SEED-STAGE CAPITAL FOR CONSUMER AND COMMERCE
First checks into the brands and platforms shaping how people shop.
Consumer
Software
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I was 20 when we met. Everything I've built, I've built with her next to me.
No. 118 | Michael Moritz asked about my family first. It took him 20 years to tell me about his.
No. 117 | An overnight success, eight years in the making.
No. 116 | Friction used to protect founders from their own envy. It’s gone.
No. 115 | The GLP-1 boom created a nutrition shortage nobody wants to say out loud, and it is why we just wrote our first fiber check.
No. 114 | SoulCycle was an early sign of the world we live in now. The room always knows before the market does.
General Partners
Enduring Companies
What we're building
SUGAR RUSH
Consumer · Commerce · Culture, compiled fresh every morning at 8am Pacific. Eight verticals, a daily Top 5, weekend reads from the Sunday papers. Zero filler.
MEET ARTHUR
Upload your pitch deck. Arthur reads it cover-to-cover and writes a real VC memo — score, verdict, steelman, pull-quote — in about a minute.
MEET PATRICK
Send Patrick your financial model. He reads it like a banker — surfaced assumptions, sensitivity gaps, the questions he'd ask in diligence. About a minute. Yours to share.
OFFICE HOURS
Ask Arthur anything about your company, market, fundraise, or deck. Drop a deck if you have one. Scoped tight to your business and your market.