/Investor DB

Stage 2 Capital

Venture capital

Lincoln · Seed–Growth · 26 people tracked

Also known as STAGE 2 CAPITAL ADVISORS, LLC

Find your way into Stage 2 Capital

4,901 people in our graph share verified history with the Stage 2 Capital team — schools, employers, funds. One of them is your warm intro.

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Investment thesis

Stage 2 Capital positions itself as the first VC firm run and backed by over 1,000 go-to-market leaders. It invests in B2B software companies, matching its LP base of seasoned go-to-market executives to the strategic and operational needs of portfolio companies. The firm involves its network in every investment, often placing LPs as executives, board members, or advisors. It uses a two-person investment 'pod' model pairing a partner with VC/finance experience and one with GTM operator experience, and applies data-driven methodologies developed from studying the go-to-market operations of hundreds of startups to help founders reach product-market fit and scale sustainable revenue.

Source: firm website, verified Sep 29, 2026.

Stage
Seed–Growth
Check
$200K – $4M
HQ
Lincoln, Massachusetts, US
Leads rounds
Follows
Instruments
Equity
Founded
2018
Last 12 months
8 investments
AUM
$245M
VC funds
19
Tracked investments
100
Acquisitions
6

Team · 26 people

from the firm's website & curated & public directories
Andi Vanetta Smith· Founder; LP + Advisor

Founder of APRES-VC and an LP and advisor associated with Stage 2 Capital.

David Meerman Scott· Venture LP at Stage 2 Capital, Marketing Speaker & Best-Selling Author

Serves as a Venture LP at Stage 2 Capital and is a marketing speaker and best-selling author.

Erin Olsen· Head of Marketingin

Leads marketing at Stage 2 Capital.

Hong Choing· Limited Partner, Stage 2 Capital Catalystin

Limited Partner in Stage 2 Capital's Catalyst program.

9 people who came through Stage 2 Capital went on to found or lead other companies.

What they invest in

from 85 of 100 portfolio companies

SaaS ×63Enterprise Software ×47AI & Machine Learning ×46Marketing Tech ×17Data & Infrastructure ×14Fintech ×14HR Tech ×12Sales Tech ×12

HQs:United States×59Australia×2United Kingdom×2Argentina×1Germany×1New Zealand×1

Who they back

founder profiles across 47 portfolio companies
45%
solo founders
21 of 47 mapped founding teams
36%
repeat founders
of 58 founders with career history
~3 yrs
old at investment
median across 21 dated deals

Founding team size:solo founder×212 founders×203 founders×6

Where their founders studiedfrom 54 founders with education data

Harvard Business School ×4Stanford University ×4Regis High School ×3University of Wisconsin-Madison ×3Brown University ×2Harvard John A. Paulson School of Engineering and Applied Sciences ×2UC Berkeley College of Engineering ×2Vanderbilt University ×2

What their founders studiedfrom 54 founders with field-of-study data

Computer Science ×14Business & Management ×13Economics ×10Engineering ×10Finance & Accounting ×3Humanities ×3

Where their founders worked beforefrom 58 founders with career history

Google ×5HubSpot ×4McKinsey & Company ×3Credit Suisse ×2Datadog ×2EatStreet ×2Ey ×2Fast ×2

Accelerator rootsportfolio companies that came through a program

Techstars ×6Y Combinator ×5

4 founders hold a PhD · 6 hold an MBA (of 56 with degree data)

Investments · 100 tracked

founders shown can be your intro path

By year:2026 · 72025 · 62024 · 32023 · 122022 · 42021 · 62020 · 12019 · 342 dated

Tiemeettie.comin𝕏Apr 2023 · $10M✓ verified

Tie is a shopper intelligence platform for ecommerce brands that resolves shopper identities, predicts purchase and engagement intent, and optimizes email inbox placement.

AI & Machine LearningDirect to ConsumerE-commerceMarketing TechSaaSNew York City, US

Alek B(Founder)Michael Diesu(Founder)inAlek Burk(Executive Officer, Director)Steve Klein(Executive Officer, Director)inJonathan Kopnick(Executive Officer, Director)in

BoardAnthony Georgiades(Executive Officer, Director)in

Co-investorsEastward Capital PartnersHawke VenturesirrvrntVC

Aerocloud Systemsaerocloudsystems.cominSeries A · Feb 2023 · $13M

AeroCloud provides self-service check-in kiosks and mobile apps for airports that enable passengers to independently process check-in, baggage, and verification tasks.

