Martin Dolfi

[Martin Dolfi @MartinJDolfi]

What a privilege it was to moderate this exciting panel today at the Concordia Summit with three of our top CEOs at Beliade! #Concordia25

[Concordia @ConcordiaSummit]

Ben Van Leeuwen, CEO & Co-Founder of @vanleeuwen; @nelliediamond, CEO and Founder of @hillhouse_home; Jess Jacobs, CEO of Coterie; and @MartinJDolfi, Founder and Managing Partner at Beliade Consumer Partners join us to discuss building brands people love at #Concordia25

[Martin Dolfi @MartinJDolfi]

@CoachDanGo Did you have any insights on VO2 Max?

[Drew Fallon @drewfallon12]

There have only been 5 VC backed founder led brands that exited for over $1B in the last 2 years

I'm sure all the investors would tell you that they were just along for the ride behind some great founders - but its worth highlighting the funds that have been in some of the winners as its a very small list

- Grüns, $1.2B Exit to Unilever - Founded by Chad Janis // backed by Sugar Capital, Headline, Selva Ventures, Vanterra Capital

- poppi, $1.95B Exit to PepsiCo - Founded by Stephen Ellsworth & Allison Ellsworth // backed by CAVU Consumer Partners

- Huel, $1.15B exit to Danone - founded by Julian Hearn // backed by Highland Europe

- Coterie, $1B exit to Mammoth Brands - founded by Frank Yu // backed by Align Ventures, Willow Growth Partners, Beliade Consumer Partners, RiverPark Ventures, American Pacific Group

- Siete Foods, $1.2B exit to PepsiCo - founded by the Garza Family // backed by Stripes

A surprising number of billion dollar exits in the same timeframe were bootstrapped; rhode skin, Alani Nutrition, ColorWow

[Martin Dolfi @MartinJDolfi]

@drewfallon12 Thanks for the call out Drew! Love your material.

[Martin Dolfi @MartinJDolfi]

@drewfallon12 I’d love to see more consumer IPOs!

[U.S. Export-Import Bank @EximBankUS]

America’s small businesses are the backbone of our economy, supporting jobs, strengthening communities, and driving innovation in every corner of the country! 🇺🇸

Looking forward to celebrating the farmers, ranchers, manufacturers, and entrepreneurs who keep America growing at the Great American State Fair! 🎡

[Martin Dolfi @MartinJDolfi]

Grateful for a memorable evening in Washington, including a special tour of the U.S. Capitol, dinner at the @MilkenInstitute, and the opportunity to spend time with leaders across government, policy, and business including @LeaderJohnThune & @SECPaulSAtkins. Proud to be involved with the @AmericaInvests & its important work supporting private investment, American businesses, workers, innovation & long-term economic growth. A great reminder of how important thoughtful policy, responsible capital & public-private dialogue are to the future of the country.

[Chamath Palihapitiya @chamath]

this is a simple, elegant and very effective idea. take the taxes of the bottom 50% to zero.

[Drew Fallon @drewfallon12]

STONE & SKILLET RAISES $5M SERIES A

English muffin maker Stone & Skillet has closed a $5M series A round led by BFG Partners, with participation from Beliade Consumer Partners and Supernatural Ventures. S&S raised a $1M seed round 2 years ago.

Founded in 2014 by brothers Cam, Kyle and Nick Meekins, Stone & Skillet is available at 3,000+ retail doors with plans to use fresh funds to expand in the west coast.

In an 2025 interview with https://t.co/BIxOoPYnMK, Cam revealed the company booked their first $100k month in their second year and has sold tens of millions of dollars.

BFG Partners launched their $125M Fund III in 2024 and has backed Oats Overnight, Mud\Wtr, Mid-Day Squares, Olipop, among others.

[U.S. Export-Import Bank @EximBankUS]

Chairman @JJovanovicUSA on EXIM’s Factory Floor Fridays — a new series spotlighting the American manufacturers, workers, and innovators building the future right here in the USA. 🇺🇸🏭

[U.S. Export-Import Bank @EximBankUS]

🚨 🇺🇸 Launching Factory Floor Fridays, EXIM’s new series spotlighting American manufacturers and the workers building the future here at home.

Great first visit to @K2SpaceCo in Torrance, CA. Their next-generation satellite manufacturing showcases how the U.S. is building the industries of the future and strengthening America’s global competitiveness. 🇺🇸🏭

[U.S. Export-Import Bank @EximBankUS]

https://t.co/1yFa9v5dbI

[John Jovanovic @JJovanovicUSA]

Today I joined @SenatorHagerty, @MarkWarner, @DinaPowellMcC, Ruth Porat, and @DavidFaber at @MilkenInstitute to discuss how America wins the AI race by exporting American technology to the world. 🇺🇸

[60 Minutes @60Minutes]

Extended interview: Former Nebraska senator Ben Sasse has metastatic pancreatic cancer. He spoke with 60 Minutes' Scott Pelley about where America has been and where it could still go.

[Martin Dolfi @MartinJDolfi]

Great advice for anyone who is investing.

[Chamath Palihapitiya @chamath]

new video... https://t.co/RmxnwGbdul

[Martin Dolfi @MartinJDolfi]

@chamath Enjoyed this! Make more of them!

[Chamath Palihapitiya @chamath]

When your working life rewards you, it’s easy to ratchet up the complexity: homes, cars, travel, possessions etc.

I have found that all that complexity comes at the sake of your most fleeting asset: your time. Instead of building things, all of a sudden you’re dealing with minutiae and logistics. Instead of talking mostly to engineers, you’re talking mostly to non-engineers. The building stops…the business of managing self inflicted complexity begins.

It’s worth noting that the best players in the game (Buffett, Elon) have kept their life extremely basic, almost monastic/nomadic, as success ratcheted them ever higher.

I think it’s the biggest secret hiding in plain sight:

When the world upgrades your status, downgrade your complexity.

[Martin Dolfi @MartinJDolfi]

@Jason I’ve heard this from many people. Terrible!

[Martin Dolfi @MartinJDolfi]

@cpgwire Incredible!

[U.S. Export-Import Bank @EximBankUS]

President Trump’s deal team at the U.S. Export-Import Bank announced its loans are unlocking nearly $30 billion of strategic deals that strengthen America’s supply chain security together with our Indo-Pacific allies.

✅ $14B for LNG export project in the United States with Delfin LNG (U.S./Japan/Republic of Korea).
✅ $10B for Minnesota iron ore project powering modern steelmaking with Mesabi Metallics (U.S./India).
✅ $4.2B for American nuclear fuel processing for allied utilities with @GeneralMatter (U.S./Japan/Republic of Korea).
✅ $550M for Strategic critical minerals supply chains with RZ Resources (U.S./Australia/Japan).

America is leading again on energy, critical minerals, and manufacturing. Buy American, Build the Future!