2026 INVESTOR DECK

oomiay

The new standard for everyday jewelry — quality you can measure.

Raising $1–1.5M Seed 2026
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01 — Problem

Consumers are buying mid-market jewelry blind.

  • 01
    Marketing claims replace measurable standardsVibes over verifiable specs.
  • 02
    Quality is hidden until after purchaseYou only learn the truth after wearing it.
  • 03
    Key specs are rarely disclosedDurability becomes a surprise — not a choice.
Low trust creates high CAC, weak repeat, and a $350B market flowing through brands that can't hold their customers.
We're building one that can.
What you see
"Premium quality"
"Luxury materials"
"Crafted with care"
What you get
Plating— ?
Base metal— ?
Warranty— ?
Microns— ?
2.5μm
5× the category standard
Industry std.
0.5μm
Oomiay
2.5μm
02 — Solution

We build trust in a trust-broken category — with quality you can measure.

Superior Quality

2.5 micron 18k gold plating, sterling silver, protective seal — ~5× the 0.5μm gold-plated benchmark.

Radical Transparency

Clear specs, honest education, and verifiable claims in a low-trust category.

Warranty-Backed Promise

Confidence → repeat purchases → customer loyalty.

Gold-plated industry benchmark: Stuller
03 — Brand DNA

The new standard for everyday jewelry.

01

Crafted for daily rotation

Premium materials, demi-fine techniques.

02

Distinctive silhouettes

Fresh modern shapes, design-led styles.

03

Radical transparency

Full specs always disclosed. Quality you can measure.

Lifestyle
Hand stack
Star ring
Packaging
04 — Oomiay's Advantage

Unit economics that compound faster than competitors can catch up.

0%
90-day repeat rate
2× category repeat rate
0%
Contribution margin
Room to absorb CAC pressure most DTC brands can't survive
Month 1
Payback
Capital recycles fast to scale on cash flow
05 — Growth Engine

Tech-enabled growth engine.

AI

Custom AI tool

In-house program generates realistic on-hand ring videos — no physical samples required.

DATA

Data-driven demand

Proven creative formats run rapid tests → capture pre-orders + waitlist intent.

CAPEX

Capital efficiency

Validates demand before manufacturing → inventory risk reduction, less dead stock + waste.

Design
AI render
no samples
Test ads
Validated
manufacture
0
Physical samples
needed pre-test
↓
Dead stock
& material waste
06 — Unit Economics + Improvements

TTM Mar '25 – Feb '26 vs Mar '24 – Feb '25

  • TTM Net Sales$2.9M
  • Net Contribution Margin74.0%
  • Product Margins84% – 92%
  • Revenue per Employee$577K FY25
Post-pivot window — Apr '25–Feb '26 vs Apr '24–Feb '25
  • CAC$67.64 / $81.71 ↓17.2%
  • New customer AOV$91.32 / $81.93 ↑11.5%
  • LTV$107.92 6mo · $111.66 12mo
  • Contribution LTV$79.87 6mo · $82.64 12mo
  • Payback (contribution)Month 1 vs $67.64 CAC
Contribution LTV — maturity-weighted nowcast
84 76 68 60 52 0 2 4 6 8 10 12 CAC '24-'25 ($81.71) CAC '25-'26 ($67.64) Payback Month 1
Apr '25–Feb '26 (nowcast) Apr '24–Feb '25 (actual)
Post-pivot window = Apr '25–Feb '26 (pivot mid-March '25). Contribution margin from Finaloop. CAC = blended spend / new customers, window-matched. LTV from Polar cohorts; contribution at 74.0% margin.
07 — Traction

Near-breakeven TTM. Ready to scale.

TTM EBIT improved
+$315K YoY
from −$355K → −$40K −1.4% margin
Ex-founder comp: +$155K (+5.3% margin)
↓17.2%
CAC
↑11.5%
New Cust AOV
↑2.8 pts
90D Repeat
Month 1
Payback

Main drivers

01Catalog focus — cut low-retention SKUs; doubled down on repeat winners.
02Quality upgrade + transparency — 2.5μm gold, 2-yr warranty → higher trust & repeat.
03Attribution stability — Angler AI predictive CAPI to counter signal loss & reduce wasted ad spend.
08 — New Capital Unlocks

De-risked scaling — capital fuels proven winners.

Inventory depth on repeat winners

Fewer stockouts, steadier delivery windows, higher conversion on winning ads.

Creator trust engine + whitelisting

Scalable creative pipeline + new discovery surfaces while lowering CAC.

Site + CRO upgrades

Higher PDP conversion + AOV optimization.

Fresh capital → fresh scale
09 — Channel Diversification

Reduce platform concentration risk.

Investment reduces single-channel dependence and builds a more durable growth engine.

Today
Paid social
Search
Email/SMS
After investment
Paid social
Creator / whitelist
Search
Email/SMS
Trust

Creator seeding + whitelisting — social proof that lifts CVR and lowers CAC.

