/Investors

Charlotte Fund

Venture capital

Charlotte · Pre-Seed–Late Stage · 7 people tracked

Also known as Charlotte

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Investment thesis

Charlotte Fund positions itself as a catalyst for Charlotte's technology ecosystem, investing equity in the city's highest quality technology startups. It focuses on two stages: pre-seed and later stage, aiming to accelerate the velocity of startup capital investment and improve success rates in the local market. The fund is a collaboration between Charlotte's most active venture capitalists and LaunchCLT, an organization dedicated to supporting the local startup community. Its strategy emphasizes local, community-driven capital by and for Charlotte, and it has recently announced a second fund, Charlotte Fund II.

Invests inSector AgnosticCharlotteUnited States

Source: firm website, verified Sep 26, 2026.

Stage
Pre-Seed–Late Stage
HQ
Charlotte, US
Instruments
Equity
Founded
2024
Last 12 months
2 investments
Tracked investments
41

Team · 7 people

from the firm's website & public directories
Joseph Jackson· General Partner
Taylor Davis· Associate / EIR

What they invest in

from 33 of 41 portfolio companies

SaaS ×14AI & Machine Learning ×11Enterprise Software ×10Consumer ×6Fintech ×5Marketplaces ×4Cleantech ×3Data & Infrastructure ×3

HQs:United States×17

Investments · 41 tracked

founders shown can be your intro path

By year:2026 · 12025 · 22024 · 12023 · 12021 · 12019 · 17 dated

Education Bot, Inc.inOct 2024SEC filingmedium confidence

Austin, US

Mason Levy(Executive Officer, Director)inTim Houlne(Director)

BoardJeremy Kinder(Director)

Board seatChristian Czentye· per SEC Form D · $1.5M raise · filed Oct 2024

Payzerpayzer.comin𝕏Jun 2021

Payzer builds an all-in-one software platform for trade contractors covering payments, financing, and business operations from initial customer contact through final payment.

Construction TechEnterprise SoftwareFintechSaaSCharlotte, US

Joe Giordano(Founder)inDouglas Little(Executive Officer)Thomas McCulley(Director)Mark E McDowell(Director)in

BoardBenjamin Britt(Director)in

Board seatDon RaineyMark E. McDowellMark E McDowell· per SEC Form D

Co-investorsAlerion VenturesElevate Innovation PartnersGray VenturesGrotech VenturesIDEA Fund PartnersRoute 66 Ventures+2 more

aiwynaiwyn.aiin

Aiwyn provides software solutions for professional services firms, including payments, practice management, billing, and tax functionality to streamline operations and improve client experience.

AI & Machine LearningEnterprise SoftwareSaaS

Pat Morrell(Founder)in

Co-investorsBessemer Venture PartnersCerity Partners VenturesCreativeCoKohlberg Kravis RobertsMerian VenturesRelevance Ventures+1 more

Arviearvie.com

Arvie is a campsite booking service that scans for real-time availability and cancellations across 4,700+ parks, using live agents to automatically book open or cancelled sites in the user's own park account.

ConsumerMarketplacesTravel & Hospitality

Co-investorsCapital Q® Ventures Inc.

Batteryxchangebatteryxchange.coin𝕏Oct 2019

BatteryXchange operates a network of portable phone-charging kiosks placed in partner business locations, allowing mobile device users to borrow batteries and return them to any nearby kiosk.

Circular EconomyConsumerHardwareIoTCharlotte, US

Desmond A Wiggan(Executive Officer, Director)inAubrey Yeboah(Executive Officer, Director)in

Co-investorsIDEA NCNex Cubed

Beam Dynamics Future of Workbeamdynamics.ioin

Beam Dynamics provides a cloud-based platform for managing assets, licenses, and vendors, with tools for scheduling, maintenance, ticketing, and integrated manufacturer data.

Enterprise SoftwareMedia & EntertainmentSaaS

David Kaszycki(Founder)inRyan DeMars(Founder)in

Co-investors100Km Ventures LlcGray VenturesPrimordial Ventures

Capwavecapwave.aiin𝕏

Capwave provides AI agents that coordinate the fundraising process for founders and investors.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Charlotte Ketelaar(Co-founder)inReid Williams(Co-founder)in

Co-investorsIDEA NCPrimordial VenturesPrimordial

Daywattdaywatt.com

DayWatt builds direct current (DC) power systems for commercial buildings that connect rooftop solar arrays directly to critical devices like lighting, air conditioning, and IT equipment.

CleantechEnergyHardware

Co-investorsIDEA NC

Debtbookdebtbook.comin

DebtBook provides cloud-based financial software for government and nonprofit finance teams to manage debt, cash, leases, and subscriptions.

Enterprise SoftwareFintechGovTechSaaS

Co-investorsCreativeCo

EDRAYedray.com

EDRAY provides software for supply chain and logistics coordination, managing handoffs from overseas vendors to North American destination operations and validating inbound shipment data.

