1) A thought on DTC investing: Having looked at a bunch of DTC deals, there’s a clear trend where emerging brands get themselves to $1-5M in run rate revenue and go out to raise a round at a relatively high multiple. While revenue is king, it can be misleading.
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2) Many of these companies are purely driven by performance based marketing and are not true brands, at least not yet. They’re really just nicely designed arbitrage stores, which can create solid $10-20M a yr businesses, but aren’t ideal for VC.
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3) We’re currently building a concept in stealth that’s annualizing ~$10M, but we wouldn’t call it a “brand” yet. Brand implies some level of organic acquisition, audience dev/community building, internal content/publishing ops, customer engagement and experience ops, etc..pic.twitter.com/82Q9f8M6Ey
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4) The Law of Diminishing Returns is real and as more brands opt to take a mono-channel approach and neglect broader brand building, one's opportunity will shrink exponentially.
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5) From a risk/reward standpoint, it’s important to consider where revenue is derived given it’s not all equal. I’d often rather invest in low/pre-revenue concepts at the right price OR pay up for brands that have figured out organic acquisition/content than play in the middle.
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