Alerion Ventures
Venture capitalCharleston · Pre-Seed–Growth · 3 people tracked
Investment thesis
Alerion Ventures is an evergreen fund targeting roughly one new investment per quarter in capital-efficient companies pursuing large, scalable markets. It favors business-to-business software and technology-enabled services, and more selectively healthcare software and services and energy-efficient technologies, while avoiding consumer-facing businesses, drug discovery, medical devices, energy production, and project finance. It typically invests once a company shows initial market and revenue traction beyond proof-of-concept, though it may also pursue growth-stage deals with nearer-term exit potential. The firm prefers co-investing with other experienced venture investors and favors companies headquartered in the Southeast, considering opportunities nationally apart from the West Coast and Northeast.
Source: firm website, verified Aug 16, 2026.
Team · 3 people
from the firm's website & public directoriesWhat they invest in
from 24 of 41 portfolio companiesSaaS ×15Enterprise Software ×9AI & Machine Learning ×6Data & Infrastructure ×4Marketing Tech ×4AdTech ×3Fintech ×3Healthtech ×3
HQs:United States×14
Investments · 41 tracked
founders shown can be your intro pathAdwerx provides automated digital advertising solutions for real estate professionals including agents, loan officers, and brokerages to build brand recognition and attract local buyers and sellers through targeted campaigns.
AdTechMarketing TechPropTechDurham, US
Edward J. Carlson(Chief Executive Officer, Secretary and Treasurer)Liz Shih(Chief Financial Officer)
BoardA.G.W. Biddle(Director)Jonathan Perl(Director)David Spitz(Director)
Co-investorsGrotech VenturesSavano Capital Partners
Channelscaler (Allbound) offers an AI-powered Partner Relationship Management (PRM) platform for enterprise channel teams, covering partner onboarding, enablement, deal and pipeline acceleration, incentive management, and lifecycle performance tracking.
Enterprise SoftwareSaaSSales TechPhoenix, US
SCOTT SALKIN(Executive Officer, Director)ANTHONY KENNADA(Director)KYLE JOHNSON(Director)KYLE BURNETT(Executive Officer, Director)
BoardTODD BELFER(Director)in
Co-investorsArizona Founders FundBLH Venture Partners, LLCBrookstone Venture CapitalDWP CapitalStout Street Capital
Biospatial operates a data analytics platform that ingests emergency medical services (EMS) and health data to deliver real-time analytics and insights for healthcare and public health users.
AI & Machine LearningData & InfrastructureDigital HealthHealthtechDurham, US
Paul Runkle(Executive Officer, Director)Jonathan Woodworth(Executive Officer, Director)Christopher Brian Lunsford(Executive Officer)Jon Woodworth(Co-founder & Chief Executive Officer)Chris Lunsford(Co-founder & Chief Technology Officer)Josh Walters(Chief Operating Officer)
Co-investorsBull City Venture PartnersIDEA Fund PartnersVentureSouthWolfpack Investor Network
Case Status provides a mobile client portal for law firms to communicate with clients and manage case information.
AI & Machine LearningEnterprise SoftwareLegalTechSaaSBirmingham, US
Andrew Seavers(Executive Officer, Director)Richard Braddock Jr.(Director)
BoardLauren Sturdivant(Director)Sherman Chu(Director)DANIEL H. DRECHSEL(Director)inDan Dreschsel(Director)
Co-investorsBIP VenturesCreativeCoTechstars
Ceterus provides automated bookkeeping and financial reporting services, combining automation with human oversight to deliver accurate financials for its customers.
Enterprise SoftwareFintechSaaSNorth Charleston, US
Levi Morehouse(Executive Officer, Director)Derek Carter(Executive Officer)
Co-investorsElevate Innovation PartnersGrotech Ventures
Demand Driven Material Requirements Planning software platform; acquired by Algomus in 2025.
