The Venture Codex Logo

The Venture Codex

Overview

Merchant banking firm focused on global financial services investments.

Founded

2013

Deals · 12mo

0

Stage focus

Series D

Geographic focus

Australia
United States

Sector focus

—

Investment portfolio

4rounds
NAMEDATESIZE
Cover Genius
Nov 2022Participated
$70 MSeries D
DPL Financial Partners
Sep 2022Led
$20 MOther Equity
Circle
May 2021Participated
$440 MOther Equity
DPL Financial Partners
Jan 2021Led
$26 MOther Equity
Cover Genius
Nov 2022Participated
$70 MSeries D
DPL Financial Partners
Sep 2022Led
$20 MOther Equity
Circle
May 2021Participated
$440 MOther Equity
DPL Financial Partners
Jan 2021Led
$26 MOther Equity
4
Items
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

Atlas Merchant Capital: 4 funding rounds are recorded in the selected participation categories.All available history.
Atlas Merchant Capital: 4 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series C+01
Other Equity21

Monthly Deal Activity

Atlas Merchant Capital: 4 deals are recorded across 70 months.All available history.
Atlas Merchant Capital: 4 deals are recorded across 70 months. All available history
MonthDeals
Jan '211
Feb '210
Mar '210
Apr '210
May '211
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '221
Oct '220
Nov '221
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
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

Atlas Merchant Capital: Fintech is the largest displayed sector by deal count (4 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.

Atlas Merchant Capital: Fintech is the largest displayed sector by deal count (4 deals). All available history
SectorDeals
Fintech4
Crypto & Blockchain1

Deal Size Distribution

Atlas Merchant Capital: 4 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.

Atlas Merchant Capital: 4 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M1
$25M-$50M1
$50M-$100M1
$100M-$250M0
$250M-$500M1
$500M-$1B0
$1B+0

Deals By Geography

Atlas Merchant Capital: United States has the largest recorded deal count among the displayed regions (3 deals).All available history.

Top 2 of 2 regions; European countries are grouped as Europe.

Atlas Merchant Capital: United States has the largest recorded deal count among the displayed regions (3 deals). All available history
RegionDeals
United States3
Australia1
Atlas Merchant Capital: 13 co-investors are shown, with Eldridge sharing 2 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.

Atlas Merchant Capital: 13 co-investors are shown, with Eldridge sharing 2 recorded deals. All available history
Co-investorShared deals
Eldridge2
Breyer Capital1
Dawn Capital1
Digital Currency Group1
Fidelity Management & Research Company1
FTX Ventures1
G Squared1
Intersection Fintech Ventures1
King River Capital1
Marshall Wace1
Pillar VC1
Valor Capital Group1
Willett Advisors1

Investment Strategy

Atlas Merchant Capital: Led accounts for 50% and participating for 50% of round participation.All available history.
Atlas Merchant Capital: Led accounts for 50% and participating for 50% of round participation. All available history
CategoryDeals (count)Share (%)
Led250%
Participating250%
Atlas Merchant Capital: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
Atlas Merchant Capital: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led2100%

Team

David Schamis

Founding partner

Michele Cito

Chief Financial Officer