AquaBella Bio Enzyme
Investor Presentation 2026
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Confidential Investment Memorandum

AquaBella Bio Enzyme eliminates water changes, chemical additives, and manual maintenance — sold as a $27.96/mo Subscribe & Save or $34.95 single bottle across Shopify, Amazon, and eBay.

$350K
Funding Ask
$11.2M
5-Yr Revenue (Base)
4.6×
Subscriber LTV:CAC
7.2mo
CAC Payback (Sub)

Prepared by Spot Marketing — May 2026

The $800/Year Problem

Aquarium Owners Are Trapped in a Chemical Dependency Cycle

Toxic Accumulation

Ammonia and nitrates build continuously in closed systems, requiring constant manual dilution through labor-intensive water changes.

$500–$800/Year Spent

Synthetic salt, RODI water, pH adjusters, clarifiers, and chemical treatments. Reef owners spend significantly more.

Retail Profits from Failure

The pet retail industry is optimized around selling recurring chemical fixes. A permanent biological solution threatens their model.

The paradox: AquaBella Bio Enzyme was too effective for retail — it eliminated the need for everything else. Retailers stopped stocking it. The DTC pivot bypasses them entirely.

The Solution

One 30ml Bottle. Complete Biological Control.

AquaBella Bio Enzyme is the only consumer product that completes the full nitrogen cycle — aerobic nitrification and anaerobic denitrification — plus phosphate removal and organic sludge breakdown.

Full denitrification (nitrate → N₂ gas)
Phosphate metabolization — starves unwanted organisms of nutrients
Organic sludge liquefaction
Eliminates water changes for up to 12 months
Proprietary bio-enzyme formulation, 100% non-GMO
Industrial Pedigree

50% → 20%

Mortality rate reduction in commercial shrimp aquaculture.

18 years of field deployment across commercial aquaculture, vineyard wastewater management, and agricultural lagoons. Organically certified formulation.

Total Addressable Market

A Multi-Billion Dollar Revenue Opportunity

Freshwater
9.6M

US fish-owning households[1]. Millennials dominant cohort — digitally native, subscription-ready.

$1.68B US Market (2024)[2]
Marine & Reef
1.9M

US households[1]. $80–$100/gallon setup. Highest willingness to pay for prevention.

$2.83B US by 2030[2]
Koi & Outdoor Ponds
1.5M

US households (est.). $5K–$80K installations. $1K–$2K annual maintenance spend.

$2.89B Global (2025)[3]
Aquatic TAM
13,000,000
Septic Expansion TAM
21,700,000[4]
Combined TAM
34,700,000

21.7M US households rely on septic systems (EPA / US Census)[4]. AquaBella Bio Enzyme's anaerobic digestion and sludge liquefaction capabilities directly apply to residential septic maintenance — a component of the $8.1B septic services market[5].

Competitive Landscape

Legacy Competitors Cannot Compete on Science

ProductFormatPriceFull DenitrificationPhosphate RemovalDurationKey Weakness
AquaBella Bio Enzyme30 ml$27.96 sub / $34.95YesYesMonthlyNew to DTC
Seachem Stability500 ml$20.99[6]Partial[7]NoWeeklyPartial cycle only
API Quick Start473 ml$22.36[8]NoNoPer changeDepletes fast
Microbe-Lift PL3,785 ml$56–63PartialNoWeeklySulfur odor
Dr. Tim's One & Only60–120 ml$17–34[9]NoNoOne-timeNitrification only

No competitor delivers the complete nitrogen cycle + phosphate removal in a single consumer product.
Seachem Stability (per their own product documentation) manages nitrates as part of the cycle but does not eliminate them[7]. AquaBella Bio Enzyme converts nitrate to harmless N₂ gas.

Pricing & Unit Economics

True COGS Separated. Shipping Priced In.

Cost structure per investor request: $6 true COGS separated as standalone line. Management (12.5%) and Marketing Commission (5%) apply to gross revenue. Operations (8%) covers Shopify and fulfillment, plus $6/order carrier shipping on every shipment.

