VTF Capital

▪ Who are we? We exist to help entrepreneurs build great companies. We do that by investing capital, solving platform-level problems, and working in the trenches with companies we advise. We are primarily focused on the commerce technology, digital brand, and pre-consumer logistics space. We are nerds. We have $48M under management and invest $200k-$1M in pre-seed and seed stage companies. ▪ What do we do? We invest capital and sweat into innovative vertical commerce and physical retail technology companies, and companies that enable greater access and efficiency in those areas. We are operationally-focused investors. More important than the capital we invest, we bring our experience and network and work tirelessly to help you achieve your company’s goals. We only invest in companies we would want to work for. We want to be the most recommended early-stage capital source by founders redefining commerce and the future of retail. ▪ What types of companies does VTF Capital invest in? Our companies see their products as solving a deep-rooted problem rather than just making a sale. We invest in companies in a variety of industries, but get particularly excited about commerce. Most of our companies create, build, and sell products, experiences, and tools that challenge commerce in the physical and digital worlds. We invest in early and mid-stage companies serving consumers and SMBs with revenue-positive unit economics, often vertically integrated commerce, retail technology, and SaaS companies surrounding the commerce space. A company we invest in typically generates revenue in one of three ways. Our experience is that young companies that focus on earning revenue from more than one of these categories experience growth challenges. The companies we invest in generally have a unique technical advantage adaptable well beyond the product they sell to the world and/or a complete and unique ownership of their supply chain. In this way, they are more about what you don’t see than what you see.