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CFV Ventures

Charlotte, NCCFV-VENTURES
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Dossier Summary

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Classification
Slugcfv-ventures
HQCharlotte, NC
Stage FocusSeed to Series A B2B SaaS companies, primarily in fintech…
Intel StatusAccepting submissions
🔥 BERNIE'S HOT TAKE

CFV is one of the more established players in the Southeast, which means they actually know how to help companies scale beyond the regional market - a key differentiator from newer Southern funds. They have real operational chops and portfolio success stories, but their check sizes haven't kept pace with inflation and competitive rounds. David Gardner genuinely cares about founder success and will roll up his sleeves, though the fund can be slower to move than coastal VCs. If you're a B2B SaaS company that wants smart money with regional expertise and doesn't need a massive Series A, they're solid.

KEY TAKEAWAYS
  • Best for: B2B SaaS founders who want hands-on, experienced partners in the Southeast
  • Watch out for: Smaller check sizes may not be competitive in hot rounds
  • Known for: Operational expertise and helping companies scale beyond regional markets
Investment Thesis

CFV Ventures focuses on early-stage B2B software companies in the Southeast, particularly those serving enterprise clients with recurring revenue models. They emphasize backing technical founders building scalable solutions in underserved markets.

Stage & Sector Focus

Seed to Series A B2B SaaS companies, primarily in fintech, healthcare tech, and enterprise software. Sweet spot appears to be $500K-$3M initial checks in the Southeast corridor.

Notable Portfolio
Red VenturesAvidXchangePassportLendingTreeSkookumLevvelMetricStreamPowerPlan
Key Partners
David Gardner
Managing Partner

Former entrepreneur who built and sold multiple companies in Charlotte. Known for hands-on operational support and strong regional network connections.

Henry McCance
Partner

Previously at Greylock Partners before moving South. Brings Silicon Valley experience to Southeast deals with focus on enterprise software scaling.

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INVESTOR ACCESS PERMANENTLY DENIEDBERNBOOK // DOSSIER v1