Single-Bottle Order — $42.90 all-in

Product price$34.95
Shipping (customer pays)$7.95
Gross Revenue$42.90
COGS (bottle, cap, label, fill, box)−$6.00
Management (12.5% of revenue)−$5.36
Operations (8% Shopify + fulfillment)−$3.43
Shipping cost (carrier, $6/order)−$6.00
Marketing Commission (5% of revenue)−$2.15
Order Contribution$19.96

Effective contribution margin: 46.5% on $42.90 customer payment.

Subscribe & Save — $27.96/mo (FREE ship)

Subscription price$27.96
Shipping (free to customer)$0.00
Gross Revenue$27.96
COGS (bottle, cap, label, fill, box)−$6.00
Management (12.5% of revenue)−$3.50
Operations (8% Shopify + fulfillment)−$2.24
Shipping cost ($6/order — we absorb)−$6.00
Marketing Commission (5% of revenue)−$1.40
Bottle Contribution$8.83

Compounded by ~33 month avg lifespan → sub LTV = $294.

Subscribers pay $6.99 less and skip the $7.95 shipping — a $14.94/order value gap that retains them for 33 months of recurring purchase.

Year-1 Revenue — Three Channels

Three Storefronts. One Profitable Engine.

AquaBella sells across Shopify, Amazon, and eBay in Year 1. Each channel carries its own cost structure — broken out in full on the next three pages. Consolidated, the business is profitable in Year 1 at the Base Case.

$969K
Y1 Gross Revenue
$70,316
Y1 Net Profit
28,470
Bottles Shipped
$34.04
Blended AOV
Revenue & Profit by Channel — Base Case
ChannelRevenue% MixBottlesNet ProfitMargin
Shopify$707K73%21,909$47,7576.8%
Amazon$207K21%5,185$20,4129.9%
eBay$55K6%1,376$2,1473.9%
Consolidated$969K100%28,470$70,3167.3%

Shopify drives 73% of revenue and carries the subscription engine. Amazon and eBay add reach at one-time-purchase economics.

Consolidated Scenario Range — Year 1
CaseRevenueNet ProfitMargin
Base$969K$70,3167.3%
Bull$1.17M$134,91011.5%

Both scenarios are Year-1 profitable. Even the Base Case clears break-even on $70,316 of net profit — the downside is thin margin, not cash burn.

Total Year-1 marketing investment across all channels: $271K ($216K Shopify + $42K Amazon + $13K eBay).

Cost Structure — Shopify Channel

Shopify Year-1 P&L Fully Itemized

Every cost line for the Shopify channel at the Base Case, separated per investor request. True COGS of $6.00/bottle stands alone; all percentage fees apply to gross revenue.

Year-1 Base Case — Full P&L
Gross Revenue (21,909 orders · 21,909 bottles)$706,927
COGS ($6.00/bottle)−$131,452
Gross Profit$575,475
Management Fee (12.5%)−$88,366
Operations — Fulfillment (5%)−$35,346
Operations — Shipping ($6/order carrier)−$131,452
Operations — Shopify Selling Fees (3%)−$21,208
Marketing ($45K setup + $171K ad spend)−$216,000
Marketing Commission (5%)−$35,346
Net Profit / (Loss)$47,757

Net margin: 6.8% of gross revenue.

Scenario Range — Shopify
CaseRevenueNet ProfitMargin
Base$707K$47,7576.8%
Bull$836K$89,69810.7%
Shopify Unit Economics
$6.00
COGS / Bottle
$32.27
Rev / Bottle
6.8%
Net Margin

Shopify carries the subscription engine: a $6/order free-ship absorption on subscribers funds the recurring revenue that compounds across all five years.

Cost Structure — Amazon Channel

Amazon Year-1 P&L Fully Itemized

Every cost line for the Amazon channel at the Base Case, separated per investor request. True COGS of $6.50/bottle stands alone; all percentage fees apply to gross revenue.

