Retail X Series

Retail X Series is an ecosystem for retail startups. I ran Retail X Series from 2017  to 2024. Retail X Series began as a monthly boot camp for early stage, retail-related startups and founders as they launch their businesses. It became ecosystem for retail and consumer startups in New York and elsewhere. Retail X Series acted as “Retail 101,” an educational platform for pre-seed and seed stage startups in the retail tech, ecommerce, DTC, marketplaces consumer brand and consumer tech verticals.  Retail X content has been focused on entrepreneurs learning from other founders, retailers, brands and investors.

  • Podcast: Over 40 episodes of deep dive interviews with founders and funders featuring tactical advice, tips and stories aimed at early stage founders. Listen to the podcast here or on your favorite podcasting app (Spotify, Apple, etc).
  • Connection: Slack channel for the Retail X community. 
  • Events: Webinars and IRL events featuring founders, funders & experts for pre-seed stage founders (B2B, DTC, marketplaces and more) who are revolutionizing the future of retail and consumer. Covering topics like customer acquisition, financial modeling, fundraising and more. Find previous webinars below or on YouTube

Previous Events & Webinars

B2B Retail Tech Sales, December 2, 2021 

Topics:

  • How to target your early customers
  • How to sign the critical first pilot customer
  • How to convert a pilot into a contract
  • Pricing models for B2B companies
  • Building and managing the sales pipeline 
  • Growth hacking strategies for retail tech and B2B companies

Fireside Chat with Zabe Agha, Founder of Metrical

Missed the event? Find the recording HERE

Navigating Customer Acquisition Post-iOS 14 Changes, October 28, 2021

Topics:

  • Diversifying marketing channels
  • Testing and incorporating new strategies 
  • Focusing on more than just top of funnel
  • Expanding wholesale
  • And more

Fireside Chat with Dave Spandorfer, Co-founder & CEO of Janji

Missed the event? Find the recording HERE

Physical Retail for DTC Brands, October 14, 2021

Topics:

  • When to consider the first step into physical retail
  • Pros and cons of various physical retail strategies including popups
  • Key criteria for early physical retail locations
  • How to measure early success in physical retail
  • When a permanent store location make sense 

Fireside Chat with Joy Fan, Founder & CEO of Re/Tell

Missed the event? Find the recording HERE

How I Raised My Seed Round, May 19, 2021 at 1pm ET

Topics:

  • Timing of the seed round
  • Deciding how much to raise
  • Understanding necessary proof of concept/metrics/traction
  • Best practices when pitching to investors
  • How to run the fundraising process 
  • How to find a lead investor

Fireside Chat with Cynthia Plotch, Co-founder, Stix

Missed the event? Find the recording HERE

Early Stage Fundraising from VCs, April 29, 2021 

Topics:

  • Getting ready to fundraise – what you need to be ready with
  • How to find the right investors for your business/stage
  • Best practices for pitching your business to a VC
  • How to be ready for due diligence 
  • Tips for virtual pitching/building relationships with investors 
  • Current environment for fundraising
  • Best timing to start a raise

Fireside Chat with Amanda Herson, Investor, Founder Collective

Missed the event? Find the recording HERE

Early Stage B2B Pilots, Sales & Pipeline, April 21, 2021 

Topics:

  • Targeting enterprise versus SMB customers
  • How to get the critical first pilots and customers
  • Managing the sales process 
  • How to think through pricing for B2B customers
  • Building and managing the sales pipeline 
  • Growth strategies for retail tech startups

Fireside Chat with Eytan Daniyalzade, Co-founder & CEO, Toolio

Missed this event? Find the recording HERE 

Launching a DTC Brand, March 18, 2021

Topics:

  • Brand building and testing before launch
  • Estimating customer demand and forecasting for launch
  • Building pre-launch hype and buzz, email lists, etc.
  • Planning launch marketing (especially in a pandemic)
  • Thinking ahead to operations, customer service and more
  • Fundraising pre-launch

Fireside Chat with Camille Varlet, Founder, Mouth Off Health

Missed this event? Find the recording HERE 

Building Wholesale Relationships, February 25, 2021 

Topics:

