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Bullish

New York, NY · Invests in US · Website

Thesis

The most remarkable consumer businesses are built by founders who embrace creativity on the path to financial success. We use culture-centric research, strategic consulting, and creative services to identify and scale category-defining brands.

Likely not a fit for

No B2B, no international (US-only), no me-too products without authentic differentiation, no founders without brand authenticity

How they invest

Lead or follow
Usually leads
Typical decision
~1 month
Warm intro
Preferred
Involvement
Takes a board seat
Fund status
Actively deploying
Decision process
Partnership vote

Partners & team

4 contacts on file

MD

Mike Duda

General PartnerFounder & Managing Partner · Primary contact

+ Pitch
TB

Tom Balderston

PartnerPartner

+ Pitch
BV

Brent Vartan

PartnerPartner

+ Pitch

LinkedIn profile

X profile

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LK

Lindsay Kaplan

Venture PartnerVenture Partner

+ Pitch

Portfolio

PelotonConsumer Apps Social

Peloton is a company that offers innovative exercise equipment and personalized workout plans, aiming to bring the community and excitement of boutique fitness into the home.

Warby Parker

Warby Parker is an innovative eyewear company that aims to provide high-quality, stylish prescription glasses at affordable prices. Founded to disrupt the traditional eyewear industry, they offer a direct-to-consumer model that includes a variety of eyewear products, including eyeglasses, sunglasses, and contact lenses, while also committing to social responsibility through their Buy a Pair, Give a Pair program.

Harry's

Harry's is a company that offers high-quality shaving and grooming products at fair prices. Founded in 2013, it aims to provide a simple and effective shaving experience by cutting out the middleman and delivering products directly to consumers.

CasperEcommerce Marketplaces

Casper is a company that sells mattresses and sleep products, aiming to help people sleep better. Their website offers a range of products including award-winning mattresses.

BirchboxEcommerce Marketplaces

Birchbox is a beauty subscription service that delivers customizable boxes of premium beauty products to its members each month. The service allows users to choose products based on their beauty goals and preferences.

Care/of
SundayFood Beverage

Sunday offers custom lawn care and pest control plans tailored to individual yard needs, focusing on environmentally friendly practices.

Light PhoneConsumer Apps Social

Light Phone offers simple communication devices designed to help users disconnect from the distractions of modern smartphones and live more intentionally.

Hally HairEcommerce Marketplaces

Hally Hair offers a range of hair coloring products, including hair dyes and accessories, with a focus on fun and vibrant colors. They provide various products for temporary and permanent hair color solutions.

Dirty LabsFood Beverage

Dirty Labs offers science-based, non-toxic home cleaning products, focusing on eco-friendly and effective cleaning solutions.

Hu
Aloha

Recent activity

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Research briefRead more
Bullish Research Investment Thesis Bullish is a unique 'Marketing Operating Partner' that combines three disciplines—capital, consulting, and creative services—to identify, invest in, and scale disruptive consumer businesses. The firm believes that the most successful consumer brands are those that embrace creativity on the path to financial success and deeply understand American consumer desires.

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