Full Disclosure
Humble Growth’s Salt & Stone Strategy: Keep Founders In Their “Zone Of Genius”
At Humble Growth, the private equity firm where principal Evan Mintz oversees investments, the “humble” in the name carries as much weight as the “growth.” He describes empathy and value-add as the firm’s two guiding pillars. “We...
An Investor’s Perspective On Why Good Light Is Shutting Down
When a brand’s funding round is announced, venture capitalists are happy to chime in to hype its business. But when a brand closes, a development baked into the VC business model, they’re usually nowhere to be seen. If...
Habitat Partners On Valuation Discipline, Founder Dilution And The State Of Play In Consumer VC
Early in its history, Red Antler began routinely participating in equity-for-services arrangements with select clients, notably Behance, the platform for creative professionals that was acquired by Adobe in 2012 for over $150 million. The experience, largely a...
The VC Behind Magic Spoon, Olipop And Mud\Wtr Is Bullish On Beauty’s Unit Economics
There’s a fan-favorite cohort of new-era CPG brands positioning themselves as better-for-you alternatives and siphoning market share from legacy household names. They include Magic Spoon, Olipop and Mud\Wtr, which have distinguished themselves with punchy branding, thoughtfully formulated ingredient...
“No More Shortcuts”: Stride Consumer Partners On Beauty M&A After Performance Marketing’s Peak
While some industry insiders consider the market for beauty deals closed, Stride Consumer Partners partner Steven Berg contends standout brands still stand a chance. “I don’t think the market’s ever closed for a...
BAM Ventures’ Shamin Walsh On The Financial Discipline Of Early-Stage Consumer Investing
For early-stage consumer brands in BAM Ventures’ portfolio, the firm often represents a pivotal milestone: their first institutional investor. It takes that position seriously, acting as a bridge between scrappy beginnings, when product-market fit is still...
