Capital for consumer brands scaling direct to their customers.
We work with consumer brands, marketplaces and commerce infrastructure companies at the point where growth requires institutional capital.
We support growth rounds, strategic investment and sale processes to strategic and financial buyers.
Where we work within DTC / E-commerce.
Coverage is specific — and so is what investors ask about in each of these areas.
D2C Brands
Contribution margin, repeat rate and brand strength beyond paid acquisition.
Marketplaces
Liquidity, take rate and supply quality on both sides.
Commerce Infrastructure
Software and services that power online retail.
Subscription Models
Retention cohorts and lifetime value investors can trust.
Omnichannel Expansion
Retail and wholesale growth without eroding margins.
Consumer Health & Wellness
Regulated categories with loyal, recurring demand.
How we approach DTC / E-commerce mandates.
What investors evaluate
Contribution margin, CAC payback, cohort retention, inventory discipline and channel mix.
Where we add value
Framing profitability and growth credibly, and targeting consumer-focused growth and strategic investors.
Typical mandates
Growth equity, strategic investment, buy-and-build and sale to strategic buyers.
Adjacent coverage.
Payments, financial infrastructure, WealthTech, InsurTech, RegTech and embedded finance.
Medical devices, diagnostics, digital medical technology and clinical technology.
Digital health, healthcare services, healthcare infrastructure and technology-enabled care.
Operating platforms, PropTech, residential and living, development and commercial assets.
Scaling a consumer brand?
Tell us about the business and the next step. We will assess the fit.