Alex Borschow
speaker
398 appearances
1 recordings
1 series
first heard Dec 2025
last heard 20 Dec
Alex Borschow’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.
Appearances
So I was first director of finance for Eataly for the U.S.,
That was a seminal experience understanding retail, food service, e-commerce, and it really opened my eyes up to the power of consumers and brands.
I really saw that was where there was more potential to drive change in the system.
Consumers were looking for healthy, better-for-you products, and they were voting with their dollar with brands whose values resonated with theirs.
That was back in 2014, 2015, and I've been investing since, now moving up into a fund and
Orkana and I, we're investing out of our third fund.
I have two great partners in Sumesh and Gurdip.
We have a great senior investment associate in Lisa.
And yeah, excited to be on the show.
Yeah.
So at Recona, we really focus on companies that are raising their series A and what that means for us, because I know that definition has changed or it's different for different firms and people.
We look at companies that are ideally north of 7 to 25 million in revenue.
We want products, first of all, consumer brands.
We're very focused on consumer brands.
We're not looking to take tech or regulatory risk.
And we also look for brands that have ideally omni-channel traction in terms of revenue, especially in the food and beverage industry.
We understand that personal care beauty is a little different in terms of number of doors in retail, the retail partners.
So it's not one size fit all.
But I would say our sweet spot, $725 million in revenue, raising your kind of first real institutional round of capital.
And we're looking for companies that have healthy gross margins.
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