Year-1 Base Case — Full P&L
Gross Revenue (5,185 orders · 5,185 bottles)$207,144
COGS ($6.50/bottle)−$33,703
Gross Profit$173,441
Management Fee (12.5%)−$25,893
Operations — Fulfillment (5%)−$10,357
Operations — Amazon FBA, Selling & Storage (31.1%)−$64,422
Marketing ($6K setup + $36K ad spend)−$42,000
Marketing Commission (5%)−$10,357
Net Profit / (Loss)$20,412

Net margin: 9.9% of gross revenue.

Scenario Range — Amazon
CaseRevenueNet ProfitMargin
Base$207K$20,4129.9%
Bull$273K$40,34114.8%
Amazon Unit Economics
$6.50
COGS / Bottle
$39.95
Rev / Bottle
9.9%
Net Margin

Amazon's 31.1% FBA, selling, and storage fee replaces the separate shipping line — fulfillment is handled by Amazon. Highest net margin of the three channels.

Cost Structure — eBay Channel

eBay Year-1 P&L Fully Itemized

Every cost line for the eBay channel at the Base Case, separated per investor request. True COGS of $6.00/bottle stands alone; all percentage fees apply to gross revenue.

Year-1 Base Case — Full P&L
Gross Revenue (1,376 orders · 1,376 bottles)$54,955
COGS ($6.00/bottle)−$8,254
Gross Profit$46,702
Management Fee (12.5%)−$6,869
Operations — Fulfillment (5%)−$2,748
Operations — Shipping ($6/order carrier)−$8,254
Operations — eBay Selling Fees (19.9%)−$10,936
Marketing ($1K setup + $12K ad spend)−$13,000
Marketing Commission (5%)−$2,748
Net Profit / (Loss)$2,147

Net margin: 3.9% of gross revenue.

Scenario Range — eBay
CaseRevenueNet ProfitMargin
Base$55K$2,1473.9%
Bull$65K$4,8717.5%
eBay Unit Economics
$6.00
COGS / Bottle
$39.94
Rev / Bottle
3.9%
Net Margin

eBay's 19.9% selling fee plus $6/order shipping makes it the thinnest channel, but it adds incremental reach with no setup overhead beyond $1K.

Customer Funnel — How the Math Works

From Ad Dollar to Recurring Subscriber

Per investor request: total customers separated from total subscribers. The subscription engine lives on Shopify — shown here for the Base Case ($216K Y1 Shopify marketing, $24.25 blended CAC).

Step 1
$216K
Y1 Shopify Marketing

Funds paid acquisition across FB/IG, Google, TikTok, and YouTube plus the Spot agency engagement.

Step 2 — ÷ $24.25 CAC
8,906
Total Y1 Customers

Acquired on Shopify at $24.25 blended CAC (Y1; improves 5%/yr).

Step 3 — 30% Conv
2,672
New Y1 Subscribers

30% of customers convert to Subscribe & Save. Remaining 70% (6,234) are one-time buyers.

Step 4 — Less 3%/mo Churn
2,050
EOY Active Subs

Monthly cohort acquisition + 3% monthly churn = ~77% of new subs active at year-end.

Revenue Mix — Shopify Year 1 Base Case
Buyer Type% of CustomersBottlesRevenue
One-Time & Returning70%6,316$271K
Subscribers30%15,593$436K
Total100%21,909$707K

Blended AOV: $32.27 — driven by the 20% subscription discount.

Why Subs Drive the Business

One-time buyers deliver $19.96 contribution per order from the $42.90 all-in price. They're a profitable low-CAC discovery channel.

Subscribers deliver $8.83/mo contribution for ~33 months — after absorbing the $6 free-shipping cost. That's a $294 LTV — 14.7× the one-time customer.

The $64 subscriber CAC pays back in 7.2 months of subscriber revenue. Every subsequent month is pure margin.

Subscription Economics

Predictable Revenue. Compounding Growth.

