E-commerce investors in New York
New York concentrates consumer and commerce investing, and this segment has become markedly more unit-economics-driven than it was during the last cycle.
How to approach this segment
Contribution margin after variable marketing is the number that decides these conversations. Investors in this segment have been burned by growth funded entirely by paid acquisition, so a pitch that leads with revenue growth and omits payback will usually stall at the first diligence pass.
Repeat purchase behaviour is the second gate. Cohort retention over twelve months, even on small cohorts, is more convincing than total GMV, because it is the one number that cannot be bought.
What else these investors fund
Focus areas most often listed alongside E-Commerce by investors in this segment. Useful for judging whether an adjacent framing of your company would widen or narrow your list.
- Healthcare 63
- Software 56
- FinTech 51
- Artificial Intelligence & Machine Learning (AI/ML) 46
- SaaS 45
- Big Data & Analytics 43
- Information Technology 37
- Entertainment & Media 34
See which investors these are
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