Capture

Search (Shopping + non-brand) to harvest existing intent.

Compounding

Lifecycle (email/SMS + PDP clarity) to convert more first-timers into repeat.

10 — Use of Funds

Raising $1–1.5M · Runway 15–18 months

Milestones (next 12–18 months)

  • Scale to a $6–8M run rate.
  • Maintain fast payback at scale — contribution payback ≤ 30 days.
  • Reduce Meta concentration — creator/earned media + search as meaningful channels.
  • Improve first-order economics — stronger PDP, bundles, CRO for higher CVR.
  • Unlock constrained demand — inventory depth on proven SKUs, support preorders.
Success looks like: scaled spend with CAC in the $60s, contribution payback ≤30 days, and a diversified mix where creator + search become meaningful channels.
$1–1.5M Seed
  • Growth (creator / whitelisting / seeding)~50%
  • Inventory depth~20%
  • Site / CRO~15%
  • SEM / SEO~10%
  • Working capital~5%
11 — Team

Operators who've done this before.

COO

Chief Operating Officer

Paid acquisition · Full-stack ops · Finance

ex-Nutribullet — developed new digital paid acquisition channels overseeing $10M in ad spend.

CEO

Chief Executive Officer

Content · Social · Branding · Jewelry design + buying

ex-IPG Mediabrands — strategized $105M in cross-channel spend.

CTO

Chief Technology Officer

Email/text · Loyalty · Site dev

Increased a $50M DTC brand email rev +125%, open rates +40%, click rates +2.3%.

Why invest?

Lean team with $577K rev / employee
Great unit economics — Month 1 payback, 74% contribution margin
Capital funds inventory winners for immediate scale + unlocks diversification without breaking CAC
$353B
TAM in 2025
$2.7–3.6B
SAM
$98M
SOM — 3% reach
12 — Market Opportunity

A growing, branded jewelry market.

  • ~22%
    CAGR — online jewelry (2024–2029)
  • 8.3%
    Branded jewelry growth/year (2021–2024) — doubling unbranded growth.
Bottom-up check: 45.5M US women (25–44) × 37% buy jewelry for themselves × 62% online = 10.4M reachable buyer pool × 2.1 orders/yr × $150 AOV × 3% penetration = $98M SOM.

Sources: Technavio (online jewelry market size), McKinsey State of Fashion 2026, US Census, Bespoke Intel, Plumb Club, Statsig.

Appendix

Methodology, unit economics, and risk detail.

A1 → A9 · supporting evidence
A1

Definitions + data basis

  • Primary window

    Apr '25–Feb '26 vs Apr '24–Feb '25 (used for CAC / AOV / payback comparisons unless otherwise noted).

  • Blended CAC

    Total paid acquisition spend ÷ new customers (blended across paid channels; window-matched).

  • New customer AOV

    First-order net sales ÷ new customers (window-matched).

  • Contribution LTV + payback

    Incremental maturity-weighted nowcast averages monthly revenue increments across cohorts → converted to contribution using window contribution margin. Payback = first month where cumulative contribution ≥ CAC.

  • Sources

    Finaloop (P&L + contribution), Shopify (orders + item costs), Polar (cohort exports), ad platforms / spend tracker (paid spend).

Net sales = "Net Sales" per Finaloop/Shopify reporting; treatment of discounts/refunds/taxes/shipping follows tool definitions and is applied consistently. Paid spend = paid media spend tracked in your blended CAC report; applied consistently across both windows. Nowcast averages monthly revenue increments across cohorts with observed data; eliminates composition bias from high-AOV cohorts rotating out of a level average. Tail (Mo 10–12) uses 2024 observed increments × 0.7 shrinkage factor. Dec '25 / Jan '26 Month 1 down-weighted due to preorder fulfillment delay. Payback = first month with cumulative contribution LTV ≥ CAC. Product gross margin: Shopify item price vs item cost (incl. tariffs in cost), excludes fulfillment/processing/marketing.

A2

Competitive look-alike

Demi-fine / vermeil / sterling silver. Many DTC collections converge on near-identical minimal staples (basic bands, similar chains). Oomiay's edge: sculptural forms, 2.5 micron plating, warranty-backed quality.

Brand 1 ring A Brand 1 ring B
Brand 1
Brand 2 piece A Brand 2 piece B
Brand 2
Brand 3 ring A Brand 3 ring B
Brand 3
Brand 4 piece A Brand 4 piece B
Brand 4
Brand 5 ring A Brand 5 ring B
Brand 5
Brand 6 ring A Brand 6 ring B
Brand 6
A3

How we estimate contribution LTV (maturity-weighted nowcast)

  1. 1

    Start with observed cohorts

    Use Apr '25–Feb '26 cohort curves where available.

