Bottom line
- Total investment $342K – $794K including a $35K franchise fee, 6.0% ongoing royalty.
- Average unit revenue of $1.8M/year.
- Rated STRONG with a risk score of 49/100. SBA loan default rate of 0.0% across 14 loans (below the industry average).
- No protected territory and the franchisor reserves the right to compete in your area. Clarify territorial boundaries before signing.
Item 1 · who you're contracting with
The Franchisor
Yale framework · single-unit ROIC
Returns Analysis
Pulls Item 7 (investment) and Item 19 (revenue) from this brand's FDD into the Yale unlevered-ROIC formula. Override any input to stress-test it against your own assumptions.
The model · Yale framework
What would one Oola Bowls unit return on the cash you put in?
Unlevered ROIC · per unit
43%
In Yale's "attractive" band (30–60%)
Levered LBO scenario · Yale Crease Capital framing
What would 25 Oola Bowls units return on equity?
Equity IRR · 5-yr
35.4%
4.55× MOIC
Year-1 DSCR
2.31×
EBITDA ÷ debt service
Equity required
$5.0M
on $14.3M purchase
Total debt
$9.3M
SBA $5.0M + senior + seller note
Overview
About
Franchisees operate fast-casual acai bowl and smoothie concept restaurants, preparing fresh fruit blends, granola toppings, and customizable beverages for walk-in and takeout customers. Daily operations include inventory management, food prep, POS transactions, and team scheduling in a small-footprint retail location.
Item 7 · what it costs
The Vitals
Item 19
Financial Performance
Item 20 · unit dynamics
The Growth Chart
Year-over-year franchised unit counts and net change. Source: FDD Item 20.
Item 20 · 3 states with active franchisees
The Territory Map
Derived from franchisee contact records. Shows states with at least one current operator — not where the franchisor is registered to sell new units (that data is re-extracting in a future refresh).
States derived from franchisee phone area codes (Item 20). Approximate — ported numbers may show the original state, not the franchisee's current location.
Government records
SBA Loan Data
Aggregated from SBA 7(a) loan disclosures, public data unique to FranchiseVerdict.
FranchiseVerdict rating + FDD Items 3, 5, 6, 12, 17
Risk & Legal
Early-stage franchisor with undisclosed profitability, financial uncertainty, unprotected territories, and unsustainable growth raises material concerns about franchisee ROI and franchisor viability.
Score breakdown · what drove the 49 / 100 rating
- 01MINORNo net income disclosure (Item 19) prevents ROI validation despite $1.78M avg revenue claim
- 02HIGHGoing Concern status indicates potential franchisor financial instability or viability questions
- 03MINOR12-unit system is extremely small with no meaningful scale economies or support infrastructure
- 04MINORUnprotected territory creates cannibalization risk and unfair competitive pressure from other franchisees
- 05MINORWide investment range ($341.5K–$794K) suggests inconsistent unit economics or hidden variables
- 06MINORExplosive 133% YoY unit growth is unsustainable and often precedes system contraction
- 07MINOR6% royalty on unverified revenue means franchisor incentivized to report inflated sales figures
Severity inferred from the FDD text · not a regulatory classification
FDD Items 5, 6, 12, 17 · continued from Risk & Legal
Contract & Territory Detail
Item 11
Training & Operations
Item 20
Franchisee Contacts
Phone numbers extracted directly from this brand's FDD Item 20. After purchase, you'll also receive a list of validation questions tailored to this brand.
Franchisee contacts
13 numbers
One-time purchase · CSV download · Validation questions included
FDD download
Oola Bowls · FDD (2025) PDF