IZO Spirits

Premium Mezcal, Tequila, Sotol, Bacanora

IZO Spirits

Premium Mezcal, Tequila, Sotol, Bacanora

San Diego, CA
Food & Beverage
IZO Spirits offers a premium collection of traditional, handcrafted, sustainably-produced Mexican spirits from the heart of Durango, Mexico. IZO speaks to generations of Mezcaleros bringing people together around shared values of community. From the locally-sourced Onyx stoppers, to the elegant hand-applied labels, our meticulously prepared spirits offer perfectly-balanced flavors that are made to enjoy!

$285,332

raised
43
Investors
$25M
Valuation
$1.25
Price per Share
$250.00
Min. Investment
Common
Shares Offered
Equity
Offering Type
$1.07M
Offering Max
Reg CF
Offering

$285,332

raised
43
Investors
$25M
Valuation
$1.25
Price per Share
$250.00
Min. Investment
Common
Shares Offered
Equity
Offering Type
$1.07M
Offering Max
Reg CF
Offering

Rewards

Get rewarded for investing more into IZO Spirits:

$250+
Investment
StartEngine Owner’s Bonus
This offering is eligible for the StartEngine Owner’s 10% Bonus program. For details on this program, please see the Offering Summary section below.
$500+
Investment
Tier 1 - $500
Receive an IZO hat and 1% bonus shares.
$1,000+
Investment
Tier 2 - $1,000
Receive an IZO hat and flask and 2% bonus shares
$5,000+
Investment
Tier 3 - $5,000
Receive 2 IZO hats and 2 flasks and 3% bonus shares
$10,000+
Investment
Tier 4 - $10,000
Receive 2 IZO hats, 2 Flasks, 2 IZO Mezcal Glasses and 4% bonus shares
$20,000+
Investment
Tier 5 - $20,000
Receive 2 IZO hats, 2 Personalized Flasks, a Set of 4 IZO Mezcal Glasses and a Case of 6 of our IZO Spirits and 7% bonus shares
$50,000+
Investment
Tier 6 - $50,000
Receive 2 IZO hats, 2 Personalized Flasks, a Set of 4 IZO Mezcal Glasses, All 8 of the IZO Products and Dinner with the IZO Directors (at least 2 of the 4) at Javier’s Restaurant in La Jolla and 10% bonus shares

Reasons to Invest

IZO is one of the only companies that offers a full line of premium Mexican spirits, including Sotol, Bacanora, Tequila and several types of Mezcal.
Featured in Forbes, Delish, Hollywood Times and Marketwatch, IZO spirits have garnered awards and dazzled critics, having medaled in every competition in which they have been entered since the production of the first bottle.
IZO spirits are already in distribution in Arizona, California, Delaware, Illinois, Nevada, New Jersey, New York and Pennsylvania. They are also distributed in Costco throughout Mexico.

Overview


Historical roots, sustainable future

IZO Spirits was born from Gaston Martinez’s lifelong desire to bring the tradition and celebration of his Mexican heritage to the world. He brought this vision to his friend, Linda Belzberg and her son, Torrey, and together they created “IZO”, a partnership based in the love of the Mexican culture.  In just four short years, the three co-founders have worked together to grow IZO Spirits from a single mezcal company, into a robust, multi-product, Mexican Spirits Corporation. 

IZO continues to craft our mezcals using methods passed down through generations of mezcaleros and the best Cenizo agave found high in the hills of Durango, Mexico. The lightly smoked and uniquely complex aroma and flavor profiles in IZO Mezcal Joven, IZO Mezcal Reposado, IZO Mezcal Anejo, and IZO Ensamble are the delicious product of a 500-year-long traditional process of producing mezcals.  Adding Sotol to our line was a natural evolution, as Desert Spoon grows abundantly in Durango alongside its cousin Cenizo.

Bringing these special spirits to life is only the first step. Ensuring IZO Spirits will be here for future generations is what drives us to focus on sustainability and community from start to finish. We prioritize community and environmentalism by utilizing solar panels to power our distillery and by replenishing the wild harvested agave with plants from our nursery.  

