Why Invest in CPG and Tech? Expected Returns and Red Antler's VC Journey with Daniel Faierman, Partner at Habitat Partners

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Why Invest in CPG and Tech? Expected Returns and Red Antler's VC Journey with Daniel Faierman, Partner at Habitat Partners

Daniel Faierman, Partner at Habitat Partners - The Consumer VC #335

Mike Gelb

and

Daniel Faierman

Jan 08, 2025

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Hey friends,

Happy New Year! Our guest on today’s episode is Daniel Faierman, Partner at Habitat Partners. Habitat Partners is an early-stage venture fund that is part of Red Antler. Red Antler is one of the premier branding and marketing agencies. We focus this conversation on Habitat Partners investment strategy. The relationship with Red Antler, why they both invest in consumer brands and software businesses, the differences in the underwriting process in each of these business types, why for them it makes to have two strategies, how he thinks about returns.

We discuss:

02:04 Daniel's Journey into Food and Beverage
04:13 Challenges of Innovation in Big CPG Companies
08:05 The Role of Strategic Partners in Scaling Brands
09:34 Red Antler's Venture into Investment
19:54 Habitat Partners' Investment Strategy
28:29 Sourcing and Red Antler's Impact
30:49 Key Metrics for Consumer Brands
34:19 Navigating Competitive Investment Landscapes
34:46 The Role of Creative in CPG and B2B SaaS
37:21 Transitioning from Health and Wellness to B2B SaaS
40:06 Are the only SaaS Opportunities AI
43:35 Evaluating Founders and Teams
46:46 Lightning Round: Trends, Myths, and Personal Insights

Discussion about this podcast

The Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage Investing

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.

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