Investment Strategy

WE LOOK TO PARTNER WITH DIRECT-TO-CONSUMER BRANDS THAT HAVE HIGH CUSTOMER LIFETIME VALUE, POTENTIAL TO EXPAND IN MULTIPLE CHANNELS, AND OPPORTUNITIES TO ENTER ADJACENT PRODUCT CATEGORIES. WE Believe THE BEST BRANDS ARE NOT “ONE SIZE FITS ALL” AND have a HIGHLY defined “tribe.”

As growth equity investors, we are passionate about partnering with brands at a critical, transformational stage of their company lifecycle. We focus on brands that are a little too mature for early stage investors, and not yet mature enough for traditional private equity. While we are not “activists,” we look to have meaningful voices on the board and be value-add partners in order to help drive strategic objectives in alignment with management teams.

We use statistically rigorous but computationally efficient customer analytics that are custom built for this generation’s brands. Our objective as partners is to provide key operational insights throughout the investment lifecycle across multiple channels.

 
 

Key Parameters

  • OPERATING HISTORY: 3+ Years

  • STRATEGY: Multi-channel

  • TOP KPI: Customer Lifetime Value

  • Customers: 50K+

  • Gross Margin: 50%+

  • CONSUMER CATEGORIES: ALL