Rebel with a Cause
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A cashew, a cave, and a credit line changed everything. We sit down with Rebel Cheese co‑founders Fred and Kirsten to map the real path from an elegant 1,200‑square‑foot deli in Austin to a D2C‑first brand backed by Mark Cuban—without losing sight of profit, people, or product quality. You’ll hear how they bootstrapped the first buildout, kept margins front and center, and then weathered COVID by turning front‑of‑house staff into delivery drivers, setting up online ordering in days, and using PPP and EIDL the way they were intended: to protect jobs and buy time.
A New York Times feature resulted in new customers and orders from coast to coast, exposing gaps in operations that they quickly closed. With demand rising, they secured multiple rounds of SBA financing first to build out a 9,000‑square‑foot facility and later to acquire it. They applied an operator’s lens to every dollar: if CapEx didn’t lift contribution margin, it waited. That mindset paid off when Shark Tank called. Mark Cuban made his fastest offer after tasting their cave‑aged vegan cheeses, and closing the deal meant meeting diligence as extensive as SBA underwriting. The upside wasn’t just capital—it was discipline. They rebuilt fulfillment for cold‑chain reliability, turned spikes into systems, and made D2C their primary engine.
We also get into the strategic acquisition of a stall in NYC’s Essex Market, why owning more of the vertical reduces marketing costs, and how a team that started with dishwashers now includes leaders who grew from day one. Expect candid talk on ROI‑first growth, balancing speed with sanity, and the playbook for combining equity and debt without losing control. If you care about e‑commerce logistics, CPG financing, and building culture while scaling, this conversation delivers practical insight and genuine heart.
Enjoyed the episode? Follow and rate the show, share it with a founder who needs a realistic financing roadmap, and message Keith on LinkedIn at Keith Kohler1 with your biggest takeaway.
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