What we look for in consumer & commerce

• Retention and repeat purchase (or GMV per active user) that justify CAC across organic, paid, and partnership channels.
• Supply or demand-side differentiation: proprietary selection, creator networks, or logistics edge that is hard to clone.
• Capital efficiency: a plan to scale without endless burn, including wholesale, marketplace take rate, or subscription depth.

We focus on durable brands, curated marketplaces, and B2B2C models where the end user experience drives enterprise value. Seed to Series A with proof of channel-market fit and a line of sight to healthy unit economics fits our mandate.

Across every theme, we apply the same partnership bar: thesis we can defend, diligence you can predict, and support that compounds after close. Share your deck when you are ready to talk about the round.