About CFV Ventures
CFV Ventures is a venture capital firm founded in 2017. It is primarily based out of Charlotte, United States. As of Mar 2022, CFV Ventures has invested in 57 companies. It primarily invests in Seed round in United States based startups. Its investments are spread across a wide range of sectors from Enterprise Applications to FinTech and High Tech. Most recently it participated in the $***** Seed round of iink Overall, CFV Ventures portfolio has seen 4 acquisitions including key companies like Tookitaki, Upswot and ethos ESG. A lot of funds co-invest with CFV Ventures, with names like TTV Capital sharing a substantial percentage of its portfolio. CFV Ventures has team of 4 people including 2 partners.Key Metrics
Team Members
Portfolio Count
Portfolio Sectors
Portfolio Locations
Rounds of Entry
Seed & Series A
Portfolio Soonicorns
CFV Ventures' List of Top Investments
CFV Ventures has a portfolio of 57 companies. Their most notable investmentis in BundleTheir portfolio spans across United States, Canada, United Kingdom and 5 more locations. They have invested in Enterprise Applications, FinTech, High Tech and 9 other sectors, across stages such as Seed, Series A stages. Here is the list of top investments by CFV Ventures:
1. Lenme
Lenmo is a P2P lending app that connects borrowers with lenders for consumer loans. Users can submit a loan request online by specifying the amount of money and loan tenure. Investors can make investments in the small amount loan market. The app is available for iOS and Android platforms.
Key facts about Lenme
- Founded Year: 2018
- Location: Oakland (United States)
- Stage: Seed
- Total Funding till date: $3.02M
- Employee Count: 10 as on May 31, 2026
- Investors: Techstars, RevTech Labs Capital and 2 Others
- Latest Funding Round: Seed, 2023, $*****
2. PTO Exchange
Provider of a platform enabling employees to exchange paid time off. The platform allows employees to allocate the value of unused vacation time. This can be directed towards retirement contributions, student loan payments, and charitable donations. The platform aims to empower the workforce and promote financial wellness.
Key facts about PTO Exchange
- Founded Year: 2013
- Location: Woodinville (United States)
- Stage: Seed
- Total Funding till date: $8.4M
- Employee Count: 61 as on May 31, 2026
- Investors: TTV Capital, Fin Capital and 8 Others
- Latest Funding Round: Seed, Mar 03, 2022, $*****
- Highlight: Editors' Pick
3. Tookitaki
Provider of an AI-powered platform for financial crime risk management. The platform offers transaction monitoring, screening, onboarding risk assessment, and customer risk scoring. It features alert prioritization, case management, and collaborative intelligence tools. The platform helps organizations to detect financial crime risks and maintain compliance.
Key facts about Tookitaki
- Founded Year: 2012
- Location: Singapore (Singapore)
- Annual Revenue: $1M - $10M as on Dec 31, 2023
- Last Known Valuation: $*****
- Stage: Acquired
- Total Funding till date: $20.4M
- Investors: Viola Group, Blume Venture and 35 Others
- Latest Funding Round: Series A, Oct 21, 2024, $*****
- Highlight: Acquired
4. FINBOA
Platform offering digital process automation solutions for financial institutions. Its features include exception management, back office automation, payment dispute management, digital signatures, reducing compliance costs and reputational risk, regulatory compliance, and more. It enables banks and credit unions to optimize operations, compliance accuracy, and customer service through the back office.
Key facts about FINBOA
- Founded Year: 2016
- Location: Houston (United States)
- Stage: Seed
- Employee Count: 39 as on May 31, 2026
- Investors: RevTech Labs Capital and CFV Ventures
- Latest Funding Round: Seed, Jun 04, 2020, $*****
5. Beam
Cloud-based suite solutions for public safety management. The platform offers tools for case management, verification & security, analytics & reporting, etc. The platform offers a dashboard for managing application reviews, case assignments and document previews.
