Focus area · 01

Consumer Goods

Brands with real product, real margin, and real loyalty, from better-for-you CPG to category-defining personal care.

We back operators building consumer brands people actually come back to. Unit economics that hold. Distribution earned instead of bought. A product you'd hand to someone you care about.

Consumer is where we spend the most time. We look for founders who understand that brand is the last thing that compounds, after product, price, and the discipline to keep both honest.

What we look for

  • Honest unit economics from day one
  • Repeat behavior across cohorts, not acquisition spikes
  • Founders who can describe their best customer in one sentence
Portfolio in this area

10 partnerships