AI & Machine LearningCloud ComputingEnterprise SoftwareSaaSTravel & Hospitality

George Richardson(Co-Founder & CEO)inIan Forde-Smith(Co-Founder)Paul Secker(Co-Founder & Global Director of Common Use)in

Co-investorsAvonmore DevelopmentsPlayfair Capital

Aldoaaldoa.comin

Aldoa provides a cloud-based platform for field data collection, laboratory operations, and reporting, serving geotechnical engineering and construction materials testing firms.

AI & Machine LearningCloud ComputingConstruction TechEnterprise SoftwareNew MaterialsSaaSNew York, US

Jake(Co-Founder and CTO)

Co-investorsHeartland VenturesMetaPropTIA VenturesHeartland Ventures S7MetaProp Ventures

Ameraamerahealthsolutions.cominSeed

Amera Health Solutions provides a data integration platform that connects fragmented claims processing systems for health plans.

Data & InfrastructureEnterprise SoftwareFintechHealthtechInsurTechNew York City, US

Deep Kapur(Founder)inLouise Tanski(Founder)in

Co-investorsValia VenturesY CombinatorAlumni VenturesBase10 PartnersC Square CapitalComma Capital+6 more

American AI Logisticsamericanailogistics.comApr 2025

American AI Logistics builds autonomous workflow software that automates the government RFQ process, from intake through quote routing, compliance checks, markup, and bid submission.

AI & Machine LearningDefense TechLogistics & Supply ChainOrlando, US

John Christopher Cofrancesco(Executive Officer)

Co-investorsCompanyon VenturesGOVO Venture Partners

AptEdgeaptedge.ioSeed · Jun 2023 · $11M

Aakrit Prasad(Founder)in

Co-investorsCarya Venture PartnersCounterpart VenturesPathbreaker VenturesUnusual VenturesNational Grid Partners

Arcadearcade.co

Arcade is an AI coaching platform for frontline sales teams that converts a company's existing playbooks, briefs, and decks into AI-powered training, roleplay practice, certifications, and weekly manager coaching.

AI & Machine LearningHR TechSaaSSales Tech

Anthony IndrausDavid CherrieJames McLaren

Co-investors500 GlobalNext Coast VenturesRevTech VenturesTen13Morgan StanleySyn Ventures Seed Management Llc

Auxiaauxia.ioinMar 2025

Auxia builds AI marketing agents and a real-time decisioning platform that automate campaign workflows and personalize customer journeys, integrating with tools like Braze and Salesforce Marketing Cloud.

AI & Machine LearningMarketing TechSaaSPalo Alto, US

Sandeep Menon(Executive Officer, Director, Promoter)inRavi Desu(Executive Officer, Director, Promoter)inAsim Krishna Prasad(Founder)inCole Stuart(Founder)inLuv Misra(Founder)in

BoardIndranil Guha(Director)

Co-investorsIncubate USVela PartnersMUFG Innovation PartnersRidge Ventures

Axleaxle.insurein𝕏Series A

Axle provides instant access to insurance data for fleet managers, asset lenders, and gig platforms, allowing them to verify coverage and reduce risk in seconds rather than hours.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareFintechInsurTechNew York City, US

Cameron Duncan(Co-Founder & CEO)inNihar Parikh(Co-founder & CTO)inArmaan Sikand(Founder)in

Co-investorsBLH Venture Partners, LLCGradient VenturesRebel FundSoma CapitalY CombinatorAccel+3 more

Axleaxleruns.comin

Axle provides an AI-powered solution for compliance teams to manage sanctions, PEP, and adverse media screening alerts at scale, reducing false positives and automating low-risk alert reviews.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Co-investorsDiagramMistral Venture PartnersUpHonest CapitalBase10 PartnersGradient VenturesY Combinator

Axle AIaxle.aiAug 2026 · $17.5M

Axle AI provides on-premise media asset management software designed for large professional video storage and processing.

AI & Machine LearningEnterprise SoftwareMedia & EntertainmentSaaS

Sam Bogoch(CEO)in

Co-investorsEmerging VenturesExpert DOJONovel CapitalPerot JainQuake CapitalBase10 Partners+2 more

Base10 Partnersbase10.vcAug 2026 · $17.5M

Base10 is a venture capital firm that invests in automation technology for what it calls the "real economy," backing companies serving the broader population, and it states it donates 50% of its proceeds to support future technology founders.

