# CFV Ventures

> CFV Ventures is a VC fund in Charlotte backing FinTech and Financial Services. See 70 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: Charlotte, United States
- Total investments: 70
- Last investment: Oct 2022
- Lead investor: 3%
- Fund size: $6.7M
- Last fund: Jan 2019
- Last updated: Aug 2026
- Website: http://www.fintechvc.us

CFV Ventures is a VC fund in Charlotte focused on FinTech and Financial Services. Early stage venture capital firm focused on Fintech

## Contacts

5 contacts available for CFV Ventures. Shizune tracks 4 team members at CFV Ventures. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/cfv-ventures?utm_source=investor_profile

## Round sizes

| Stage | Round size |
| --- | --- |
| Seed | $20k–$5.4M |
| Pre-Seed | $40k–$1M |

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| FinTech | 32 | 46% |
| Financial Services | 32 | 46% |
| Software | 21 | 30% |
| Information Technology | 12 | 17% |
| Artificial Intelligence | 10 | 14% |

91 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Pre-Seed | 35 | 50% |
| Seed | 32 | 46% |
| Funding Round | 1 | 1% |

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 51 | 73% |
| Canada | 7 | 10% |
| Japan | 1 | 1% |
| Mexico | 1 | 1% |
| Germany | 1 | 1% |

7 countries tracked in total.

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| Ben Glenney | Investment Analyst | 0 | https://shizune.co/investors/profile/ben-glenney |
| Daniel Roselli | Co-Founder & Managing Director | 28 | https://shizune.co/investors/profile/dan-roselli |
| Josh Brant | Venture Partner | 1 | https://shizune.co/investors/profile/josh-brant-82fa |
| Nathaniel Clarkson | Founder and Managing Partner | 2 | https://shizune.co/investors/profile/nathaniel-clarkson |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| AleFi | AleFi is a social investing app that connects retail investors interested in the financial world to know where and when to invest. Users can connect with other investors on the platform, as well as view other users' investments, profitability, and portfolio composition. It aims to provide its users with a way to follow and view the portfoliosof credible investors. Customers will pay $5 per month to gain access to successful investors' trading portfolios through AleFi's service. The company and the investor split the fees 20/80. | $600K | Pre-Seed | Oct 11, 2022 |  |
| Konduit | Connecting consumers with 300+ local lenders that are hard-to-find online and offer better deal on loans | $1.2M | Pre-Seed | Jul 11, 2022 |  |
| Konduit | Konduit is a no-code fintech infrastructure allowing banks quickly onboard and adopts third-party fintech solutions. It connects banks, fintechs, and other technology in a seamless, no-code platform for financial institutions. The platform delivers real-time pre-qualified rates for consumer loans at a fraction of the cost. Lenders can use theKonduit platform to combine individual fintech solutions to solve end-to-end business use cases.Konduit was founded in 2021 and is based in Reston, Virginia. | $1.2M | Pre-Seed | Jul 11, 2022 |  |
| VoiceScript | VoiceScript, Inc. is a leading supplier of legal technology and SaaS solutions designed to modernize the court reporting and legal industries. VoiceScript products and services allow court reporting agencies to deliver the industry's best and most efficient court reporting services while also significantly reducing production costs anddelivery times for certified legal transcripts. By partnering with VoiceScript, court reporting agencies can quickly scale their digital court reporting business, while dramatically improving their overall profitability. | $2M | Seed | Apr 01, 2022 |  |
| PTO Exchange | PTO Exchange helps companies and employees transform the value of paid time off. With PTO Exchange, you can trade some of your unused time off for goods and services to make your next vacation even better, you can donate to any non-profit, or you can share some of your time with a fellow employee. | $5.4M | Seed | Mar 03, 2022 |  |
| Asa Technologies, Corporation | It's difficult for financial institutions to predict what tech and features their customer base is going to resonate with. ASA doesn't give you a one size fits all app, but rather links you to a marketplace of innovation and endless possibilities. ASA makes it possible for banks and credit unions to offer mobile tech solutions forbudgeting, saving, investing, managing a business, and so much more! Your banking customers will always have access to the most cutting edge technology, with new tools coming out as fast as the growing crowd of independent developers can make them. Every customer can choose the fintech they feel best fits their needs. More choice and control for your customers, less risk and expense of building out tech yourself. win-win. | $1.8M | Seed | Aug 17, 2021 |  |
| InsureLife Inc. | InsureLife provides an AI-powered Network Orchestration Platform for Insurers that digitally connects their financial services products with consumers and agents so they interact anytime, growing sales in a contactless world. |  | Seed | Aug 04, 2021 |  |
| Bundle | Bundle is an online marketplace that matches homebuyers with mortgage loan officers anonymously to eliminate spam calls. | $600K | Seed | Jun 01, 2021 |  |
| upSWOT | UpSWOT is a fintech platform that enables banks to connect, collect, and normalize data from business software tools they regularly use.The company's technology serves financial institutions to help them build loyalty and grow engagement among their SMB clients. Its platform is a white-labeled portal deployed into customers’ private cloudand connected with the online banking application. Using an approach similar to Plaid, SMBs connect their data for continuous, API-enabled access to QuickBooks, Xero, Salesforce, and 120+ other business-critical SaaS applications. Data is aggregated in real-time and thousands of signals are analyzed to help SMBs better understand the health of their businesses via interactive dashboards. On the back-end, Upswot surfaces meaningful data for relationship managers to upsell the right products and services while building more meaningful and longer-lasting relationships.The Berkeley, Califoria-located company was co-founded by Aleksander Simeiko, Andrey Davydchuk, Dmitriy Syvolap, and Dmitry Norenko in 2019. | $4.3M | Seed | Mar 15, 2021 |  |
| Konduit | Connecting consumers with 300+ local lenders that are hard-to-find online and offer better deal on loans | $1.2M | Pre-Seed | Mar 01, 2021 |  |