$336
ARPU / Year

12 bottles × $27.96

33mo
Avg Lifespan

3% monthly churn[10]

$294
Lifetime Contrib

LTV per subscriber

Subscriber LTV:CAC (Base $64)
4.6×

$294 sub LTV vs $64 subscriber CAC. 53% above the 3× VC benchmark[12].

CAC Payback Period (Sub)
7.2 mo

$64 CAC ÷ $8.83/mo subscriber contribution. 40% below the 12-month DTC threshold[12].

LTV formula: Subscriber contribution/bottle ($8.83 after free-ship absorption) × Avg lifespan (33.3 months at 3% monthly churn) = $294.34 per subscriber. Industry-standard formula used by Recurly, ChartMogul, ProfitWell.

5-Year Financial Projections — Base Case (3-Channel Consolidated)

The Path to Profitable Growth

Marketing Investment

$271K Year 1 · 3 channels Ad spend +5% YoY
MetricYear 1Year 2Year 3Year 4Year 5
Shopify Revenue (73%)$707K$1.41M$2.00M$2.51M$2.98M
Amazon Revenue (21%)$207K$229K$253K$280K$309K
eBay Revenue (6%)$55K$61K$67K$74K$82K
Total Gross Revenue$969K$1.70M$2.32M$2.86M$3.37M
Total Bottles Sold28,47053,96275,24994,000111,408
EOY Active Subscribers2,0504,0885,6136,9628,222
Blended AOV$34.04$31.50$30.77$30.45$30.28
COGS ($6–$6.50/bottle by channel)$173K$327K$455K$567K$672K
Gross Profit$796K$1.37M$1.86M$2.29M$2.70M
Management (12.5% of Revenue)$121K$212K$289K$358K$422K
Operations (fulfillment + shipping + platform fees)$285K$500K$681K$842K$993K
Marketing Commission (5% of Revenue)$48K$85K$116K$143K$169K
Marketing (setup $52K/yr + ad spend +5%/yr)$271K$282K$293K$306K$318K
Total Profit$70K$294K$481K$646K$800K

Year 1 pinned to channel sales actuals[11] | $24.25 Y1 Shopify blended CAC (decreasing 5%/yr) | 3% monthly sub churn[10] | 30% one-time→sub conversion | per-channel platform fees (Shopify 3% / Amazon 31.1% / eBay 19.9%) | $52K platform/setup recurs each year + 5% YoY ad-spend growth | Spot 5% per-bottle commission

Subscriber base compounds. Subscribers acquired in Y1 continue generating revenue through Y5 and beyond. The business is profitable from Year 1 across all three channels; cumulative 5-yr revenue reaches $11.22M at base case.

Annual Gross Revenue — Base Case
$969K
2026
$1.70M
2027
$2.32M
2028
$2.86M
2029
$3.37M
2030
Scenario Analysis

Risk-Adjusted Range of Outcomes

Base · Recommended — $64 Sub CAC
5-Yr Revenue
$11.22M

Subscriber CAC: $64

Y5 Active Subs: 8,222

Y5 Revenue: $3.37M

Y5 Net Profit: $800K

5-Yr Net Profit: $2.29M

Sub LTV:CAC: 4.6×

5-Yr ROAS: 7.63×

Bull — $50 Sub CAC
5-Yr Revenue
$13.95M

Subscriber CAC: $50

Y5 Active Subs: 10,524

Y5 Revenue: $4.22M

Y5 Net Profit: $1.07M

5-Yr Net Profit: $3.15M

Sub LTV:CAC: 5.9×

5-Yr ROAS: 9.49×

The two scenarios correspond to the Base / Bull sales cases modeled per channel[11], driven by demand and subscriber-conversion strength. Subscriber CAC ranges from $64 (Base) to $50 (Bull). Both are Year-1 profitable. CAC improves 5%/yr in every scenario as channels mature.