Sector Agnostic

TJ Nahigian(Founder)in

Co-investorsInvariantes FundNexus BaySmartGateVC

Basiswearebasis.cominOct 2025 · $33M

Basis manufactures a smart switchboard (electrical panel) for residential homes that provides energy monitoring, cost savings, and electrical safety features including shock and fire protection.

CleantechHardwareIoTAuckland, NZ

Co-investorsGV (Google Ventures)Icehouse VenturesOutset VenturesAccelBessemer Venture PartnersCostanoa Ventures+3 more

Becausetrybecause.comin𝕏

Because is a no-code website personalization platform for Shopify merchants that connects to first-party and zero-party data sources (such as Klaviyo, loyalty, subscription, and quiz platforms) to auto-adapt site content for different visitor segments.

E-commerceMarketing TechSaaS

Co-investorsService Provider CapitalTwo Lanterns Venture Partners

Bevzbevz.comin𝕏Sep 2023 · $3.1M

Bevz is a software platform that helps restaurants and food businesses manage delivery orders and menus across multiple third-party delivery apps from a single dashboard.

FoodTechLogistics & Supply ChainMarketplacesSaaSVan Nuys, US

Jason Vego(Executive Officer, Director)inJoseph Tapiro(Founder)inVictor Grayr(Executive Officer, Director)

BoardJonathan Greenglass(Director)inAndrew Smith(Director)

Co-investorsDynamism CapitalIrishAngelsTechstarsBridge InvestmentsHustle FundTiller Partners

Blerpblerp.comin

Blerp is an alert builder for live streamers that connects stream events (follows, subs, raids, tips, channel points, and TikTok events) to outputs like OBS, VTube Studio, Minecraft, sounds, TTS, videos, and overlays.

Creator EconomyGamingMedia & EntertainmentSalt Lake City, US

Co-investorsCampus Founders FundForward Venture CapitalKickstartKonvoy VenturesTechstarsThe Fund

Bloomfilterthebloomfilter.comin𝕏

Bloomfilter provides end-to-end visibility and traceability over work execution by humans and AI agents, unifying data across development tools and platforms into a shared intelligence layer.

AI & Machine LearningCloud ComputingDeveloper ToolsEnterprise SoftwareCleveland, US

Co-investorsAlumni VenturesCastor VenturesChicago Early Growth Ventures (CEGV)Service Provider CapitalTechstarsTribes Ventures+3 more

Bountibounti.aiin

Bounti.ai offers AI tools for real estate agents, including B.Claw, an AI agent that connects to Gmail, calendar, MLS, and CRMs to triage inbox, generate CMAs, follow up on pipeline, and schedule, plus a visual marketing toolkit for photo enhancement, virtual staging, listing videos, and social content.

AI & Machine LearningMarketing TechPropTechSaaSSan Jose, US

Uzair A(Founder)Ashar Rizqi(Co-Founder & CEO)inMatt Cooley(Co-Founder & COO)inBrian Mitchell(Chief Strategy Officer)in

Co-investors2.12 AngelsBloomberg BetaMS&AD VenturesVentech

Builtfirstbuiltfirst.comin𝕏Pre-Seed · Dec 2021 · $4M

Builtfirst operates a partner marketplace connecting sellers with hundreds of marketplace owners who can list and promote products and services from a curated catalog.

B2B MarketplacesMarketing TechSaaS

Co-investorsFUSE

Cablecable.techin

Cable provides automated compliance testing and risk assessment solutions that enable financial institutions and fintechs to meet regulatory requirements across multiple frameworks without manual intervention.

Enterprise SoftwareFintechSan Francisco, US

Katherine Savitz(Executive Officer, Director)Natasha Vernier(Founder)in

BoardCaitlin Bolnick(Director)Michael Wood(Director)Daniel Heck(Director)

Co-investorsCRV (Charles River Ventures)

Cablecable.energyMay 2023 · $11M

Cable provides battery-backed electricity plans for Australian small businesses, funding and owning the battery and trading it on wholesale markets to charge when prices are low and discharge when high.

CleantechClimate TechEnergySydney, AU

Co-investorsBlack Nova VCSystemiq CapitalCRV (Charles River Ventures)Jump Capital

Championchampionhq.comin𝕏

Champion provides a Customer Revenue Orchestration platform that uses AI to identify high-value customer advocates and coordinate engagement across sales, marketing, and customer success teams to drive pipeline and retention.

