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

Mathew Focht is the Founding Managing Partner of EMERGING, a $100M growth capital fund investing in the future of restaurant-tech and entertainment.

In this episode of The Consumer VC, Mathew breaks down how EMERGING helps scale innovative hospitality concepts like F1® Arcade, BatBox, Puttshack, and more. We explore why the intersection of restaurants, entertainment, and technology is such a powerful space for venture capital, how they evaluate scalable concepts, and what makes EMERGING different from traditional investors.

You’ll learn:

• Why eatertainment is booming post-COVID

• What metrics EMERGING looks at before writing $2–8M checks

• How restaurant-tech is evolving for both consumers and operators

• What makes a concept scalable, profitable, and defensible

• Why EMERGING focuses on experience + IP, not just margins

If you're curious about how tech is transforming food and entertainment, and what it takes to build the next big concept, this episode is a must-listen.

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#venturecapital #restauranttech #consumerinnovation #mathewfocht #emergingfund #hospitalitytech #consumervc

#consumervc #venturecapital #aicontentcreation Join host Mike Gelb on The Consumer VC as he talks with Ishan Sinha, Partner at Point72 Ventures.In this episode, Ishan shares insights into the evolving role of AI in consumer startups, the challenges of AI-driven media, and the future of monetization for creators. He discusses the impact of AI on intellectual property, whether VCs are still underestimating consumer AI, and how AI-powered businesses can scale effectively. Ishan also breaks down venture capital trends, investment strategies, and lessons from past market cycles. For an insightful conversation at the intersection of AI, venture capital, and consumer innovation, check out the full episode!📩 Get Exclusive Insights & Deals 👉 [Insert Newsletter Link] 00:00 Introduction & Podcast Overview 00:45 Why Did Point72 Start a VC Fund? 03:10 From Public Market Investing to Venture Capital 06:05 Are VCs Underestimating Consumer AI? 09:50 AI in Media & Content Creation 12:30 AI vs. The Music Industry 16:20 Lessons from Napster to Spotify 19:15 How AI Can Benefit Artists & Creators 22:40 The Future of AI in Publishing & Journalism 25:30 How AI is Reshaping Consumer Tech 28:45 Investing in AI Startups: What VCs Look For 32:05 The Role of AI in Business Models & Monetization 35:00 Will the Next Big AI Innovation Look Like a Toy? 38:15 Lightning Round: Biggest Consumer Trends, Myths About VC & More 41:30 Final Takeaways & Where to Follow Ishan Sinha................Subscribe to Our Newsletter:https://www.theconsumervc.com/Subscribe on Spotify:https://open.spotify.com/show/4Hjm74Z...Subscribe on Apple Podcasts:https://podcasts.apple.com/gb/podcast...Follow on Twitter: / mikegelb Follow on Instagram: / mikegelb Follow on TikTok: / consumervc

Join host Mike Gelb on The Consumer VC as he talks with Preston Rutherford, co-founder of Chubbies. In this episode, Preston delves into their founding journey, tackling topics like why they raised VC money, overcoming early manufacturing challenges, and evolving their brand strategy. He shares insights into achieving product-market fit, the importance of balancing short-term and long-term goals, and navigating the challenges of scaling and profitability. Post-Chubbies, Preston also discusses his new venture, Marathon, and its mission to help brands measure the impact of brand building. For informative and entertaining content on the intersections of venture capital and consumer innovation, check out the full episode.00:00 Introduction01:24 Introducing Preston Rutherford of Chubbies01:34 The Founding Journey of Chubbies06:12 Challenges in Early Manufacturing09:21 Building a Brand Identity23:34 Raising Capital and Financial Challenges26:28 The Early Days and Initial Challenges26:55 Navigating Co-Founder Dynamics29:04 Pressure and Growth Metrics31:20 Shifting Focus to EBITDA34:42 The Decision to Sell Chubbies40:11 Channel Expansion and Inventory Management43:19 Lessons in Brand Marketing46:53 Reflections and Future Insights54:56 Final Thoughts and Farewell

Having transitioned from founding companies to supporting early-stage ventures, YC shares his passion for creating consumer-centric solutions across diverse industries. From media and sports technology to consumer goods, he reflects on shifting his focus from generating ideas himself to aiding under-managed ventures with effective execution and strategic capital alignment. YC's enthusiasm for collaborating with founders to scale their businesses offers listeners valuable insights into the entrepreneurial world.(0:00:00) - Intro(0:14:47) - Innovation in Gaming and Acquisition(0:24:06) - Innovation in Large Corporations(0:28:19) - Pivoting Hero Bread to Success(0:40:52) - Consumer Brand Transition and GrowthSubscribe to Our Newsletter:https://www.theconsumervc.com/Subscribe on Spotify:https://open.spotify.com/show/4Hjm74Z...Subscribe on Apple Podcasts: https://podcasts.apple.com/gb/podcast...Follow on Twitter: / mikegelb Follow on Instagram: / mikegelb Follow on TikTok: / consumervc

