Jeremy Fiance published a LinkedIn post discussing how The House Fund has made more consumer investments in 2026 than in the previous four years combined, driven by AI opening up new opportunities to rethink products, interfaces and behaviors. The fund's first investment was consumer (tbh, acquired by Facebook) and after years focused on enterprise/infrastructure/AI, consumer is becoming interesting again.
Jeremy Fiance - The House Fund Re-Enters Consumer Investing with AI-Driven Opportunities
The House Fund participated in Savvy Wealth's oversubscribed $100M Series C at a $600M valuation, led by Halo Fund, with Thrive Capital, Industry Ventures, Index Ventures and others also participating. Savvy Wealth is on track to exceed $100M ARR.
The House Fund participated in Bespoke Labs' $40M Series A led by Wing VC, with participation from Mayfield and angel investors from Anthropic, OpenAI and Meta. Bespoke Labs builds RL environments that mimic real companies for training AI agents.