danny young

T2 · manager / operator

Co-founded IM8 supplement brand with David Beckham 19 months ago; scaled to $200M ARR in 18 months, global day-one in 31 countries. Secured $1B growth commitment from General Catalyst CVF fund. Prenetics (NASDAQ: PRE) owns 100% of IM8.

1 call·1 name·100% bull·last heard 22 days ago·TBPN
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$GENERAL-CATALYSTGeneral Catalystposition

General Catalyst CVF fund underwrites predictable revenue with 70% marketing advance at 3.5% interest

GC's Customer Value Fund provides non-dilutive growth capital by advancing 70 cents per marketing dollar against proven cohort retention, charging ~3.5% interest with 2-3 month payback, effectively underwriting predictable future revenue.

TBPN2026-07

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$GENERAL-CATALYST
General Catalyst
HIGHdanny young·TBPN·22 days ago· position
General Catalyst CVF fund underwrites predictable revenue with 70% marketing advance at 3.5% interest
GC's Customer Value Fund provides non-dilutive growth capital by advancing 70 cents per marketing dollar against proven cohort retention, charging ~3.5% interest with 2-3 month payback, effectively underwriting predictable future revenue.
"for every dollar that we're spending on marketing they're giving us 70% or 70 cents and based upon our gross profits then we pay that back over you know the next you know two thre…"
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