Charles & Potomac Capital Overview
- Investor Type
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Family Office
- Status
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Active
- Professionals
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2
- Investments
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43
- Portfolio
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34
- Exits
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8
Charles & Potomac Capital General Information
Company Description
Founded in 2019, Charles & Potomac Capital is a family office based in Dallas, Texas. The firm focused on technology, energy, healthcare, media, and real estate sectors.
Business Details
Website
www.charles-potomac-capital.comYear Founded
Investor Status
Primary Investor Type
Other Investor Types
Corporate Office
- 3899 Maple Avenue
- Suite 100
- Dallas, TX 75219
- United States
Charles & Potomac Capital Investments (43)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Company Stage | Lead Partner |
|---|---|---|---|---|---|---|
| Oh Yaas | 01-Oct-2026 | Early Stage VC | Media and Information Services (B2B) | Generating Revenue | ||
| Tomorrow Recycling | 01-Oct-2026 | Environmental Services (B2B) | Generating Revenue | |||
| Yendo | 01-Oct-2026 | Consumer Finance | Generating Revenue | |||
| Empirical Spine | 09-Sep-2026 | Therapeutic Devices | Generating Revenue | |||
| xCures | 24-Jun-2026 | Medical Records Systems | Generating Revenue | |||
| BlueShift (Business/Productivity Software) | 17-Jun-2026 | Business/Productivity Software | Generating Revenue | |||
| Mosh (Food Products) | 06-May-2026 | Food Products | Generating Revenue | |||
| Cambium Carbon | 30-Apr-2026 | Environmental Services (B2B) | Generating Revenue | |||
| Seekr | 10-Apr-2026 | Seed Round | Software Development Applications | Generating Revenue | ||
| Metric Media | 01-Nov-2025 | Later Stage VC | Publishing | Generating Revenue |
Charles & Potomac Capital Exits (8)
| Company Name | Exit Date | Exit Type | Exit Size |
|---|---|---|---|
| Under Par Life | 26-Aug-2026 | Out of Business | |
| Mobia Medical | 08-May-2026 | ||
| Own Up | 01-Apr-2026 | ||
| Trailmapper | 24-Mar-2026 | ||
| AI Scout | 27-Feb-2026 | ||
| Beamable | 31-Jan-2026 | ||
| Dynam.AI | 18-Jun-2025 | Out of Business | |
| Pinnacle Live | 03-Aug-2023 | Merger/Acquisition |
Charles & Potomac Capital Investments by Industry, Year, and Region
Investments by Industry
Investments by Year
Investments by Region
Charles & Potomac Capital Co-Investors (75)
| Name | With | Exits | Lead Partner | Series | Industry |
|---|---|---|---|---|---|
| Dais Partners | 2 |
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| Green Park & Golf Ventures |
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| Morrison Seger |
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| Oaktree Capital Management |
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| Shamrock Capital Advisors |
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Charles & Potomac Capital FAQs
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What is Charles & Potomac Capital?
Founded in 2019, Charles & Potomac Capital is a family office based in Dallas, Texas.
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When was Charles & Potomac Capital founded?
Charles & Potomac Capital was founded in 2019.
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Where is Charles & Potomac Capital headquartered?
Charles & Potomac Capital is headquartered in Dallas, TX.
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How many investments has Charles & Potomac Capital made?
Charles & Potomac Capital has made 43 investments.
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What has Charles & Potomac Capital invested in?
Charles & Potomac Capital has made numerous investments in companies like Oh Yaas, Tomorrow Recycling, and Yendo within the Media and Information Services (B2B), Environmental Services (B2B), and Consumer Finance industries.
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What has Charles & Potomac Capital invested in recently?
Charles & Potomac Capital's latest investment was on 01-Oct-2026 in Oh Yaas, a company within the Media and Information Services (B2B) industry.
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