Investment Area
Consumer
Consumer is a core pillar of our strategy. We pay close attention to technology inflections — moments when new capabilities either open up services that were never accessible to most people, or bring entirely new experiences into existence. The best founders we've backed found these windows early, with genuine insight into how people live and what they're missing. Across our portfolio are companies reshaping how people discover, transact, create, communicate, and manage their lives.
Portfolio Companies
News & Thought Leadership
Goldbelly America250 Spotlight Launch
Mar 2026Goldbelly·Goldbelly
Bespoke Post Recognized Among America's Best for Customer Service by USA TODAY
Feb 2026BeSpoke·GlobeNewswire
BeFreed Closes $2.5M Seed from 645 Ventures
Feb 2026BeFreed·BeFreed
Jackpot.com secures $10m financing to fuel expansion
Jan 2026Jackpot·NEXT.io
Nanit Raises $50M to Expand Its AI-Powered Systems
Dec 2025Nanit·PR Newswire
Rad TV Supercharges Creator Studio with 4K Upscaling, Smart Audio Upmixing, and Multilingual AI Automated Subtitles
Nov 2025Rad·Rad TV
Spalding Named Official Game Ball of Overtime Elite; Enters Exclusive Retail Partnership with Overtime
Oct 2025Overtime·PR Newswire
Nanit and Onera Health Win 2025 SleepTech Award
Oct 2025Nanit·Femtech Insider
AptDeco attracts more than $20M in funding
Jul 2025AptDeco·Forbes
AptDeco Launches White-Label Resale and AptDeco Kids
Apr 2025AptDeco·Modern Retail
Overtime Creates Premium, Ad-Supported Streaming Experience on Victory+
Feb 2025Overtime·Sports Video Group
NFL and Goldbelly Announce Super Bowl LIX Tailgate Kits
Jan 2025Goldbelly·NFL.com
Arizona Now Eighth Market for Lottery Courier Jackpot.com
Jan 2025Jackpot·SBC Americas
Overtime named Time Magazine’s 100 Most Influential Companies for ‘24
May 2024Overtime·Time
Inside Gen-Z sports brand Overtime's road to $100 million in revenue and how it plans to build on the momentum
Feb 2024Overtime·Business Insider
Overtime Select announced as new league for elite high school girls basketball
Oct 2023Overtime·Espn
Instacart Acquires Rosie
Sep 2022Rosie·TechCrunch
Overtime Sports Raises $100 Million to Expand Leagues
Aug 2022Overtime·Axios
Rosie hires their first Chief Revenue Officer
Nov 2021Rosie·Progressive Grocer
Goldbelly is Launching a TV Channel
Nov 2021Goldbelly·Fast Company
Inside the New Basketball League Paying High Schoolers Six-Figure Salaries
Nov 2021Overtime·Time
Q&A with Reham Fagiri
Nov 2021AptDeco·eMarketer
Bespoke Post Raises $40 Million Series B
Oct 2021BeSpoke·WWD
Genially Wins EdTechX Award
Oct 2021Genially·Prnewswire
Genially raises $20M Series B to help make education interactive
Sep 2021Genially·Bloomberg Línea
Fat Llama launches enterprise platform
Jul 2021Fat Llama·TechRound
Apty Raises $7.5M in Series A Funding
Jul 2021Apty·PR Newswire
The Evolution of Bespoke Post
Jul 2021BeSpoke·Forbes
Small Businesses Boosted by Bespoke
Jun 2021BeSpoke·Americanentrepreneurship
Get Lost In Adventure With The Best VR Headsets
Jun 2021Merge VR·Forbes
Goldbelly snags $100M after seeing 300% growth in 2020
May 2021Goldbelly·Restaurantdive
Overtime Elite Selects Atlanta for its Home Base
May 2021Overtime·Yahoo
Goldbelly's Food Business During the Pandemic
May 2021Goldbelly·Nytimes
Nanit Raises $21M
May 2021Nanit·Nocamels
Overtime Raises $80 Million From Jeff Bezos, Drake, NBA Stars and Others
Apr 2021Overtime·WSJ
How Overtime is redesigning pro basketball for the creator economy
Apr 2021Overtime·Fast Company
Zappos makes its first big DTC play with M.M.LaFleur partnership
Apr 2021MM LaFleur·Glossy
The 10 most innovative food companies of 2021
Mar 2021Goldbelly·Fast Company
A New League’s Shot at the N.C.A.A.
Mar 2021Overtime·Nytimes
Nanit raises another $25M for its AI-powered baby monitor
Feb 2021Nanit·TechCrunch
Rewrite the rules of workwear
Feb 2021MM LaFleur·Glossy
Rosie Raises $10M Series A
Feb 2021Rosie·The Spoon
Goldbelly is the "Travel Hero" of the Pandemic
Feb 2021Goldbelly·Forbes
Helping Restaurants Reach Customers
Dec 2020Goldbelly·Bloomberg
Rosie Sets Itself Apart From Online Shopping Platforms
Dec 2020Rosie·Progressive Grocer
Bespoke Post’s Twist On Subscription Commerce
Aug 2020BeSpoke·Pymnts
Why Gen Z is never subscribing to your OTT service
May 2020Overtime·Sportspromedia
Genially Raises $5M Series A
May 2020Genially·Startupsreal
Saving Small Businesses One Mail-Order Cheesesteak at a Time
Apr 2020Goldbelly·Bloomberg
Doordash, Rosie Team Up for Grocery Delivery
Feb 2020Rosie·Progressive Grocer
The Women Who Want to Change the Way You Dress for Work
Feb 2020MM LaFleur·The Cut
Negotiatus raises $10M to optimize procurement
Feb 2020Goldbelly·Pulse2
Nanit named one of Fast Company's "Most Innovative Companies" for 2019
Feb 2019Nanit·Fast Company
Overtime Raises $23M Series B from a16z
Feb 2019Overtime·News
Danny Meyer Invests in Goldbelly
Oct 2018Goldbelly·Forbes
Nanit raises $14M Series B
May 2018Nanit·Nocamels
Fat Llama raises $10M Series A
Apr 2018Fat Llama·TechCrunch
Merge VR shows off Holo Cube
Jan 2017Merge VR·VentureBeat
How Nanit created the most advanced baby monitor ever
Jun 2016Nanit·Forbes
Inside the Home of Reham Fagiri
May 2016AptDeco·Business Insider
Merge is launching a $130 VR headset
Apr 2015Merge VR·Fortune
YC’s AptDeco Gives Apartment-Hopping New Yorkers A Better Way To Buy & Sell Furniture
Feb 2014AptDeco·TechCrunch