Susan Lin (Felix) - What consumer-driven means, what are real competitive advantages for companies, and why Felix raised $600 million

The Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage Investing I Brands

Thank you Oksana Stowe for the introduction to our guest today, Susan Lin. Susan is a Partner at Felix Capital. Felix Capital is one of the premier consumer investors based in the UK. Some of their investments include Goop, Oatly, Peloton, Seller X. We discuss what consumer-driven means and how that’s even spilled over to B2B, difference when scaling a european company vs. U.S., what are real competitive advantages for companies, and why Felix recently raised $600 million

1. What was your attraction to entrepreneurship and venture capital?
2. How do you think about investing in consumer-driven companies today?
3. What do you think about
4. How do you spend your time? Do you have a thesis?
5. Congratulations on raising $600m! We’ve seen this trend in consumer that as funds get larger and larger, investing in consumer brands becomes less of a focus. Will this be the case with Felix?
6. Why did you decide to join Felix Capital?
7. What’s different about the European venture ecosystem vs. U.S.?
8. What are your thoughts on the fundraising market of today?
9. Where are some of the trends and opportunities you’re seeing in Europe?
10. What do you make of this current market?
11. What’s one thing you would change about VC?
12. What’s one book that has inspired you personally and one that inspired you professionally?
    1. When breath becomes air
13. What’s the best piece of advice that you’ve received?
    1. Authentic self