Opportunities

Portfolio company Yolk is targeting the £25bn food-to-go market.

In One Basket Limited (“Yolk”), is a profitable London food-to-go-brand on a mission to “rescue busy lives from loveless food” by serving restaurant quality sandwiches, speciality coffee and better breakfast options using high-quality ingredients.

• The business operates 7 profitable sites, generating c.£6.5m annualized revenue and c.35k customer visits per month as of the end of 2025.
• The company is now raising £1m (of which Your VC has an allocation of up to £600k) to fund the next phase of expansion, starting with sites 8 and 9, with a plan to scale to 30+ locations ahead of a targeted exit by 2030.

Key Milestones

• 2014: founded as a popup. 2018: first permanent site; second in 2019.

• 2020-2021: successfully navigated Covid; redesigned operating model for improved efficiency. 2022-2025: built to a 10-site London portfolio.

• October 2025: successfully completed CVA restructure, exiting 3 loss-making locations, streamlining head office and reducing legacy liabilities - leaving a profitable 7-site core.

• End-2025: 7 retained sites generating c.£6.5m annualised revenue and c.35k customer visits per month, with +11% like-for-like sales growth over H2 2025. 2026 onwards: return to sustainable growth.

Investment Summary

• Target Fundraise: £1m total (of which £600k is available to Your VC investors).

• Pre-money valuation: £5m. This compares to the previous fundraising valuation of £15m following a strategic reset, creating a meaningful entry discount for new investors.

• EIS status: EIS qualifying.

• Exit targeted from 2030 at £45m valuation.