# Wakefield Group

Wakefield Group is a Venture Capital based in Charlotte, United States.

## Overview

- **Organization type:** Venture Capital
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** wakefieldgroup.com
- **LinkedIn:** https://www.linkedin.com/company/wakefield-group-llc

## Regulatory record

- **Reports private funds:** No

## About

Wakefield Group is a private venture capital firm that invests in Southeast growth companies. It focuses on technology, health, and media ventures, typically investing $1-5 million per company. The firm has made 76 investments and 33 portfolio exits.

## Sectors

- Enterprise Software
- Digital Health
- FinTech
- AI/ML
- Cybersecurity
- Industrial Tech

## Offices

- Durham, NC, United States
- Menlo Park, CA, United States
- San Francisco, CA, United States
- Shanghai, China

## People

- Molly Mathis — Managing Director
- John Warasila — Managing Director
- Kevin Lofton — Managing Director

## Questions

### Who runs investment decisions at Wakefield Group?

Investment decisions are made by the managing directors Molly Mathis, John Warasila, and Kevin Lofton. The firm operates as a partnership without a single dominant decision-maker (public record).

### What investment stages does Wakefield Group typically target?

Wakefield focuses on seed and Series A rounds, with initial check sizes of $500,000 to $2 million. The firm prefers to lead or co-lead rounds and reserves capital for follow-on investments in later stages (public record).

### Which sectors does Wakefield Group invest in?

The firm targets enterprise software, digital health, fintech, AI/ML, cybersecurity, and industrial technology. It avoids sectors like biotech hardtech and consumer discretionary goods (public record).

### How does Wakefield Group source proprietary deal flow?

Wakefield sources deals through its network of operating partners, alumni founders, and offices in four cities: Charlotte, Durham, Menlo Park, and Shanghai. The Southeast focus gives it access to companies often overlooked by Silicon Valley venture capital firms (public record).

### Does Wakefield Group participate in fund commitments or only direct deals?

Wakefield Group invests exclusively through direct equity deals in startups. It does not operate as a fund-of-funds or make commitments to external venture capital funds (public record).

## Related profiles

- [Atomic 14 Ventures](https://altss.com/profile/atomic-14-ventures)
- [LakePharma](https://altss.com/profile/lakepharma)

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Last updated: 2026-06-03T20:00:00.000Z

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