Investment Focus & Thesis

D1 Capital focuses on technology and consumer companies with strong growth trajectories. Their investment thesis centers on: Investment Range Growth equity investments typically $50M-$200M in companies with $20M-$200M revenue. Stage Focus Growth equity and late-stage venture for proven business models. Consumer brands — Direct-to-consumer and consumer product companies E-commerce — Online retail and marketplace companies Enterprise software — SaaS and enterprise technology Fintech — Financial technology and payments Digital media — Content and media companies

Notable Portfolio Companies

D1 Capital has built a portfolio of high-growth technology and consumer companies: Company Sector Notes Fanatics E-commerce Sports merchandise marketplace Barstool Sports Media Digital media company Oura Consumer Electronics Wearable health technology Tonal Fitness Tech Smart home fitness Tasty Food & Beverage Food brand company Proper Beverage Alcohol beverage company D1 has invested in over 30 high-growth companies since its founding in 2018.

What D1 Looks For

Based on their investment patterns, D1 Capital evaluates opportunities based on: Revenue scale — Companies with $20 million to $200 million in revenue Growth rate — Demonstrated strong revenue growth trajectory Unit economics — Strong customer acquisition and retention metrics Brand strength — Strong brand recognition and customer loyalty Market opportunity — Large and growing addressable markets }> Pro Tip D1 is known for their willingness to invest in proven business models with strong growth. They bring strategic guidance and can help with scaling. Be prepared to discuss your unit economics in detail.

The Value of Financial Preparedness

Growth equity firms like D1 expect sophisticated metrics and financial infrastructure: Growth Metrics • Revenue growth rate • Customer acquisition cost • Customer lifetime value • Retention rates Financial Metrics • Revenue ($20M-$200M) • Gross margin • Path to profitability • Burn rate }> How Eagle Rock Helps We help growth companies prepare for investment by building detailed financial models, unit economics analysis, and growth projections. Our fractional CFO services ensure your company meets the criteria that firms like D1 require.

Frequently Asked Questions