Demand Driven Technologies offers Intuiflow, software for demand planning, forecasting, and inventory management aimed at manufacturing and supply chain teams.
Advanced ManufacturingLogistics & Supply ChainSaaS
Co-investorsCircadian VenturesJohnson Venture Partners
API-based data platform for auto, home, life, and small business insurance carriers, brokers, and agents.
Fenris provides instant data and insights on applicants and policyholders across the customer lifecycle.
AI & Machine LearningData & InfrastructureInsurTech
Jen(Founder & CEO)Jay(CTO)
Co-investorsCitrine AngelsLighthouse Network Ventures LlcSixThirty Ventures
FSLogix provides software that manages Windows user profiles in virtual desktop environments, letting user data roam between session hosts, reducing sign-in times, and simplifying gold image management.
Cloud ComputingEnterprise SoftwareSaaS
Orderly is a food cost management platform that eliminates manual data entry and inventory counts by importing line-item data from restaurant suppliers' invoices and storing invoice copies.
FoodTechRetail TechSaaS
SIEM and API gateway log management for mid-market and enterprise customers; acquired Resurface in 2023.
Modular, lightweight, low-cost green roof installation system; acquired by Greenrise Technologies in 2018.
Greenrise Technologies provides stormwater compliance and erosion control services, including certified bioretention soils, SWPPP management, and vegetated/green roof design, installation, and maintenance.
CleantechClimate TechConstruction TechNashville, US
LiveSource is a supplier portal that manages the product launch process for direct materials manufacturers, covering supplier risk management, product launch, and collaborative manufacturing.
Advanced ManufacturingLogistics & Supply ChainSaaS
Co-investorsFulcrum Equity PartnersKnoll Ventures
MemberSuite (GrowthZone) provides membership management software that centralizes member data, events, finances, and communications, with AI features that draft renewals and member outreach for staff to review and send.
AI & Machine LearningEnterprise SoftwareSaaS
OrbitalRX provides a cloud-based platform for hospital pharmacy teams to manage drug shortages through centralized workflows and predictive intelligence.
Enterprise SoftwareHealthtechSaaS
Co-investorsExcelerate Health VenturesThe Launch PlaceGood Life Sciences Generations
Invoice management, inventory tracking, and business intelligence tools for independent restaurants; acquired by Buyers Edge in 2019.
OutboundEngine provides a done-for-you marketing platform for small businesses, automating brand building, pipeline generation, and client outreach.
Marketing TechSaaSSales TechAustin, US
Co-investorsEscalate Capital PartnersHarmony PartnersSilverton Partners
Email and social media content marketing solutions for SMBs; acquired by Elm Street Technology in 2021.
Cloud-based business and financial management software for HVAC, plumbing, and electrical field-services contractors; acquired by WEX in 2023.
WEX FSM is field service management software that handles scheduling, dispatch, invoicing, and payments for contractors and field service businesses such as HVAC and repair companies.
Construction TechFintechSaaS
Co-investorsFulcrum Equity Partners
Management platform for multifamily rental turn services, streamlining scheduling, service provider matching, and payments.
Rent Ready provides a software platform that manages the apartment turnover process, including scheduling, tracking, payments, and quality control for multifamily communities.
Enterprise SoftwarePropTechSaaSCharlotte, US
Jonathan Kite(Co-Founder & CEO)inRyan C. McMillan(Executive Officer, Director)William P. Brugh, Jr.(Executive Officer, Director)Scott B. Perper(Director)
Co-investorsCircadian VenturesCreativeCoRelevance VenturesVesta Ventures
Chapel Hill, US
RYAN WALSH(Executive Officer, Director)M. SCOT WINGO(Director)
BoardRICHARD FRAIM(Director)in
Co-investorsKnoll VenturesS3 VenturesGTMfundTDF Ventures
Graylog provides a security information and event management (SIEM) and log management platform that collects, routes, and stores log data to detect threats, automate investigations, and manage data tiers and storage costs.
