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The Venture Codex

Overview

Financing equipment leases and loans for businesses.

Founded

1998

Deals ยท 12mo

0

Stage focus

Series A

Geographic focus

United States

Sector focus

Finance
Financial Services

Investment portfolio

1rounds
NAMEDATESIZE
Cascading AI
Aug 2025Participated
$29 MSeries A
Cascading AI
Aug 2025Participated
$29 MSeries A
1
Items
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Insights

Time horizon

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Deal Distribution

Alliance Funding Group: 1 funding rounds are recorded in the selected participation categories.All available history.
Alliance Funding Group: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A01

Monthly Deal Activity

Alliance Funding Group: 1 deals are recorded across 15 months.All available history.
Alliance Funding Group: 1 deals are recorded across 15 months. All available history
MonthDeals
Aug '251
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

Alliance Funding Group: Fintech 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.

Alliance Funding Group: Fintech is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Fintech1
AI & Machine Learning1

Deal Size Distribution

Alliance Funding Group: 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.

Alliance Funding Group: 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-$50M1
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Alliance Funding Group: 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.

Alliance Funding Group: United States has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
United States1
Alliance Funding Group: 6 co-investors are shown, with Bankwell Bank 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.

Alliance Funding Group: 6 co-investors are shown, with Bankwell Bank sharing 1 recorded deals. All available history
Co-investorShared deals
Bankwell Bank1
Canapi Ventures1
Huntington National Bank1
Live Oak Bank1
Peterson Ventures1
Y Combinator1

Investment Strategy

Alliance Funding Group: Led accounts for 0% and participating for 100% of round participation.All available history.
Alliance Funding Group: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating1100%
Alliance Funding Group: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Alliance Funding Group: 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

Brij Patel

Founder, President & Chief Executive Officer