Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage Investing I Brands | Technology

Mike Gelb
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Dec 27, 2022 • 23min

Holiday Highlights: Ty Haney (Outdoor Voices, Joggy, TYB)

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Dec 27, 2022 • 27min

Holiday Highlights: Chuck Newhall (NEA)

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Dec 27, 2022 • 27min

Holiday Highlights: Steve Case (AOL.com, Revolution, Rise of the Rest)

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Dec 27, 2022 • 26min

Holiday Highlights: Jessica Peltz-Zatulove (Hannah Grey

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Dec 27, 2022 • 35min

Holiday Highlights: Joe Kudla (Vouri)

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Dec 23, 2022 • 28min

Holiday Highlights: Mike Ghaffary (Canvas VC)

My guest today is Mike Ghaffary who is a partner at Canvas Ventures, a firm that specializes on leading Series A. Some of their investments include Flyhomes, Nubrakes, and Zola. This is Mike’s second time on Consumer VC and is our first second time guest. His first appearance we went deep on how to evaluate and invest in marketplace businesses. On this episode, we discuss what is the next big thing in consumer after the iPhone? Is it web3, metaverse, remote work applications or something completely different?
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Dec 22, 2022 • 18min

Holiday Highlights: Greer Tessler & Cara Kaufman (Simple Food Ventures)

This is a recap episode of my conversation with Greer Terrler and Cara Kaufman, founders of Simple Food Ventures. Simple Food Ventures is an early stage venture firm that invests in the future of healthy foods and products. We discuss how they both began investing in better for you products, do they only invest in better for the planet or better for you, and what makes a product work on shelf.
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Dec 21, 2022 • 39min

Holiday Highlights: Jason Karp (HumanCo)

This was our first LIVE episode, which we recorded at Cosmic Coffee & Beer Garden in Austin, TX during SXSW. I chatted with Jason Karp, Founder of Hu Kitchen, Hu Chocolate and CEO of HumanCo. HumanCo is a holding company that’s invested in healthy living. We’re going to learn more about their brands Snow Days, Against the grain and Cosmic Bliss. We discuss the rebrand of Coconut Bliss to Cosmic Bliss and question if there is a current bifurcation within the better for you movement. Without further ado, here’s Jason.
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Dec 18, 2022 • 32min

Holiday Highlights: Nagraj Kashyap (SoftBank Investment Advisors)

Today’s highlight episode features Nagraj Kashyap, Managing Partner of SoftBank’s Vision Fund one of the world's largest venture capital firms, with over $100 billion in capital. Nagraj leads their consumer investment practice for north America. It was amazing chatting with him about how Vision Fund 2 is different from fund 1, his thesis around the future of healthcare the ecommerce stack and how he thinks about scale for non-tech consumer businesses. WIthout further ado, here’s Nagraj.
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Dec 15, 2022 • 58min

Sarah Foley (SWAT Equity Partners) – Investing in Consumer vs. Tech

Thank you Anna Whiteman for the introduction to our guest today, Sarah Foley, Partner at SWAT Equity Partners. SWAT Equity Partners is an early-stage venture capital firm focused on investing in emerging consumer brands across various product, service, and commerce sectors. Some of the investments include Supergoop!, Banza, and Mad Rabbit.We discuss:Why invest in consumer right nowDifference when investing in consumer vs. techConsumer macro trends she’s bullish vs. bearish onThe balance between retention and growthHer due diligence process and how she measures tractionThanks for listening.

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