Turning Science Into Consumer Brands with Osman Khan, CEO of Squared Circles

Summary

In this episode of Consumer VC, Mike Gelb talks with Joe Seager of True about how a multi‑stage, vertically integrated venture model gives consumer founders a decisive edge, especially within Europe’s fragmented but fast‑growing ecosystem. Seager shares behind‑the‑scenes stories of working with Sir Richard Branson, the impact of Brexit on capital flows, and why AI will augment rather than replace brand building. He also outlines the consumer categories still attractive to investors and the founder traits he prioritises when writing a first check, positioning the current moment as ripe for venture‑backed consumer brands.