CFV Ventures

CFV Ventures is an early-stage venture capital firm based in Charlotte, North Carolina, that previously invested in United States-based financial technology startups and related sectors. The firm operates with fewer than 25 employees and generates under $5 million in annual revenue, targeting business-to-business models across artificial intelligence, health technology, blockchain, cryptocurrency, and enterprise software. During its active investment period, the fund deployed capital at the Seed and Series A stages, writing initial checks ranging from $100,000 to $250,000 for portfolio companies often sourced from the Queen City Fintech Accelerator program. The organization officially closed its primary investment window at the end of 2021, ceasing new startup funding to transition its operational focus toward providing executive leadership training programs and industry news updates. CFV Ventures was founded in 2017 by co-founders Daniel Roselli and Nathaniel Clarkson.

CFV Ventures is a venture capital fund based in Charlotte, North Carolina, focused on early-stage financial technology (fintech) startups primarily in the United States. Founded in 2017, the firm specialized in Seed and Series A investments, typically ranging from $100,000 to $250,000 per round. It invested mainly in startups affiliated with the Queen City Fintech Accelerator program and sectors including fintech, artificial intelligence, health tech, blockchain, and cryptocurrency. As of 2025, CFV Ventures has ceased making new investments but played a notable role in supporting early fintech innovation with portfolio companies such as ForwardLane, Saffe, and BridgeWise[1][2][3].

The firm was established by partners with strong venture capital experience and a data-driven investment philosophy emphasizing early-stage technology companies across North America and Europe. CFV Ventures leveraged its deep understanding of market trends and accelerator affiliations to identify high-potential startups, contributing to the growth of the fintech ecosystem in Charlotte and beyond. Its focus on early revenue and scaling startups helped bridge the gap between idea-stage ventures and market-ready fintech solutions[1][2].

Core Differentiators

• Specialized Focus: Concentrated exclusively on early-stage fintech startups, with additional interests in AI, health tech, blockchain, and cryptocurrency.
• Geographic and Program Affiliation: Investments primarily in U.S.-based startups, especially those connected to the Queen City Fintech Accelerator.
• Investment Size and Stage: Seed and Series A rounds with typical checks between $100K and $250K, supporting startups from prototype to early revenue stages.
• Experienced Management: Led by partners with a strong track record in venture capital and a data-driven approach to identifying promising ventures.
• Strategic Network: Leveraged accelerator programs and sector expertise to provide value beyond capital, fostering startup growth and ecosystem development[1][2][4].

Role in the Broader Tech Landscape

CFV Ventures capitalized on the rising trend of fintech innovation, particularly in the U.S. Southeast, a region gaining prominence as a fintech hub. By focusing on early-stage startups, the firm helped accelerate the commercialization of new financial technologies, including AI-driven financial services, blockchain applications, and health tech integrations. The timing aligned with increased demand for digital financial solutions and regulatory openness to fintech innovation. CFV Ventures contributed to strengthening the Charlotte fintech ecosystem, supporting startups that address evolving market needs such as financial inclusion, automation, and security[1][2][6].

Quick Take & Future Outlook

Although CFV Ventures has concluded active investing as of 2025, its legacy includes fostering early fintech innovation in a growing regional hub. The fintech sector continues to evolve rapidly with trends like embedded finance, decentralized finance (DeFi), and AI-powered financial analytics shaping the future. The foundational work by firms like CFV Ventures in supporting early-stage startups will remain critical as new funds and accelerators build on this momentum. Future influence may come through alumni startups scaling globally or through partners’ continued engagement in fintech ecosystems[1][2][3].