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The Venture Codex

Overview

Venture capital and private equity investments in targeted sectors.

Founded

1919

Deals ยท 12mo

0

Stage focus

Series A
Series B
Series C

Geographic focus

United States

Sector focus

Financial Services
Venture Capital

Investment portfolio

85rounds
NAMEDATESIZE
EvoluteIQ
Sep 2025Led
$53 MOther Equity
BlackCloak
Sep 2024Led
$17 MSeries B
ModelOp
Aug 2024Led
$10 MSeries B
Virtual Incision
Sep 2023Led
$30 MSeries C
Osano
Aug 2023Led
$25 MSeries B
Forj
Jan 2023Participated
$15 MSeries A
Zylo
Dec 2022Led
$32 MSeries C
High Street Partners
Nov 2022Participated
$14 MSeries B
Tellius
Oct 2022Led
$16 MSeries B
Upfront Healthcare Services
Sep 2022Led
$11 MSeries C
Quiq
Apr 2022Led
$25 MSeries C
SourceDay
Feb 2022Participated
$32 MSeries C
EvoluteIQ
Sep 2025Led
$53 MOther Equity
BlackCloak
Sep 2024Led
$17 MSeries B
ModelOp
Aug 2024Led
$10 MSeries B
Virtual Incision
Sep 2023Led
$30 MSeries C
Osano
Aug 2023Led
$25 MSeries B
Forj
Jan 2023Participated
$15 MSeries A
Zylo
Dec 2022Led
$32 MSeries C
High Street Partners
Nov 2022Participated
$14 MSeries B
Tellius
Oct 2022Led
$16 MSeries B
Upfront Healthcare Services
Sep 2022Led
$11 MSeries C
Quiq
Apr 2022Led
$25 MSeries C
SourceDay
Feb 2022Participated
$32 MSeries C
85
Items
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Insights

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Deal Distribution

Baird Capital: 85 funding rounds are recorded in the selected participation categories.All available history.
Baird Capital: 85 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed10
Series A85
Series B1610
Series C+1115
Other Equity99
Debt01

Monthly Deal Activity

Baird Capital: 85 deals are recorded across 214 months.All available history.
Baird Capital: 85 deals are recorded across 214 months. All available history
MonthDeals
Jan '091
Feb '090
Mar '090
Apr '090
May '090
Jun '090
Jul '091
Aug '090
Sep '090
Oct '090
Nov '090
Dec '090
Jan '100
Feb '100
Mar '100
Apr '100
May '101
Jun '100
Jul '101
Aug '100
Sep '100
Oct '100
Nov '101
Dec '100
Jan '110
Feb '111
Mar '113
Apr '111
May '110
Jun '111
Jul '110
Aug '111
Sep '110
Oct '110
Nov '110
Dec '111
Jan '121
Feb '120
Mar '121
Apr '121
May '121
Jun '120
Jul '120
Aug '120
Sep '121
Oct '121
Nov '121
Dec '120
Jan '132
Feb '131
Mar '131
Apr '130
May '130
Jun '130
Jul '130
Aug '130
Sep '130
Oct '130
Nov '132
Dec '131
Jan '141
Feb '140
Mar '140
Apr '142
May '140
Jun '141
Jul '141
Aug '140
Sep '140
Oct '140
Nov '140
Dec '141
Jan '150
Feb '150
Mar '152
Apr '150
May '151
Jun '151
Jul '150
Aug '151
Sep '150
Oct '150
Nov '151
Dec '150
Jan '161
Feb '160
Mar '161
Apr '160
May '160
Jun '163
Jul '160
Aug '162
Sep '161
Oct '160
Nov '160
Dec '160
Jan '171
Feb '170
Mar '171
Apr '170
May '170
Jun '170
Jul '171
Aug '170
Sep '171
Oct '170
Nov '170
Dec '170
Jan '180
Feb '181
Mar '180
Apr '180
May '181
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '181
Dec '180
Jan '191
Feb '190
Mar '190
Apr '192
May '191
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '191
Dec '190
Jan '200
Feb '200
Mar '200
Apr '201
May '202
Jun '201
Jul '200
Aug '200
Sep '200
Oct '200
Nov '201
Dec '200
Jan '211
Feb '211
Mar '211
Apr '210
May '211
Jun '210
Jul '212
Aug '210
Sep '211
Oct '210
Nov '212
Dec '210
Jan '220
Feb '221
Mar '220
Apr '221
May '220
Jun '220
Jul '220
Aug '220
Sep '221
Oct '221
Nov '221
Dec '221
Jan '231
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '231
Sep '231
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '241
Sep '241
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '251
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

Baird Capital: Enterprise Software is the largest displayed sector by deal count (36 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.

Baird Capital: Enterprise Software is the largest displayed sector by deal count (36 deals). All available history
SectorDeals
Enterprise Software36
Health & Life Sciences34
Professional Services29
Networks, Cloud & Communication22
Data, Analytics & IT14
Marketing & Advertising10
Cybersecurity & Privacy9
AI & Machine Learning8
Media & Entertainment5
Space & Frontier Tech4
Fintech4
Manufacturing4
Developer Tools4
Transportation & Logistics3
Hardware & Robotics3
Food & Agriculture3
E-Commerce & Retail2
Social & Community Platforms2
Travel & Hospitality1
AR/VR1
Crypto & Blockchain1

Deal Size Distribution

Baird Capital: 85 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.

Baird Capital: 85 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M10
$5M-$10M16
$10M-$25M35
$25M-$50M19
$50M-$100M4
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Baird Capital: United States has the largest recorded deal count among the displayed regions (81 deals).All available history.

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

Baird Capital: United States has the largest recorded deal count among the displayed regions (81 deals). All available history
RegionDeals
United States81
Europe2
China1
852821
Baird Capital: 20 co-investors are shown, with Arboretum Ventures sharing 10 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.

Investment Strategy

Baird Capital: Led accounts for 53% and participating for 47% of round participation.All available history.
Baird Capital: Led accounts for 53% and participating for 47% of round participation. All available history
CategoryDeals (count)Share (%)
Led4553%
Participating4047%
Baird Capital: Single-lead accounts for 69% and co-led for 31% of lead dynamics.All available history.
Baird Capital: Single-lead accounts for 69% and co-led for 31% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead3169%
Co-led1431%

Team

Amy Len

Principal

Anjan Krishna

Private Equity Associate

Ben Kubik

Vice President

Frederick Robertson

Venture Partner

Martyn Ngo

Director, General Manager, Portfolio Operations

Scott Skie

Chief Operating Officer

Steve Booth

Founder, Chairman, President & CEO