We leverage our research to uncover business opportunity and invest in the teams best positioned to reshape categories and help transform culture, such as Faire, Chime, Glossier, Hims&Hers, ŌURA, The Farmer’s Dog, Ritual, and more. And the work doesn’t stop when we invest.

Intersection of Invention and Culture|

-The need and potential is clear, and the opportunities are massive.

-Evolved attitudes and social norms are shaping new demands.

-Antiquated and fragile systems are begging for reinvention.

-Ongoing demographic shifts are fueling deep, fundamental needs.

-The power of technology for progress is more profound and scalable than ever.

-We live in a society dependent on thoughtful bridging of on-and off-line worlds.

-Generative AI will unlock a new set of possibilities.

-Nimble adoption and swift, bold change is the norm.

7 Core Themes:

• Evolution of Commerce: The ability to transact more intimately, wherever, whatever, by increasingly varied and frictionless means, will inspire every company to become a commerce company.
• The Empowerment Economy: The true power of digital connectivity is set to upend the economy at large, powering a new generation of solopreneurs and financial freedom.
• Commerce Enablement: An evolved set of capabilities is required to meet the potential of the ‘empowerment economy’ and the ‘evolution of commerce.’
• Direct Channel Pioneers: Leveraging the best of technology, data, and business model innovation, these companies are creating the future their consumers aspire toward.
• The Future of Healthcare: In a consumer-first age, the healthcare system begs to be reimagined.
• Better for You: The consumer value matrix is rapidly moving beyond price, quality and convenience to include values: cleaner, safer, more sustainable and community-minded.
• Education & Enrichment: Stimulated by inspiration, information, access, and need, consumers are increasingly taking learning and personal development into their own hands.