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Vinyl Capital

Location on request · Invests in US · Website

Pre-SeedSeedSeries AE-commerce & MarketplacesB2B SaaSAI & Machine LearningDeveloper ToolsSales & Marketing TechFintechFintech & PaymentsLogistics & Supply ChainEnterprise SoftwareMarketing & Adtech

Thesis

We invest in formation-stage founders building commerce infrastructure—the systems and solutions that power tomorrow's economy. Pre-revenue, pre-product, often pre-DBA. We back founders with technical depth and domain obsession in e-commerce operations, fintech, logistics, and customer engagement infrastructure. Like vinyl records, we invest in fullness and authenticity, not stripped-down solutions.

Likely not a fit for

We avoid pure consumer-facing businesses, enterprise software without commerce context, and founders without deep domain expertise in commerce operations. Not interested in generic B2B SaaS without clear commerce application.

How they invest

Lead or follow
Leads or follows
Typical decision
~2 weeks
Warm intro
Not required
Involvement
Advisor
Fund status
Actively deploying
Decision process
Partnership vote

Partners & team

2 contacts on file

TL

Travis Lowry

PartnerPartner · Primary contact

+ Pitch

t•••@vi•••.vc

LinkedIn profile

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TM

TJ Mahony

PartnerPartner

+ Pitch

t•••@vi•••.vc

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Portfolio

Entendre FinanceEnterprise Software

Entendre Finance provides AI-powered accounting solutions that automate financial processes, particularly for crypto and blockchain transactions, helping businesses scale without the hindrance of manual operations.

FactoredqualityConsumer Apps Social

Factored Quality is a leading digital quality control (QC) management platform that assists consumer goods brands in managing their global manufacturing quality operations. The company provides software and managed services to book trained QC inspectors worldwide, ensuring consistent product quality across the supply chain.

AI Growth LabsEnterprise Software

AI Growth Labs is an innovative company focused on leveraging artificial intelligence to redefine how consumer problems are solved. Currently operating in stealth mode, the company aims to create AI-driven solutions that enhance the quality of life for billions worldwide.

AffiliateHr Tech Work

Affiliate is a company that operates in the realm of employer of record (EOR) services, facilitating global hiring and compliance for businesses. They provide solutions for payroll, benefits administration, and immigration support, enabling companies to expand their workforce internationally without the need for local entities.

Blue OnionEcommerce Marketplaces

Blue Onion is an automated financial subledger designed for retail and ecommerce, providing a platform that validates data to ensure financial accuracy. Trusted by over 200 brands, it reconciles more than $3 billion in transactions, delivering clean financial data that empowers CFOs to make informed business decisions quickly.

ChoooseClimate Clean Energy

Chooose builds software to enable the lower carbon fuel value chains in hard-to-abate sectors. Companies like Alaska Airlines, Air Canada, Delta Airlines, and Flexport use the Chooose platform to build, operate, and scale their SAF programs, and to advance voluntary and compliance carbon initiatives.

DrivepointFintech Payments

Drivepoint offers a strategic finance platform specifically designed for scaling consumer brands. By leveraging modern financial modeling, forecasting, and reporting technology, it enables brands to make data-driven capital allocation decisions that enhance growth and profitability.

FaroSemiconductors Hardware

FARO is a leading global provider of 3D measurement, imaging, and realization technology. With over 40 years of experience, the company offers innovative solutions that enable customers to accurately measure and analyze their environments, bridging the digital and physical worlds for improved decision-making across various industries.

FreshbooksFintech Payments

FreshBooks is accounting software designed specifically for small business owners and accountants, serving customers in over 160 countries. It simplifies invoicing, payments, and bookkeeping, allowing business owners to focus on their core activities while providing collaborative tools for accountants and bookkeepers to enhance their services.

GovraLogistics Supply Chain

Govra Holdings is a professional procurement and transportation service provider specializing in hazardous petrochemical products. The company focuses on managing global supply, trading, and logistics for a diverse range of products, including fuels and refined products like gasoline, diesel, and biofuels, while prioritizing safety and efficiency.

IntelligemsEcommerce Marketplaces

Intelligems provides e-commerce teams with a powerful platform for real-time A/B testing of pricing, offers, and content to optimize profitability and drive growth. By leveraging data-driven insights, Intelligems helps businesses validate their pricing strategies and enhance their overall performance.

KoverlyFintech Payments

Koverly is a financial technology company that redefines global payments by combining foreign exchange and credit into a single, user-friendly online payment platform. Designed specifically for small to medium-sized businesses (SMBs), Koverly helps companies save on hidden costs associated with foreign exchange and online payment processing while providing private credit resources to maintain healthy cash flow.

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Research briefRead more
Vinyl Capital Research Investment Thesis & Core Philosophy Vinyl Capital is a formation-stage venture capital fund focused exclusively on commerce infrastructure — the systems and solutions that power tomorrow's economy. Founded in 2021 by TJ Mahony with a $•• fund, Vinyl backs founders building the foundational layers of commerce, from payment infrastructure to logistics, from inventory manageme

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