Interactive Financial Model

Stress-Test Every Assumption

Year 1 is locked to actual channel sales; the model projects Years 2–5 forward. Adjust the drivers to stress-test the trajectory. Per-channel cost structure ($6–$6.50 COGS + 12.5% mgmt + fulfillment, shipping & platform fees + 5% Spot). Outputs recalculate in real time.

Levers
Marketing Investment$271K Y1 · 3 channels
Monthly Sub Churn3.0%
Subscriber CAC$64
New Subs / Month (Y1)223
Annual Customer Growth10.5%
Marketing YoY Growth5%
Projected Outputs
$3.37M
Y5 Revenue
$11.22M
5-Yr Revenue
$294
Sub LTV
4.6×
Sub LTV:CAC
7.2 mo
CAC Payback
$34.04
Y1 Blended AOV
10.60×
Y5 ROAS
$800K
Y5 Net Profit
2026
2027
2028
2029
2030
YearBottlesEOY SubsRevenueNet ProfitROAS

Year 1 pinned to consolidated channel actuals. Years 2–5: non-subscription revenue grows with Annual Customer Growth; subscription revenue compounds via a monthly cohort sim (new subs/month × growth, less monthly churn). Per-channel COGS ($6–$6.50), platform fees (Shopify 3% / Amazon 31.1% / eBay 19.9%), $6/order shipping (Shopify & eBay), 12.5% mgmt, 5% Spot commission. Sub LTV = $8.83 contribution ÷ monthly churn. Setup costs ($52K/yr) recur each year; ad spend grows with Marketing YoY Growth.

Capital Required

The Ask: $350,000

Capital deployment funds Year 1 marketing across all three channels at the recommended pace, plus initial inventory and a working-capital reserve. Because the business is profitable from Year 1, capital funds the acquisition ramp and inventory cycle rather than covering operating losses.

Use of Funds
CategoryAmount% of Raise
Marketing Platform / Setup (3 channels)$52,00015%
Year 1 Marketing Ads (3 channels)$219,00062%
Initial Inventory$50,00014%
Working Capital / Reserve$29,0008%
Total Raise$350,000100%

Setup + ads = $271K total Year-1 marketing. Y2 onward self-funded by profit + subscription revenue.

Why $350K, Why Now

Profitable From Year 1

All three channels clear break-even in Year 1 (+$70K base). Capital funds the customer-acquisition ramp and inventory cycle, not operating losses — the subscriber base then compounds on top.

7.2-Month CAC Payback

At $64 subscriber CAC and $8.83/mo subscriber contribution, each subscriber pays back acquisition cost in about 7 months — then generates margin for the ~33-month lifespan.

Asymmetric Upside

Bull case reaches $13.95M 5-yr revenue and $3.15M cumulative net profit on stronger demand and conversion. Even the Base case stays profitable every year.

Strategic Timing

Riding the “No Water Change” Movement

A massive cultural shift is underway. Millions of aquarists are actively trying to build self-sustaining ecosystems.

Viral Content Signal

Videos of aquariums running 500+ days without water changes accumulate millions of views on YouTube and TikTok.

Millennial Alignment

30% of pet-owning households are Millennials — digitally native, subscription-ready, prefer eco-friendly solutions.

Go-To-Market Segments

Freshwater

Crystal-clear water, zero effort. $27.96/mo replaces $500+/yr in chemicals.

Marine & Reef

Protect your $10K reef. Industrial-grade stability that eliminates coral-killing nitrates and phosphates.

Koi Ponds

Replace gallon jugs and the sulfur stench. 30ml replaces $2K/yr in maintenance.

The Investment Opportunity

$350K Funds a Defensible Subscription Engine

Proven Science

18 years of industrial deployment across aquaculture, wastewater, and agricultural lagoons.

Massive Market

13M aquatic + 21.7M septic households. Less than 0.1% of SAM captured by Y5.

Differentiated Product

Only product delivering complete denitrification + phosphate removal in a 30ml format.