AI & Machine LearningEnterprise SoftwareSaaSIndianapolis, US

Courtney Crispin(Co-Founder and CTO)inJeff Reekers(Co-Founder and CEO)inGianna Scorsone(Co-Founder and COO)inNeenah Jain(Director)

BoardPatrick Berry(Director)inEric Tobias(Director)in

Co-investorsBread And Butter Ventures, LlcFlyover CapitalHigh AlphaHomegrown Capital

Chatkickchatkick.comin𝕏Seed · Jun 2021 · $2M

Chatkick is an all-in-one recruiting platform that combines AI candidate sourcing from a database of profiles, omni-channel outreach sequences, a talent CRM, applicant tracking (ATS) workspaces, and interview recording and transcription.

AI & Machine LearningHR TechSaaSHoboken, US

Daniel Jakaitis(Executive Officer, Director)

Convrconvr.comin𝕏Series B · Nov 2019 · $15M

Convr provides AI-powered underwriting infrastructure for commercial P&C insurance, offering a Risk Context Engine that grounds AI agents in insurance-specific knowledge graphs and semantic ontologies to enable more accurate and traceable underwriting decisions.

AI & Machine LearningEnterprise SoftwareInsurTechSaaS

Co-investorsMK CapitalSeyen Capital

Curated for Youcuratedforyou.ioin𝕏Oct 2022

Curatedforyou uses machine vision and natural language processing to measure consumer motivations and predict perceptions at scale, serving as a data infrastructure tool for understanding consumer behavior.

AI & Machine LearningConsumerData & InfrastructureE-commerceMarketing TechRetail TechSan Antonio, US

Katy Aucoin(Founder)inMatthew Shandy(Director)Katherine Aucoin(Executive Officer, Director)

Co-investorsAIX VenturesDundee Venture CapitalDynamism CapitalFlorida FundersGeekdomGurtin Ventures+4 more

Day AIday.ai

Day AI is an AI-native CRM that assembles and maintains customer records automatically from a company's communications, replacing manual data entry with generated, always-current context.

Michael Pici(Co-founder)inChristopher O'Donnell(Co-founder)in

Co-investorsInspired CapitalPermanent Capital VenturesPillar VCPreston-Werner VenturesSequoia CapitalConviction+2 more

DeepScribedeepscribe.aiin𝕏Dec 2020

DeepScribe builds an ambient AI documentation platform for oncology, including an AI medical scribe, pre-visit chart summaries, AI medical coding, and note customization.

AI & Machine LearningDigital HealthHealthtechSan Francisco, US

Matthew Ko(CEO & Cofounder)inAkilesh Bapu(Founder)inKairui Zeng(Executive Officer)in

BoardMichael Berolzheimer(Director)in

Co-investorsBerkeley SkyDeck FundFoothill VenturesFour Acres CapitalIndex VenturesSupernode VenturesUC Berkeley Skydeck+3 more

Employee Cycleemployeecycle.comin𝕏May 2022

EmployeeCycle provides HR data management and analytics tools for human resources professionals to optimize workforce insights and decision-making.

Data & InfrastructureEnterprise SoftwareHR TechSaaSPhiladelphia, US

Salas Saraiya(Director)inBruce Marable(Executive Officer, Director)in

BoardDavid Brown(Director)

Co-investorsConvergeTechstarsCollab CapitalImpellent Ventures

Enboarderenboarder.com𝕏

Enboarder provides an AI-driven platform for employee onboarding and cross-functional HR journeys, helping enterprise customers like Deloitte, ING, and Cisco reduce time-to-productivity and attrition.

AI & Machine LearningHR TechSaaSAustin, US

Brent Pearson(Executive Officer, Director)inDavid Jacobson(Director)James Butler(Director)

BoardWilliam Szczerbiak(Director)

Co-investorsGreycroftNext Coast VenturesAlumni VenturesEscalate Capital PartnersFlucas VenturesGolub Growth+2 more

Finchfinchlegal.comMay 2025

Finch provides outsourced legal operations for personal injury plaintiff firms, combining US-based intake specialists, case managers, paralegals, and demand writers with proprietary AI to handle intake, investigation, records, bills, liens, and demands.

