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The Venture Codex

Overview

Financial solutions and investment banking for institutional investors.

Founded

2009

Deals · 12mo

0

Stage focus

—

Geographic focus

United States

Sector focus

Banking
Finance
Financial Services

Investment portfolio

1rounds
NAMEDATESIZE
Saildrone
May 2025Participated
$60 MOther Equity
Saildrone
May 2025Participated
$60 MOther Equity
1
Items
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Insights

Time horizon

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Deal Distribution

Academy Securities: 1 funding rounds are recorded in the selected participation categories.All available history.
Academy Securities: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Other Equity01

Monthly Deal Activity

Academy Securities: 1 deals are recorded across 18 months.All available history.
Academy Securities: 1 deals are recorded across 18 months. All available history
MonthDeals
May '251
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

Academy Securities: Hardware & Robotics is the largest displayed sector by deal count (1 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.

Academy Securities: Hardware & Robotics is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Hardware & Robotics1
Manufacturing1
AI & Machine Learning1
Data, Analytics & IT1
Space & Frontier Tech1

Deal Size Distribution

Academy Securities: 1 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.

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

Deals By Geography

Academy Securities: United States has the largest recorded deal count among the displayed regions (1 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Academy Securities: United States has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
United States1
Academy Securities: 8 co-investors are shown, with BZH Capital sharing 1 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.

Academy Securities: 8 co-investors are shown, with BZH Capital sharing 1 recorded deals. All available history
Co-investorShared deals
BZH Capital1
Calm Ventures1
Crowley1
EIFO1
Lux Capital1
Pinegrove Venture Partners1
Washington Harbour Partners1
What If Ventures1

Investment Strategy

Academy Securities: Led accounts for 0% and participating for 100% of round participation.All available history.
Academy Securities: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating1100%
Academy Securities: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Academy Securities: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

Chance Mims

Founder & CEO

James Marks

Head of Geopolitical Strategy

Phil McConkey

President

Richard Kolman

Managing Director, Head of the Municipal Securities Group