A Consumer Focused

Venture Capital Opportunity


an introduction

Over the past  5 years, Stage 1 Financial has organically built a platform that generates validated deal flow. No longer do we wish to only support the investment process, but be part of it.

While our core business continues to support the investment process, Stage 1 Fund now leverages our platform to co-invest in great brands alongside our very successful Venture Capital & Private Equity Partners.

We are extremely excited to launch our new investment vehicle, Stage 1 Fund. For over half a decade, we have been working with our amazing partners and their founders to grow these brands through accounting and finance. Now, with the launch of the Fund, as investors, we can deploy capital to further fuel their growth and drive success.
— Katy Triefenbach, CEO Stage 1 Financial

Built in Relationships and Trust

Over the past 5 years, Stage 1 Financial has built a strong and validated pipeline of deal flow for our Investment Partners by delivering core Accounting, Finance & Business Intelligence services to emerging consumer brands that are potential investment candidates.

Stage 1 Financial has now launched Stage 1 Fund, which will allow investment alongside Venture Capital & Private Equity Partners in emerging consumer companies that Stage 1 Financial believes has a significantly reduced risk profile and high probability of success for our investors.


Stage 1 Fund is differentiated in that we have:

  • Built-in Relationships and Trust with Emerging Consumer Brands

  • Unique and Transparent Data Points that are proprietary the Stage 1 core business and quantitative expertise

  • Stage 1 Financial Team Members working with Emerging Brands every day, alongside Entrepreneurs and their Management Teams

  • Access to a proprietary pipeline of investment opportunities that have been vetted from a financial and qualitative perspective


The "My Stage 1 Difference"

While Stage 1 Fund looks at many of the traditional markers other funds use to determine the future success of a business, we also utilize something more specialized: My Stage 1 automated reporting. By only focusing and investing in Stage 1 Financial brands, Stage 1 Fund will have access to unique and transparent data points not seen by everyday investors.

better reporting + faster reaction = competitive edge

All Stage 1 Fund investments are required to be on the My Stage 1 automated platform for financial and operational reporting. Stage 1 Financial will ensure that the brands have elite reporting package options, and, most importantly, Stage 1 Financial will assist businesses in the usage of their reporting and actioning of the data. This is something that is already embedded in the Stage 1 Financial offering to its clients. Stage 1 Financial has consistently found that the businesses utilizing their My Stage 1 data and reports are the ones that succeed.


In the Trenches

Typical funds are comprised of highly knowledgeable advisors and consultants that have a laundry list of contacts— that's great! Stage 1 Fund has experienced fund managers, operating partners and an advisory board with decades of cumulative consumer products operating and investing knowledge too!

However, what traditional funds are lacking is the ability to provide a dedicated staff that work in each particular business model, every day, on the ground floor. Stage 1 Fund treats it partners with as much dedication and resources as a middle market buyout fund.

Stage 1 Fund will not just take the advice of its Board and Advisors, but will look to the Stage 1 Financial team members that work with these companies on a daily basis in areas such as AP, AR, Cash Management, etc. These team members have a unique view on how entrepreneurs manage their team, their vendor relationships, and cash.


Our team members see these entrepreneurs at their best moments, and, more importantly, their worst. We believe this unprecedented access significantly enhances our investment decision making process and therefore reduces risk for our LPs.



We are elated to announce that Stage 1 Fund has begun to deploy capital. We have a robust pipeline of new investments and are excited to introduce to you our latest portfolio companies!

Recent investments



A solution-driven brand offering products and information to women before they know they need it.


HATCH was founded in 2011 by Ariane Goldman. Born out of a desire for something chic and elevated, Ariane created HATCH to fill a void in the maternity clothing market. With this in mind, she created an original line of chic and timeless clothing meant to be worn for every stage of a woman’s pregnancy. Regularly worn by Princess Kate and Duchess Meghan, HATCH has been featured in dozens of magazines including Vogue, The New York Times, Forbes. And took home Glossy's 2019 Best Breakthrough Startup in Beauty x Wellness. In April of 2019, HATCH raised $5M in Series A funding, led by Silas Capital and with participation from Stage 1 Fund and M3 Ventures.



Bringing you truly natural, cruelty free skincare that provides results you can see and feel.


HERBIVORE was founded by Julia Wills and Alexander Kummerow in 2011 in their Seattle kitchen. Five years after launching on Etsy, the natural skin-care and body-care trendsetter has landed space on both Sephora’s and Nordstrom’s shelves. The retail push put HERBIVORE on track to be one of the fasting growing clean beauty brands in the world, leading them to be named the 2018 Forbes CircleUp25 winner. In August of 2019, Herbivore raised $15M in Series A funding lead by Silas Capital and Stage 1 Fund.

Lemon Perfect

Lemon Perfect is a remarkably refreshing cold-pressed lemon water beverage that delivers all-natural hydration with only 5 calories and 0 sugar.


Lemon Perfect was founded by Yanni Hufnagel in 2017. Backed by an extraordinary team of investors and operators, Lemon Perfect is a disruptive brand at the intersection of great taste and good-for-you. Headquartered in Hermosa Beach, CA, Lemon Perfect is accelerating distribution growth in key regions of Southern California, Rockies, and New York Metro area, with retailers including Whole Foods, Bristol Farms & Lazy Acres Market. In March of 2019, Lemon Perfect closed their Seed round in which Stage 1 Fund participated.


Spudsy innovates good-for-you and good-for-the-world, super snacks that never compromise on taste, nutrition or sustainability.


Spudsy’s founder Ashley Boeckle co-founded her first venture, Buff Bake, in 2014, producing premium quality, high protein nut butters and protein cookies. And now she’s doing it again with Spudsy! Spudsy is a gluten-free, non-GMO sweet potato puff snacking line. The products are currently sold in three flavors — Vegan Cheesy Cheddar, Cinnamon Churro and Bangin’ Bar-B-Q. Spudsy partners with suppliers who help them utilize “imperfect” sweet potatoes and turn them into delicious, yummy snacks. In June of 2019, Spudsy closed their Seed round in which Stage 1 Fund participated.

Stage 1 Financial + Stage 1 Fund

Stage 1 Fund will get hundreds of off-market investment opportunities through a proprietary pipeline of thriving Stage 1 Financial clients


Along with our robust team at Stage 1 Financial, please meet David Bartholomew, Partner of Stage 1 Fund


David Bartholomew


David is a Private Equity & Venture Capital investor with 20 years of proven success in corporate finance and entrepreneurial endeavors. Prior to joining Stage 1 as Partner, David was the Marketing Director & Member of the General Partnership of Windjammer Capital Investors (WCI), a $3 Billion private equity investment firm based in Newport Beach, CA where he was responsible for generating and analyzing qualified investment opportunities, as well as assisting in the firm’s fundraising efforts.  

David Bartholomew brings two decades of industry specific as well as industry agnostic experience to Stage 1 Fund. His most recent experience in the CPG vertical, includes Venture Capital investments in Once Upon A Farm, Tosi Bar, Owl's Brew, Nona Lim, Powerful Foods, Foodstirs & Piñata. He currently maintains strategic relationships with Windjammer Capital Investors, The Gerson Lehrman Group, and TriVista. 


Stage 1 Fund is also supported by a large network of Operating Partners and an Advisory Board with decades of consumer products operating & investing experience.

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