INVESTING AT THE INTERSECTION OF TECHNOLOGY AND COMMERCE
Sugar Capital invests in early stage companies across the commerce ecosystem.
Consumer
Software
Latest from AirSugar
See all on Substack
SoulCycle was an early sign of the world we live in now. The room always knows before the market does.
No. 113 | Everyone is watching AI. The other exponential is happening inside our own bodies.
No. 112 | Five of us order five different drinks. None of it is why we come.
No. 111 | The friend who was the catalyst of PopSugar.
No. 110 | Applause is not proof. The only proof is whether the customer comes back.
No. 109 | The manufacturing company that accidentally built the best snack in the protein aisle.
Today's brief, served fresh.
Consumer · Commerce · Culture. Eight verticals, a Top 5, weekend reads. Updated daily at 8am Pacific.
Read today's brief- marquee·Variety
‘Call My Agent! The Movie’ Review: Love-Hate Energy Keeps the Gang Together in a Fast, Funny Feature-Length Return
- culture·Page Six
‘Beef,’ ‘DTF St. Louis’ narrowly lead pack in very tight race for 2026 Emmys limited or anthology series
- commerce·TechCrunch
Caterpillar is bringing to AI deployment what it learned from automating mining
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.