Charlotte Fund — Full Portfolio

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

JGJoe Giordano(Founder)inDouglas Little(Executive Officer)Thomas McCulley(Director)MEMark E McDowell(Director)in

BoardBBBenjamin Britt(Director)in

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

Co-investorsALAlerion VenturesALAlumni VenturesELElevate Innovation PartnersGRGray VenturesGRGrotech VenturesIDIDEA Fund Partners+3 more

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

PMPat Morrell(Founder)inChris Furlong(Founder)

Co-investorsBEBessemer Venture PartnersCECerity Partners VenturesCRCreativeCoKOKohlberg Kravis RobertsMEMerian VenturesRERelevance Ventures+1 more

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-investorsCACapital Q® Ventures Inc.

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

DADesmond A Wiggan(Executive Officer, Director)inAYAubrey Yeboah(Executive Officer, Director)in

Co-investorsNCNC IDEANENex Cubed

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

DKDavid Kaszycki(Founder)inRDRyan DeMars(Founder)in

Co-investors10100Km Ventures LlcGRGray VenturesPRPrimordial Ventures

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

AI & Machine LearningEnterprise SoftwareFintechSaaS

CKCharlotte Ketelaar(Co-founder)inRWReid Williams(Co-founder)in

Co-investorsNCNC IDEAPRPrimordial VenturesPRPrimordial

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-investorsNCNC IDEA

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

Enterprise SoftwareFintechGovTechSaaS

Co-investorsCRCreativeCo

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)

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

AGAshlyn Greer(Founder)in

Co-investorsANAndreessen HorowitzCHCharlotte Angel FundPRPrimordial Ventures

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)inCGChris Groer(Founder)inTimothy Carnes(Founder)in

Co-investorsALAlumni VenturesEAEarly Light VenturesGRGray VenturesGTGTMfundNENexus BayGRGreycroft+1 more

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

Advanced ManufacturingCleantechMobility & TransportationTroutman, US

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

Co-investorsNCNC IDEATETechstarsWOWolfpack Investor Network

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

Media & Entertainment

Co-investorsREResponsibly Ventures

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)in

Co-investorsCRCreativeCo

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

AI & Machine LearningMarketplacesCharlotte, US

ASAlex Smereczniak(Founder)inBHBrett Hines(Founder)inChristopher Wright(Executive Officer, Director)

BoardJoe Razcka(Director)

Co-investorsAVAvalanche VCOVOverlineYOYork IE

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 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

AAAndrew Ashur(Founder)in

Co-investorsCHCharlotte Angel FundCUCubit CapitalFOFoundersG G Vision CapitalMPMPG FundTOTOLOKA SYNDICATE LIMITED+15 more

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

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

JKJhillika Kumar(Founder)in

Co-investorsMPMPG FundSHShine CapitalVEVerissimo VenturesALAlexa FundDADAVID APPLEFUFullCircle+5 more

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

CleantechClimate TechEnergySaaSCharleston, US

Chris Kemper(Founder)Christopher Kemper(Founder)

Co-investorsARArcTern VenturesBOBoxGroupCACarbonENEnergy Impact PartnersEVEvergy VenturesGRGreensoil PropTech Ventures+5 more

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

BYBob Youakim(Founder)inKGKhristian Gutierrez(Founder & CEO)in

Co-investorsACACTIVATE CAPITAL PARTNERSBABain Capital VenturesDEDelta-v CapitalGRGrotech VenturesH.H.I.G. CapitalH.H.I.G. Growth Partners+8 more

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

B2B MarketplacesEnterprise SoftwarePropTechSaaSMooresville, US

JBJohn Bradford(Chief Executive Officer)inJRJohn R. Bradford, III(Founder & CEO)in

BoardDonald Rainey(Director)

Co-investorsCACamber CreekRERelevance VenturesVEVesta VenturesGRGrotech VenturesVOVolition Capital

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-investorsCRCreativeCoLALAB VenturesOCOcean Azul PartnersVEVesta VenturesMIMiami Angels

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

DSDan Schubert(CEO & Co-Founder)inEUEric Utzinger(CCO & Co-Founder)inHMHaley Martin(CMO)inDHDan Heldmann(EVP of Client Success)in

Co-investorsBOBootstrap Venture Partners

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

EGEd Goode(Founder)inRDRonald Ding(Founder)inZachary Warren(Founder)

Co-investorsGRGravitySOSoma CapitalTRTransLink CapitalY Y CombinatorGRGravity VenturesUNUnpopular Ventures

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)EEEben Esterhuizen(Chief Technology Officer of the Issuer)inWallace C. Hollowell, III(President, Corporate Secretary, and Director of the Issuer)Amy Kazmierczak(Executive Officer)

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

Co-investorsALAlleyCorpBUBull City Venture PartnersEAEarly Light VenturesTATau VenturesALAlley Robotics VenturesTATAU Ventures

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

Developer ToolsEnterprise SoftwareFintechSaaS

Co-investorsSEService Provider Capital

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

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

JJJim Jacob(Founder)in

Co-investorsTETechstars

Home services marketplace for neighborhoods.

Teddy Fitzgibbons(Founder)in

Co-investors1S1Sharpe Ventures191984 Ventures Management, Llc

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)

BoardDFDavid Frankel(Director)in

Co-investorsBOBow CapitalDAData TechFOFounder CollectiveGRGrotech VenturesRARackhouse Venture Management Lp

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

Direct to ConsumerFemTechWellness & Fitness

LWLeah Wyrickin

Co-investorsNCNC IDEA

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

ConsumerCreator EconomyFoodTech

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

Co-investorsCHCharlotte Angel Fund