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The Venture Codex

57 Stars

1655 Fort Myer Dr. Suite 920, Arlington, VA, 22209, United States

Overview

Independent asset manager investing in private equity partnerships.

Founded

2005

Deals ยท 12mo

0

Links

WebsiteLinkedIn

Stage focus

Series D

Geographic focus

India
Israel
United Kingdom
United States

Sector focus

Asset Management
Venture Capital
Wealth Management

Investment portfolio

9rounds
NAMEDATESIZE
IceMOS Technology
Apr 2025Led
$22 MSeries E
Cirdan
Oct 2024Led
$10 MOther Equity
Capillary Technologies
Feb 2024Participated
$95 MSeries D
Allogy
Jun 2023Participated
$45 MSeries D
Capillary Technologies
Jun 2023Participated
$45 MSeries D
WayCool
Jul 2022Led
$40 MOther Equity
Ayu Health
Apr 2022Participated
$27 MSeries B
Upstream Security
Aug 2021Participated
$62 MSeries C
Droom
Jul 2021Led
$200 MOther Equity
IceMOS Technology
Apr 2025Led
$22 MSeries E
Cirdan
Oct 2024Led
$10 MOther Equity
Capillary Technologies
Feb 2024Participated
$95 MSeries D
Allogy
Jun 2023Participated
$45 MSeries D
Capillary Technologies
Jun 2023Participated
$45 MSeries D
WayCool
Jul 2022Led
$40 MOther Equity
Ayu Health
Apr 2022Participated
$27 MSeries B
Upstream Security
Aug 2021Participated
$62 MSeries C
Droom
Jul 2021Led
$200 MOther Equity
9
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Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

57 Stars: 9 funding rounds are recorded in the selected participation categories.All available history.
57 Stars: 9 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B01
Series C+14
Other Equity30

Monthly Deal Activity

57 Stars: 9 deals are recorded across 64 months.All available history.
57 Stars: 9 deals are recorded across 64 months. All available history
MonthDeals
Jul '211
Aug '211
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '220
Apr '221
May '220
Jun '220
Jul '221
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '232
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '241
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '241
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '251
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

57 Stars: Transportation & Logistics is the largest displayed sector by deal count (3 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

57 Stars: Transportation & Logistics is the largest displayed sector by deal count (3 deals). All available history
SectorDeals
Transportation & Logistics3
Enterprise Software3
E-Commerce & Retail3
Health & Life Sciences2
AI & Machine Learning2
Data, Analytics & IT2
Developer Tools1
Networks, Cloud & Communication1
Hardware & Robotics1
Education & Workforce1
Manufacturing1
Cybersecurity & Privacy1
Food & Agriculture1

Deal Size Distribution

57 Stars: 9 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

57 Stars: 9 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M2
$25M-$50M4
$50M-$100M2
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

57 Stars: India has the largest recorded deal count among the displayed regions (5 deals).All available history.

Top 4 of 4 regions; European countries are grouped as Europe.

57 Stars: India has the largest recorded deal count among the displayed regions (5 deals). All available history
RegionDeals
India5
Europe2
United States1
Israel1
57 Stars: 20 co-investors are shown, with Avataar Ventures sharing 3 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

57 Stars: 20 co-investors are shown, with Avataar Ventures sharing 3 recorded deals. All available history
Co-investorShared deals
Avataar Ventures3
Filter Capital3
InnoVen Capital3
Pantheon3
Unigestion3
Alliance Ventures1
Alteria Capital1
Capier Investments1
CRV1
Delek US1
Fundamentum1
Glilot Capital Partners1
I.D.I. Insurance1
Investment Fund for Northern Ireland1
La Maison1
Mitsui1
Nationwide1
Salesforce Ventures1
Seven Train Ventures1
Stellaris Venture Partners1

Investment Strategy

57 Stars: Led accounts for 44% and participating for 56% of round participation.All available history.
57 Stars: Led accounts for 44% and participating for 56% of round participation. All available history
CategoryDeals (count)Share (%)
Led444%
Participating556%
57 Stars: Single-lead accounts for 50% and co-led for 50% of lead dynamics.All available history.
57 Stars: Single-lead accounts for 50% and co-led for 50% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead250%
Co-led250%

Team

Carl Balit

Director

Gene Pohren

Co-Founder & Managing Director

Steve Cowan

Managing Director & Co-Founder