Premium Mezcal, Tequila, Sotol, Bacanora
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.
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!
Co-Founder and Vice-president
Maximum Number of Shares Offered subject to adjustment for bonus shares
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.
IZO Spirits, Inc.
5404 Napa Street, Suite 300, San Diego, CA 92110
Minimum Investment Amount
Class B Non-voting Common Stock
Minimum Number of Shares Offered
Maximum Number of Shares Offered
Price per Share
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.
Friends & Family:
Invest within the first 96 hours and receive 6% bonus shares.
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.
Invest within the following 96 hours and receive 3% bonus shares.
$500 – Receive an IZO hat and 1% bonus shares.
$1,000 – Receive an IZO hat and flask and 2% bonus shares
$5,000 – Receive 2 IZO hats and 2 flasks and 3% bonus shares
$10,000 – Receive 2 IZO hats, 2 Flasks, 2 IZO Mezcal Glasses and 4% bonus shares
$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 – 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.
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.
We are calling on all of our followers to help us reach our immediate need of adding a second line of fermentation and distillation equipment at our distillery. We have numerous orders from Cutwater Spirits and a rapidly increasing demand for our premium line of IZO spirits in the U.S. At our distillery's current annual capacity of 100,000 bottles we are barely able to meet this demand. However, with the incredible 2022 distribution prospects we now have in our pipeline, we doubt that our current capacity is adequate to get us through the year. Consequently, as we wind down our capital campaign, we are asking all of you to help us reach our pressing need by making an investment now, or if you are already a shareholder, adding to your current investment. Only five days left to invest!
We are pleased to announce that our calendar year revenues for 2021 exceeded $800,000. This is an increase of over $655,000 from our 2020 revenues and represents over a 500% increase in sales! We are looking towards a stronger 2022 and hope that you take advantage of the limited time left to invest in IZO Spirits, Inc.
As we near completion of our Start Engine Campaign we continue to receive good news. We recently entered into negotiations, through a third party broker, with one of the major cruise lines to begin carrying our premium line of spirits. As always there is no certainty this will manifest itself into a sales contract, but we know that the buyer of the cruise line is very favorably impressed with our products having received and sampled all of them. We are optimistic for a favorable outcome, and are asking each of our investors to send positive thoughts our way!
As we wind down our Start Engine Campaign we hope you will take advantage of our offering and invest before it is too late. Only a week remains!
We just received our first order from a distributor in Georgia who will be representing our full line of premium spirits! 2022 looks to be a very strong year for revenues. Negotiations with our Florida distributor are also going well and we expect to have our first order and open sales in that market by the end of the first quarter. As we wind down our Start Engine Campaign we hope you will take advantage of our offering and invest before it is too late. Only a couple of weeks left!
IZO and her friends, as well as all of us at IZO Spirits, Inc., wish you a very safe, prosperous and Spirited New Year!
We just delivered another order to Cutwater Spirits, this time Mezcal Reposado and will be delivering a 9000 bottle order of their Mezcal Joven next January. In order to keep up with demand they also just placed two new 9000 bottle orders for delivery during the first quarter of 2022.
We are finishing the year strong, as we are having a Very Merry Christmas and it is looking like an incredibly Prosperous New Year!
Wishing the Warmest of Holiday Wishes to All!
Just shipped another pallet of our premium spirits to our New York Distributor! 2022 is shaping up to be a very good year for IZO Spirits, Inc. as we expand into more areas of the country, and continue to see re-orders from our existing accounts. From all of us at IZO Spirits, we wish you peace, prosperity and happiness throughout the Holidays!
We continue to experience excellent sales through the end of 2021. We just shipped two pallets to Arizona - one mixed pallet and one pallet of our "Well" Mezcal. Our distributor there is reporting an increase in sales and they have indicated they should be placing a similar order every quarter in 2022. Wishing everyone a joyous and "spirited" Holiday Season!
[The following is an automated notice from the StartEngine team].
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.
Another great charity event, with an excellent turn-out and fabulous response at our tasting booth! This is an annual event supporting local public schools and the arts community in La Jolla. In addition, countless applications and adoptions for Rescue Pets are made during the event! A good time was had by all, for some very worthy causes!
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.
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
Cancel anytime before 48 hours before a rolling close or the offering end date.
How much can I invest?
With Regulation A+, a non-accredited investor can only invest a maximum of 10% of their annual income or 10% of their net worth per year, whichever is greater. There are no restrictions for accredited investors.
With Regulation Crowdfunding, non-accredited investors with an annual income or net worth less than $124,000, are limited to invest a maximum of 5% of the greater of those two amounts. For those with an annual income and net worth greater than $124,000, he/she is limited to investing 10% of the greater of the two amounts.
When will I receive my shares?
At the close of an offering, all investors whose funds have “cleared” by this time will be included in the disbursement. At this time, each investor will receive an email from StartEngine with their Countersigned Subscription Agreement, which will serve as their proof of purchase moving forward.
Please keep in mind that a company can conduct a series of “closes” or withdrawals of funds throughout the duration of the campaign. If you are included in that withdrawal period, you will be emailed your countersigned subscription agreement and proof of purchase immediately following that withdrawal.
What will the return on my investment be?
StartEngine assists companies in raising capital, and once the offering is closed, we are no longer involved with whether the company chooses to list shares on a secondary market, or what occurs thereafter. Therefore, StartEngine has no control or insight into your investment after the close of the live offering. In addition, we are not permitted to provide financial advice. You may want to contact a financial professional to discuss possible investment outcomes.
Can I cancel my investment?
For Regulation Crowdfunding, investors are able to cancel their investment at any point throughout the campaign up until 48 hours before the closing of the offering. Note: If the company does a rolling close, they will post an update to their current investors, giving them the opportunity to cancel during this timeframe. If you do not cancel within this 5-day timeframe, your funds will be invested in the company, and you will no longer be able to cancel the investment. If your funds show as ‘Invested’ on your account dashboard, your investment can no longer be canceled.
For Regulation A+, StartEngine allows for a four-hour cancelation period. Once the four-hour window has passed, it is up to each company to set their own cancelation policy. You may find the company’s cancelation policy in the company’s offering circular.
Once your investment is canceled, there is a 10-day clearing period (from the date your investment was submitted). After your funds have cleared the bank, you will receive your refund within 10 business days.
Refunds that are made through ACH payments can take up to 10 business days to clear. Unfortunately, we are at the mercy of the bank, but we will do everything we can to get you your refund as soon as possible. However, every investment needs to go through the clearing process in order to get sent back to the account associated with the investment.
What is the difference between Regulation Crowdfunding and Regulation A+?
Both Title III (Regulation Crowdfunding) and Title IV (Reg A+) help entrepreneurs crowdfund capital investments from unaccredited and accredited investors. The differences between these regulations are related to the investor limitations, the differing amounts of money companies are permitted to raise, and differing disclosure and filing requirements. To learn more about Regulation Crowdfunding, click here, and for Regulation A+, click here.