Left Lane Capital

“We execute a position building strategy where we look specifically for series A's early traction, Building, getting minority ownership into those businesses and then with support and getting them to that next phase where we can hopefully generally one out of t…”

“The majority of our deals and majority of our dollars are in companies that our junior sourcing team brings to us, not Friends of ours that we've known for whatever saying, Hey, I got this deal. Let's do this together.”

“We said this can be a several billion dollar business. We absolutely believe it can be a several billion dollar business playing against these slow incumbents.”

“We don't go externally and hire with recruiting firms to poach other partners. That's a similar, that's a strategy that we did take from the insight days where we promote from within.”

“I think I was checking before this, I think we've spoken with 780 companies this month so far. So we got another week to go and manage Everything in Salesforce. And so, but that's really a, it comprises of, you know, the investment team of 20, twenty-ish.”

“When you look at a burger shop, which traditionally has not been something that, you know, our LPs would know us for, and you see that it can, you know, it costs, it can generate a hundred You realize that that payback and life after payback is really interest…”

“We've done almost 80 deals to date and 80 investments, 80 companies, and it ranges partners around anywhere right now from 12 to 14 boards, I would say generally.”

“I would say on the newer kind of four wall stuff, there is this concept of LTV to CapEx that we've been adopting. That's kind of interesting or LTV to CapEx plus sales and marketing, which is essentially your cost to acquire customer is building that four wall…”

“We have another investment that we made in, in Germany in a company called Holy. That is a powder based beverage business with energy, hydration, and teas, and the business is nearing hundred million in run rate.”

“What was interesting to us about League One is that underneath their hold co, they also are buying the top youth volleyball clubs globally, nationally. So they have 50 of those, and it creates cash flow, and a really stable business with which you can de-risk …”

“If you are entirely reliant on new customers for your revenue and you can't really go to sleep for a year and be a decent sized business that next year, It's just not going to work, and it's not going to hold up in RIC.”

“So we're also investors in Kings league, which is a seven on seven soccer league started in Barcelona by ex Barcelona star. Gerard Piquet and we've got a chess league that we've invested in and another one that we'll be announcing.”

“The beauty of some of these categories is they're not necessarily winner take all. You know, there's some platform or network or brand effects, but winner can often take most as we saw in indirect to consumer pet. But if you ended up in two, three, four, or fi…”