10 of 70 investments shown.

## Co-investors
- [Queen City Fintech](https://shizune.co/investors/profile/qc-fintech) — VC Fund, 6 deals together
- [10X Capital](https://shizune.co/investors/profile/10x-capital) — VC Fund, 2 deals together
- [Stacked Capital](https://shizune.co/investors/profile/stacked-capital) — VC Fund, 2 deals together
- [Techstars](https://shizune.co/investors/profile/techstars) — VC Fund, 2 deals together
- [Activat VC](https://shizune.co/investors/profile/activat) — VC Fund, 1 deal together
- [Allied Venture Partners](https://shizune.co/investors/profile/allied-venture-partners) — VC Fund, 1 deal together

## Similar investors

### Similar industry
- [Antler](https://shizune.co/investors/profile/antler-be9c) — VC Fund
- [Global Founders Capital](https://shizune.co/investors/profile/global-founders-capital) — VC Fund
- [Coinbase Ventures](https://shizune.co/investors/profile/coinbase-ventures) — VC Fund

### Similar stage
- [Antler](https://shizune.co/investors/profile/antler-be9c) — VC Fund
- [Right Side Capital Management](https://shizune.co/investors/profile/right-side-capital-management) — VC Fund
- [Everywhere Ventures](https://shizune.co/investors/profile/everywhere-ventures) — VC Fund

### Similar country
- [BDC Venture Capital](https://shizune.co/investors/profile/bdc-venture-capital) — VC Fund
- [Real Ventures](https://shizune.co/investors/profile/real-ventures) — VC Fund
- [Anges Quebec](https://shizune.co/investors/profile/anges-quebec) — VC Fund

## Featured in investor lists
- [FinTech Investors in United States](https://shizune.co/investors/fintech-investors-united-states)
- [FinTech VC Funds in United States](https://shizune.co/investors/fintech-vc-funds-united-states)
- [FinTech Investors in Canada](https://shizune.co/investors/fintech-investors-canada)
- [FinTech VC Funds in Canada](https://shizune.co/investors/fintech-vc-funds-canada)
- [Financial Services VC Funds in Canada](https://shizune.co/investors/financial-services-vc-funds-canada)
- [Mobile VC Funds in Canada](https://shizune.co/investors/mobile-vc-funds-canada)

## FAQ

### What does CFV Ventures invest in?

CFV Ventures invests primarily in FinTech, Financial Services and Software startups, most often at Pre-Seed and Seed stage. Most of the 70 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### What is CFV Ventures's check size?

CFV Ventures typically joins rounds of $20k–$5.4M at Seed and $40k–$1M at Pre-Seed. These ranges are 10th–90th percentile round sizes calculated from confirmed public funding rounds, so they are a realistic guide to the rounds CFV Ventures participates in.

### How do I contact CFV Ventures?

Public channels for CFV Ventures include the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

### Who are the partners at CFV Ventures?

The team at CFV Ventures includes Ben Glenney (Investment Analyst), Daniel Roselli (Co-Founder & Managing Director) and Josh Brant (Venture Partner). The Team section lists each member with their title, investment count and links.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

# About Shizune
Shizune.co is an investor database. Core features:
- 48,091 startup investors (angels, VCs, accelerators, and others)
- Email, phone, LinkedIn (for intros), socials, and other contact data
- Updated daily from public funding news
- CSV and Excel export

The User can access the full database FOR FREE after signing up: shizune.co