AI & Machine LearningLegalTechSaaSNew York City, US

Benjamin Weems(Executive Officer, Director, Promoter)Viraj Bindra(Founder)in

BoardSatish Dharmaraj(Director)in

Co-investorsRedpoint VenturesRoar VenturesSequoia CapitalLiquid VenturesPEER VC

First Roundfirstround.com

First Round is an early-stage venture capital firm that partners with founders at the earliest stages of company creation, providing hands-on support from former-founder partners along with go-to-market and recruiting help.

Sector Agnostic

Josh Kopelman(Co-founder)in

Co-investorsDarco Capital

Fiveonefourfiveonefour.comSep 2025 · $17M

Fiveonefour builds tooling focused on agent experience (AX), helping developers ship software that AI agents can use effectively.

AI & Machine LearningDeveloper ToolsSaaSPortland, US

Timote Gelinas Delisle(Executive Officer, Director, Promoter)Chris Crane(Founder)inNicolas Joseph(Founder)in

BoardNan Li(Director)in

Co-investorsFlybridge Capital PartnersVermilion Cliffs Ventures6 Dimensions CapitalDimension CapitalRidge Ventures

Gappifygappify.comin𝕏

Gappify automates accrual estimation and journal entry generation for accounting teams, integrating with ERP and P2P systems to produce SOX-compliant audit trails and reduce month-end close time.

AI & Machine LearningEnterprise SoftwareFintechSan Francisco, US

Jotham Ty(Executive Officer, Director)inCharlene Garland(Executive Officer, Director)

Co-investorsFINTOP CapitalFounders.aiManila Angel Investors NetworkRally Ventures Management, LlcBessemer Venture Partners

Gigprogigpro.comin

Qwick is a labor platform for hospitality that automates shift staffing, vetting, and payroll.

B2B MarketplacesFuture of WorkHR TechNorth Charleston, US

Benjamin Ellsworth(Executive Officer, Director)Samuel Mylrea(Executive Officer, Director)Jonathan Komorek(Executive Officer, Director)

BoardC. Brent Dana(Director)Jay Po(Director)inAdam Phillips(Director)

Co-investorsFoundryStage Capital

GoSitegosite.comin𝕏

GoSite provides online tools to help local service businesses attract and retain customer jobs.

Enterprise SoftwareMarketing TechMarketplacesRetail TechSaaSSales Tech

AlexBrandeRexSydnie

Co-investorsAnkona CapitalCove FundLongley CapitalSerra VenturesUpper90

Gradient Worksgradient.works

Gradient Works provides a territory design platform that connects account scoring, territory planning, book management, lead routing, and pipeline analytics for B2B commercial sales teams.

AI & Machine LearningEnterprise SoftwareSaaSSales TechAustin, US

Hayes Davis(Co-Founder & CEO)in

Co-investorsFrontera Technology VenturesAnthos CapitalGula Tech AdventuresStoneMill Ventures

Infinity Venturesinfinityvc.capitalin𝕏Sep 2026 · $7.3M

Infinity Ventures is a venture capital firm run by former operators and investors that backs early- to late-stage companies in the fintech and commerce enablement sectors.

Fintech

Jeremy(Partner (co-founder of PayPal Ventures))Jay(Partner)Mario(Partner)Levi(Partner)

Co-investorsNimble PartnersFinTech CollectiveSocial Leverage

Intelligemsintelligems.ioin𝕏Mar 2025

Intelligems builds AI agents that optimize ecommerce storefronts by automatically making real-time decisions about pricing, offers, content, and promotions to maximize conversion and profit from incoming traffic.

AI & Machine LearningE-commerceSaaSDenver, US

Adam Kitain 💎(Founder)inDrew Marconi 💎(Founder)inAndrew Raftery(Head of Data, ML, and AI)inDaniel Heck(Director)in

Co-investorsExpansion Venture CapitalHawke VenturesMaropost VenturesMatchstick VenturesSuperangelSuperAngel.Fund+3 more

Jweganjwegan.com𝕏

A personal blog by an individual author sharing technical and growth-focused guides for startups, such as managing email sender reputation and deliverability.

Kieranflanagankieranflanagan.io

A personal newsletter that shares AI insights and use cases for marketers, delivered weekly by email.

AI & Machine LearningMarketing TechMedia & Entertainment

Klaraklara.com𝕏acquired by ModMed · Feb 2022

Klara is a patient communication and engagement platform for medical practices, acquired by ModMed in 2022.

