Capital, Category Creation & Where Smart Money Is Moving in Consumer скачать в хорошем качестве

Capital, Category Creation & Where Smart Money Is Moving in Consumer

What actually matters when backing early consumer founders and how do you underwrite durability in a world of demographic shifts, tighter capital, and faster cycles? Lori Cashman, Founding Partner at Visible Ventures, joins In The Money to break down how she evaluates founders from Seed through Series A, and why founder-market fit, retention, and demographic tailwinds matter more than surface-level metrics. This episode goes deep into investor judgment, capital allocation, founder psychology, and the macro forces reshaping consumer over the next decade. We cover: How to balance early data with intuition when underwriting consumer brands Why founder-market fit is layered and how Visible identifies blind spots early Why there’s no single “right” founder archetype (and the one type Lori avoids) Fresh-eyes founders vs domain experts; when each wins Visible Ventures’ core thesis: unmet needs and overlooked consumers The biggest demographic shifts shaping the next decade of consumer: Generational wealth transfer to women and Gen Z Gen Z as the largest driver of GDP growth Case studies: Happy Howl and building retention-first pet brands Droplet and underwriting IP-heavy, science-backed consumer devices If you want a clearer mental model for building or backing durable consumer businesses, this episode delivers. Thanks to sponsors: Visit Richpanel - AI powered customer service for eCommerce at richpanel.com Check out Numeral - stay compliant and automate away sales tax at numeralhq.com Go to Passport - for international shipping, compliance and localization at https://passportglobal.com/