VHS Ventures

Welcome! Thanks for stopping by! 📑 About VHS: vhs.vc 📓 What we're reading (work-related): @pe_feeds/deals_feeds-p7lfedq1z" target="_blank" rel="nofollow noopener">flipboard.com/@pe_feeds/deal… 📘 What we're reading (over coffee): @pe_feeds/reads_feeds-hpap6opdz" target="_blank" rel="nofollow noopener">flipboard.com/@pe_feeds/read… 👨‍🔬 About the GP: linktr.ee/pe_feeds

A #proudinvestor moment: one of our pre-seed deals, Khalo, has officially launched for pre-orders! If you love experimenting in the kitchen, casually to heavily, you'll LOVE these pastes. khaloworld.com

After 4 months, the latest edition of Le Cinq is out. We cover @vhsvc_’s first year, building your own table, and some fun products and cares in between. Enjoy! lecinq.substack.com/p/fifty-six-th…

Another #proudinvestor moment: @scenarioAI is officially launched! linkedin.com/posts/sumeeths…

Another #proudinvestor moment, this time with Atlantic Fish Co!! vegconomist.com/cultivated-cel…

Beyond proud of Team Playground!!

Stay tuned. A fun thread about our portcos AND our Board members are coming.

Congrats to awesome human and @vhsvc_ board member @markdchou on becoming CEO of @swiftwick!! endurancesportswire.com/swiftwick-anno…

A FUN ANNOUNCEMENT: We're proud to unveil our Board of Advisors for VHS Ventures's Fund I portfolio!! These 6 incredible people have been part of our lives in various ways and we're excited to have them join the family. You can learn more about them here: docsend.com/view/5qtk42w5v…

This was an absolute blast. More @vhsvc_ events are coming soon, particularly in mid-November! Stay tuned.

A fun announcement in the VHS Ventures world is coming. 11/1. Get ready.

Hope to see y’all there!!

One of the key focus areas we're looking at at @vhsvc_ is the Food As Medicine movement. (One of our deals, Khalo, is a key example.) The team at @listendotco recently put together a report that gives a great primer! Check it out here: drive.google.com/file/d/1EqMa_J…

Over 8 yrs ago someone singlehandedly pulled me out of poverty. Knew him because I trained with his wife who is a professional athlete. He was leading a group at Citi and I desperately wanted to be an analyst. Didnt have the resume for a fancy banking job but grew up in public housing and the job was to help finance affordable housing projects. He called me and said “I will not get this job for you. However I will refer you and teach you whatever I can”. I got the job. It moved me out to SF which completely changed the trajectory of my life. One year in I received my first big analyst bonus. $20,000. I couldnt believe it. I felt ashamed. That was so much money. I messaged him and asked if they would take it back. This was his response. I read this often.

Everyone should read this thread. Then read it again.

Caught up with lots of founder and VC friends this week. One of those catchups, a morning coffee with @MattMullenax, proved one big thing: My favorite part about starting @vhsvc_ ? I get to work with old friends again.

Here's @RosenZone's: expresscheckout.beehiiv.com Here's @MikeGelb's: theconsumervc.com

PS: If you're interested in constantly-updating catalogues of consumer/DTC reads and weekend reads, pop in here. linktr.ee/pe_feeds (Also: follow @RosenZone's and @MikeGelb's newsletters for the former. Trust me.)

The value of an eponymous home goods brand with its lists, private label, and SKU info is basically just over $20MM. We're looking hard at the $10-25MM top-line revenue section at @vhsvc_, so this is telling data.

Also, ICYMI: Overstock’s officially got some of Bed Bath & Beyond’s intellectual property last week for $21.5MM at a Chapter 11 auction. "In addition to the domain names, the IP includes customer and vendor lists, mobile apps, SKU-level info and private label trademarks."

Bed. Bath. And. Beyond. Just. Won't. Ever. Leave. Us.