Portfolio

Thirty-four brands. One thesis.

Backed since 2020. A $1.95B exit (Poppi → PepsiCo), a $1.2B exit (Siete → PepsiCo), and a roster of brands already moving real shelf velocity.

34 brands backed

2 exits over $1B

8–10 syndications / yr

Acquired · 2025

Poppi.

$1.95B

Backed in 2021 when prebiotic soda was an unproven shelf bet. Acquired by PepsiCo in March 2025. Projected $500M in annual sales the same year.

Acquired · 2024

Siete.

$1.2B

Mexican-American family-founded grain-free pantry brand. Backed early. Acquired by PepsiCo in 2024 for $1.2B — a category-defining outcome for better-for-you Mexican.

Active · 2025

Doughlicious.

$5M

Frozen cookie-dough-enrobed gelato bites with clean ingredients. We co-led their August 2025 round alongside Rich Products Ventures.

Active · 2024

Painterland Sisters.

5.7M cups

Organic skyr-style yogurt. In 5,000+ stores across all 50 states. Sold 5.7 million cups in 2024 alone. Co-led with Supernatural Ventures.

The full roster

Filter by category. Selected brands stay vivid; the rest fade in place so you keep your bearings on the grid.