By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

We invest in consumer businesses people build their lives around

NYC/LDN offices
· $3.8B assets under management
· 100+ portfolio companies
· 2019 founded
$3.8 billion in assets under management as of 12/31/2025.
01 / 06
Offline spend is still moving online.

Psychiatry, priced offline and outside your network→ salaried psychiatrists, covered and online

01 / 06
The best brands become habits.

A weekly treat you’d seek out→ a daily stop you don’t think about

01 / 06
Essential spend is largely unrewarded.

Your biggest fixed costs → your biggest source of rewards

01 / 06
Category winners cross borders.

A DTC brand born online → a shelf staple across Europe

01 / 06
Foundational relationships create lasting loyalty.

Property taxes you accept as-is → property taxes fought and lowered, automatically

01 / 06
Digital first brands crossing over into the physical world.

A league born on stream → a fanbase that fills stadiums

←
→