Digital HealthHealthtechSaaS

Co-investorsAtlanticCreathor VenturesFirstMark CapitalFrist Cressey VenturesGradient VenturesLerer Hippeau+5 more

Korlkorl.co

Korl is an AI agent that generates personalized business presentations for customer interactions like roadmap reviews, quarterly business reviews, and contract renewals by integrating data from tools like Salesforce, Jira, and Google Docs.

AI & Machine LearningEnterprise SoftwareSaaSSan Francisco, US

Sumeet Pannu(Founder)in

Co-investorsMaC Venture CapitalPerceptive Ventures Management Company, LlcUnderscore VC

Learnexuslearnexus.comDec 2021

Learnexus is a marketplace that connects learning and development (L&D) teams with vetted independent consultants such as instructional designers, eLearning developers, and LMS architects, matching companies with experts via video proposals often within 48 hours.

EdTechFuture of WorkMarketplacesNew York, US

Peter Enestrom(Executive Officer, Director)

Co-investorsGood FriendsRSE Ventures

Letterletter.coin𝕏Feb 2026 · $40MDefunct

Letter offers automated investment and wealth management services including portfolio management using BlackRock models, crypto deposit accounts with interest, native stock trading, and automatic cash sweeping features.

FintechSan Diego, US

Drew Wilson(Founder)inMatt DeLoach(Founder)inAndrew CarrollBen HowdleRick Richardson

Co-investorsOpera VenturesY CombinatorBattery VenturesEarl Grey CapitalIndicator VenturesLightbank

Letter AIletter.aiin𝕏Series A · Feb 2026 · $40M

Letter AI provides an AI-native revenue enablement platform for sales and GTM teams, delivering personalized content, training, coaching, and buyer engagement tools.

AI & Machine LearningEnterprise SoftwareFuture of WorkSaaSSales TechChicago, US

Ali Akhtar(Founder)inArmen Forget(Founder)in

Co-investorsBattery VenturesFormus CapitalPioneerSoma CapitalTechNexus Venture CollaborativeY Combinator+3 more

ListReportslistreports.cominSep 2019

Orange, US

Wessal Khader(Director)Ajay Shah(Executive Officer, Director)Matthew Duffy(Executive Officer, Director)Randolph Shiozaki(Executive Officer, Director)

BoardJay Po(Director)in

Co-investorsLighter CapitalTenOneTen Ventures

Marpipemarpipe.comin𝕏Series A · Sep 2021 · $8M

Marpipe is a platform that gives advertisers control over their Dynamic Product Ads (DPA) and catalog ads, letting them enrich plain catalog ads with images and video.

AdTechMarketing TechSaaSNew York, US

Dan Pantelo(Founder)in

Co-investorsCommerce VenturesIn Revenue CapitalSamsung NextTIA VenturesValuestream Ventures

Meaningful Gigsmeaningfulgigs.comApr 2022

Puntt provides AI-driven automation of manual marketing content reviews for regulated brands, checking creative assets and copy for compliance.

AI & Machine LearningMarketing TechSaaSWashington, US

Ronnie Coleman(Executive Officer, Director)inStephanie Nachemja-Bunton(Executive Officer)

BoardMandy Cole(Director)in

Co-investorsAUTHENTIC VENTURESReach CapitalRethink Capital PartnersRethink Education

MedScoutmedscout.ioin

MedScout provides commercial intelligence and tools for medical device and healthcare technology companies to support their go-to-market strategies.

Data & InfrastructureEnterprise SoftwareHealthtechMedical DevicesSaaSSales Tech

Co-investorsAlumni VenturesCapital FactoryFulcrum Equity PartnersLiveOak Ventures

Metaplanemetaplane.devin𝕏Mar 2024Acquired

Metaplane is a data observability platform that detects data quality issues and anomalies in data warehouses, alerting teams to problems and recommending remediation steps.

Data & InfrastructureDeveloper ToolsEnterprise SoftwareSaaSNew York City, US

Guru Mahendran(Founder)inKevin Hu(Founder)in

Co-investorsEarl Grey CapitalFelicis VenturesFlybridge Capital PartnersY CombinatorArray Ventures Management LlcB37 Ventures+2 more

MLtwistmltwist.comin

MLtwist provides a unified platform for preparing unstructured data for AI, handling ingestion, transformation, labeling, validation, and versioning across multiple data types.

