What happens when one of the most iconic brand-building agencies in the world spins out its own venture capital business?
In this episode, I sit down with Daniel Faierman, Partner at Habitat Partners, the venture firm incubated out of Red Antler, the brand and creative powerhouse behind breakout names like Allbirds, Hims, and Casper.
We talk about how Habitat approaches investing at the intersection of brand, behavior, and capital, what they’ve learned from years of shaping cultural category leaders, and why today’s best early-stage consumer bets often blur the line between product and narrative.
Key topics we cover:
How Red Antler’s DNA shaped Habitat’s investment philosophy
The shift from brand-led to insight-led investing
What early signals make a founder or concept stand out in 2025
Why “brand is distribution” is no longer just a slogan, it’s a moat
Where the next wave of breakout consumer companies will come from
🎧 Tune in for a masterclass on how brand-first investing is evolving for the next decade.