Apr 28, 2022 • 38M

How to invest in brands that can appeal to the early majority // Michael Duda, Managing Partner at Bullish

The Consumer VC episode 209 with Michael Duda, Managing Partner at Bullish

Open in playerListen on);

Appears in this episode

Mike Gelb
The Consumer VC takes a look into early-stage consumer investing and venture capital. If you are interested in learning about consumer trends, have a b2c business and interested in learning about the fundraising process at the early stage, you have come to the right place. Mike interviews some of the top venture capitalists in the world that focus on B2C and consumer type companies or have a deep track record investing in these categories such as marketplaces, SaaS, social, CPG and non-tech subscription. Mike also interviews founders that are building some of the most disruptive consumer facing companies in the world. The conversation usually includes the insight the founder discovered, fundraising strategy, and the pitch. This podcast also includes bonus episodes. Each bonus episode dives into a particular subject that might not have to due with the fundraise or venture capital, but still would be helpful to founders. For example, a bonus episode on brand strategy or how to construct a board of directors. All bonus episodes will be clearly labeled. For all episodes, please visit www.theconsumervc.com. For updates, you can follow @mikegelb on Twitter.
Episode details

Welcome to The Consumer VC, a newsletter about venture capital and consumer startups delivered straight to your inbox. If you aren’t subscribed, come and subscribe below.

🎧 You can also listen to this episode on SpotifyApple Podcasts, and other podcast players.

Hey Friends,

Our guest today is Michael Duda. Michael is the Managing Partner at Bullish. Bullish is a consumer-only venture capital fund and creative agency. Some of their investments include Sunday, Spark Grills, Harry’s and Peloton.

We discuss:

  • What’s his process for identifying a nascent consumer insight?

  • How to identify brands that serve the early majority

  • The distinction between trends vs. fads

  • What has to happen in order for a trend to become big?

  • What’s often misunderstood about investing in consumer-oriented companies?

  • When does it make sense for a DNVB to expand into retail?

  • If the bet is right when it comes to a trend, how important is having a competitive advantage in your product?

I hope you enjoy listening!