AI & Machine LearningData & InfrastructureEnterprise Software

Co-investorsACADEMY INVESTORAIN VenturesInner Loop CapitalHike Ventures

Momentummomentum.ioin𝕏acquired by Salesforce · Feb 2026

Momentum provides AI-powered conversation intelligence and automation tools for sales development teams (SDRs/BDRs) to reduce manual work, improve call quality, and ensure compliance during prospecting and discovery conversations.

AI & Machine LearningEnterprise SoftwareSaaSSales Tech

Co-investorsBasis Set VenturesFirstMark CapitalLeadout CapitalInovia Capital

MVP Matchmvpmatch.co

Custom AI and data consultancy that builds working AI products—covering data extraction, visualization, forecasting, and process automation—for German Mittelstand (mid-sized) companies, delivered in weeks via proofs of concept and MVPs.

AI & Machine LearningData & InfrastructureEnterprise Software

MyTimemytime.comin𝕏

MyTime provides scheduling and business management software for appointment-based businesses such as salons, barbershops, spas, and pet care providers, with an emphasis on multi-location and franchise operations.

Enterprise SoftwareMarketing TechRetail TechSaaS

Ethan Anderson(Founder)in

Co-investors500 GlobalUpfront VenturesAccelerator VenturesKhosla Ventures

Nickelnickel.comin

Nickel is a cashflow platform for small and mid-sized US businesses that handles accounts receivable, accounts payable, payments across 135+ countries, an interest-bearing cash balance, and short-term capital.

AI & Machine LearningEnterprise SoftwareFintechSaaS

Claudio Wilson(Founder)Ray Fu(CEO)

Co-investorsBrick Mortar VenturesConversion CapitalStanley VenturesWischoff Ventures

nodaFinodafi.comin

nodaFi builds facility operations software designed for facilities professionals to manage work orders, assets, maintenance scheduling, and building operations in a single platform.

Enterprise SoftwarePropTechSaaS

Dan Pettay(Founder)inMichael Loyda(Founder)in

Co-investorsFJ Labs

Occupieroccupier.cominJan 2022

Occupier provides lease administration software for commercial real estate teams at multi-location businesses, centralizing lease data, automating critical date alerts, and enabling real-time portfolio visibility.

Enterprise SoftwarePropTechSaaSBoston, US

Andrew Flint(Executive Officer, Director)inMatt Giffune(Founder)in🏔 Erik Pearson(Founder)inBenjamin McGuinness(Executive Officer, Director)

Co-investorsAlate PartnersMetaPropMetaProp VenturesOMERS VenturesRelay VenturesSecond Century Ventures

Ocrolusocrolus.comin

Ocrolus provides cash flow analytics and document processing tools for lenders and financial institutions to make funding decisions for small businesses.

AI & Machine LearningData & InfrastructureFintechSaaSNew York, US

Sam Bobley(Executive Officer)in

BoardNick Adams(Director)inDavid Arcara(Director)in

Co-investorsARC Angel FundBoro CapitalBullpen CapitalCohen CircleDifferential VenturesElevate Innovation Partners+9 more

Ondayzeroondayzero.comin

DayZero provides an inventory accounting platform that tracks physical inventory movement across suppliers, copackers, and warehouses while computing real landed costs and cost of goods sold.

Advanced ManufacturingAI & Machine LearningEnterprise SoftwareFintechSaaS

Co-investorsirrvrntVC

Onecrewgetonecrew.comin

OneCrew is a CRM and job-management system built specifically for paving contractors, connecting leads, customer records, and job sites to estimates, proposals, scheduled jobs, and invoices.

Construction TechEnterprise SoftwareFintechSaaSSales TechSan Francisco, US

Max Kostow(Founder)inAri Bleemer(Executive Officer, Director, Promoter)Omri Bloch(Director)

Co-investorsEntourage Ventures

Other

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

Athenic AIHaize LabsPactSlidesTaclia

Exits · 6

6 acquisitions · showing 3

Klaraacq. by ModMedMomentumacq. by SalesforceUpdateAIacq. by Gainsight

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has Stage 2 Capital made?
Stage 2 Capital has 100 tracked investments, 6 of which have exited, including 13 dated in the last 24 months.
What stage does Stage 2 Capital invest at?
Stage 2 Capital invests at the Seed, Series A, Growth stages.
What is Stage 2 Capital's typical check size?
Stage 2 Capital typically writes checks of $200K – $4M.
What sectors does Stage 2 Capital focus on?
Stage 2 Capital focuses on AI & Machine Learning, Data & Infrastructure, Enterprise Software, Fintech, Future of Work, HR Tech, LegalTech, Marketplaces, SaaS, Sales Tech.
Where is Stage 2 Capital located?
Stage 2 Capital is headquartered in Lincoln, US.
Does Stage 2 Capital lead rounds?
Stage 2 Capital typically participates in rounds rather than leading them.
Who does Stage 2 Capital co-invest with?
Stage 2 Capital most often shares deals with Service Provider Capital, Techstars, Y Combinator, among 209 tracked co-investors.

