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The Venture Codex

Overview

Financial services company specializing in financial planning and products.

Founded

1894

Deals ยท 12mo

0

Stage focus

Series F
Series G

Geographic focus

United States

Sector focus

Finance
Financial Services
Insurance
Intellectual Property
...

Investment portfolio

2rounds
NAMEDATESIZE
Seismic
Aug 2021Participated
$170 MSeries G
Seismic
Sep 2020Participated
$92 MSeries F
Seismic
Aug 2021Participated
$170 MSeries G
Seismic
Sep 2020Participated
$92 MSeries F
2
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Insights

Time horizon

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Deal Distribution

Ameriprise Financial: 2 funding rounds are recorded in the selected participation categories.All available history.
Ameriprise Financial: 2 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series C+02

Monthly Deal Activity

Ameriprise Financial: 2 deals are recorded across 74 months.All available history.
Ameriprise Financial: 2 deals are recorded across 74 months. All available history
MonthDeals
Sep '201
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '210
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Dec '230
Jan '240
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Jan '260
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Oct '260

Sector Breakdown

Ameriprise Financial: Marketing & Advertising is the largest displayed sector by deal count (2 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.

Ameriprise Financial: Marketing & Advertising is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Marketing & Advertising2
Enterprise Software2
Data, Analytics & IT2

Deal Size Distribution

Ameriprise Financial: 2 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.

Ameriprise Financial: 2 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-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Ameriprise Financial: United States has the largest recorded deal count among the displayed regions (2 deals).All available history.

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

Ameriprise Financial: United States has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
United States2
Ameriprise Financial: 6 co-investors are shown, with Jackson Square Ventures sharing 2 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

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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.

Ameriprise Financial: 6 co-investors are shown, with Jackson Square Ventures sharing 2 recorded deals. All available history
Co-investorShared deals
Jackson Square Ventures2
Lightspeed Venture Partners2
Permira2
T. Rowe Price Associates2
EDBI1
JMI Equity1

Investment Strategy

Ameriprise Financial: Led accounts for 0% and participating for 100% of round participation.All available history.
Ameriprise Financial: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating2100%
Ameriprise Financial: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Ameriprise Financial: 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

Deirdre McGraw

Executive Vice President, Marketing, Communications and Community Relations

James M. Cracchiolo

Chairman and Chief Executive Officer

John C. Junek

Executive Vice President and General Counsel

Joseph E. Sweeney

President, Advice & Wealth Management Products and Service Delivery

Neal Maglaque

President, Advice & Wealth Management Business Development and Chief Operating Officer

Randy Kupper

Executive Vice President and Chief Information Officer

Walter S. Berman

Executive Vice President and Chief Financial Officer

William F. Truscott

CEO, Global Asset Management