IZO Spirits designed every step of our production process to be sustainable and controlled, while creating exceptional spirits in harmony with nature. We give Local ranchers Gabazo (leftover fibrous agave) for food and bedding for their livestock and free access to our well water. We only use oak from felled trees in the high desert areas to cook our agave, and our well water used in the production process is treated before being returned to the soil. Additionally, bee colonies are maintained at our distillery to help in the natural fermentation process.

The Market


The mezcal market is one of the fastest-growing spirit groups in the U.S. market

According to Forbes Magazine, tequila and mezcal are currently the fastest-growing spirit groups in the U.S. Market (Source). The mezcal market continues to trend upwards in annual production and sales, as it grew 9.8% to 7.9 million liters in 2020, up from 7.2 million liters in 2019. (Source) Despite the pandemic, in 2020 sales of mezcal in the U.S. increased by $19,000,000 to a total of $124,000,000. (Source)


IZO Spirits has expanded to over 100 points of distribution in Southern California, including numerous Costco locations. Our goal is to achieve wide distribution throughout California, and to penetrate most major markets across the 50 U.S. states, as well as a number of states in Mexico and several provinces in Canada by the end of 2021. IZO spirits are already being distributed in California, Illinois, Nevada, Delaware, New York, New Jersey, and Pennsylvania, and will be in Florida before year end. Distribution in Costco stores throughout Mexico will begin in July of 2021.

Our Traction


100,000 bottles of award-winning product distributed along the coast

Head-quartered in San Diego, California, IZO Spirits, Inc. also shows the potential to be pandemic-proof as our sales grew over 300% from 2019 to 2020. During the first five months of 2021, sales and accounts receivable have more than doubled all of 2020. We currently produce approximately 100,000 bottles per year and will soon expand production to twice that amount. Having eight different products in production and several others in R&D means IZO Spirits currently offers, and will continue to offer, one of the most comprehensive lines of award winning Mexican spirits in the world.

IZO spirits have been featured in Forbes, Delish, San Diego Business Journal, YAHOO,  Marketwatch, MSN, Clean Eating Magazine, San Diego Magazine, Latin Times, FOX, The Hollywood Times, BevNet, Great Taste Magazine, San Diego Reader, Tequila Connection, LA Fashion as well as numerous other print and on-line publications. 

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IZO’s signature Mezcal Joven has the distinction of receiving a medal in every competition it has entered since 2019.  


IZO’s Extra Anejo Cristalino Tequila was judged Best Tequila in Show, Best Spirit from Mexico, and received a Gold Medal in the 2021 London Spirits Competition.

Our Sotol received a Gold Medal in the 2021 San Francisco World Spirits Competition and was rated Mexico Sotol of the Year in the 2021 New York International Spirits Competition.  


IZO’s Bacanora Silver was awarded Best in Category and a Gold Medal in the New York International Spirits Competition, and a Double Gold Medal in the 2021 San Francisco World Spirits Competition. 

Our Ensamble, Extra Anejo Cristalino Tequila, Mezcal Reposado, Mezcal Joven 47% ABV, and Mezcal Joven 42% ABV all were awarded Silver Medals in the prestigious 2021 San Francisco World Spirits Competition.

What We Do


Sustainable approach, world-class spirit, exceptional flavor

We have created a robust product line representing virtually all Mexican spirits. Our award winning Mezcal Joven 47% ABV is our signature product with its unique profile and subtle complexities of taste and smell. Its rich, lightly-smoked profile is wonderful for sipping or for use in a cocktail!  