$11.2M
5-Yr Revenue (Base)
4.6×
Sub LTV:CAC
7.2mo
CAC Payback
$294
Sub LTV

The product works. The market is real. The unit economics are disciplined and traceable.
$350K funds the customer acquisition runway. The subscription engine does the rest.

Prepared by Spot Marketing — May 2026

Sources & Methodology

Assumptions. Sourced & Traceable.

Market Sizing & Household Data

[1] APPA 2024 Fish & Reptile Owner Insight Report / 2024-2025 National Pet Owners Survey.

[2] Grand View Research — U.S. Ornamental Fish Market ($1.68B 2024 → $2.83B 2030, 9.1% CAGR).

[3] The Business Research Company — Global Koi Market Report ($2.89B 2025).

[4] EPA Report to Congress / US Census American Housing Survey (21.7M septic households).

[5] IBISWorld — US Septic, Drain & Sewer Cleaning Services (Industry 4710, 2025).

Competitor & Product References

[6] Seachem Stability 500ml retail pricing — Walmart & Saltwater Aquarium.com, April 2026.

[7] Seachem Laboratories, Stability product documentation: bacterial supplement that helps establish biological filtration — not fully denitrification.

[8] API Quick Start 473ml retail pricing — Amazon, Walmart, April 2026.

[9] Dr. Tim's One & Only 60–120ml retail pricing — Amazon, Petco, Chewy, April 2026.

Subscription Economics & Benchmarks

[10] Recurly 2024 Churn Benchmarks (Consumer Goods & Retail). 3% monthly = defensible midpoint between Recurly's all-industry median (2.5%) and Consumer Goods median (6.5%). Reconciles to meeting's 4,300-of-5,000 EOY active example.

[11] Scenario basis: the Base / Bull cases are the sales scenarios modeled per channel in the underlying Amazon, eBay, and Shopify Year-1 workbooks, driven by demand and subscriber-conversion strength. Implied Shopify subscriber CAC: $64 Base / $50 Bull (Year-1 ad spend ÷ new subscribers). CAC improves 5%/yr in all scenarios as channels mature. Year 1 is pinned to the workbook totals; Years 2–5 grow non-subscription volume at ~10.5%/yr (CAC −5%/yr, ad spend +5%/yr) with subscriptions compounding at 3% monthly churn.

[12] Andreessen Horowitz, "Why Do Investors Care So Much About LTV:CAC?" — 3× threshold, 12-month payback DTC subscription benchmarks.

Modeling Methodology

Three-Channel Consolidation: Year-1 revenue, bottles, and every cost line are taken directly from the Amazon ($207K), eBay ($55K), and Shopify ($707K) sales workbooks and reconciled to the penny. The subscription engine runs on Shopify; Amazon and eBay are one-time-purchase channels.

Customer Funnel (Shopify): Ad spend ÷ CAC = total customers. 70% buy one-time/returning at $34.95 (customer pays $7.95 shipping). 30% convert to Subscribe & Save at $27.96/mo with free shipping (we absorb ~$6/bottle carrier cost).

Sub Cohort Model: Monthly resolution. New subs acquired evenly across 12 months. Active subs ship 1 bottle/month. Monthly churn applied end-of-month.

Cost Structure (per investor request): True COGS ($6/bottle Shopify & eBay, $6.50 Amazon) separated from operations. Management 12.5% + fulfillment 5% + per-channel platform fees (Shopify 3% / Amazon 31.1% FBA & selling / eBay 19.9%) + $6/order shipping (Shopify & eBay) + 5% Spot commission, all variable on gross revenue.

LTV Formula: Sub contribution/bottle ($8.83, net of free-ship absorption) ÷ monthly churn (3%) = $294.34.

Marketing Growth: Year-1 marketing $271K across three channels (setup $52K + ad spend $219K). The $52K platform/setup recurs each year; ad spend grows 5%/yr on top.

Prepared by Spot Marketing for AquaBella Organic Solutions / USA Ag Imports. Projections represent forward-looking estimates. Actual results vary based on execution, market conditions, and realized unit economics.