Habitat Partners is an early-stage venture fund that is part of the Red Antler family.
External link for Habitat Partners
New York, US
Habitat Partners reposted this
Sharing a timelapse of a small fleet of Figure 02 humanoid robots doing work Our robots are reasoning fully autonomously Much of the core engineering infrastructure has been laid the last two years, 2025 is going to be 🤯
Habitat Partners reposted this
I’m thrilled to share that Hedlum Brewing is now the official non-alcoholic beer partner of the New Jersey Devils! 🏒🍻 This partnership marks a huge milestone for us, and we couldn’t be more excited to bring the crisp, refreshing taste of Hedlum to fans at the Prudential Center. Whether you’re cheering for the Devils or enjoying a concert, we’ve got the perfect NA beer to elevate your experience. Here’s to an unforgettable season of great taste and unforgettable moments! #BrewedToBeWild #PrudentialCenter #GameDay #OfficialPartnership #Hedlum #NJDevils #NonAlcoholicBeer
🚨We're thrilled to announce an official partnership between Hedlum, the go-to choice for great tasting non-alcoholic beer, and the New Jersey Devils!!🚨 You can enjoy the crisp, refreshing flavor of Hedlum at any event at the Prudential Center. Whether you're cheering for every goal or rocking out at a concert, we've got the perfect NA beer waiting for you! Cheers to an unforgettable season full of excitement and great taste!🤘🏼🏒🍻 #brewedtobewild #prudentialcenter #gameday #officialpartnership
Habitat Partners reposted this
The current VC/fundraising backdrop is both exciting and murky... Minute 1 = 📉 pessimistic take: 1/ The distribution scene is DIRE: As a share of net asset value (NAV), cash to LPs has been in the single digits for 8 consecutive quarters (worst since global financial crisis). The average quarterly rate of distributions over the past decade was ~17%. Distributions from '22-'24F combined (~$200B) are about 25% of the dollars distributed in 2021 alone (#peakzirp). 👀 I envision many emerging fund managers slowing their deployment pace (maybe AI is an exception for some) in order to push out their fundraises and increase the likelihood of approaching DPI before going out again 2/ It's the mega-fund era (for now). ~81% of capital raised has gone to established firms (usually over > $500M). In 2024, we're projected to see ~500 funds successfully raise, the lowest quantity since 2014. The total number of investors that made a deal in 2024 thus far is just 45.5% of the total from 2021. 3/ Cuts of 50/25 bps are candidly not enough to spur material investor/founder-rewarding IPO/M&A acceleration. Private unicorns account for ~$2.5 trillion in value and ~40% of these companies have been held in a portfolio for at least 9 years. While Carta reports that 170 startups were the target of M&A transactions in Q3 (highest total since mid-2022), my hunch is that many of these are 0-1x / all stock outcomes. 4/ The rate of flat and down rounds is at a decade high (26.6%) and many companies are still growing into their frothy 2021/2022 valuations Minute 2 = 📈 optimistic take: 1/ Assuming we don't swing back into inflation, mandating material interest rate cuts (ideally landing in the 2.5-3.5% range) will: lower the cost of borrowing for M&A financing, entice LPs to come back to venture as leaving their money in risk free securities is less lucrative (#hurdlerate), and boost valuations in favor of founders (and as a result accelerate existing portfolio value growth) 2/ Less expected regulation = more M&A #adiosLina? It's already hard enough to pick winners as a VC. Blocking a rare winner from a liquidity event cripples the VC industry... and politics aside, it's reassuring to know that a tax on unrealized gains will not happen (nor will the carried interest loophole be reversed... I hope) 3/ #AI is still in the early innings and the bubble will not pop in 2025. New businesses will raise megarounds from the get go (i.e., Safe Superintelligence recently). The recent generation of pre-seed/seed stage AI businesses will reach the A+ phase and raise some huge rounds. Overall, I'm super optimistic for 2025. If you're not an optimist, I don't know how you survive in this early stage world. A big thank you to the XRC Ventures team for organizing an enriching discussion on the state of VC/fundraising alongside Anna Taranova and Mike McManus, and Jonathan Sagot. Pano Anthos & Diana Melencio, I hope we find each other on more cap tables in the future!
