uk
    EIS eligible  ·  Seed round  ·  balancecoffee.co.uk
    EIS eligiblePureVibe Wellness Ltd