Building a VC Fund - Where Winners Begin
You saw it—a week ago, Thirsty Friends launched an SPV for Smearcase frozen cottage cheese ice cream. In just seven days, the response has been unreal. Several friends have already invested, and even more are circling, eager to jump in. Grateful doesn’t begin to cover it.
Yeah, I wish it could go even faster. I wish we had the horsepower to back more brands, swing bigger deals, and bring more people into the mix. But here’s the honest truth: right now, we’re learning. We’re on the tricycle, training wheels on, figuring it out as we ride. There’s nothing wrong with patience. Methodical and creative beats reckless. You don’t need to crash to learn what works.
What makes early-stage CPG special? It’s not about national rollouts or retail velocity yet—it’s about signals. Founders in stores, demoing, getting their hands dirty, serving up a spoonful of what they believe in—face to face. That’s what winning looks like. That’s where real opportunity hides.
If you need it all spelled out, ready for nationwide shelves: Thirsty Friends isn’t for you. That’s okay, you’re still welcome to watch. But winning means getting comfortable with early, trusting founders, embracing the grind. If you’re not afraid of a bold move, and you believe the biggest wins come from staying patient and staying curious at the beginning, then stick around. This is where the future is made.
Stay early. Keep betting. Grind with founders who don’t mind rolling up their sleeves. That’s our edge.
Cheers to the fearless, the hungry, the thirsty, and the ones who know you don’t have to break bones to win.
-Andrew