Investor profile

Provenance

PE

USNorth AmericaConsumer

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Investment thesis

Provenance is a growth stage investor in digitally-intensive omnichannel consumer brands with an analytically driven investment strategy. The firm was designed from inception to address both the increasing brand fragmentation in virtually every category of consumer spending, as well as the increasing complexity of being an omnichannel business today. The firm's unique suite of analytics tools and its professionals' deep operational expertise across a wide variety of categories help brands build omnichannel growth strategies around their high-value core customers. Provenance uses statistically rigorous but computationally efficient methods to assess and add value to its investments, helping brands optimize the balance of growth, operating efficiency and brand authenticity. The firm partners with passionate leaders who use data-driven decision-making towards building enduring brands, focusing on brands that have a community, not a TAM (Total Addressable Market), with customers who share common psychographic characteristics that stay incredibly consistent as a brand scales.

Notable quotes

While the consumer now has limitless choice, they are loyal to brands that are a strong reflection of their own individual tastes and values, so we built a suite of tools to help us, and the brands we work with, identify and serve the unique audience of consumers where their brand has strong resonance. We like to say that brands have a community, not a TAM (or Total Addressable Market).

Anthony Choe · Newsfile Corp · 2023-06-06

The world is extraordinarily data-rich, especially in the consumer space. We see that neither brands nor investors are using the available data fully. At Provenance, we're trying to change that, and in the process help our brands be the best versions of themselves.

Anthony Choe · Newsfile Corp · 2023-06-06

There's an authenticity and seriousness to Ten Thousand that is sorely lacking from so many of the other activewear start-ups. In an incredibly short period of time they've established themselves as a true best-in-class brand and are in pole position to take advantage of the massive opportunity in the market to become the next great American activewear brand.

Anton Romash · PR Newswire · 2023-07-06

Team

Anthony Choe

Founder & Managing Partner

Consumer

Paula Sutter

Partner

Consumer

Anton Romash

Partner

Consumer

Mary Claire Bass

Vice President

Consumer

Shawnt Karakozian

Associate

Consumer

Recent investments

CompanyRoundSizeDate
Ten ThousandSeries A$22m2023-07-06
Makeup by MarioSeries C$40m2023-01-19
Fireclay TileGrowth Equity2021-10-26
MeUndiesGrowth Equity$40m2020-11-23
Marine LayerGrowth Equity
CaddisGrowth Equity
Dagne DoverGrowth Equity
Knot StandardGrowth Equity
Everyday DoseGrowth Equity

Frequent co-investors

VC firmDeals together
Fernbrook Capital1
Alfa1

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