From the blog

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Stage 2 Capital recently published on measuring AI's real impact in sales through productivity metrics, building founder credibility on LinkedIn through authentic expertise, and operationalizing event planning with AI-assisted tools for attendee engagement and communications. AI summary

Media · Podcasts & interviews

featuring the team

Mark Roberge: The Framework for How Startups Should Scale into the Enterprise -Stage 2 Capital|E1176

20VC with Harry Stebbings · Mark Roberge

Stage 2 Capital Blog | Sean Po

Sean Po · stage2.capital

Stage 2 Capital Blog | Mandy Cole

Mandy Cole · stage2.capital

Stage 2 Capital Co-Founder Mark Roberge | S3 Ep1

ZoomInfo · Mark Roberge

Liz Christo: From NetSuite Pioneer to Shaping the Future of VC at Stage 2 Capital

OpenVC · Liz Christo

I Had to Dramatically Change My Working Style (ft. Liz Christo - Stage 2 Capital)

Andrew Capland · Liz Christo

Co-investors · 22

Khosla Ventures

Khosla Ventures is a venture capital firm that backs bold, early-stage, technology-driven companies across deep tech and other sectors, providing hands-on 'venture assistance' to help founders build category-defining businesses.

$5K – $50M
Bessemer Venture Partners

Bessemer Venture Partners is a global venture capital firm that partners with entrepreneurs across enterprise, consumer, and healthcare sectors from early stages through growth.

Both backed · 2
$5M – $100M
CRV (Charles River Ventures)

CRV is a venture capital firm that backs founders at the seed and Series A stages, focusing on those with deep conviction and unique insights.

Both backed · 2
$250K – $5M
Battery Ventures

Battery Ventures is a global investment firm that has backed more than 450 companies over its 40-year history, operating its investment staff as a single global unit.

Both backed · 2
$500K – $100M
Next Coast Ventures

Next Coast Ventures is a venture capital firm that invests in emerging 'next coast' companies at the critical make-or-break stage of development to accelerate them into hyper-growth.

Both backed · 2
$2M – $4M
Ankona Capital

Ankona Capital invests $5 to $15 million in early-growth-stage B2B software companies generating $5 to $15 million in recurring revenues, supporting founders through the critical scaling phase with capital and operational expertise.

Both backed · 2
OrderGoSite
$5M – $15M
Valuestream Ventures

ValueStream Ventures is an early-stage venture fund focused on B2B platforms built around valuable proprietary data.

Both backed · 2
$250K – $10M
Insight Partners

Insight Partners is an investment firm focused on accelerating revenue and profit growth in software companies, providing capital and operational support through its Insight Onsite team.

Both backed · 1
$120M – $350M
Foundry

Foundry invests in early-stage startups and venture funds across multiple sectors. The firm builds a portfolio-based network connecting portfolio companies with other investors and entrepreneurs.

Both backed · 1
$250K – $15M
US Venture Partners

US Venture Partners (USVP) is an early-stage venture capital firm investing in information technology and healthcare companies, with four decades of investing experience.

Both backed · 1
$500K – $10M
Upfront Ventures

Upfront Ventures is an early-stage venture capital firm that invests in and partners with startups over the long term.

Both backed · 1
$1M – $10M
Homebrew

Homebrew is an early-stage venture firm backing mission-driven founders, investing its own capital primarily at the pre-seed and seed stages.

Both backed · 1
$100K – $500K
▶10 more co-investors

Tribe Capital FirstlookAccelerator VenturesNational Grid PartnersPlayfair CapitalSamaipataACF InvestorsHaatchDistributed VenturesStartmate25Madison

Firms observed investing alongside Stage 2 Capital, from public investor directories. Shared companies are the overlap with Stage 2 Capital's recorded portfolio.

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