The next wave of consumer tech giants

Early Stage

Powered by a new generation of developer-friendly, cost-efficient, and agentic LLMs, this next innovation cycle will transform how consumer applications are built and scaled. Winning products will be full-stack systems — not just wrappers — with a focus on hyper-personalization, proprietary data, and exceptional user experience.

Consumer VC

Consumer VC

Consumer VC

We believe the most value is created where users engage — at the consumer application layer. It’s where relationships are built, trust is earned, and revenue is scaled.

Themes

We invest in what matters most to consumers — products that shape our everyday lives. Our portfolio centers around three core themes:
Community
Platforms that bring people together through social interaction and play.
Community
Platforms that bring people together through social interaction and play.
Community
Platforms that bring people together through social interaction and play.
Consumption
New ways to shop, discover, experience culture and entertainment.
Consumption
New ways to shop, discover, experience culture and entertainment.
Consumption
New ways to shop, discover, experience culture and entertainment.
Culture
Innovations in health, food, climate that shape and improve how we live.
Culture
Innovations in health, food, climate that shape and improve how we live.
Culture
Innovations in health, food, climate that shape and improve how we live.

musical.ly / TikTok Alumni Network

We’re a network of builders who helped scale one of the most iconic consumer platforms — and we’re using that experience to launch the next wave of breakout products.