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Commerce Ventures

San Francisco, CACOMMERCE-VENTURES
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Dossier Summary

Seed and early-stage fintech fund focused on the payments, commerce, and banking infrastructure stack.

Classification
Slugcommerce-ventures
HQSan Francisco, CA
Stage FocusSeries A through growth-stage fintech and commerce infras…
Intel StatusAccepting submissions
🔥 BERNIE'S HOT TAKE

Commerce Ventures is the rare VC fund that actually understands the plumbing of commerce - these guys spent years at PayPal and Visa before becoming investors. They're genuinely helpful if you're building payment rails, logistics tech, or B2B commerce infrastructure because they can open doors and solve technical problems that most VCs couldn't even spell. The downside? They're pretty narrow in focus, so if you're not clearly in their wheelhouse, you're probably wasting everyone's time. They also tend to be conservative with valuations since they know what actually works in commerce infrastructure.

KEY TAKEAWAYS
  • Best for: B2B commerce infrastructure, payments, and logistics startups that need deep technical expertise
  • Watch out for: Narrow focus means they'll pass quickly if you're not clearly in their lane
  • Known for: Actually understanding how payment systems work and having the network to prove it
Investment Thesis

Commerce Ventures focuses on investing in companies that are transforming commerce infrastructure, payments, logistics, and the tools that power modern retail. They back entrepreneurs building the picks and shovels of the commerce revolution.

Stage & Sector Focus

Series A through growth-stage fintech and commerce infrastructure companies, with check sizes typically $2-20M. Heavy focus on B2B payments, logistics tech, retail infrastructure, and financial services for commerce.

Notable Portfolio
RampForwardShippoPipePlastiqSourcemapRecurlyShipBob
Key Partners
Dan Rosen
Co-Founder & General Partner

Former PayPal executive who led business development and partnerships. Known for his deep payments expertise and strong operator background. Founders appreciate his hands-on approach and industry connections.

Michael Stoler
Co-Founder & General Partner

Former Visa executive with extensive experience in payment systems and financial technology. Brings deep institutional knowledge of how payment rails actually work. Respected for technical depth in fintech.

Ian Rountree
General Partner

Former Khosla Ventures partner who joined Commerce Ventures to focus on commerce infrastructure. Previously worked at Square and has strong operational experience in payments and commerce.

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