  2. 2

    Incremental averaging

    For each month, compute the weighted average revenue increment across cohorts with observed data for that transition — rather than averaging cumulative levels. Eliminates composition bias when cohorts of different first-order sizes rotate in and out of the average.

  3. 3

    Extend conservatively

    Apply 2024 observed increments × 0.7 shrinkage factor for months beyond observed data (months 10–12).

  4. 4

    Convert to contribution + payback

    Revenue curve × 74.0% net contribution margin → payback = first month cumulative contribution ≥ window-matched CAC.

A4

Payback on contribution

Payback on Contribution (Window-Matched CAC)
  • Apr '25 – Feb '26 cohorts: contribution payback vs current CAC ($67.64) — Month 1.
  • By Month 9, 2025 cohort contribution LTV ($81.72) surpasses the prior-year CAC benchmark.

Apr '25–Feb '26 windows are post-pivot. LTV: incremental maturity-weighted nowcast from Polar cohorts, 74.0% net contribution margin (Finaloop). Apr '24–Feb '25 baseline. Tail (Mo 10–12): 2024 observed increments × 0.7 shrinkage. Payback = first month cumulative contribution ≥ window-matched CAC.

A5

CAC + new customer AOV (monthly, window-matched)

  • Blended CAC (Apr–Feb): $67.64 vs $81.71 −17.2%
  • New customer AOV (Apr–Feb): $91.32 vs $81.93 +11.5%
  • Monthly table shows the improvement is broad-based, not a single-month artifact.
Monthly CAC + AOV table

Window: Apr '25–Feb '26 vs Apr '24–Feb '25 (window-matched). Blended CAC = total paid spend ÷ new customers ('24: $1.92M / 23,498; '25: $1.45M / 21,425). New customer AOV = new customer sales ÷ new customers (first order; from Customer Metrics export). Weighted average column is the window summary used in the core deck.

A6

High product margins that stay durable as input costs move

  • Core demi-fine assortment: ~88%–93% product gross margin (IQR) (Shopify item costs incl. tariffs).
  • Hero example (stone-forward, labor-intensive): Star Tennis Necklace ~86%–87% product gross margin.
  • Recent silver cost increases are reflected in newer pricing architecture; margins remain protected.
  • Product-level economics support fast contribution payback (see A4).

Product gross margin (Shopify): (item price − item cost) ÷ item price; item cost includes tariffs when embedded in Shopify cost inputs. Excludes fulfillment/shipping, payment processing, and marketing (product-level GM, not contribution). "Star Tennis Necklace" shown as a representative SKU example; SKU-level margins vary by component mix.

A7

Financial history + accounting basis

Annual financial history table
  • 2024+ is accrual via Finaloop (consistent basis starting Jan 1, 2024).
  • Starting mid-March '25: deliberate reset — tightened catalog, cleared legacy inventory, rolled out quality upgrades across the core assortment.
  • TTM (Mar '25–Feb '26): near-breakeven (−$40K EBIT, −1.4% margin) and +$155K EBIT ex-founder comp (+5.3% margin).
  • TTM EBIT improved +$315K vs prior TTM (Mar '24–Feb '25 = −$355K, −11.8% margin).

2022–2023 are cash basis; 2024+ is accrual via Finaloop. EBIT ex-founder comp adds back $195K annual total founder comp — three full-time operator-founders at $65K each. TTM = Mar '25–Feb '26. Mar '25 includes intentional catalog reset and inventory clearance.

A8

SKU focus + inventory discipline

Product concentration curve
  • Concentration increased post-reset: Top 10 = 30% of net sales (vs 17% in prior year).
  • Fewer "winners" drive the business: 50% of net sales from 30 products (vs 97 in prior year).
  • Enables deeper buys on proven styles (fewer long-tail bets) → lower aged inventory risk + more predictable working capital.

Net sales by product, Apr '25–Feb '26 vs Apr '24–Feb '25. Products ranked by net sales; chart shows cumulative share of net sales by product rank. Post-reset refers to the mid-March '25 catalog reset; Apr–Feb window reflects the clean post-reset period.

A9

Key risks + mitigations

  • Channel concentration / CAC volatility

    Diversify acquisition (search, creators / affiliate), strengthen email + SMS capture, scale only on payback discipline.

  • Category commoditization ("pretty jewelry" look-alikes)

    Differentiate through distinct silhouettes + measurable quality (hand-set stones, 2.5μ plating, protective seal) + warranty-backed trust; focus on hero SKUs that drive repeat.

  • Input cost volatility (silver / logistics)

    Price architecture + spec-driven value; maintain margin targets with planned updates (not promo reliance).

  • Inventory / working capital risk

    Tight SKU focus + depth on proven winners; conservative buys tied to sell-through and lead times.

  • Quality / returns risk as volume scales

    Standardized QC, supplier controls, and tracking defect / return drivers by SKU.