Hardware Podcasts

Investor Spotlight: Alex Borschow, Rocana Ventures

The Startup CPG Podcast · 20 Dec 2025 · 41m · Episode 234

What this episode covers

Alex Borschow, Managing Partner at Rocana Ventures, explains that the firm targets Series A consumer brands generating $7-25 million in revenue, focusing on food, beverage, and personal care. He details how Rocana evaluates product-market fit through omnichannel traction, emphasizing specific metrics like retail velocity (units per SKU per store per week), Amazon rankings, and DTC retention rates of 30-60%. Borschow highlights the importance of founder traits such as humility, accountability, and a postmortem mindset, using portfolio successes like Olipop to illustrate how mission-driven capital and strategic LP networks support sustainable growth.

Most relevant to

early-stage companies

Topics

Mentioned

Companies
Rocana Ventures, Eataly, Costco, Sam's Club, BJ's, Walmart, Kroger, Target, Publix, Amazon, Meta, BNP Paribas
Products
Olipop
Also
MIT Sloan, Spins

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