Backing the people building the future of food & beverage
From corner coffee shops to the weird new drink in your fridge, Thirsty Friends invests in founders reshaping what we consume, how we consume it, and where it shows up.
Built by an operator who’s washed the dishes, pulled the shots, signed the leases, and fixed the margin.
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SPV Syndicate
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Food & Beverage Category Creators
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Media-Driven Value Creation
• SPV Syndicate • Food & Beverage Category Creators • Media-Driven Value Creation
The VC Playbook Wasn’t Built for the Next Food and Beverage Icon
Traditional funds outsource content and treat it as a cost. We build a media platform that turns customer acquisition and market definition into growth levers, not marketing expenses.
Content-as-a-strategic engine
96% of VC firms don’t reach consumers directly
Our always-on content and YouTube-first approach turn discovery into a proprietary sourcing and brand-building flywheel.
Investment Thesis
We back category creators –
BRANDS THAT SET THE RULES.Category creators historically absorb
≈ 75% OF CATEGORY ECONOMICS.Deals are underpriced at pre-seed and seed stages and this is where the opportunity is.
The Opportunity
Generational Demand and Category Growth in Food and Beverage CPG
GEN Z HOUSEHOLDS
spending $1.2T annually by 2027 1
86% discovering new food brands on
YOUTUBE/TIKTOK
GEN ALPHA controlling
$5.4T in family purchase influences
Zero VC platform today pairs capital and consumer-facing content to capture this attention.