Oak & Eden Whiskey

Infusing whiskey tradition with patented innovation

Last Funded December 2023

$2,485,938

raised from 186 investors

Highlights

1
Fastest growing ultra-premium whiskey brand in the US from '18-'21 with a 167% CAGR.
2
$8.5MM run rate for 2023, a 34% YOY increase. $20MM in sales since launching
3
Distributed in 10,000+ retailers across 40 states, including Total Wine, Walmart, Meijer, Bevmo.
4
4 patents on the Spire and In-Bottle Finishing™ technique.

Featured Investor

Our Team


Say hello to the world's first & patented In-Bottle Finished whiskey.

Oak & Eden Whiskey is opening the doors to our first ever Community Round of investing, and guess who's on the VIP list? Yep, it's you! We're giving you the chance to not just sip our award-winning whiskey, but to actually own a piece of the action. We've successfully raised over $15,000,000 through traditional fundraising since 2017, but now we want to share the thrill of our journey with our friends and fans, with an investment as little as $100.

So, whether you're a new to the Oak & Eden brand or have followed us from the very beginning, get ready to dive into the journey with us – and remember, when life hands you opportunities like these, you raise a glass and say, "Cheers and thank God for good whiskey!"

We saw something very unique in whiskey – both a financial opportunity, as well as market gap opportunity that we believed could be solved through product innovation tied to a strong brand narrative. The US whiskey market alone is a $17 billion industry, growing at 5.9%. The Ultra Premium category of the US whiskey market (as defined by a price point of $40-$59) is growing at a rate of 30.6%. Additionally, brands were being acquired in this segment for 10x-15x multiple on forward-looking revenue, many of which had $0 or negative EBITDA, yet the more premium brands were being paid for above & beyond innovation. With that, we found our category segment.

So, the first thing we had to do was build a brand with innovation at the forefront. We saw so much opportunity to innovate in the US whiskey category, especially as an emerging market of consumers cared less about the mash bill, and more about the flavor, the story, and the experience of whiskey. In short, we created a whiskey for the people, not for the critics, but it just so happened the critics loved it, too.

Then, we put together our research to identify a way to create a novel product -- not a gimmicky product, but something that would actually produce a remarkable spirit. So, how would we create a novel product that had a significant flavor impact over other brands? Well, before understanding that, you've first got to understand the impact that wood has on whiskey. With hundreds of botanicals and countless flavor and texture characteristics inside any given species of wood, it is responsible for most of the flavor and all of the color in any whiskey. A good whiskey has more to do with the wood than it does the spirit. 

At Oak & Eden, we begin the whiskey process traditionally, curating some of the finest 3-4 year old bourbons & whiskeys in America, aged in new, charred American White Oak barrels. It's at that point that we break tradition in the secondary finishing process. Traditionally, a finished whiskey ages in a barrel and then moves to a secondary barrel of a different wood species or a barrel that had previously aged another libation, such as rum, wine, tequila, etc. to adopt new flavors that didn't exist in the first barrel alone.

We liked finished whiskey a lot, but thought there was a better way – a way to innovate at bottle level. This innovation led us to pioneer a technique that we have patented, called In-Bottle Finishing. Instead of finishing our whiskey in a secondary barrel, we put the secondary barrel (our Spire) into the bottle.

Spiral-cut to maximize surface area, uniquely fired to perfection for each whiskey we create, and infused to our liking with other exquisite libations, the end result of In-Bottle Finishing is a smooth, sweet, creamy spirit that is sanctified, or set apart as perfect. We've received 4 patents on this technique and product; one utility patent on the technique of In-Bottle Finishing (the process of finishing a spirit in a closed glass container using wood), an exclusive license on the patent of the spire, as well as two design patents to secure the IP. This technique propelled us to become one of the leading whiskey brands for an emerging generation of drinkers.


While our customers love it, our numbers speak for themselves. We launched in April 2018, and since then, we have grown to become one of the fastest growing new brands in the spirits industry, achieving distribution into more than 10,000 retailers across 40 states, selling more than 600,000 bottles – all in just over five years, and along the way, we've won 35 platinum, double gold, and gold medals from some pretty snooty competitions.

From years 2018-2021, Oak & Eden was recognized by the IWSR as the fastest growing ultra premium whiskey brand in the US, and is on track to remain a high growth brand as we invest deeper into growing our distribution footprint, activating the brand through digital marketing, solid PR, and deepening our brand health in our on-premise partners (restaurants & bars), as well as our owned brick & mortar retail environments. We're taking what we've built and scaling it as we prepare to take the brand to market for a potential exit.

Note: forward-looking projections cannot be guaranteed.

While the spire successfully enhances the flavor and experience of our whiskey, that was only the beginning. From the beginning, we challenged ourselves with one simple dream – if we can customize our whiskey at our discretion, one bottle at a time, why couldn’t our customers do the same? This one question led us to a foundational revelation that has been the greatest driver of the Oak & Eden brand – let’s put the power of customization into the hands of the people.

In 2021, we unveiled our Flagship brick & mortar store, a haven for craft cocktails and an unparalleled whiskey customization experience. We fulfilled this dream – to put the power of customization into the hands of the people, and they came from all corners of the country to experience our brand and the Whiskey Customizing experience, seeking a taste of something uniquely theirs.

We took the power of creation to celebrities, allowing names like Forrie J Smith from Yellowstone, Jamestown Revival, The Civil Wars' John Paul White, Penny & Sparrow, and others to customize their own bottle and market it to their fans and ours.

Our crowning moment was in the release of an eCommerce function to the Whiskey Customizer – an online experience that allows our customers to build their own custom bottle of whiskey online, packed and shipped from our bottling plant, and arrive at the customer’s doorstep in under 10 business days, while all the while remaining fully compliant to all state and federal liquor laws.

Our success so far has only been made possible by people who have believed in us from the start, investing in our vision. We’ve raised $15 million so far and are now opening up our first ever Community Round, where we want to extend the opportunity to you. For the first time ever, we’re allowing our customers to not only love our brand, but to own it too. Together, we can create something truly inspired.


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