Edited Capital

We’re so fortunate to have Nelson Juste on our team here at Edited. He’s not only the calmest person in any room, but the one who brings the most clarity. We’re lucky to have him! Connect with Nelson on LinkedIn: linkedin.com/in/justenelson/

We’re excited to join our portfolio company Annex Cloud at the season’s biggest retail conference in NY this month! Attending? Stop by booth #2066 to see live demos of their latest platform capabilities and discuss your loyalty strategy. Book a meeting: annexcloud.com/nrf-2026

2025 wasn’t the year the market rebounded or returned to the “old” cycle. But it was the year people finally stopped waiting for those things and started adapting to the new reality. This was the market we were built for. Not hot or frozen. Just honest.

A lot of good companies are stuck, not because they failed, but because the venture funding model was built for a different story. Helping them find a path forward is where the real opportunity lives.

Right now, hundreds of tech companies with real customers and sticky revenue live in a space the market hasn’t named yet. This is often how new categories emerge: in the companies that don’t fit the storylines of the last cycle but are quietly writing the plot of the next.

Founders see companies differently because they remember what actually happened inside the room. In a market where the numbers are messier and the stories behind them matter more, that perspective becomes incredibly valuable.

The investors who win this decade won't be waiting for 2021 to return. They'll be the ones who adapted. Here's what we're betting on 👉 Full post: editedcapital.com/when-the-marke…

Since acquiring @ThirdChannel3C in 2020, we've watched them prove that execution excellence is retail's ultimate competitive advantage. Clients like Adidas and YETI. Real-time insights that drive ROI. Their latest on field audits vs. store visits: linkedin.com/pulse/field-au…

The best investors look beyond the numbers. Krista Morgan is sharing how thinking like a founder helps uncover what data alone can’t. The bigger picture is where real opportunity lives.

We're all getting hit with early holiday promos right now. The team helping brands cut through that noise and build lasting customer relationships: @AnnexCloud, one of our portfolio companies. Check out their practical Q4 gut check for loyalty leaders: loyaltylounge.annexcloud.com/rc/col/loyaty-…

Krista recently broke down the 5 ways thinking like a founder changes how she invests. Here’s the quick answer, or read the full blog for a deep dive → editedcapital.com/the-best-inves…

Smart investors take time to understand the founder POV. Insights from @RaidoCapital: • Diverse founder teams have 2x success rate • Adaptability & investor alignment are key • Buyouts funds are emerging to help post-VC, pre-PE founders rebalance raidocapital.com/fintech-ventur…

Krista Morgan built P2Bi to $10M+ revenue. Then external fraud forced a complete restructure. Ultimately, building a company and facing unexpected pivots prepared her for investing in a way nothing else could. “It’s made me a stronger, better leader.” #FounderMindset

Having hard conversations early builds resilience. 💡 At @COStartupWeek, Krista Morgan shared why founders should plan ahead—addressing equity splits and the “5 D’s” (death, disability, divorce, disagreement, distress) that can make or break a company. #COStartupWeek #CSW2025

We’re excited to share that Krista Morgan will be speaking at @COStartupWeek on Sept 16! She’ll be on the panel “From Successful to Significant: Protect and Build Your Capital for Planned and Unplanned Exits.” 👉 Register today: costartupweek.com #COStartupWeek #CSW2025

We’ve been heads down building + backing founders, but we want to keep you in the loop. That’s why we started The Rewrite: our quarterly newsletter with portfolio updates, fundraising news, and fresh venture insights. Subscribe 👉 editedcapital.com

What do Adidas, Titleist, and Luxottica have in common? They trust @ThirdChannel3C to elevate in-store retail. With skilled reps and smart tech, they turn real-time insights into sales—at scale. We're proud to have them as one of our portfolio companies.

The traditional script for building startup communities says it's all about what you can get. @bfeld's new book "Give First" rewrites that narrative. Essential reading for anyone building something meaningful. Excited to explore these principles with Brad as our new advisor.

Our 100-day plan is the "secret sauce" for a reason. It aligns teams and creates momentum from day one. Our playbook turns complexity into clarity—fast. Operator-led execution is the difference.

Alternative investments have quietly tripled in size since 2015, reaching $18.7T in AUM. The shift isn’t just significant. It's seismic. It's not about competing with VC—it's about recognizing that multiple paths to success can (and should) coexist. cbh.com/insights/repor…