Community Growth, Consumer Brands
Mike Gelb
Mike founded The Consumer VC, a podcast and newsletter about investing in consumer startups, and now leads partnerships for the consumer brands at Bridge. Author of Net 30.
Articles
4 articles
Net 30, August 2026: We launched a $500M fund
Bridge now lends its own balance sheet and can fund before the PO exists, why August wrecks CPG cash flow, and the math on funding inventory with equity.
Net 30, July 2026: Capital questions after Fancy Food
Prime is stuck at 6.75%, what we heard on the Fancy Food floor, and where equity and debt markets for CPG actually stand.
Net 30, May 2026: The lending market shifted. Here’s what it means for your brand
Our Q1 2026 capital markets briefing for emerging CPG brands: lender scrutiny is back to 2009 levels, banks have left the growth stage, and lender-ready brands pay 150 to 200 bps less.
Net 30, April 2026: I got the order. Now what?
The first Net 30: what founders ask after landing a bigger PO than ever, the CPG capital stack compared, and a $2M Walmart order funded for World of EPI.