Thank you to our presenting partner –– Propeller Industries https://www.propellerindustries.com/ Propeller Industries is the leading strategic finance and accounting partner for venture-stage companies. Our guest today is Jeff Byers, CEO of Momentous. Momentous produces and sells best in class human performance products. Previously, Jeff Byers founded Amp Human and later acquired Momentous, merging the two companies. He’s also a former professional football player and played at USC in college (Fight On✌️) 00:00 Welcome to The Consumer VC 00:40 Introducing Jeff Byers and Momentous 02:02 Jeff Byers' Transition from NFL to Entrepreneurship 04:31 The Birth of Amp Human and Momentous 07:46 Challenges and Innovations in Supplement Industry 14:17 Acquisition of Momentous and Future Plans 25:37 Navigating the Supplement Market 33:25 Sourcing and Trust in Supplements 34:12 Challenges in the Supplement Industry 34:29 Transparency Issues in Ingredient Sourcing 37:30 The Problem with Chinese Creatine 40:49 Commoditization of Supplements 46:23 Importance of Protein, Omegas, and Creatine 53:08 Momentous' Approach to Supplements 58:04 Building Trust and Transparency 01:02:26 Books that Inspire 01:06:21 Final Thoughts and Conclusion Subscribe to Our Newsletter: https://www.theconsumervc.com/ Subscribe on Spotify: https://open.spotify.com/show/4Hjm74Z... Subscribe on Apple Podcasts: https://podcasts.apple.com/gb/podcast... Follow on Twitter: / mikegelb Follow on Instagram: / mikegelb Follow on TikTok: / consumervc

Thank you to our Partner –– Propeller Industries https://www.propellerindustries.com/ Propeller Industries is the leading strategic finance and accounting partner for venture-stage companies.

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.

00:00 Introduction

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

29:55 Introducing Propeller Industries

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 The Importance of AI in SaaS

43:35 Evaluating Founders and Teams

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

54:20 Conclusion and Final Thoughts

In today’s episode, we’re thrilled to host Bryan Kim, Partner at Andreessen Horowitz, for an insightful conversation on the intersection of venture capital and consumer innovation. Brian shares his remarkable journey from a thriving career in investment banking to becoming a driving force in the tech industry. He opens up about the transformative experience of working with Alibaba during its groundbreaking IPO and how it inspired his pivot toward partnering with visionary founders. Thank you to our Partner –– Propeller Industries https://www.propellerindustries.com/ Propeller Industries is the leading strategic finance and accounting partner for venture-stage companies. (0:00:00) - Intro (0:08:51) - Snap's Early Growth and User Engagement (0:20:32) - AI Innovation in Consumer Companies (0:35:26) - Founders and AI Innovation Trends (0:44:22) - The Future of Social Products (0:52:49) - Revolutionizing Revenue Models With AI (0:57:49) - Book for Growth and Inspiration Subscribe to Our Newsletter: https://www.theconsumervc.com/ Subscribe on Spotify: https://open.spotify.com/show/4Hjm74Z... Subscribe on Apple Podcasts: https://podcasts.apple.com/gb/podcast... Follow on Twitter: / mikegelb Follow on Instagram: / mikegelb Follow on TikTok: / consumervc

Thank you to our Partner –– Propeller Industries https://www.propellerindustries.com/

Propeller Industries is the leading strategic finance and accounting partner for venture-stage companies.

Thank you Jerry Staub for the intro to our guest today is Terri Rockovich, Founder & CEO of Jinx. Jinx is a dog food brand that offers premium kibble, homemade toppers, and beef crumbles and are made by a team of pet nutritionists and veterinarians.

We discuss:

• How legacy brands create their dog food
• The inspiration behind Jinx
• Her nutrition philosophy for pets
• Sourcing the right manufacturing partners & convincing them to work on Jinx
• Approach to testing if the product tastes good
• The reasons why she raised venture money (most recently a Series B)
• How she launched online
• Why Walmart has been a great partner for a premium brand
• Jinx’s market positioning compared to other premium dog food brands
• Approach to launching SKUs & new products
• How she thinks about celebrity partnerships & more

n this episode with Jonathan Keidan, founder of Torch Capital, we dive into his journey from talent management in the music industry to early-stage venture capital. Jonathan shares how nurturing emerging artists parallels supporting founders, offering unique insights into spotting potential and overcoming challenges in both fields. He reveals key lessons learned from triumphs and setbacks in building impactful companies.

Thank you to our Partner –– Propeller Industries https://www.propellerindustries.com/

Propeller Industries is the leading strategic finance and accounting partner for venture-stage companies.

(0:00:00) - Building Companies and Working With Founders

(0:10:23) - Investing in Technology vs Inventory Businesses

(0:14:48) - Investing in Consumer Brands and Tech

(0:29:06) - Founder's Focus on Building Trust

(0:38:57) - Funding Strategy and Market Insights

(0:51:14) - Navigating Early-Stage Investing Strategies

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Subscribe on Apple Podcasts:

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 / mikegelb  

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 / mikegelb  

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