Dan Rosen

VC investor @CommerceVC. Passionate about #entrepreneurship, #startups, #VC, #FinTech & being better at life.

[Dan Rosen @venturedan]

@iamjakestream @martymadrid @Computershare Agree so wholeheartedly. The worst part is the head fake of having “Computer” in the name and it being so darn analog.

[Dan Rosen @venturedan]

@iamjakestream It’s called a promotional rate

[Dan Rosen @venturedan]

Just wrote a little about why Agentic Commerce is a $0B market...and maybe always will be...
https://t.co/5YvhH4MMt7

[Jeremy Almond @jeremyalmond]

1/ Stablecoins moved $9T in 2025 — 87% YoY growth, already over half of Visa’s volume. 🤯

Not a trend. A structural shift.

Today @Paystand just acquired @Bitwage to bring stablecoins to B2B: programmable, borderless, always on. 🧵👇
https://t.co/QzLF2FyMyH

[Dan Rosen @venturedan]

@billclerico @nabeel Regardless of what you do, that is the likely outcome one. It’s just a choice about the expected delta.

[Dan Rosen @venturedan]

Would you sign up for the ChatGPT credit card?

The co-branded credit card space is on fire - with the recently launched @coinbase One Card being the latest example of a modern program with a next-gen brand (launched via @CommerceVC portfolio company @cardless).

Here's why we think the time has come for 1 or more consumer AI platforms to launch co-branded credit cards!

https://t.co/FEGm1o03GA

[Dan Rosen @venturedan]

This is really interesting news. @CommerceVC has been chasing tokenized securities as our latest theme, so it’s exciting to see @DinariGlobal & @SPGlobal launch this pioneering index!

[S&P Global @SPGlobal]

S&P Global is excited to announce plans to expand its S&P Dow Jones Indices crypto index offering with the launch of the S&P Digital Markets 50 Index. Dinari, a leading provider of tokenized U.S. public securities has licensed the new index to create a #token tracking the benchmark. The index is designed to track a wide range of companies and digital assets connected to the #crypto ecosystem, combining cryptocurrencies and publicly traded crypto-linked equities into one index. 

Read the full press release here >> https://t.co/NAmTomDzai

[Nichole Wischoff @NWischoff]

Have been in SF for three weeks and taken an average of 5 in person meetings per day. Issued two terms sheets and walked 16k steps/day. There is no better place to be investing right now.

[Simon Taylor @sytaylor]

Hey SF Fintech Founders, I'll be running a short workshop on brand building in B2B for founders on August 26th. Wanna come?

I've seen firsthand how LinkedIn, social, events, and consistently putting your voice out there can drive significant pipeline.

Drop a message or DM me if you're interested :)

[Dan Rosen @venturedan]

Check out the latest article in my newsletter: Why Tokenized Bank Deposits Could Redefine Digital Payments (and Banking) https://t.co/Nj9ybwMzmO via @LinkedIn

[Dan Rosen @venturedan]

@msuster Great event. Thank you, @msuster and Team @upfrontvc!!

[Dan Rosen @venturedan]

Have you been following stablecoins or exciting trends in cross-border payments?

I shared some thoughts we have been developing on how stablecoins are reshaping the B2B cross-border payments market (deeper theme analysis to be published soon).

https://t.co/wwKsf2CAtd

[Dan Rosen @venturedan]

@msuster Wishing the best for you and all those around you who are affected, Mark.

[Ranjan R Reddy @ranjanready]

🎉 I’m thrilled to announce Bureau’s $30m Series B round💰, led by @robrueckert at @SorensonCap , with participation from @PaypalVentures , led by Ashish Aggarwal. This isn’t just a milestone for @bureauidentity - it’s a strong validation fo our mission to protect and accelerate customer journeys against digital fraud. 🚀

Details in Forbes: https://t.co/Z4B9Y7sl2C

Two topics dominate today's conversations: AI is everywhere. Fraud is everywhere. Soon, AI-powered fraud will be everywhere. This fundraise helps us fight back:

• Tackling money mules🫏
• Stopping account takeovers 🔒
• Crushing AI deepfakes 🎭
• Blocking real-time payment fraud ⚡

Get in touch:
- if you are ready to be a #FraudFighter ([email protected]) 🥷
- if your business needs #FraudPrevention ([email protected])🛡️

A warm welcome to @robrueckert and Ashish Aggarwal, and a huge thanks to our early supporters: @VivekKri, @venturedan , @fubini , @grengaswamy, @adwane , @bencasnocha , @y_t_y_m_m_t_ , @BKartRed , @MelissaFrakman ,@Austinarensberg

[Dan Rosen @venturedan]

@pitdesi Why not purchase an award accelerator option with some PQPs included, Sheel?

[Dan Rosen @venturedan]

@mdharrisnyc @cokiehasiotis Congrats!

[Dan Rosen @venturedan]

@nihalmehta Also - the excess of CLTV has to exceed the cost of capital of the business in question.

[Dan Rosen @venturedan]

@nihalmehta I’d suggest PMF is defined by selling to a demonstrably increasing or at scale number of customers at a CAC which is well exceeded by CLTV.

[Dan Rosen @venturedan]

Super excited about @CommerceVC's investment in @FinaloopTeam (see announcement below) aligned to our thematic excitement about fixing accounting for e-commerce and digital brands. Thanks for inviting us to get involved!

[Finaloop @FinaloopTeam]

2/what’s in it for the DTC folks?
* Game-changing inventory mgmt
* Enhanced B2B+retail invoicing
* Advanced accrual & prepayment
* Real-time ad spend accruals
* Ledger-based financial KPIs
+More pship w/ecom-first Fractional CFOs, CPAs, marketing agencies
+In-depth knowledge base

[Dan Rosen @venturedan]

@pitdesi I was totally expecting you to be hanging with Britney in the picture 🤣