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

Why Invest in CPG and Tech? Expected Returns and Red Antler's VC Journey with Daniel Faierman, Partner at Habitat Partners


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Hey friends,

Happy New Year! Our guest on today’s episode is Daniel Faierman, Partner at Habitat Partners. Habitat Partners is an early-stage venture fund that is part of Red Antler. Red Antler is one of the premier branding and marketing agencies. We focus this conversation on Habitat Partners investment strategy. The relationship with Red Antler, why they both invest in consumer brands and software businesses, the differences in the underwriting process in each of these business types, why for them it makes to have two strategies, how he thinks about returns.

We discuss:

* 02:04 Daniel's Journey into Food and Beverage

* 04:13 Challenges of Innovation in Big CPG Companies

* 08:05 The Role of Strategic Partners in Scaling Brands

* 09:34 Red Antler's Venture into Investment

* 19:54 Habitat Partners' Investment Strategy

* 28:29 Sourcing and Red Antler's Impact

* 30:49 Key Metrics for Consumer Brands

* 34:19 Navigating Competitive Investment Landscapes

* 34:46 The Role of Creative in CPG and B2B SaaS

* 37:21 Transitioning from Health and Wellness to B2B SaaS

* 40:06 Are the only SaaS Opportunities AI

* 43:35 Evaluating Founders and Teams

* 46:46 Lightning Round: Trends, Myths, and Personal Insights



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Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage InvestingBy Mike Gelb