Other IZO Spirits Products Include:

  • Mezcal Joven 42% ABV, our “Introduction to Mezcal” product. Lightly smoked it has a wonderful aroma and flavor, which is rapidly becoming a favorite of tequila fans, as they engage with a more diverse spirit!  
  • Reposado: the first of our “rested’ or “aged” Mezcals, offers a fruity, velvety sweetness to create an elegantly smooth finish.
  • Ensamble: an elevated mezcal that merges the complex profiles of the Cenizo and Lamparillo agave plants.
  • Sotol “Mezcal’s Cousin”:  IZO Spirits’ latest product, baked from Dasylirion or “Desert Spoon”, is our only spirit not made from agave. It has a uniquely earthy, subtly smoky flavor profile.
  • Bacanora: Made from Pacifica agave, it brings a smoother, smokier taste and aroma, making it great for sipping or mixed in a cocktail.
  • Extra Anejo Cristalino Tequila: Aged for over three years in Oak barrels then filtered through a charcoal filtration system, this Tequila is exquisitely suited to the most sophisticated pallet. Made to Sip!  
  • Mezcal Anejo: IZO Spirits’ second aged product, coming to market in August 2021.

Be it cooking, fermenting, distilling, bottling, or even packaging, you can taste in every glass the meticulous, hands-on approach that IZO Spirits brings to each of its finely crafted products.

The Vision


The leading distributor of Mexican spirits in North America

Within three years, IZO Spirits plans to move to a state-of-the-art distillation facility in Durango, in order to expand its capacity to meet the anticipated demand.  As we grow to become one of the leading distributors of Mexican spirits in the U.S., Mexico, and Canada, we hope to provide a “destination” experience at our new facility, allowing the world to join in our vision of celebrating the great tradition and heritage of all of the Mexican spirits. 

In just five years, we are forecasting production and sales of close to 300,000 bottles per year. Using our current rate of growth, partnerships, and market opportunities, we hope to become one of the worldwide leaders in the handcrafted, Mexican spirit industry. Please refer to our forward looking information legend at the bottom of this page and in our offering materials.

OUR LEADERSHIP


Passionate people, process and product

The IZO family is dedicated to our mission of bringing the finest Mexican spirits to the world. Without our passionate team, it would be impossible to produce the quality and consistency of spirits that have become synonymous with the IZO brand. We take great pride in every member of our team and understand that no matter how small a job may be, it is critical that each individual does their part at the highest level to maintain our high standard of excellence.

Every step of the process, from harvesting agave, to baking, grinding, fermenting, distilling, testing, and bottling is performed by hand by the IZO team.  We manage the entire production and promotion process without outsourcing to another company. In this way, IZO Spirits guarantees the finest quality products to all those who enjoy our spirits.

Why Invest


Savor a new legacy worth sharing

Invest in a new legacy of Mexican spirits that’s gaining phenomenal traction towards worldwide expansion. Our award-winning recipes, growing partnerships with distributors, and sustainable production ride a wave of market growth as demand for authentic spirits surge. As we increase our high production rate from 100,000 bottles to 300,000 per year, IZO Spirits aims to become a leader in the Mexican spirits market. We seek to accomplish these goals with unabashedly high standards while also maintaining moderate pricing, so that everyone can enjoy our unique  line of premium Mexican spirits.

We invite you to join us in savoring this opportunity to build a legacy of tradition worth sharing.

Offering Summary


Company

:

IZO Spirits, Inc.

Corporate Address

:

5404 Napa Street, Suite 300, San Diego, CA 92110

Offering Minimum

:

$10,000.00

Offering Maximum

:

$1,070,000.00

Minimum Investment Amount

(per investor)

:

$250.00











Terms


Offering Type

:

Equity

Security Name

:

Class B Non-voting Common Stock

Minimum Number of Shares Offered

:

8,000

Maximum Number of Shares Offered

:

856,000

Price per Share

:

$1.25

Pre-Money Valuation

:

