Holding Company

The layer below the sell button.

Jags Capital holds majority and meaningful minority stakes in the companies that help brands win on Amazon and Walmart — not the brands themselves, but the infrastructure behind them.

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Company Information
  • Legal Name Jags Capital, LLC
  • Structure Limited Liability Company
  • Sector E-Commerce Infrastructure
  • Managing Member Max Borin
  • Portfolio 4 companies —
Investor view — confidential
Portfolio

Four companies.
One operating stack.

VendorMint
Majority
Revenue Recovery · Vendor & Seller

Revenue recovery for retail vendors and marketplace sellers. VendorMint disputes chargebacks, compliance fines, and shortage deductions across 53+ retailers including Walmart, Target, Kroger, Costco, and Home Depot. Its subsidiary Refund Stacker — the first dedicated Walmart Marketplace reimbursement tool and an approved Walmart Solution Provider — serves 3P sellers on a 25% success-only fee with zero upfront cost.

53+
Retail Fronts
Success Fee
Model
Walmart SP
Refund Stacker
Sellcord
Minority
Marketplace Ops · Walmart Agency

The largest full-service agency for brands selling on Walmart Marketplace. Sellcord manages channel strategy, listings, PPC, and creative for 500+ brands including Hamilton Beach, Dorel Juvenile, and Safety 1st — exclusively on Walmart.com. Also developing Dashna, a proprietary Walmart analytics and ads platform available externally. Official Walmart-approved partner.

$6B+
GMV Managed
500+
Brand Clients
150+
Employees
Titan Network
Minority
Brand Intelligence · Community + SaaS

Membership community and AI-powered tools for 7- and 8-figure e-commerce brand founders. Members access Titan AI — an Amazon PPC optimization engine trained on collective member data — and Titan Omni, an omnichannel operating system integrating Amazon, TikTok Shop, and Shopify. Application-only. 4.9/5 on Trustpilot across 340+ reviews.

700+
Member Brands
4.9 / 5
Trustpilot
Subscription
Model
Ampd
Minority
Demand Generation · Enterprise AdTech

Enterprise SaaS connecting offsite paid media — Google, Meta, TikTok, YouTube — to retail outcomes on Amazon and Walmart. Ampd closes the attribution gap between ad spend and in-marketplace sales through deep-link routing and AI-driven bid optimization fed by real purchase signals. Clients include Nestlé, Colgate, Unilever, SharkNinja, and Diageo. Amazon Ads Partner of the Year runner-up 2022 and 2023.

Enterprise
Segment
POTY '22 '23
Amazon Ads
SaaS
Model
How We Think

What we invest in.

01
Operator moat

We only invest where we have direct operational knowledge of the problem — not adjacent knowledge, inside knowledge. We've run the workflows, touched the data, and seen where the margin disappears. That's the starting point, not the pitch deck.

02
Marketplace exposure

Amazon and Walmart third-party volume is growing at double digits annually. Every company in our portfolio is positioned at a structural point of that growth — not riding the wave, but providing something the wave needs to function.

03
Predictable revenue

SaaS subscriptions, managed service retainers, membership fees, and success-based recovery. We prefer models where revenue doesn't reset to zero each quarter. Every portfolio company has at least one durable revenue stream.

04
Underserved niche

The biggest platforms don't build the tooling their sellers and vendors need most. We look for gaps — claims recovery, channel management, brand intelligence, offsite attribution — where no dominant player exists yet and operator knowledge is the real moat.

Leadership

The operator behind it.

Max Borin
Founder & Managing Member

Max built his career inside the e-commerce recovery stack before ever investing in it. He co-founded GETIDA — the leading Amazon FBA reimbursement platform — scaling it to 12,000+ seller customers globally, before launching VendorMint alongside Dallas Counts (15 years as a Walmart buyer) to address the vendor and supplier side of the same problem.

Jags Capital is the holding structure Max built around that original insight: that the tooling layer of e-commerce is systematically underinvested and underbuilt. He invests where he has operated, and operates where he invests.

Co-founder, GETIDA — Amazon FBA reimbursement, 12,000+ customers
Founder, VendorMint — with Dallas Counts, ex-15-year Walmart buyer
Parent of Refund Stacker — approved Walmart Solution Provider
Minority stakes in Sellcord, Titan Network, and Ampd
Contact

Let's talk.

We consider inquiries from capital providers, lending institutions, banking partners, and strategic counterparties.

All correspondence is confidential. We respond to every serious inquiry within one to two business days.

EntityJags Capital, LLC
TypeLimited Liability Company
PrincipalMax Borin, Managing Member
Response within 1–2 business days
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