Portfolio
8 investments across creator tools, social commerce, and digital media infrastructure, 2019–2023.
Direct-to-audience commerce infrastructure enabling creators to sell digital products — ebooks, courses, software, memberships — without relying on platform intermediaries. Backed in 2019 as a thesis bet on creator-owned monetization before direct creator commerce became a mainstream narrative.
Subscription platform for premium podcast content, building the infrastructure for audio creators to monetize directly through audience subscriptions rather than advertising. Series A investment made alongside the thesis that audio content subscription would become a durable creator economy business model.
Analytics and distribution intelligence platform for digital media companies and content creators, providing visibility into content performance across distribution channels and enabling data-driven allocation of creative resources. Infrastructure investment: the analytics layer that powers smarter media operations.
Financial infrastructure enabling creators to form business partnerships, split revenue, and manage collaborative economics without the friction of traditional business structures. Addresses a real gap in the creator economy: the tools to operate as a business when your business partner is another creator.
Platform turning creator bio links into full-featured commerce storefronts, enabling creators to monetize their social media audiences through digital products, tips, bookings, and custom apps — all from a single link. Commerce infrastructure that meets the creator's audience where they already are.
Membership and subscription infrastructure for creators monetizing direct fan relationships — tiered access, exclusive content, community, and direct monetization without platform dependency. A bet on the structural shift toward recurring direct-to-fan revenue as the dominant creator business model.
Financial infrastructure enabling video creators to unlock the capital value of their existing content catalogs — advancing against future revenue while creators retain ownership and control. Represents the maturation of creator IP as a financial asset class with its own capital markets infrastructure.
Commerce infrastructure for DTC brands operating at the intersection of social content and direct purchase — aggregating creator audiences, managing brand partnerships, and handling the fulfillment and analytics layer underneath social commerce campaigns. Earliest-stage investment in Fund III's deployment.
Portfolio by Theme
The portfolio organizes naturally around three themes that represent the core infrastructure layers of the creator economy.
The direct monetization and operational infrastructure that creators use to build independent businesses — selling directly to audiences, managing fan relationships, handling collaboration economics, and understanding their content performance. This is the core of creator economy infrastructure: the tools that make creator-owned businesses possible.
We look for creator tools that address structural gaps in how creators operate as businesses, not just productivity improvements. The question is: does this tool change the economic relationship between the creator and their audience, or does it just make an existing process slightly faster?
The infrastructure layer connecting creator audiences to purchasing behavior — commerce rails that operate in social contexts, tools for managing brand partnerships at scale, and platforms that bridge content and transaction. Social commerce is where creator economy and e-commerce infrastructure overlap, and the tools that operate at that intersection are among the most defensible in the category.
We're interested in the B2B2C dynamics: platforms and infrastructure that enable commerce at scale through creator networks, not consumer apps that happen to have a commerce feature.
The financial, distribution, and analytics infrastructure underpinning digital media businesses — subscription platforms for premium content, capital markets for creator IP catalogs, and analytics tools for media companies trying to understand what their content is actually worth across distribution channels.
This is the category where creator economy meets traditional media — the infrastructure that enables the next generation of media businesses to operate with creator-economy economics and digital-native distribution.
If you're building creator tools, social commerce infrastructure, or digital media platforms, we'd like to hear from you. Email is always the best starting point.
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