CybersecurityData & InfrastructureEnterprise Software
Co-investorsFirstMile VenturesFrontera Technology VenturesMercury FundLytical Ventures
Reveal Mobile provides out-of-home (OOH) advertising campaign measurement, offering a self-serve platform with real-time analytics, brand lift studies, and foot traffic attribution for advertisers and OOH brands.
AdTechData & InfrastructureMarketing TechSaaSRaleigh, US
Brian E. Handly(Executive Officer, Director, Promoter)
BoardDavid Jones(Director)inJonathan Frangakis(Director)James F. Goodmon, Jr.(Director)Edward C. McCarthy(Director)Lister Delgado(Director)
Co-investorsBull City Venture PartnersElevate Innovation PartnersWolfpack Investor Network
Sugar Sell is a CRM and sales platform that guides sales reps to prioritized accounts, opportunities, and next actions by combining CRM and ERP data with AI-driven contextual insights.
AI & Machine LearningSaaSSales Tech
Sift, founded in 2015, collects smartphone app-installation data to build user profiles and uses AI and machine learning to process mobile ad requests for hypertargeted app install advertising.
AdTechAI & Machine Learning
Co-investorsElevate Innovation Partners
Automated mobile ad purchasing platform based on a proprietary app graph algorithm for real-time bidding exchanges.
SLOPE is a cloud-native financial projection platform designed for financial services organizations and the actuarial community.
Enterprise SoftwareFintechInsurTechSaaSGastonia, US
Andy Smith(Co-founder)Taylor Perkins(Co-founder)
Co-investorsTech Square VenturesTechstarsCofounders Capital
Atlanta, US
Brooks Robinson(Executive Officer, Director)Allen Nance(Director)Brian Gallagher(Director)
BoardMark Johnson(Director)inDavid Gould(Director)Wayne Hunter(Director)
Co-investorsTTV Capital
Stellar provides on-demand home services including plumbing, HVAC, electrical, and fencing repairs, pairing vetted tradespeople with online booking, transparent quotes, and real-time job tracking.
ConsumerMarketplacesPropTech
Co-investorsBrick Mortar VenturesStellifi
Vyv develops UV-free, chemical-free antimicrobial lighting technology using visible spectrum LEDs that continuously reduce microbial growth in occupied indoor spaces.
CleantechHardwareHealthtech
Colleen Costello(CEO)
Co-investorsPlum Alley InvestmentsTamiami AngelTech Square VenturesCiti Ventures
Direct-to-consumer performance lifestyle apparel for men; written off by Alerion in 2026.
Co-investorsBreak Trail VenturesGreater Colorado Venture Fund
Retention marketing and predictive lifecycle platform for eCommerce retailers; acquired by Output Services Group in 2018.
Windsor Circle provides data-driven lifecycle and email marketing software for online retailers, using purchase and customer data to power automated campaigns like cart recovery, win-back, replenishment, and best-customer emails.
E-commerceMarketing TechRetail Tech
Frequently asked questions
- How many investments has Alerion Ventures made?
- Alerion Ventures has 41 tracked investments.
- What stage does Alerion Ventures invest at?
- Alerion Ventures invests at the Pre-Seed, Seed, Series A, Growth stages.
- What sectors does Alerion Ventures focus on?
- Alerion Ventures focuses on Cleantech, Crypto & Web3, Energy, Enterprise Software, Fintech, Hardware, Healthtech, Marketing Tech, SaaS.
- Where is Alerion Ventures located?
- Alerion Ventures is headquartered in Charleston, US.
- Does Alerion Ventures lead rounds?
- Alerion Ventures typically participates in rounds rather than leading them.
- Who does Alerion Ventures co-invest with?
- Alerion Ventures most often shares deals with Elevate Innovation Partners, Circadian Ventures, Fulcrum Equity Partners, among 39 tracked co-investors.
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