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The Venture Codex

Overview

Comprehensive financial services for individuals and businesses.

Founded

1998

Deals ยท 12mo

11

Stage focus

Debt

Geographic focus

United Kingdom
United States

Sector focus

Asset Management
Banking
Finance
Financial Services
...

Investment portfolio

62rounds
NAMEDATESIZE
DailyPay
Oct 2026Participated
$200 MDebt
Capitolis
Oct 2026Participated
$220 MSeries E
Texas Stock Exchange
Sep 2026Participated
$430 MOther Equity
Flexential
Aug 2026Participated
$800 MDebt
Nebius
Jul 2026Participated
$775 MDebt
OpenAI
Jul 2026Led
$520 MDebt
Nscale
Jul 2026Participated
$900 MDebt
DC BLOX
May 2026Participated
$585 MDebt
Versana
Apr 2026Participated
$43 MOther Equity
Fervo Energy
Mar 2026Participated
$421 MDebt
Enpal
Oct 2025Participated
$815 MDebt
Fnality International
Sep 2025Led
$133 MSeries C
DailyPay
Oct 2026Participated
$200 MDebt
Capitolis
Oct 2026Participated
$220 MSeries E
Texas Stock Exchange
Sep 2026Participated
$430 MOther Equity
Flexential
Aug 2026Participated
$800 MDebt
Nebius
Jul 2026Participated
$775 MDebt
OpenAI
Jul 2026Led
$520 MDebt
Nscale
Jul 2026Participated
$900 MDebt
DC BLOX
May 2026Participated
$585 MDebt
Versana
Apr 2026Participated
$43 MOther Equity
Fervo Energy
Mar 2026Participated
$421 MDebt
Enpal
Oct 2025Participated
$815 MDebt
Fnality International
Sep 2025Led
$133 MSeries C
62
Items
...
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Bank of America: 62 funding rounds are recorded in the selected participation categories.All available history.
Bank of America: 62 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed01
Series A31
Series B02
Series C+25
Other Equity619
Debt914

Monthly Deal Activity

Bank of America: 62 deals are recorded across 298 months.All available history.
Bank of America: 62 deals are recorded across 298 months. All available history
MonthDeals
Jan '021
Feb '020
Mar '020
Apr '020
May '020
Jun '020
Jul '020
Aug '020
Sep '020
Oct '020
Nov '020
Dec '020
Jan '030
Feb '030
Mar '030
Apr '030
May '030
Jun '030
Jul '030
Aug '030
Sep '030
Oct '030
Nov '030
Dec '030
Jan '040
Feb '040
Mar '040
Apr '040
May '040
Jun '040
Jul '040
Aug '040
Sep '040
Oct '040
Nov '040
Dec '040
Jan '050
Feb '050
Mar '050
Apr '050
May '050
Jun '050
Jul '050
Aug '050
Sep '050
Oct '050
Nov '050
Dec '050
Jan '060
Feb '060
Mar '060
Apr '060
May '060
Jun '060
Jul '060
Aug '060
Sep '060
Oct '060
Nov '060
Dec '060
Jan '070
Feb '070
Mar '070
Apr '070
May '070
Jun '070
Jul '070
Aug '070
Sep '070
Oct '070
Nov '070
Dec '070
Jan '080
Feb '080
Mar '080
Apr '080
May '080
Jun '080
Jul '080
Aug '080
Sep '080
Oct '080
Nov '080
Dec '080
Jan '090
Feb '090
Mar '090
Apr '090
May '090
Jun '090
Jul '090
Aug '090
Sep '090
Oct '090
Nov '090
Dec '090
Jan '100
Feb '100
Mar '100
Apr '100
May '100
Jun '100
Jul '100
Aug '100
Sep '100
Oct '100
Nov '101
Dec '100
Jan '111
Feb '110
Mar '110
Apr '110
May '110
Jun '110
Jul '110
Aug '110
Sep '111
Oct '110
Nov '110
Dec '110
Jan '120
Feb '120
Mar '120
Apr '121
May '120
Jun '121
Jul '120
Aug '120
Sep '120
Oct '120
Nov '120
Dec '120
Jan '130
Feb '130
Mar '130
Apr '130
May '131
Jun '130
Jul '130
Aug '130
Sep '130
Oct '131
Nov '131
Dec '130
Jan '140
Feb '140
Mar '140
Apr '140
May '140
Jun '140
Jul '140
Aug '140
Sep '141
Oct '141
Nov '140
Dec '140
Jan '150
Feb '151
Mar '150
Apr '150
May '150
Jun '150
Jul '150
Aug '150
Sep '150
Oct '150
Nov '150
Dec '150
Jan '160
Feb '160
Mar '160
Apr '160
May '160
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '160
Dec '160
Jan '171
Feb '170
Mar '171
Apr '170
May '172
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '181
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '181
Jan '191
Feb '190
Mar '190
Apr '190
May '190
Jun '190
Jul '190
Aug '191
Sep '190
Oct '190
Nov '190
Dec '192
Jan '200
Feb '200
Mar '200
Apr '201
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '211
Mar '212
Apr '210
May '211
Jun '210
Jul '210
Aug '210
Sep '212
Oct '210
Nov '210
Dec '210
Jan '220
Feb '221
Mar '220
Apr '221
May '220
Jun '220
Jul '221
Aug '220
Sep '222
Oct '220
Nov '221
Dec '221
Jan '230
Feb '230
Mar '230
Apr '230
May '231
Jun '231
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '231
Jan '240
Feb '240
Mar '241
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '241
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '251
Apr '251
May '250
Jun '252
Jul '251
Aug '252
Sep '253
Oct '251
Nov '250
Dec '250
Jan '260
Feb '260
Mar '261
Apr '261
May '261
Jun '260
Jul '263
Aug '261
Sep '261
Oct '262

