Palette Ventures

Excited to share our last Quarterly Investors & Friends letter with our community here. Enjoy! https://lnkd.in/gVXbPAtm tl;dr: ?? Some major milestones Q4: Palette's *second* close for the fund & our first two official fund investments: ????? Martie - disrupting the $600bn liquidation industry with a tech-first online discount store Louise Fritjofsson Kari Morris ?????Trellis Health - privacy-first AI co-pilot for generational health leveraging a family's unique health data cc Estelle Giraud, PhD Ryan Nabat News from the Palette & our legacy portfolio: ? Martie expanded into beauty & skincare (brands, get in touch!) ?? Cadence launched their brand *new* Parcel System, making travel more seamless ?? Chiyo launched its new Fertility Enhance and Hormone Balancing programs ? Brij is scaling its AI-powered retail plaform (multi-channel brands??) ?? Kintra Fibers will be producing their first commercial production run in early 2025 ?? ???? Some of The Massive Shifts We're Discussing at Palette HQ: ?? *From Reactive to Proactive Health* Western medicine has long been reactive—treating illness after it emerges. But consumers are now demanding preventative, personalized, and holistic approaches to health. We’re seeing this take shape in: ?? Eastern-inspired solutions (herbal medicine, acupuncture, food-as-medicine) with companies like Apothekary, WTHN, and Chiyo. ?? Consumer-driven longevity & testing clinics like Function Health, Superpower, and Malla. ?? Smart, AI-powered health navigation—which is why we invested in Trellis Health, an intelligent health OS starting with pregnancy. ?? *AI Moves from Advice to Action* AI is quickly shifting from a helper to an active participant in our lives. In 2025, we expect AI to move from simply recommending solutions to actually executing them—think AI that doesn’t just suggest travel, but books and manages the trip. ?? AI-powered family organizers like Hearth & Skylight are helping kids own their schedules. ?? Ohai, Milo, and Yohana are building AI assistants that take real action in daily life. ?? *Consuming Better—Tackling Our Massive Climate Problem* Sustainable innovation has shifted from nice-to-have to must-have. Key areas we’re tracking: ?? Food waste—1.3B tons of food is wasted yearly (!), and Martie is tackling this with deeply discounted pantry staples. ?? Ocean waste—Kintra is leading the charge with sustainable polyester alternatives. ?? Intentional design—Cadence is rethinking travel essentials with refillable, ocean-bound plastic capsules. cc Rana Taghdisi Argenio Nina Faulhaber Juan Pablo Delgado Sam Tedori Rakhee Jain

We're excited to be a new investor in Chiyo supporting its beautiful mission of marrying ancient Eastern knowledge with the ancient Western medical system to create 'food-as-medicine' that improves women's health. From fertility to postpartum and soon beyond (delivered to your door - tg for technology). Nutrition is one of the most important parts of our lives. Why we love Chiyo: 1. Eastern holistic practices meet Western convenience with a deep focus on science ?? ?? 2. Importance of food in our lives: meal delivery has seen massive companies (and massive failures) with pre-loaded demand for expert diets given shifting societal needs ?????? 3. Chiyo's "niche" is its superpower: parent communities are obsessed ???????? 4. Unit economics are through the roof ?? 5. Capital-efficient scalability given tech-driven education hub + the mature food prep/delivery infrastructure today vs. 5 years ago Congrats Irene Liu and Jennifer Jolorte! Co-investing with Bread and Butter Ventures, Anna Mason @ Ingeborg Investments, Olivia Fleming @ The Helm, Union Heritage, Vanessa Dew, Scott Paladini, Sarah Hardy, Scott Mackin, Robecta Ma, Bryan Mahoney, Kait Stephens, Meg He, Maggie Abeles & others. CC Rana Taghdisi Argenio Nina Faulhaber Rakhee Jain