CB Invest

CB Invest, operating as Satellite VC, is a cross-border investment and advisory firm based in California that provides venture capital, private equity, and mergers and acquisitions advisory services to deep-tech companies. The firm targets enterprises operating within large addressable markets, specifically focusing on artificial intelligence, big data, robotics, advanced materials, and unmanned aircraft. Operating across the United States, Europe, and Israel, the organization assists high-tech firms with organic expansion and strategic acquisitions by representing both buy-side and sell-side clients. The firm's investment portfolio features technology startups such as Welltory, SmartCommerce, Light Polymers, and Uavos. While specific financial metrics regarding assets under management and total capital deployed remain undisclosed, the firm maintains strategic partnerships to access broader sectors including logistics and infrastructure. The organization's exact founding year and the identities of its original founders are not publicly disclosed.

High-Level Overview

CB Invest refers to two distinct entities based on available information:

1. A European venture capital (VC) firm founded in 2012, headquartered in Barcelona, Spain, focusing primarily on growth-stage investments in startups aged 6-10 years, mainly in the United States. This VC firm invests typically between $1-5 million per round, with portfolio companies in sectors such as Internet and Solar energy. It has a modest deal flow, averaging less than two deals per year, and notable portfolio companies include SmartCommerce - Carritus, Inc[1].

2. CB Investments, a mortgage and real estate investment company based in Huntington Beach, California, founded in 1996. This firm specializes in mortgage financing, real estate sales, and investment properties, serving homeowners, investors, and developers primarily in Orange County and other states like California, Colorado, and Florida. It emphasizes technology-driven tools for market analysis and strategic property upgrades to maximize value and returns[2][4][5].

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Origin Story

• The VC firm CB Invest was founded in 2012 by Vadim Tarasov in Europe, with a representative office in Barcelona. It evolved to focus on mature startups in the U.S. market, often co-investing with other funds like Run Capital and CABRA VC[1].

• CB Investments (real estate) was established in 1996 in Huntington Beach, California. It was founded with the mission to provide high-quality mortgage and real estate services, leveraging long-standing broker relationships and technology to streamline transactions and maximize client outcomes. Key leadership includes Co-Founder and Principal Engineer Bassem Fakhoury[2][4].

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Core Differentiators

*For the VC firm CB Invest:*

• Focus on startups aged 6-10 years, targeting growth-stage companies.
• Investment size typically between $1-5 million, with average startup valuations of $5-10 million.
• Strong co-investment network with funds like Run Capital, CABRA VC, TEL Venture Capital.
• Concentrated activity with fewer than two deals per year, allowing focused support[1].

*For CB Investments (real estate):*

• Technology-driven market analysis tools including Comparative Market Analysis (CMA) and professional appraisals.
• Expertise in strategic property upgrades and data-driven marketing to enhance property value.
• Personalized, end-to-end client service from preparation to closing.
• Deep local market knowledge in Orange County and expanding presence in other states.
• Broker-owned structure enabling efficient and timely mortgage transactions[4][5].

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Role in the Broader Tech Landscape

• The VC firm CB Invest rides the trend of growth-stage startup funding, particularly in tech sectors like Internet and renewable energy (solar). Its focus on mature startups aligns with market demands for scaling companies that have proven business models but need capital to expand. The timing reflects a niche between early-stage venture and late-stage private equity, filling a critical funding gap[1].

• CB Investments (real estate) leverages technology trends in real estate analytics and digital marketing to improve transaction efficiency and property valuation. The firm benefits from rising demand for data-driven decision-making in real estate investment and mortgage financing, especially in competitive markets like California. Their approach influences the broader ecosystem by setting standards for integrating tech tools with personalized service[4][5].

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Quick Take & Future Outlook

• The VC firm CB Invest may continue to capitalize on growth-stage investment opportunities, potentially increasing deal flow as mature startups seek expansion capital. Trends such as digital transformation and renewable energy could shape their portfolio focus. Their influence may grow by deepening co-investment partnerships and expanding geographic reach beyond the U.S. market[1].

• CB Investments is positioned to expand its footprint beyond Orange County by leveraging its technology-driven approach and expertise in multiple states. Trends such as increasing real estate market complexity and demand for streamlined mortgage services will likely drive growth. Their influence could evolve by integrating more advanced analytics and expanding service offerings to meet diverse investor needs[4][5].

Both entities, though sharing a similar name, operate in distinct sectors with unique missions and market roles, reflecting different facets of investment and financial services.