AI & Machine LearningLogistics & Supply ChainSaaSCharlotte, US

ANDREW LETO(MANAGER)KENDALL KELLAWAY, JR.(MANAGER)

Fashivlyfashivly.comin

Fashivly offers clothing and styling solutions designed to help people of all sizes and body types feel confident in their everyday outfits.

ConsumerDirect to ConsumerMarketplaces

Ashlyn Greer(Founder)in

Co-investorsAndreessen HorowitzPrimordial Ventures

Fastbreakfastbreak.aiin𝕏

Fastbreak provides AI software for sports league scheduling, tournament management, event operations, ticketing, travel, and brand sponsorship activations.

AI & Machine LearningSaaSSports Tech

John Stewart(Founder)inChris Groer(Founder)inTimothy Carnes(Founder)in

Co-investorsEarly Light VenturesGray VenturesGTMfundNexus BayGreycroftNEXT PLAY CAPITAL

FirstTurnInnovationsfirstturninnovations.com

First Turn Innovations provides startup capital, technical expertise, and network access to early-stage entrepreneurs, helping them develop ideas into scalable businesses.

Sector Agnostic

Flux Hybridsfluxhybrids.comin𝕏

Flux Hybrids develops plug-in hybrid powertrain kits for vehicles, available as second-stage manufacturer upfits or aftermarket installations.

Advanced ManufacturingCleantechMobility & TransportationTroutman, US

Cody Biedermann(Cofounder)inClay Dowdey(Cofounder)inMicah Ulrich(Cofounder)inWilliam Swartz(Director)

Co-investorsIDEA NCTechstarsWolfpack Investor Network

Focusonwordsfocusonwords.com

A publisher of self-development and faith-based books covering topics such as self-discovery, relationships, entrepreneurship, and founder mental health.

Media & Entertainment

Co-investorsResponsibly Ventures

Foresightgainforesight.co

Foresight is an AI-powered customer success platform that processes existing customer conversations — calls, emails, and support tickets — and maps them to a "Value Map" of customer outcomes, use cases, and features.

AI & Machine LearningSaaSSales Tech

Sagar Shukla(Founder)

Co-investorsCreativeCo

Franzyfranzy.cominJun 2025

Franzy is a digital platform that helps individuals research, match with, and purchase franchises using AI-driven algorithms.

AI & Machine LearningMarketplacesCharlotte, US

Alex Smereczniak(Founder)inBrett Hines(Founder)inChristopher Wright(Executive Officer, Director)

BoardJoe Razcka(Director)

Co-investorsAvalanche VCOverlineYork IE

Geligelisleep.com

Geli Sleep designs a re-engineered waterbed mattress that uses a tube-based sleep surface and Geli Bead technology to reduce interface pressure and heat during sleep.

ConsumerDirect to ConsumerWellness & Fitness

Lucid Botslucidbots.comin𝕏

Lucid Bots designs and manufactures commercial robotics and drones for exterior cleaning and building maintenance in the construction and facilities management industries.

Advanced ManufacturingConstruction TechHardwareRoboticsCharlotte, US

Andrew Ashur(Founder)in

Co-investorsCubit CapitalFoundersG Vision CapitalMPG FundTriangle TweenerY Combinator+1 more

Mansionmansionlife.com

The site presents "OLYMPUS88" as a mobile gaming/entertainment brand offering premium mobile games with a focus on fast loading and a simple interface.

Gaming

Mentramentra.comin𝕏Jan 2023

Mentra is a talent-matching platform that connects neurodivergent individuals with employers, aiming to match candidates to careers based on their skills, work ethic, personality, and workplace preferences.

EdTechFuture of WorkHR TechImpact & Social Good

Jhillika Kumar(Founder)in

Co-investorsMPG FundShine CapitalVerissimo VenturesAlexa FundDAVID APPLEFullCircle+5 more

Palmettopalmetto.com

Palmetto is a company focused on advancing clean energy solutions and contributing to a global transition towards renewable energy.

CleantechClimate TechEnergySaaSCharleston, US

Co-investorsCarbonEnergy Impact PartnersEvergy VenturesGreensoil PropTech VenturesGreycroftLerer Hippeau+3 more

Passportpassportinc.comin𝕏

Passport provides a cloud-based parking management platform that unifies enforcement operations, mobile pay parking, permitting, and payment infrastructure for cities and private parking operators across North America.

Cloud ComputingGovTechMobility & TransportationPropTechSaaS

Bob Youakim(Founder)inKhristian Gutierrez(Founder & CEO)in

Co-investorsACTIVATE CAPITAL PARTNERSDelta-v CapitalGrotech VenturesH.I.G. CapitalH.I.G. Growth PartnersMK Capital+7 more

Pet Screeningpetscreening.com

Petscreening provides tenant screening and pet verification services for landlords and property managers.

