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We think it’s insane that more transactions aren’t happening online. Ecommerce sales in 2023 are ~15% of total sales. In the coming years, we think this number terminally approaches 50+%, growth powered by new tools that disrupt the existing ecosystem. We invest in the reinvention of digital marketing, and the data that drives it. We invest in enabling ecommerce everywhere.
Stage focus
Lead / follow
Check size
Ownership target
Specialization
Generalist / Specialist
Specialist
Investing team
Gary BenerofeGeneral Partner