Q1 2026  ·  The Brief

Disciplined Capital.
Enduring Partnerships.

A quarterly dispatch on consumer markets, portfolio performance, and the themes shaping our investment thesis.

Market Perspective

Consumer sentiment is recovering — selectively.

The consumer landscape continues to bifurcate. Premium and experience-led brands are outpacing commodity categories, reinforcing our conviction in quality-differentiated businesses. We are actively deploying capital into brands demonstrating pricing power and community loyalty.

In Q1, we completed two new investments and advanced three follow-on positions — each meeting our criteria for exceptional operator alignment and defensible market positioning.

Portfolio Pulse

[COMPANY NAME]

"Redefining the [category] experience for the modern consumer."

We are proud to announce our investment in [Company Name], a [brief description] based in [City, State].

[Company] represents everything we look for in a consumer investment: a differentiated product, a passionate and loyal customer base, and a founder-led team with the operational clarity to scale. We are proud to partner with [Founder Name] as they write their next chapter.

Why We Invested

You Are Invited

STORY3 Annual
LP Summit 2026

Dear {{first_name}},

We are pleased to invite you to the STORY3 Annual LP Summit — a full day of investment updates, portfolio company presentations, and direct dialogue with our team on the themes shaping consumer markets in 2026.

Attendance is exclusive to our limited partner community. Seating is limited.

Agenda Highlights

RSVP requested by May 30, 2026

Hi {{first_name}},

We've been following the work you're doing at [Company] — the traction you've built, and the brand you're creating, is exactly the kind of story we look for.

STORY3 Capital Partners is a consumer specialist investment firm based in Los Angeles. We back founder-led businesses across commerce, brands, and platforms — providing flexible capital and operational partnership built for the long term.

We would love to connect — no agenda other than to learn more about where you're taking [Company].

What We Bring

Looking forward to connecting,

[Partner Name]

Partner, STORY3 Capital Partners

From Our Portfolio

[Company Name]

[Category]  ·  [City, Country]  ·  Est. [Year]

[Company Name] is redefining [category] for a new generation of consumers. Founded in [year] by [Founder Name], the company has grown to establish itself as one of the most exciting brands in its space.

STORY3 partnered with [Company] in [year] to support their expansion into [market/channel]. Since then, the brand has [key milestone].

By the Numbers