Investor Data Room
July 2026
OKIO is a vertically integrated optical health brand based in Panama City, combining in-house lens manufacturing with branded retail stores and AI-powered operation. We launched 17 months ago and have grown to four locations with a clear path to profitability.
Below you'll find the key materials for evaluating our $3.5M growth round. Each document opens in a new tab — feel free to reach out with any questions.
Estimated Closing Date
Q4 2026
Deal Memo · Jul 2026
Inversión K57 — Costa del Este
Investment memo for moving the Costa del Este kiosk into a full-format store at Plaza K-57 — incremental analysis on real Odoo actuals, with construction budget, timeline and financing options.
IRR 69% · Net capex $72.1k · Opens Dec-2026
→
Document
Investment Memo
Full thesis covering market opportunity, business model, traction, unit economics, competitive positioning, and use of funds.
→
Presentation
Investor Deck
17-slide visual pitch with live metrics from our ERP — traction, unit economics, market comparables, and return scenarios.
→
Document
One Pager
A single-page executive summary designed for quick sharing — the essentials at a glance.
→
Analysis
Unit Economics & Same-Store Recurrence
Cohort-level repeat-purchase analysis, unified LTV/CAC definitions reproducible from our ERP, and the revenue floor the installed base guarantees through 2032.
→
Financials
Financial Statements
Historical P&L, balance sheet and cash flow — real actuals from the ERP, net of ITBMS, month-by-month for 2026, with the AI-driven cost reductions shown in the numbers.
→
Plan
Financial Plan & Projections
The Big Dream plan to 2036 — roll-out to 88 owned stores across 5 countries, projected P&L, unit economics and the path to a ~24% EBITDA margin, anchored to the audited actuals.
→
Operations
AI Operations
How OKIO runs as an AI-native company — agent fleets per area, human-in-the-loop controls, and the org design that delivers multinational functions at a fraction of the cost.
82% of support resolved autonomously · 8 areas · Live ERP metrics
→
Google Drive
Financial Model
The full Big Dream financial model — real actuals with P&L per store, revenue breakdown, cost structure, and projections through 2036 across the 88-store, 5-country plan.
Actuals to date · P&L per store · Projections to 2036
→
Google Drive
Shareholders' Agreement
Corporate governance documents including the shareholders' agreement and bylaws.
→
Document
Investor FAQ
Direct answers to the questions we hear most in due diligence — metric definitions, growth assumptions, competition, and use of funds.
→
Welcome to the OKIO Data Room
Enter your email and the access key to continue.
You only need to do this once — every document stays open for the rest of your session. For security, access is logged.