(Sea)PG

(Sea)PG: We put the Southeast Asia (Sea) in Consumer Packaged Goods (CPG).

Who doesn't love bubble tea? Now you can get it direct-to-consumer with a DIY bubble tea kit straight to your doorstep. Great example of a niche tribe and community building. 
You can download this Marketing / CAC analysis to answer questions like: what is an acceptable range? Where is the danger zone? What is a CAC we would be okay with? Where would that put our LTV:CAC ratio?
Asia is set to experience a seismic shift in food trends over the next decade, as consumers become more affluent, sophisticated and demanding, driving US$2.4 trillion of Asia's incremental food spend by 2030.
LTV:CAC < 1 - For every dollar you put into the marketing growth engine, you aren’t covering your COGS and marketing cost. LTV:CAC = 1. For every dollar you put into the marketing growth engine, you get one dollar out to cover costs of operating. LTV:CAC > 1 For every dollar you put into the marketing growth engine, you get at least $1.01 out.
Key takeaways: Fall in love with the problem, not the solution; Assemble informal customer advisory boards with short feedback loops; Lean on contractors in pre-PMF days before building your full-time team. 
Singapore seemed destined for failure or subservience to a more powerful neighbor. The country is by far the smallest in Southeast Asia and was not gifted with many natural resources. Lee Kuan Yew thought otherwise. 
Get healthy, vegan, paleo, no vegetable oil table sauces from Ri's in Singapore. I can't have my rice without her Red Chilli Sauce anymore. Fantastic product. Order online or through Little Farms, Dempsey, Urban Origins and the American Club.
Quantifying product market fit. 
Here's a great book recommended by Jesse Pujji on conscious leadership that I just finished. Key takeaways have been: 1. Speak candidly, openly and honestly, in a way that invites others to do the same, 2. Find each team member's unique genius, 3. Let go of taking everything so seriously. 
06 Oct 2021

AngelList Stack

For SEA brands looking to head to the US. AngelList Stack has just launched. Create a fundraising-ready startup. Everything from incorporation, banking, and equity management tools in a single place
Great coverage on the future of telemedicine in SEA by Venturra. 
Founder's Journal from the Morning Brew: 5 Lessons From Devastating Mistakes in Business. 
Southeast Asia's Peloton. Get the Cru Bike and CruTV. The future of Southeast Asia's premium home fitness journey.
Apple Fitness Plus may very well be the future of the company and the future of working out because of how it has gamified fitness during COVID. &
250 collectible NFTs facilitating access to networking and mentorship at the intersection of crypto and consumer—while supporting nonprofits.
S$180,000 mattresses, S$2,500 pillows
Federer left behind a $10 million annual sponsorship deal with Nike and turned it into a $600 million-plus payday.
Under the pressures of business needs, creativity and experimenting often get less time and resources, especially for projects in the periphery. Here’s how to make sure they get the attention they deserve.
It’s impossible to see exactly what the future will hold for expert-driven-direct, but Zenyum’s potential reach is limited only by their ability to recruit new dentists, meaning their Consumer-to-Dentist model has potentially global implications. 
M13 compares Web 2.0 versus Web 3.0 and the impacts on both the supply (creators) and demand sides (consumers). The investment thesis that is outlined follow two trends within Web 3.0: New ownership models and The rise of microbehaviors...