$25,000,000.00











Forward-Looking Information

THE OFFERING MATERIALS MAY CONTAIN FORWARD-LOOKING STATEMENTS AND INFORMATION RELATING TO, AMONG OTHER THINGS, THE COMPANY, ITS BUSINESS PLAN AND STRATEGY, AND ITS INDUSTRY. THESE FORWARD-LOOKING STATEMENTS ARE BASED ON THE BELIEFS OF, ASSUMPTIONS MADE BY, AND INFORMATION CURRENTLY AVAILABLE TO THE COMPANY’S MANAGEMENT. WHEN USED IN THE OFFERING MATERIALS, THE WORDS “ESTIMATE,” “PROJECT,” “BELIEVE,” “ANTICIPATE,” “INTEND,” “EXPECT” AND SIMILAR EXPRESSIONS ARE INTENDED TO IDENTIFY FORWARD-LOOKING STATEMENTS, WHICH CONSTITUTE FORWARD LOOKING STATEMENTS. THESE STATEMENTS REFLECT MANAGEMENT’S CURRENT VIEWS WITH RESPECT TO FUTURE EVENTS AND ARE SUBJECT TO RISKS AND UNCERTAINTIES THAT COULD CAUSE THE COMPANY’S ACTUAL RESULTS TO DIFFER MATERIALLY FROM THOSE CONTAINED IN THE FORWARD-LOOKING STATEMENTS. INVESTORS ARE CAUTIONED NOT TO PLACE UNDUE RELIANCE ON THESE FORWARD-LOOKING STATEMENTS, WHICH SPEAK ONLY AS OF THE DATE ON WHICH THEY ARE MADE. THE COMPANY DOES NOT UNDERTAKE ANY OBLIGATION TO REVISE OR UPDATE THESE FORWARD-LOOKING STATEMENTS TO REFLECT EVENTS OR CIRCUMSTANCES AFTER SUCH DATE OR TO REFLECT THE OCCURRENCE OF UNANTICIPATED EVENTS.

*Maximum Number of Shares Offered subject to adjustment for bonus shares. See Bonus info below.

Investment Incentives and Bonuses*

Time-Based Perks:

Friends & Family:

Invest within the first 96 hours and receive 6% bonus shares.

Early Bird:

Invest within the following 72 hours and receive 5% bonus shares.

Time Running Out:

Invest within the next 72 hours and receive 4% bonus shares.

Last Chance:
Invest within the following 96 hours and receive 3% bonus shares.

Volume-Based Perks:

Tier 1:

$500 – Receive an IZO hat and 1% bonus shares.

Tier 2:

$1,000 – Receive an IZO hat and flask and 2% bonus shares

Tier 3:

$5,000 – Receive 2 IZO hats and 2 flasks and 3% bonus shares

Tier 4:

$10,000 – Receive 2 IZO hats, 2 Flasks, 2 IZO Mezcal Glasses and 4% bonus shares

Tier 5:

$20,000 – Receive 2 IZO hats, 2 Personalized Flasks, a Set of 4 IZO Mezcal Glasses and a Case of 6 of our IZO Spirits and 7% bonus shares

Tier 6:

$50,000 – Receive 2 IZO hats, 2 Personalized Flasks, a Set of 4 IZO Mezcal Glasses, All 8 of the IZO Products and Dinner with the IZO Directors (at least 2 of the 4) at Javier’s Restaurant in La Jolla and 10% bonus shares

*All perks occur when the offering is completed.

The 10% StartEngine Owners' Bonus

Izo Spirits, Inc. will offer 10% additional bonus shares for all investments that are committed by investors that are eligible for the StartEngine Crowdfunding Inc. OWNer's bonus.

This means eligible StartEngine shareholders will receive a 10% bonus for any shares they purchase in this offering. For example, if you buy 100 shares of Class B Non-voting Common Stock at $1.25 / share, you will receive 110 shares of Class B Non-voting Common Stock, meaning you'll own 110 shares for $125. Fractional shares will not be distributed and share bonuses will be determined by rounding down to the nearest whole share.

This 10% Bonus is only valid during the investors eligibility period. Investors eligible for this bonus will also have priority if they are on a waitlist to invest and the company surpasses its maximum funding goal. They will have the first opportunity to invest should room in the offering become available if prior investments are cancelled or fail.

During the live offering, Investors will only receive a single bonus, which will be the highest bonus rate they are eligible for.

*The perks do not stack, i.e. investors can only recieve one tier or classification of investment incentive. Investors will be awarded the highest tier or classification for which they qualify.

Irregular Use of Proceeds

The Company might incur Irregular Use of Proceeds that may include but are not limited to the following over $10,000: Inter company debt or back payments. Salary payments made to one’s self, a friend or relative.

