VHS Ventures

Investing in the next generation of Consumer Founders.
Tweets by @pe_feeds.
He’s doing his best.

[VHS Ventures @vhsvc_]

Welcome! Thanks for stopping by!

📑 About VHS: https://t.co/kiIrphCzfV

📓 What we're reading (work-related): https://t.co/zlJixwIA2V

📘 What we're reading (over coffee): https://t.co/3pxB64Srm1

👨‍🔬 About the GP: https://t.co/EeRzMn2a4d

[Sumeet Shah @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.
https://t.co/VVOKE4hYD4

[Sumeet Shah @PE_Feeds]

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!

https://t.co/CXd7YpdEzB

[Sumeet Shah @PE_Feeds]

Another #proudinvestor moment: @scenarioAI is officially launched!
https://t.co/uYI5TQ62bR

[Sumeet Shah @PE_Feeds]

Another #proudinvestor moment, this time with Atlantic Fish Co!!
https://t.co/sFbRdxE3Jv

[VHS Ventures @vhsvc_]

Beyond proud of Team Playground!!

[Sumeet Shah @PE_Feeds]

#ProudInvestor moment: congrats to the Playground team on launching in @Target and the official seed round!!
https://t.co/0Xa6UEtmda

[VHS Ventures @vhsvc_]

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

[Sumeet Shah @PE_Feeds]

I’ve been taking this trip to celebrate @theZeeAli & @askmariapuche to reflect on @vhsvc_’s first year in existence.

17 (as of now) portcos covering 14 cities & 6 members of the Board of Advisors later, I’m damn proud of our journey so far.

More about these cos in a few weeks!

[Sumeet Shah @PE_Feeds]

Congrats to awesome human and @vhsvc_ board member @markdchou on becoming CEO of @swiftwick!! https://t.co/rBJyStuVSW

[VHS Ventures @vhsvc_]

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: https://t.co/z6Zuaw5Wpi

[Sumeet Shah @PE_Feeds]

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

[VHS Ventures @vhsvc_]

A fun announcement in the VHS Ventures world is coming.

11/1. Get ready.

[VHS Ventures @vhsvc_]

Hope to see y’all there!!

[FaB New-York Fashion and BeautyTech @BeautyTechNY]

Fab friends, founders & investors in #NYC Sept 26, don’t miss the next fab meeting. here is the @eventbrite , it’s free! Rush to book your seat 👉🏽 https://t.co/rzmjPB6NMG thank you Casey Dworkin for hosting, @PE_Feeds for moderating and @lin_y_chen one of the fab guest speakers

[Sumeet Shah @PE_Feeds]

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:
https://t.co/cDHkH6TxTx

[Nichole Wischoff @NWischoff]

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.

[Sumeet Shah @PE_Feeds]

Everyone should read this thread.
Then read it again.

[Sumeet Shah @PE_Feeds]

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.

[Sumeet Shah @PE_Feeds]

Here's @RosenZone's: https://t.co/g1ekvAQxKb

Here's @MikeGelb's: https://t.co/3Dp9DArMrV

[Sumeet Shah @PE_Feeds]

PS: If you're interested in constantly-updating catalogues of consumer/DTC reads and weekend reads, pop in here.

https://t.co/B2Grogqtq8

(Also: follow @RosenZone's and @MikeGelb's newsletters for the former. Trust me.)

[Sumeet Shah @PE_Feeds]

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.

[Sumeet Shah @PE_Feeds]

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."

[VHS Ventures @vhsvc_]

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

[Sumeet Shah @PE_Feeds]

There's a joke out there that the only 2 things that would survive a nuclear apocalypse are cockroaches and Keith Richards.

It appears Bed Bath & Beyond would join that list, thanks to Overstock's new rebrand news!
https://t.co/OnG7r5N8io