Habitat Partners reposted this
UPDATE: Figure x BMW Figure 02 is now an autonomous fleet, 400% faster with 7x higher success rate We’re committed to delivering millions of useful robots to companies and homes worldwide As background, we unveiled Figure 02 robot ~3 months ago. F.02 robot is our 2nd generation humanoid robot which is designed for commercial customers and the home. Humanoid robots in everyday life will make it feel like living 30yrs in the future We're looking for the top engineers in the world and scaling up ~100 engineers at the moment. Hiring in about every area of the company: AI, Controls, Mechanical, Fleet Operations, etc. Join us to ship millions of humanoid robots: https://lnkd.in/gqwYRJNW Follow our story: Figure
Beyond excited to share the launch of Ayoh Foods by David McCormick and Molly Baz! We're excited to support an innovative brand that is pushing the mayo category to new heights.
I love innovation that expands the occasion base through which a product was historically consumed... this kind of innovation accelerates lower velocity categories and brings new consumers to shelf. That's why we are excited to support the launch of Ayoh Foods at Habitat Partners alongside an incredible group of investors. While many of Ayoh's core consumers will be enjoying Ayoh on the most delicious sandwiches ever (#SandoSauce), I actually won't... A confession I had to make to David McCormick in the early days (thanks for still having me on the cap table): I don't like traditional mayo and I rarely eat sandwiches (serial killer trait?) After getting samples, I quickly realized that Ayoh works incredibly well as a marinade, on salads, cooked proteins, and a dip for veggies... so I guess I like mayo after all? Which gets at the beginning of this post! Make sure to grab yours here as it's going fast: https://lnkd.in/evqpEJMH https://lnkd.in/eZBmtiNV Greer Tessler Adam Spriggs Luke Goldstein Jacob Afriat Chip Longenecker
Excited to share Happy Wolf Snacks' huge milestone - we can't wait to see you at Whole Foods and many more retailers in the future 🤩 Jana Goodbaum Derek Beigleman
📢 A huge congrats to Derek Beigleman, Jana Goodbaum, and the entire Happy Wolf Snacks team on landing in Whole Foods Market! As a newly minted Dad, my strong passion for infant/kids nutrition has certainly continued growing. We at Habitat Partners are excited to support a very special brand and team! PS: I also learned yesterday that highly-processed lunchables have been pulled from public schools. Another big win #kidsdeservebetter Blake Lyon JB Osborne Emily Heyward
Habitat Partners reposted this
Robotics Powered by Open AI? We’re Designing Fantastic Futures. Figure is a leader in the space of AI + Robotics thats redefining the future of life and manufacturing in one of the most profound ways. We built brand design and visual world for Figure centered around our brand idea of “Industrial Enlightenment” that enhances human capabilities. The idea of a world where humans and robots coexist is, frankly, an intimidating concept. However, Brett Adcock, former founder of Archer, approached this idea with a sense of enthusiasm and optimism— an approach that inspired our own outlook on the future of humanoid technology. Rooted in the idea of ushering in a radiant era of opportunity, we created a brand system that is sleek and tech-forward without losing its touch of optimism. Let’s talk innovation AND designing spectacular new worlds for brands/people. #redantler #branddesign #worldbuilding #innovation #aibranding #aidesign #robotics #experiencedesign #aiadvertising #openai
Excited to welcome our fall MBA fellow, Will Walker!
Excited to welcome Will Walker to the Habitat Partners team as our fall MBA fellow! After spending his summer with our friends at Torch Capital, we're thrilled to poach him. Will will (kind of a pun?) be focused on our B2B SaaS vertical with diligence and thesis work centering around marketing / advertising technology, a sector in which we continue to be active in following previous investments in Motion (Creative Analytics), Modyfi, MarkOS, Black Crow AI, and more! Welcome Will!
Congrats to team Farther on their $72M Series C, led by CapitalG & Viewpoint. Farther now manages over $5 billion in assets for nearly 5,000 clients. Huge milestones all around 🎉 🤩 Blake Lyon Emily Heyward Daniel Faierman Taylor Matthews https://lnkd.in/e-_SHDdX