B2B MarketplacesEnterprise SoftwarePropTechSaaSMooresville, US

John Bradford(Chief Executive Officer)inJohn R. Bradford, III(Founder & CEO)in

BoardDonald Rainey(Director)

Co-investorsCamber CreekRelevance VenturesVesta VenturesGrotech VenturesVolition Capital

Rabburabbu.com

Charlotte, US

Trent Hawthorne(Executive Officer, Director)Emir Dukic(Executive Officer, Director)inHarold Eason(Executive Officer, Director)James Strong(Executive Officer, Director)

BoardJustin Cunningham(Director)Brad Powers(Director)

Co-investorsCreativeCoLAB VenturesOcean Azul PartnersVesta VenturesMiami Angels

Revuudrevuud.comin

Revuud operates an online marketplace that connects healthcare systems directly with skilled IT talent, allowing them to engage without a third-party staffing intermediary.

Enterprise SoftwareFuture of WorkHealthtechHR TechMarketplacesSaaS

Dan Schubert(CEO & Co-Founder)inEric Utzinger(CCO & Co-Founder)inHaley Martin(CMO)inDan Heldmann(EVP of Client Success)in

Co-investorsBootstrap Venture Partners

Shadeformshadeform.aiin𝕏

Shadeform is a GPU cloud marketplace that enables users to deploy high-performance GPUs across 30+ cloud providers worldwide through a unified platform.

AI & Machine LearningB2B MarketplacesCloud ComputingData & InfrastructureDeveloper ToolsEnterprise Software

Ed Goode(Founder)inRonald Ding(Founder)in

Co-investorsGravityTransLink CapitalY Combinator

Siftwellsiftwell.aiin𝕏

Siftwell is a healthcare technology company founded by former health plan operators and clinicians that applies data analytics and operational expertise to improve managed care organization (MCO) operations and member outcomes.

AI & Machine LearningData & InfrastructureEnterprise SoftwareHealthtechCharlotte, US

Charles G. Sutten, III(CEO, Treasurer, and Director of the Issuer)Eben Esterhuizen(Chief Technology Officer of the Issuer)inWallace C. Hollowell, III(President, Corporate Secretary, and Director of the Issuer)Amy Kazmierczak(Executive Officer)

BoardDavid S. Jones(Director)inWilliam Georges(Director)

Co-investorsAlleyCorpBull City Venture PartnersEarly Light VenturesTau VenturesAlley Robotics VenturesTAU Ventures

Spidr Inc.gospidr.comin𝕏

Spidr provides infrastructure and tools that enable founders to build and launch financial products without operational complexity.

Developer ToolsEnterprise SoftwareFintechSaaS

Co-investorsService Provider Capital

StashWealthstashwealth.com

Stash Wealth is a financial advisory firm serving high-earning professionals in their 30s—so-called "HENRYs" (High Earners, Not Rich Yet)—offering personalized financial planning and strategies.

Fintech

Storybuttonstorybutton.comin

Storybutton is an audio platform for families that provides access to podcasts, bedtime stories, and audio shows for children of all ages.

ConsumerMedia & EntertainmentCharlotte, US

Jim Jacob(Founder)in

Co-investorsTechstars

Streetfairstreetfair.com

Home services marketplace for neighborhoods.

Teddy Fitzgibbons(Founder)in

Co-investors1Sharpe Ventures1984 Ventures Management, Llc

Subsaltgetsubsalt.comin

Subsalt provides de-identified clinical data to healthcare research and data teams through statistically faithful synthetic datasets and a secure runtime for running code against real patient data.

AI & Machine LearningData & InfrastructureDigital HealthCharlotte, US

Benjamin Winokur(Executive Officer, Director, Promoter)Albert Lucas Segars(Executive Officer, Promoter)David Singletary(Executive Officer, Promoter)

BoardDavid Frankel(Director)in

Co-investorsBow CapitalData TechFounder CollectiveGrotech VenturesRackhouse Venture Management Lp

Tada AItadatoday.ai

Tada builds an AI assistant for HR and payroll teams that reads employee requests and documents and turns them into API calls to existing payroll and HR systems.

AI & Machine LearningHR TechSaaS

Three Strands Recovery Wearthreestrandsrecoverywear.com

Three Strands Recovery Wear makes post-surgical and recovery bras designed for comfort, posture alignment, compression support, and size-inclusive fit.

Direct to ConsumerFemTechWellness & Fitness

Leah Wyrickin

Co-investorsIDEA NC

Troodietroodieapp.com

Troodie is a social commerce platform where diners discover, save, and share restaurant recommendations through personalized profiles, interactive maps, and collaborative boards.

ConsumerCreator EconomyFoodTech

WayHavenwayhaven.com

Wayhaven offers an AI-powered conversational app providing 24/7 well-being and mental wellness coaching based on evidence-based psychological methods.

AI & Machine LearningMental HealthWellness & Fitness

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Madison Artificial Intelligence, Inc.PowrLine, Inc.Horse SpotScale Social

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has Charlotte Fund made?
Charlotte Fund has 41 tracked investments, including 4 dated in the last 24 months.
What stage does Charlotte Fund invest at?
Charlotte Fund invests at the Pre-Seed, Late Stage stages.
What sectors does Charlotte Fund focus on?
Charlotte Fund focuses on Sector Agnostic.
Where is Charlotte Fund located?
Charlotte Fund is headquartered in Charlotte, US.

Images

Charlotte Fund photo

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