The Amazon Thesis

We believe the Amazon third party seller ecosystem is the most important development since the iOS app store.

The Amazon Equity Strategy includes a portfolio of companies that operate primarily within the Amazon Third Party seller ecosystem utilizing the Fulfilled By Amazon (FBA) program. The Investment Team has been following the space since early 2020, and are now doubling down in the ecosystem through its growth cycle.

Portfolio Companies

ACQUCO
benitago-logo-full.png
D1-Brands-Logo__5_-removebg-preview.png
Treasure_Lockup_RGB_Green.png
Logo-removebg-preview.png
MBG_Logo Update.png
Asset 4@10x.png
wonderbrandsw.png
6049d50498fb5460e96efb30_Logo.png
GRAVITIQ_logo_resized-removebg-preview.png

Contact Us

We are

always around!

We take pride in moving quickly - feel free to reach out at the idea stage or send your suggestions on novel asset classes we should be exploring.

Contact Us