Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage Investing I Brands Don’t Raise VC Money Until You Hear This | Mike Gelb with Shamin Walsh | Consumer VC
May 15, 2025
Shamin Walsh, Managing Director at BAM Ventures, shares her expertise on spotting early-stage consumer brands. She discusses balancing brand identity with infrastructure and consumer tech. The conversation highlights the significance of price discipline amidst market hype and what defines sticky consumer products. Shamin also emphasizes the importance of strong founder relationships and navigating fundraising strategies. With insights into leveraging AI effectively, this engaging discussion reveals key lessons for building successful consumer companies.
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Shamin Joins BAM Ventures
- Shamin Walsh joined BAM Ventures due to their expertise in early-stage consumer investing and synergy with her background in logistics.
- She valued working closely with BAM's credible entrepreneurs and their hands-on approach to building consumer companies early on.
Consumer Investing Remains Attractive
- Consumer investing is still attractive with the right strategy, especially at early stages.
- Success isn't only from unicorns; many exits happen around $300-$500 million, valuable for smaller funds.
Small Consumer Deals Yield Big Returns
- Early-stage consumer investments can yield power law returns even with small initial checks.
- Fund size dictates strategy since big funds may overlook smaller capital-efficient opportunities.