Show More
Most recent fiscal year-end:
Prior fiscal year-end:
Total Assets
$196,601.00 USD
$11,743.00 USD
Cash And Cash Equivalents
$15,336.00 USD
$6,432.00 USD
Accounts Receivable
$68,623.00 USD
$3,561.00 USD
Short Term Debt
$93,849.00 USD
$254.00 USD
Long Term Debt
$457,000.00 USD
$509,000.00 USD
Revenues And Sales
$105,738.00 USD
$45,711.00 USD
Costs Of Goods Sold
$86,730.00 USD
$22,042.00 USD
Taxes Paid
$0.00 USD
$0.00 USD
Net Income
-$356,737.00 USD
-$370,107.00 USD

Risks

A crowdfunding investment involves risk. You should not invest any funds in this offering unless you can afford to lose your entire investment. In making an investment decision, investors must rely on their own examination of the issuer and the terms of the offering, including the merits and risks involved. These securities have not been recommended or approved by any federal or state securities commission or regulatory authority. Furthermore, these authorities have not passed upon the accuracy or adequacy of this document. The U.S. Securities and Exchange Commission does not pass upon the merits of any securities offered or the terms of the offering, nor does it pass upon the accuracy or completeness of any offering document or literature. These securities are offered under an exemption from registration; however, the U.S. Securities and Exchange Commission has not made an independent determination that these securities are exempt from registration.


Updates

$700,000 in 2021 Sales!

13 days ago

We just passed $700,000 in sales from the beginning of 2021 through September 10, 2021, which is almost 5 times our 2020 calendar year sales! Between our expanding U.S. points of sale, the anticipated second order from Costco, Mexico later this year and our on-going orders from Cutwater Spirits, it looks like we should easily surpass $1,000,000 in 2021 calendar year sales!  


We're loading and cooking as fast as we can!  

Forbes Article

15 days ago

Hi All,


Just wanted everyone to know we were recently featured in Forbes Magazine!
Enjoy!!

Notice of Funds Disbursement

18 days ago

[The following is an automated notice from the StartEngine team].

Hello!

As you might know, IZO Spirits has exceeded its minimum funding goal. When a company reaches its minimum on StartEngine, it's about to begin withdrawing funds. If you invested in IZO Spirits be on the lookout for an email that describes more about the disbursement process.


This campaign will continue to accept investments until its indicated closing date.


Thanks for funding the future.

-StartEngine

Costco Mexico Delivery!

27 days ago

10 Pallets Delivered to Costco Mexico Distribution Center two days ago at 6:30 a.m.   It will soon be distributed to 40-50 Costco stores throughout Mexico!  

Glitch in the System!

about 1 month ago

Just wanted to let those of you closely following our progress know there was a little "glitch" in the system, and a few of our large investors were required to cancel and resubmit their investments.  This should be taken care of this coming week for everyone.  Don't you just love technology!!

Our Time Running Out campaign just ended.  There is still our "LAST CHANCE" campaign running until Friday, so don't miss the last opportunity to get some bonus shares!

IZO doesn't want you to miss out either, so invest soon!

Early Bird Bonus!

about 1 month ago

Thanks to all of our early investors! We've already reached over 12% of our raise in just 6 days.  

Last Chance for the Early Bird Bonus!  Less than 24 hours remain.

In the meantime, we hope you are having a "Whale of a Good Time!" 

Launch!

about 1 month ago

Congratulations to the IZO Team on our launch of our Start Engine Capital Raise.  We are offering "Friends and Family" bonuses during the first 96 hours of our launch, so don't miss out by delaying!  Or you should consider becoming a Start Engine member and taking advantage of their member's bonus.   

As a quick update to our recent sales activity, we are set to make our first delivery of 10 pallets of our Mezcal Joven 42% ABV (our "Introduction to Mezcal" product) to Costco Mexico at the end of this month.  We have just received a commitment from a new distributor in Arizona, so by the end of August we will be sending just over a pallet of our spirits to Phoenix, Arizona. 

We will continue to provide updates as new information becomes available.

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