Consumer

The world we live in today is enhanced by technologies we might not have thought possible even 10 years ago, and there is so much still to come.

What we do

Investing in Game-Changing Companies That Help Us Do Things Better, Faster, and Cheaper

Consumer technology is traditionally considered difficult to get right; however, our thesis and experience help us identify outliers. We believe that consumers want to optimize the finite resources of time and money to accomplish the jobs they need to get done, and that experiences that tap into consumers’ need for belonging, self-esteem, and identity can become a daily habit.

Our Consumer Companies

The founders we back don’t limit themselves to what is, but relentlessly pursue what could be. We invest in transformative, early-stage companies that are driving the next wave of consumer innovation.

HomeLight
HomeLight is a marketplace for connecting home sellers with the best real estate agents.

Milestones

  • 2012 – Founded
  • 2017 – Partnered, Series B

Partners

Chime
Chime helps members avoid bank fees, save money automatically, and lead healthier financial lives.

Milestones

  • 2012 – Founded
  • 2018 – Partnered, Series C

Leadership

Chris Britt
Co-Founder & CEO
Ryan King
Co-Founder & CTO
Poshmark
Poshmark is a social commerce marketplace where people can buy and sell new or used clothing, shoes, accessories, and home goods.

Milestones

  • 2011 – Founded
  • 2012 – Partnered, Series B
  • 2021 – IPO; NASDAQ: POSH
  • 2022 – Acquired by Naver
Roku
Roku pioneered streaming TV, connecting users to content they love, enabling content publishers to build and monetize large audiences, and providing advertisers with unique capabilities to engage consumers.

Milestones

  • 2002 – Founded
  • 2008 – Partnered, Series C
  • 2017 – IPO; NASDAQ: ROKU
Rover
Rover connects dog and cat parents with loving pet sitters and dog walkers in neighborhoods across the US, Canada, UK, and Europe.

Milestones

  • 2011 – Founded
  • 2014 – Partnered, Series C
  • 2021 – SPAC; NASDAQ: ROVR
  • 2024 – Acquired by Blackstone

Leadership

Aaron Easterly
Founder & CEO
Siri
Siri was a voice recognition company spun out of the non-profit institute SRI International. It launched its Siri virtual personal assistant app in February 2010, two months before it was acquired by Apple.

Milestones

  • 2007 – Founded
  • 2008 – Partnered, Series A
  • 2010 – Acquired by Apple
Uber
Uber innovates at the intersection of mobile technology, transportation, and logistics. Uber provides mobility-as-a-service with ride-sharing, food and package delivery, couriers, and freight transportation.

Milestones

  • 2009 – Founded
  • 2011 – Partnered, Series B
  • 2019 – IPO; NYSE: UBER
Warby Parker
Warby Parker is an online retailer of prescription glasses, contact lenses, and sunglasses, conceived as an alternative to the overpriced and bland eyewear available today.

Milestones

  • 2010 – Founded
  • 2011 – Partnered, Series B
  • 2021 – Direct Listing; NYSE: WRBY

Partners

Our Consumer Investors

Shawn Carolan headshot

Shawn Carolan

Partner
ConsumerAIFintech
C.C. Gong headshot

C.C. Gong

Principal
ConsumerAISaaS
Amy Wu headshot square

Amy Wu Martin

Partner
ConsumerAI

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