Key facts about Beam
- Founded Year: 2016
- Location: Brooklyn (United States)
- Stage: Series A
- Total Funding till date: $18.2M
- Employee Count: 325 as on Jan 05, 2026
- Investors: Wells Fargo Startup Accelerator, Financial Solutions Lab and 25 Others
- Latest Funding Round: Series A, Jan 04, 2024, $*****
- Highlight: Editors' Pick
CFV Ventures' Year-on-Year Investment Trends
CFV Ventures has invested in 57 companies over the last 6 years, with an average of 1 new investment annually in the last 5 years. Its most recent first time investment was in iink.Year | No. of Investments | ||
|---|---|---|---|
1st Round | Follow-on | Total | |
2026 (YTD) | 0 | 0 | 0 |
2025 | 0 | 0 | 0 |
2024 | 0 | 0 | 0 |
2023 | 0 | 0 | 0 |
2022 | 2 | 0 | 2 |
2021 | 4 | 0 | 4 |
2020 | 1 | 0 | 1 |
CFV Ventures' Investments by Stage
CFV Ventures has made 6 investments in Seed stage with an average round size of $3.22M and 1 investment in Series A stage with an average round size of $2.16M.Stage of entry | No. of Investments |
|---|---|
Seed | 6 |
Series A | 1 |
Note: We have considered here, only first round of investments
CFV Ventures' Investments by Sector
CFV Ventures has a diverse portfolio, with companies operating in the FinTech, Enterprise Applications, InsurTech, Financial Services and HealthTech. Notably, it has invested in 56 Tech companies, 45 Enterprise (B2B) companies, 40 Software companies and at least 21 companies focusing on Saas.Sector | No. of Investments |
|---|---|
FinTech | 6 |
Enterprise Applications | 4 |
InsurTech | 2 |
Financial Services | 1 |
HealthTech | 1 |
Others | 2 |
Note: We have considered here, only first round of investments
CFV Ventures' Investments by Geography
CFV Ventures has made most investments in United States (6), followed by Poland where it has made 1 investment.Country | No. of Investments |
|---|---|
United States | 6 |
Poland | 1 |
Note: We have considered here, only first round of investments
CFV Ventures' recent investments
CFV Ventures has not made any investment in 2026 so far.Here are the most recent investments by CFV Ventures:
Filter this listDate | Company | Location | Round Details | Round Amount | Co-Investors |
|---|---|---|---|---|---|
Mar 18, 2022 | United States | Seed | 4232 | ||
Mar 03, 2022 | United States | Seed | 1018 | [+5] | |
Aug 04, 2021 | United States | Seed | 8156 | ||
May 24, 2021 | United States | Seed | 3226 | [+2] | |
Mar 11, 2021 | Poland | Seed | 3169 |
Acquired companies in CFV Ventures' Portfolio
4 companies from CFV Ventures' portfolio have been acquired. The most recent acquisition was Upswot in Dec 2024 by UPTIQ for $*****.Here are CFV Ventures' portfolio companies that got acquired most recently:
Company | Acquisition Date | First Invested on | First Round of Investment | Round Size |
|---|---|---|---|---|
Dec 11, 2024 | Mar 11, 2021 | Seed | 3514 | |
Sep 21, 2022 | - | - | 7568 | |
Apr 18, 2022 | - | - | 2107 | |
Jun 02, 2021 | - | - | 1644 |
Team profile of CFV Ventures
CFV Ventures has a team of 4 members including 2 Partners and 2 Venture Partners located in United States. CFV Ventures' team does not sit on the board of any company as of now.Here is a list of all team members in CFV Ventures:
Name | Designation | Location | Board Memberships | Contact Details |
|---|---|---|---|---|
Partner | Charlotte | - | ||
Partner | Charlotte | - | ||
Venture Partner | Charlotte | - | - | |
Venture Partner | Charlotte | - | - |
Co-investors of CFV Ventures
Over the past 6 years, 38 investors have co-invested in CFV Ventures's portfolio companies. This includes funds and angels.
- Invested before CFV Ventures: RevTech Labs, WestRiver Group and 4 others have invested in rounds before CFV Ventures. There are 3 companies where RevTech Labs has invested before CFV Ventures and 1 company where WestRiver Group has invested before CFV Ventures.
- Top Co-investors of CFV Ventures: 25 investors entered a company along with CFV Ventures. These include investors like TTV Capital (1 company).
- Invested after CFV Ventures: A total of 7 investors have invested in CFV Ventures's portfolio after their investments. Top Investors include Grand Ventures (1 company), Springtime Ventures (1 company) and Simplex Investments (1 company).
Recent News related to CFV Ventures
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iink Payments Raises $2.8M in Seed FundingFinSMEs•Mar 21, 2022•iink, Motivate Venture Capital, Green Egg Ventures, CFV Ventures and 2 others
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Bundle raises $600K, readies platform for launch of a real-time shopping modelThe Business Journals•Jun 02, 2021•Bundle, Charlotte Angel Fund, CFV Ventures, Super Angel and 1 other
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Upswot: Signs Up $4.3 In Seed FundingFintechinshorts•Mar 16, 2021•Upswot, Common Ocean, CFV Ventures, ICBA and 2 others
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Atlanta Startup Qoins Raises $1.5M to Expand Savings PlatformMetro Atlanta CEO•Jan 13, 2021•Qoins, Revolution, CFV Ventures, Rebel One and 2 others
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Curu inks $3m seedVCJ•May 29, 2020•Curu, Vestigo Ventures, Harlem Capital, Matchstick Ventures and 8 others
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Curu Secures $3M in Seed FundingFinSMEs•May 22, 2020•Curu, Harlem Capital, Matchstick Ventures, CFV Ventures and 5 others
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Charlotte-based financial technology firm has raised $2.5 millionNorth Carolina Business News Wire•Feb 15, 2019•CFV Ventures
