Kiva Dickinson

Today we’re thrilled to share that Selva Ventures has closed its second fund, raising $34 million! (thread)

2025 is the start of a very acquisitive era of CPG I don’t see this stopping Great breakdown from @drewfallon12 as usual And they said no big outcomes in men’s care…

If you have 5 minutes this weekend I really recommend watching this clip from world #1 golfer Scottie Scheffler’s press conference With incredible honesty, he very publicly describes the “now what?” feeling that I have heard articulated in private by many super high performers…

Why oral health is the next big topic in longevity — great breakdown from Selva partner Madeline Kaplan open.substack.com/pub/emergentla…

the goal of life is to be excited to go to work and excited to go home

All jokes aside, Bill Ackman entering that tennis tournament is great evidence of how hard it is for rich/successful/powerful people to get honest feedback on their abilities

One of the world’s biggest candy companies buying one of the world’s biggest cereal companies says all you need to know about what cereal really is

2025 is the year of CPG M&A

Raising a seed fund is hard, but the changes in QSBS are a nice tailwind for those investing. Most companies at seed (and A/B for that matter, as unlikely to have $50MM in assets) are QSBS eligible, and reducing the clock for getting at least partial QSBS treatment to 3 years is…

💯 Best CMO in Fintech!

I am biased but @ChantalRapport is awesome

If you regularly need to apologize for your boss then you probably need a new boss Otherwise, the best case scenario is you'll be apologizing for your business partner

If I could only know one number before making a CPG investment, it wouldn’t be sales, margin, or even growth I’d want to know something I call the Traction Efficiency Ratio (TER) TER is calculated by dividing a company’s last twelve months (LTM) net revenue by the total equity…

Is there a major US airport with worse food than Chicago? Just walked over a mile for a connection at ORD and the best option I passed was Jamba Juice @PeterRahal @Nrcoope @_dhruv_1 how do you live like this?

Two ideas can be true: - public grocery stores is a bad idea - dunking on people who think it’s a good idea does nothing to address (and partially causes) why we got here in it soon becoming policy for the biggest city in the country

If there is a powerful intro you can make for somebody you deeply respect you should do it ASAP It is selfishly one of the highest ROI things you can do it surprises me how many people don’t think this way (I think a form of scarcity vs abundance mindset) They think it’s a…

“Bias to action” is one of the most powerful traits in an employee It can’t really be taught But it can be learned by observing and modeling a good mentor The highest performers I know: 1. Don’t let themselves get stuck 2. Don’t wait for someone else to do something important

“The outcomes are small in CPG”

The scale, category, extendibility and leadership (Foraker has already been a public co CEO) make this the first brand in this generation of wellness CPG to make real sense for an IPO My bet is O'Farm becomes a regular acquirer of disruptor brands in the coming years