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 over the last 12 months — 1 in all, peaking in Dec 2025 with 1.

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The Startup CPG Podcast · Investor Spotlight: Alex Borschow, Rocana Ventures · 20 Dec 2025 podcast

We can go higher, but typically what we like to do, our strategy is

to put an initial million dollar check, really build that relationship and have experience on execution with the founder, see them hit those inflation points, see them hopefully exceed budgets.

And then with more confidence, double down with Prorata or more than our Prorata in a follow-around or a bridge round.

And that's a follow-on investment of anywhere from two to 4 million.

We also have very active co-investors among our LP base.

So we've brought a lot of follow-on capital in that series B, that series C,

with companies like Alipop.

And that's proven to be a pretty positive strategy in terms of de-risking growth and bringing more capital to our winners and our fund returners.

Great questions.

And again, I think it's not one size fits all depending on the category or industry.

But in general, I mentioned we like to see omni-channel traction.

And what does traction mean in retail versus D2C?

And how do you break out D2C between Amazon and your own website?

And then how do you think about club as a separate kind of channel from retail?

So I'll start with D2C.

D2C has

had its kind of peak moment, I would say, pre-2022, and that was iOS 14, and when Apple changed the privacy settings, there you could really see strong ROI on digital marketing spend, attribution in terms of you knew that you were spending marketing dollars, it was acquiring customers, and it was because of your spend.

That changed very much after 2022, and it's changed the metrics and dynamics in that direction to my channel.

Meta still is the dominant platform, and

It used to be that we looked at LTV to CAC, right?

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