Sandbox Studios | Activity

New Fund

Sandbox Studios is actively deploying Fund II. The essay states 'we are building Fund II: not just backing brands, but investing across the systems that power them.' Another post notes Fund II has 4 active investments marked at ~1.4x less than six months into deployment.

Fund II deployment

Sandbox Studios

sandboxstudios.ventures

Added recently

Essay

Jackie Fast essay explaining the firm's thesis evolution: consumer investing is moving to a phase where platforms combine product and distribution with control, owning systems and inputs. Announces Kotcha and FruitScout investments and that they are building Fund II.

We Don't Usually Do This

Sandbox Studios

sandboxstudios.ventures

Added recently

Essay

Jackie Fast essay from London Tech Week arguing that as technology becomes easier to build, distribution becomes harder to earn, and culture/trust/audience are the scarce assets. Sandbox Studios focuses on distribution advantage, trusted audiences, and cultural platforms.

There Is No Playbook Anymore

Sandbox Studios

sandboxstudios.ventures

Added recently

Essay

Jackie Fast essay arguing consumer is the most mispriced category in venture, that culture becomes more valuable in an AI world, and that consumer companies are becoming infrastructure layers. Notes Fund II has four active investments marked at ~1.4x.

Why Consumer Is Bigger Than Silicon Valley Thinks

Sandbox Studios

sandboxstudios.ventures

Added recently

Milestone

Sandbox Studios Fund I generated its first distribution following a partial secondary sale in one of its portfolio companies, achieving realized liquidity just over two years from final close.

Fund I first distribution

Sandbox Studios

sandboxstudios.ventures

Added recently

Essay

Published an essay reframing Sandbox Studios around distribution advantages, communities, and infrastructure layers.

There Is No Playbook Anymore

Sandbox Studios

sandboxstudios.venturesJUN 24, 2026

JUN 24, 2026

Essay

Published an essay arguing consumer and culture are becoming more valuable in an AI world.

Why Consumer Is Bigger Than Silicon Valley Thinks

Sandbox Studios

sandboxstudios.venturesMAY 27, 2026

MAY 27, 2026

Investment

Announced FruitScout, an AI platform for consumer supply-chain forecasting.

FruitScout

FruitScout Sandbox Studios

sandboxstudios.venturesAPR 29, 2026

APR 29, 2026

Investment

Announced Kotcha, a performance-led running platform built with Eliud Kipchoge.

Kotcha

Kotcha Sandbox Studios

sandboxstudios.venturesAPR 29, 2026

APR 29, 2026

Essay

Market analysis of 2025 consumer fundraising climate, shows Sandbox Studios actively deploying from Fund II while market softens.

It's Weird Out There

Sandbox Studios

sandboxstudios.ventures

Added recently

Investment

Portfolio company Sarelly Sarelly closed $3M round led by Wollef Ventures, Mexican beauty brand.

Sarelly Sarelly

Sarelly Sarelly Sandbox Studios

sandboxstudios.venturesJUL 2025

JUL 2025

Essay

Analysis of Hailey Bieber's Rhode skincare brand achieving $1B valuation in three years, validates celebrity brand thesis.

Rhode To A Billion

Sandbox Studios

sandboxstudios.venturesJUN 2025

JUN 2025

Investment

Portfolio company Superfiliate raised $2M strategic growth round led by Happy Stack, 400% YoY growth.

Superfiliate

Superfiliate Sandbox Studios

sandboxstudios.venturesJUN 2025

JUN 2025

Exit

Portfolio company Rhode acquired by e.l.f. Beauty for up to $1B, Hailey Bieber's skincare brand exit.

Rhode

RhodeSandbox Studios

sandboxstudios.venturesJUN 2025

JUN 2025

Sandbox Studios Activity

Sandbox Studios is actively deploying Fund II. The essay states 'we are building Fund II: not just backing brands, but investing across the systems that power them.' Another post notes Fund II has 4 active investments marked at ~1.4x less than six months into deployment.

Jackie Fast essay explaining the firm's thesis evolution: consumer investing is moving to a phase where platforms combine product and distribution with control, owning systems and inputs. Announces Kotcha and FruitScout investments and that they are building Fund II.

Jackie Fast essay from London Tech Week arguing that as technology becomes easier to build, distribution becomes harder to earn, and culture/trust/audience are the scarce assets. Sandbox Studios focuses on distribution advantage, trusted audiences, and cultural platforms.

Jackie Fast essay arguing consumer is the most mispriced category in venture, that culture becomes more valuable in an AI world, and that consumer companies are becoming infrastructure layers. Notes Fund II has four active investments marked at ~1.4x.

Sandbox Studios Fund I generated its first distribution following a partial secondary sale in one of its portfolio companies, achieving realized liquidity just over two years from final close.

Published an essay reframing Sandbox Studios around distribution advantages, communities, and infrastructure layers.

Published an essay arguing consumer and culture are becoming more valuable in an AI world.

Announced FruitScout, an AI platform for consumer supply-chain forecasting.

Announced Kotcha, a performance-led running platform built with Eliud Kipchoge.

Market analysis of 2025 consumer fundraising climate, shows Sandbox Studios actively deploying from Fund II while market softens.

Portfolio company Sarelly Sarelly closed $3M round led by Wollef Ventures, Mexican beauty brand.

Analysis of Hailey Bieber's Rhode skincare brand achieving $1B valuation in three years, validates celebrity brand thesis.

Portfolio company Superfiliate raised $2M strategic growth round led by Happy Stack, 400% YoY growth.

Portfolio company Rhode acquired by e.l.f. Beauty for up to $1B, Hailey Bieber's skincare brand exit.