David Weisburd

How do they actually provide value in Barrel Ventures in your franchise?

Are you able to go top of the funnel and leverage your LPs for diligence and de-risk before you even invest?

Or is this just some value add after?

Last time we chatted, you said that food is a misunderstood industry and that there's much more opportunity than people realize.

Why is food so underrated and what's the real opportunity?

To play devil's advocate, isn't food more of a private equity play?

You have low margins, you have very capital intensive.

Why is it a space for a venture?

So another way, there's still room for these 100x, 1,000x returns.

There might be a smaller universe, but there's also a smaller amount of funds going after that universe.

Absolutely.

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