Making American Consumers Happy
The $20 trillion American consumer economy is being reshaped by cultural evolution and AI empowerment. We back founders building the products and services consumers love, reshaping how people live, work, play, shop, eat, move, and connect.
We back founders building the next generation of American consumer experiences, powered by cultural insights and AI.
Technology empowerment
The tools that accelerate
what’s possible.
Consumer
evolution
How people live, eat, move, and
enjoy the world.
Where innovations are born
Where human need meets technological possibility.
AI
DATA
ROBOTICS
AUTOMATION
VR/AR/XR
...
ONLINE/OFFLINE
HARDWARE/SOFTWARE
PRODUCT/SERVICES
...
GENERATIONAL SHIFTS
CROSS-CULTURAL INFLUENCES
GROWING DIVERSITY
MIGRATION & MOBILITY
...
Great companies rarely begin as consensus ideas. We are willing to invest before others all agree.
DEEP DOMAIN
KNOWLEDGE
CONCENTRATED
PORTFOLIO
01
02
03
MEANINGFUL
VALUE ADD
01
Invest with deep domain knowledge
We take the time to earn conviction. It's unusual for us to have spent years researching a sector before investing. This patience builds true expertise, trusted networks, and proprietary insights.
02
Build with concentrated portfolio
We believe impact comes from focus. Rather than spreading ourselves thin, we invest deeply in fewer companies, giving each founder the conviction, capital, and commitment they deserve.
03
Partner with meaningful value add
We don’t see our role as transaction-oriented. Rather, it’s relationship-driven. Our value comes from being present, supportive, and helpful in meaningful ways that matter to founders.
A shared journey of learning and growing
Make American Consumers Happy
Our excitement about the US consumer innovation, driven by resilient demand, demographic shifts, and tech-, esp. AI-empowered founders building enduring businesses.
Doing the Right Thing, and Doing it the Right Way
iFly.vc’s seven-year reflection uses Antarctic explorers to stress disciplined strategy, capital efficiency, first-principles thinking, and doing the right things well.
Why we invested in Ume Tea, a fruit-based bubble tea chain
iFly.vc explains its non-obvious bet on Ume Tea, highlighting scalable, tech-enabled bubble tea as a compelling Gen Z–driven VC opportunity.
My International Championship Outside the VC World
A cherry-pit-spitting win illustrates a lifelong lesson: success begins with trying, even when outcomes seem unlikely.