  • When offline strategies can make sense for DTC startups
  • Creating wholesale relationships with medium and large retailers
  • What retailers ask for in typical wholesale relationships – and what to be prepared with
  • Key considerations for pricing, margins, packaging, etc. when selling wholesale
  • Ensuring your brand message is clear at retail
  • Managing wholesale relationships once they’ve launched

Fireside Chat with Cora Miller, Co-founder & CEO of Young King Hair Care

Missed this event? Find the recording HERE

Raising a Preseed Round, February 18, 2021

Topics:

  • Getting ready to fundraise – what are the key elements you need
  • How to find the right investors for your business
  • Can early stage companies raise money right now
  • What sorts of companies, products, business models are interesting right now to investors
  • What is happening in terms of valuation over the next 6-12 months
  • Tips for virtual pitching/building relationships with investors 
  • Best timing to start a raise

Fireside chat with Jessica Peltz-Zatulove, Founding Partner, Hannah Grey

Missed this event? Find the recording HERE

Fundraising from Strategic  Investors, December 17, 2020

Topics:

  • How to start early stage fundraising conversations with strategics
  • Pros and cons of raising from strategic investors at the early stages
  • How to put together a round including strategics and other  investors
  • Managing a strategic investor after the investment is made

Fireside chat with Alissa Baier-Lentz, Co-founder & COO of Kintra Fibers

Note: this webinar was not recorded

Early Stage B2B Sales, December 3, 2020

Topics:

  • How to target your early customers
  • How to sign the critical first pilot customer
  • How to convert a pilot into a contract
  • Various pricing models for B2B companies at the early stages
  • Building and managing the sales pipeline 
  • Growth hacking strategies for retail tech and B2B companies

Fireside chat with Chelsie Lee, Co-founder & CEO of Shipsi

Missed this event? Find the recording HERE

Early Stage Financial Modeling for Startups, November 12, 2020

Topics:

  • How to model revenue assumptions for B2B and DTC startups
  • How to accurately model costs
  • How seasonality and other retail-specific factors play into a financial model
  • Sample excel templates will be provided ahead of the session. Be ready with your laptop!

Speaker:  Sapna Shah, Principal, Red Giraffe Advisors

Missed this event? Find the recording HERE

Fundraising 101, October 29, 2020

Topics:

  • Getting ready to fundraise – what are the key elements you need
  • How to find the right investors for your business
  • Can preseed/seed companies raise money right now
  • What sorts of companies, products, business models are interesting right now to investors
  • What is happening in terms of valuation over the next 6-12 months
  • Tips for virtual pitching/building relationships with investors 
  • Best timing to start a raise

Fireside chat with Erica Duignan Minnihan, Founder & Managing Partner of 1000 Angels & Founder of Reign Ventures

Missed this event? Find the recording HERE

Building a Curated Marketplace, October 22, 2020

Topics:

  • How to build a differentiated offering via curation and exclusives
  • How to manage both sides of a marketplace both pre- and post-launch
  • Leveraging technology to create unique customer experiences
  • Offline strategies/wholesale

Fireside chat with Michelle Reeves, Co-Founder & CEO of The Accessory Junkie

Missed this event? Find the recording HERE 

Customer Acquisition for Early Stage Brands, October 8, 2020

Topics:

  • Building hype before launch
  • Channels that work best or customer acquisition at the launch and beyond
  • Offline channels like wholesale, press, pop-ups and more
  • Finding success in paid channels/social
  • Measuring early customer acquisition efforts and scaling them
  • Customer acquisition in the current environment

Fireside chat with Heide Iravani, Co-Founder of Piccolina

Missed this event? Find the recording HERE

A Founder’s Perspective on Equity Crowdfunding with Republic, October 1, 2020

 Topics:

  • How equity crowdfunding works
  • Kobi’s experiences with the Republic platform
  • Pros and cons of equity crowdfunding
  • And more

Fireside chat with Kobi Wu, Founder & CEO, Visuwall

Missed this event? Find the recording HERE 

How to Build a Brand From Scratch, Thursday, July 30, 2020

 Topics:

