Fund $20M · Fund I Pref Return 8% Carry 20% Target MOIC 3–4× Hold 3–5 Years Min LP $250K CPG Market $900B+ GP Experience 25 Years Structure Delaware LP Brands Worked 200+
SLIDE 00 / 09
Investor Deck · Confidential · For Accredited Investors Only

Built by operators.
Defended by intelligence.

This is the same story we tell every accredited investor — rebuilt as a live walkthrough instead of a static PDF. Scroll through the thesis, the operating platform, the portfolio, and the numbers. Then request the full data room.

01 / 09 · The Thesis Why Now. Why This Fund.

Three forces just made CPG investable again.

The brands that dominated grocery shelves for fifty years — built on advertising budgets and locked-in retail relationships — are losing to founders with a phone, a community, and a product worth talking about.

Force 01

TikTok destroyed the marketing moat. A $50B brand and a 2,000-case startup now reach the same consumer. The shelf is the phone — the product that wins is the one that earns attention.

Force 02

AI destroyed the production-cost moat. Content that required a $500K budget now costs a few hundred dollars. UGC that took a 12-month influencer relationship is generated at scale.

Force 03

The exit market has never been more active. PepsiCo paid $1.95B for Poppi. Coca-Cola paid $4.1B for Vitaminwater. Kellogg's paid $600M for RXBAR. This is the strategic playbook now, not the exception.

"We invest in brands with cult followings and underserved distribution — then build the infrastructure that turns regional love into national scale."
FND-03 · 7-Year Fund Roadmap
02 / 09 · Underwriting Discipline The CPG Life Filter

We turn down more brands than we back.

Every brand is measured against the same six-point filter before a dollar is committed. If it doesn't clear the bar, it doesn't get a check — regardless of how good the product tastes or looks.

CRIT-01 · Investment Criteria
CriterionLook ForDisqualifier
Category FitBeverages, beauty, supplementsOutside CPG Life's expertise
Founder CommitmentPersonal capital + time pre-fundNo skin in the game
Platform FitCan use CPG Life infrastructureRequires outside manufacturing
Cultural ResonanceGen Z, Latina beauty, wellness, diasporaGeneric me-too
Spanish MarketNatural US Latino + LatAm appealZero Latin market potential
Gross MarginClear path to 55–75% GM at scaleSub-40% at scale, no path
CRIT-02 · Deal Structure
Initial Investment$1M – $3.5M
Equity Stake20% – 35%
Total Ownership (A+B)25% – 45%
Board RightsSeat or Observer
Founder Vesting3-Yr / 1-Yr Cliff
ESOP Pool10% Required
Affiliate Pool3% – 5%
DSD / Retail Pool3% – 5% (Performance)
CRIT-03 · $20M Capital Allocation — Use of Proceeds
Existing Incubated Pipeline$5,000,000 · 5 Brands
New Deal Pipeline$5,000,000 · 2–5 Brands
Follow-On Reserve$10,000,000 · Top 2–3 Winners
Fund Operations$100,000 / Year
03 / 09 · The Operational Platform Not Advice. Infrastructure.

A $2M investment delivers $5–8M in infrastructure.

Every portfolio brand gets all 8 pillars, deployed the day capital closes — not as a consulting fee, but as the investment itself.

04 / 09 · The Competitive Moat What No Competitor Can Replicate

The castle. The moat. What capital alone can't buy.

Investors ask one question above every other: what does this fund have that a bigger check can't replicate? For most funds, the honest answer is "not much." Here is ours.

🤖
TWR-01
UGC AI
Content at scale — what took 12 months and a $400K influencer budget now ships in weeks, at a fraction of the cost.
📡
TWR-02
AI Live
Avatar clones replicate a single top-performing creator across simultaneous TikTok live sessions. One creator becomes sixteen.
🎥
TWR-03
Live Studio
Querétaro, Mexico. Four markets. Real products, real sales — the demand signal retail buyers require before they'll take a meeting.
🧠
TWR-04
CPG AI
guz.ai runs as a senior CPG advisor for every portfolio brand — distribution strategy, pricing, and content direction, on demand.
WLL-01 · Cult Following

We invest in brands consumers already love — before capital arrives. You cannot buy a TikTok community that genuinely cares. You can only build it, and our brands already have.

WLL-02 · Creator Stock Pool

Equity holders who create content because they own the outcome — not influencers paid per post. The difference in authenticity is categorical, not incremental.

