Full Disclosure
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...
How Inflexion Helped Engineer Medik8’s Historic $1.1B Exit To L’Oréal
Casual observers of the beauty industry were undoubtedly astounded when L’Oréal announced in June it was buying Medik8, a 16-year-old British skincare brand with a great reputation, but hardly Rhode-level frenzy. But those not...
After Hero Cosmetics’ Exit, Aria Growth Partners Seeks Repeat Success With $152M Second Fund
Aria Growth Partners was one of the heroes in the trajectory of Hero Cosmetics, the maker of Mighty Patch that it invested in four years ago and helped sell to Church & Dwight for...
