Anthemis Venture Fund II S.C.Sp v. Victory Park Capital Advisors, LLC

CourtCourt of Chancery of Delaware
DecidedDecember 19, 2025
Docket2024-1330-LWW
StatusPublished

This text of Anthemis Venture Fund II S.C.Sp v. Victory Park Capital Advisors, LLC (Anthemis Venture Fund II S.C.Sp v. Victory Park Capital Advisors, LLC) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Anthemis Venture Fund II S.C.Sp v. Victory Park Capital Advisors, LLC, (Del. Ct. App. 2025).

Opinion

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE

ANTHEMIS VENTURE FUND II S.C.Sp, a Luxembourg special limited partnership, individually and through ANTHEMIS CAPITAL MANAGERS LIMITED,

Plaintiff,

v. C.A. No. 2024-1330-LWW

VICTORY PARK CAPITAL ADVISORS, LLC, a Delaware limited liability company,

Defendant.

MEMORANDUM OPINION

Date Submitted: September 11, 2025 Date Decided: December 19, 2025

Joseph B. Cicero, Samantha Callejas, CHIPMAN BROWN CICERO & COLE, LLP, Wilmington, Delaware; Adam D. Cole, Melissa R. Chernofsky, CHIPMAN BROWN CICERO & COLE, LLP, New York, New York; Attorneys for Plaintiff

T. Brad Davey, Nina N. Monzack, POTTER ANDERSON & CORROON LLP, Wilmington, Delaware; James C. Bookhout, KATTEN MUCHIN ROSENMAN LLP, Chicago, Illinois; Attorneys for Defendant

WILL, Vice Chancellor This action arises from a failed equity investment in Moonshot Brands Inc.,

an e-commerce aggregator. The plaintiff, a venture capital fund, alleges that

Moonshot’s senior lender wrongfully induced it to invest through false promises to

fund Moonshot’s growth. The lender had no contractual, fiduciary, or other special

relationship with the plaintiff.

The plaintiff accuses the lender of fraud, negligent misrepresentation,

negligent misstatement, and promissory estoppel, seeking to recover its total loss.

The lender has moved to dismiss the complaint for failure to state a claim. Because

the plaintiff has not pleaded a false statement, actionable misrepresentation, or

justifiable reliance, the motion is granted.

I. BACKGROUND

The following facts are drawn from the Amended Verified Complaint

(“Complaint”) and the documents it incorporates by reference.1

1 Am. Verified Compl. (Dkt. 10) (“Am. Compl.”); see Freedman v. Adams, 2012 WL 1345638, at *5 (Del. Ch. Mar. 30, 2012) (“When a plaintiff expressly refers to and heavily relies upon documents in her complaint, these documents are considered to be incorporated by reference into the complaint[.]” (citation omitted)); In re Books-A-Million, Inc. S’holders Litig., 2016 WL 5874974, at *1 (Del. Ch. Oct. 10, 2016) (stating that the court can take judicial notice of “facts that are not subject to reasonable dispute” (citation omitted)). 1 A. VPC’s Investment in Moonshot

Moonshot Brands Inc. is an “aggregator” formed in 2019 to acquire

e-commerce brands.2 Its business model involves acquiring and operating the

brands, then consolidating them into an omnichannel distribution system.3 To

execute this strategy, Moonshot relies on a mix of debt and equity financing.4

In April 2021, Moonshot secured a $100 million senior line of credit from

Victory Park Capital (“VPC”), an investment advisory firm.5 Under the parties’

“Financing Agreement,” VPC committed to funding 80% of the purchase price for

Moonshot’s brand acquisitions, provided certain conditions were met.6 A separate

letter agreement obligated Moonshot to raise $15 million in capital by October 15,

2021 (the “Equity Raise Condition”)—the equity needed to fund the remaining 20%

of acquisition costs.7 Failure to meet the Equity Raise Condition relieved VPC of

its obligation to fund future advances.8

2 Am. Compl. ¶¶ 2, 42. 3 Id. ¶¶ 44-46; see also id. at 3. 4 Id. ¶¶ 51-52. 5 Id. ¶¶ 37, 52-53. VPC is a Delaware limited liability company. Id. ¶ 37. 6 Id. ¶ 61; Ex. A to Opening Br. in Supp. of Victory Park Capital Advisors, LLC’s Mot. to Dismiss Am. Verified Compl. (Dkt. 15) (“Financing Agreement”). 7 Am. Compl. ¶¶ 64, 66; see Pl.’s Ex. 5. The documents incorporated by reference into the Complaint were not attached to the pleading. Some were later supplied by the plaintiff at the request of the court. See Dkt. 31. 8 Am. Compl. ¶ 66. 2 B. The Financing Agreement Amendments