GATE-01 · 3-Year Exit Window

We only invest where a credible strategic acquirer — PepsiCo, Kellogg's, L'Oréal — could plausibly buy within three years. If it takes more than one sentence to explain, the brand doesn't pass the gate.

MOAT-01 · 25 Years of Operator Knowledge

From loading DSD trucks to advising the largest family offices in the US. Capital is abundant. This knowledge is generational — no fund at our size is catching up to it.

05 / 09 · Market Opportunity Four Converging Markets

$900B+ in addressable market. One fund built for all of it.

Functional beverage, beauty and personal care, nutritional supplements, and live commerce — each growing faster than traditional CPG, and each inside CPG Life's operating expertise.

MKT-02 · Global Market Sizes
$900B+
Total Market
06 / 09 · Current Portfolio Already Inside the Castle

6 brands. Already being built with the full platform.

Hover each card for the target acquirer, exit thesis, and LatAm strategy.

BRD-EX · Portfolio Exit Targets
CalmaraFunctional Beverage · PepsiCo, Dr Pepper KDP, Monster Energy
The Eye DrinkNutraceutical Beverage · Nestlé Health Science, Reckitt, Abbott
The NutriSipFunctional Delivery Format · Glanbia, Abbott EAS, Dymatize
Forza BarFunctional Snack · Kellogg's, Mondelēz, Mars / Kind
Lucky To Be BeautyBeauty & Personal Care · L'Oréal, Unilever, Estée Lauder, Coty
Piancone FarmsPremium Food · Premium food and agricultural majors
07 / 09 · Returns & Exit Market For Investors

The numbers — and the exit market that backs them.

Strategic CPG acquisitions have never been more active. CPG Life Fund is designed to build exactly what conglomerates are buying.

INV-02 · Return Scenarios
8% Preferred Return LP Priority
Carry 20% Above Hurdle
INV-03 · Fund Terms
Fund Size$20,000,000
StructureDelaware LP
Check Size$1M – $3.5M
Portfolio Brands10 – 12
Preferred Return8% / Year
Carried Interest20%
Management Fee2% / Year
Hold Period3 – 5 Years
Fund Term7 Years + Extensions
Min Investment$250,000
Investor TypeAccredited Only
EXT-01 · Strategic Acquisition Tracker — CPG Exit Comparables

Bubble size proportional to deal value. Hover for details. Source: public company filings and press releases.

ACQ-00 · Who Is Buying — Active Strategic Acquirers by Category
Functional Beverage

Active Buyers

PepsiCo · Coca-Cola · Dr Pepper KDP · Monster · Red Bull · Kellogg's

Exit Comps

Poppi → PepsiCo $1.95B (2025) · Siete → PepsiCo $1.2B (2024) · Bai → Dr Pepper $1.7B (2017) · Vitaminwater → Coca-Cola $4.1B (2007)

Beauty & Personal Care

Active Buyers

L'Oréal · Unilever · Estée Lauder · Procter & Gamble · Shiseido · Coty

Exit Comps

Drunk Elephant → Shiseido $845M (2019) · Farmacy Beauty → Procter & Gamble (2021)

Nutritional Supplements

Active Buyers

Nestlé Health Science · Glanbia · Abbott · Reckitt · Kellogg's · Mondelēz

Exit Comps

Garden of Life → Nestlé $975M (2017) · RXBAR → Kellogg's $600M (2017) · Vital Proteins → Nestlé (2021) · Hu Kitchen → Mondelēz $340M (2021)

08 / 09 · The General Partners Operators First. Investors Second.

No finance GPs. No advisory track records. Operators only.

09 / 09 · The Ask Fund I · Open to Commitments

$20M target. $250K minimum. First close underway.

CPG Life Fund I is a Delaware LP currently accepting commitments from accredited investors. Six brands are already incubated and building with the full 8-pillar platform — the fund's proof of model before a single dollar of new LP capital is deployed on a new deal.

$20M
Fund Target
$250K
Minimum LP
6
Brands Incubated
3–4×
Target MOIC
ASK-01

Request the Full Data Room

PPM, fund model, brand-level financials, and GP track record. Jorge Olson or Sandro Piancone will follow up within 48 hours.

Request Data Room →
ASK-02

Schedule a Call

Talk directly with the GP team about allocation, timeline, and how the fund fits your portfolio.

Schedule a Call →

This deck is confidential and directed solely at accredited investors. It does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any decision to invest must be made solely on the basis of definitive Fund Documents. Past performance is not indicative of future results.