  • How to build your brand and product in the earliest days
  • Thinking through naming and early logos, branding, packaging
  • Building brand awareness right from the beginning
  • Defining a realistic product roadmap
  • Targeting early customers and customer acquisition techniques
  • Evolving the early successes to scale the brand

Fireside chat with Rooshy Roy, Founder & CEO, Aavrani

Missed this event? Find the recording HERE 

Fundraising in the Current Environment, Thursday, July 23, 2020

Topics:

  • Can pre-seed and seed companies raise money right now?
  • What sorts of companies, products, business models are interesting right now to VCs?
  • What is happening in terms of valuation over the next 6-12 months?
  • Tips for virtual pitching/building relationships with investors given that many face to face meetings aren’t happening
  • Best timing to start a raise?
  • What can companies do now if they can’t raise?

Fireside chat with Aubrie Pagano, Partner at Corigin Ventures

Missed this event? Find the recording HERE

How to Raise a Preseed Round, June 25, 2020
Topics:

  • When do I raise my preseed round?
  • What proof of concept/metrics/traction are necessary
  • Should I target angels, angel groups, VCs?
  • How do I know how much to raise?
  • What are the best practices for fundraising? 
  • Should I use convertible debt, a SAFE or preferred stock structure?

Fireside chat with Kobi Wu, Founder & CEO of Visuwall

Missed this event? Find the recording HERE

Early Stage DTC Customer Acquisition: Kickstarters & More, June 18, 2020

Topics:

  • Channels for customer acquisition at the early stages
  • Building a successful Kickstarter campaign
  • Leveraging early successes 

Fireside chat with Adrian Solgaard, Founder & CEO of Solgaard

Missed this event? Find the recording HERE

Building Teams: Working with Consultants & Freelancers, May 28, 2020

Topics:

  • How to think about hiring employees versus using freelancers
  • Best practices in managing consultants and freelancers
  • Managing teams of employees and freelancers remotely​

Fireside chat with Claire Humphreys, Co-founder of Wethos

Missed this event? Find the recording HERE

Equity Crowdfunding 101, May 21, 2020

Topics:

  • How equity crowdfunding works
  • What types of businesses make sense for equity crowdfunding
  • Does equity crowdfunding make sense in the current environment

Fireside chat with Nico Leeper, Senior Associate at SeedInvest

Missed this event? Find the recording HERE

Social Media Advertising in Today’s Environment, May 14, 2020

Topics:

  • What the social media advertising landscape looks like right now
  • How early stage first should think about social media advertising
  • Do’s and don’ts of paid advertising
  • Managing social media advertising at the early stages

​Fireside chat with Chris Franco, Founder & CEO of Woodridge Growth

Missed this event? Find the recording HERE

Building & Managing Teams – Even When Remote, May 7, 2020

Topics:

  • How to hire your first, most critical hires
  • Pros and cons of full-time vs. part-time hires and how to make those choices
  • Best practices for managing teams remotely 
  • Growing a team while in lockdown​

Fireside chat with Gertrude Allen, CEO of Pet Plate

Missed this event? Find the recording HERE

Fundraising in an Uncertain Environment, April 30, 2020
Topics:

  • What the fundraising landscape looks like right now
  • Who’s investing and who might not be
  • How to think about creating relationships and pitching virtually
  • Which business models may become most attractive to investors

Fireside chat with Nnamdi Okike, Managing Partner, 645 Ventures

Missed this event? Find the recording HERE

How to Build a Beauty Brand (Especially In Uncertain Times) , April 23, 2020

Topics:

  • What makes a beauty brand successful
  • Tips on how to build a brand for today’s customer
  • How beauty brands can be resilient in uncertain times

Fireside chat with Susan Naci (beauty expert, advisor, investor & operator)

Missed this event? Find the recording HERE

Fundraising in an Uncertain Environment, April 16, 2020
Topics:

  • What the fundraising landscape looks like right now
  • Who’s investing and who might not be
  • How to think about creating relationships and pitching virtually
  • Which business models may become most attractive to investors

Fireside chat with Robin Li, Principal at GGV Capital

Missed this event? Find the recording HERE