Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage Investing · Mike Gelb

The Billion Dollar Opportunities in Misunderstood Markets // Helene Servillon, Founder of JourneyOne Ventures

·56 min·1 clip

Cannabis companies banned from Visa, PayPal, Federal banking unlock $90 billion infrastructure investment opportunity.

Helene Servilian, founder of woman and minority-owned cannabis VC firm Journey One Ventures, discusses why she pivoted from tech to cannabis investing. She reveals the massive infrastructure opportunity created by regulatory constraints (no Visa/PayPal/federal banking) and why major VC firms cannot invest due to LP vice clauses, creating asymmetric advantage for specialty funds. Thesis focuses on infrastructure and M&A consolidation rather than consumer cannabis brands.

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