By October 2021, Moonshot had raised approximately $13.4 million in equity,

falling short of the $15 million Equity Raise Condition.9 Consequently, on October

28, 2021, VPC and Moonshot amended the Financing Agreement.10 This

amendment altered the lending relationship, absolving VPC of its obligation to fund

purchases and granting it “sole discretion” over whether to advance future funds.11

It also required Moonshot to prepay certain discretionary loans within four months.12

In December 2021, the parties executed a second amendment to the Financing

Agreement.13 This amendment required Moonshot to raise at least $3 million in

additional equity by March 31, 2022.14 If Moonshot failed, it was obligated to issue

warrants for VPC to purchase Moonshot stock.15

9 Id. ¶ 68. 10 Id. ¶¶ 69-70; see Ex. 1 to Letter Regarding Docs. Incorporated by Reference (Dkt. 31) (“First Amendment”). 11 Am. Compl. ¶ 71; First Amendment 2 (amending Section 5.2). 12 Am. Compl. ¶ 72; First Amendment § 2.3. 13 Am. Compl. ¶¶ 73-74; see Ex. 2 to Letter Regarding Docs. Incorporated by Reference (Dkt. 31). 14 Am. Compl. ¶ 75. 15 Id. 3 The amendments effectively froze Moonshot’s line of credit, halting its

growth plans and impairing its ability to service the debt.16 To resume operations,

Moonshot needed a “covenant holiday.”

C. Enter Anthemis In late 2021, Moonshot sought new equity financing to restart its growth plan.

It engaged with Anthemis Venture Fund II S.C.Sp., a London-based venture capital

fund.17 Anthemis expressed willingness to invest $10 million, viewing the VPC debt

facility as a “key element” of its investment thesis.18 Because the loan facility was

frozen and funding remained in VPC’s sole discretion, Anthemis sought assurance

that VPC was committed to funding Moonshot’s future loan requests before

Anthemis would invest.19

On December 23, 2021, VPC’s General Counsel issued a letter addressed to

“To Whom It May Concern” (the “December 23 Letter”).20 It stated that, subject to

Moonshot raising $10 million in equity by January 31, 2022, VPC “would be

willing” to waive the restrictive covenants preventing funding and amend the

16 Id. ¶ 76. 17 Id. ¶¶ 78-79. Anthemis is organized under the laws of the Grand Duchy of Luxembourg. Id. ¶ 34. Its manager is Anthemis Capital Managers Limited, a private equity firm that invests in pre-seed to growth-stage companies. Id. ¶ 25. 18 Id. ¶¶ 80, 83, 86. 19 Id. ¶¶ 87-89. 20 Id. ¶ 90; see Ex. 3 to Letter Regarding Docs. Incorporated by Reference (Dkt. 31) (“Dec. 23 Letter”). 4 liquidity requirements in the Financing Agreement.21 The letter included a

disclaimer: it “d[id] not constitute or create any guaranty or other obligation of VPC

to ultimately effect the amendments detailed [t]herein.”22

The same day, a VPC Vice President emailed the December 23 Letter to

Moonshot executives (the “December 23 Email”).23 He wrote that the letter “should

provide some comfort for Anthemis that upon closing[,] the business has runway to

capitalize on the new equity.”24 He added that the arrangement was designed to get

Anthemis’s investment committee “comfortable with the business shifting back into

growth mode.”25

D. The Third Amendment

On January 18, 2022, VPC and Moonshot amended the Financing Agreement

once again (the “Third Amendment”). The Third Amendment established a

“covenant holiday,” which waived compliance with certain earnings and capital

ratios through September 2022.26 It stipulated that upon the closing of Anthemis’s

equity investment, loan advances to Moonshot would “cease to be made solely at

21 Am. Compl. ¶ 90; Dec. 23 Letter. 22 Am. Compl. ¶ 90; Dec. 23 Letter. 23 Am. Compl. ¶¶ 91-92. Id.; see Ex. 4 to Letter Regarding Docs.

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