Sector Breakdown

Bank of America: Fintech is the largest displayed sector by deal count (28 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.

Bank of America: Fintech is the largest displayed sector by deal count (28 deals). All available history
SectorDeals
Fintech28
Enterprise Software26
Networks, Cloud & Communication15
Data, Analytics & IT13
Clean Energy & Sustainability11
Professional Services9
Marketing & Advertising6
AI & Machine Learning6
Cybersecurity & Privacy4
Hardware & Robotics4
E-Commerce & Retail3
Media & Entertainment3
Health & Life Sciences3
Developer Tools3
Transportation & Logistics2
Crypto & Blockchain2
Food & Agriculture2
Gaming & eSports2
Education & Workforce1
AR/VR1
Real Estate & Construction1
Space & Frontier Tech1
Consumer & Lifestyle1
Manufacturing1
Social & Community Platforms1

Deal Size Distribution

Bank of America: 62 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.

Bank of America: 62 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M2
$10M-$25M5
$25M-$50M13
$50M-$100M9
$100M-$250M14
$250M-$500M9
$500M-$1B8
$1B+2

Deals By Geography

Bank of America: United States has the largest recorded deal count among the displayed regions (51 deals).All available history.

Top 3 of 3 regions; European countries are grouped as Europe.

Bank of America: United States has the largest recorded deal count among the displayed regions (51 deals). All available history
RegionDeals
United States51
Europe10
India1
Bank of America: 20 co-investors are shown, with J.P. Morgan sharing 23 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.

Bank of America: 20 co-investors are shown, with J.P. Morgan sharing 23 recorded deals. All available history
Co-investorShared deals
J.P. Morgan23
Goldman Sachs22
Citi21
Barclays15
Morgan Stanley15
Wells Fargo14
Deutsche Bank9
UBS9
BNP Paribas7
HSBC6
KeyBank6
Royal Bank of Canada6
Credit Agricole CIB5
BlackRock4
BNY Mellon4
Credit Suisse4
ING4
MUFG4
Silicon Valley Bank4
Banco Santander3

Investment Strategy

Bank of America: Led accounts for 32% and participating for 68% of round participation.All available history.
Bank of America: Led accounts for 32% and participating for 68% of round participation. All available history
CategoryDeals (count)Share (%)
Led2032%
Participating4268%
Bank of America: Single-lead accounts for 45% and co-led for 55% of lead dynamics.All available history.
Bank of America: Single-lead accounts for 45% and co-led for 55% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead945%
Co-led1155%

Team

Catherine P. Bessant

Vice Chair, Global Strategy

David C. Darnell

Co-Chief Operating Officer

David Kolpak

Managing Director, CTO of Asia Pacific

Gary G. Lynch

Global General Counsel and Head of Compliance and Regulatory Relations

Joshua Dean

SVP, Head of Strategic Partnerships

Prajit Datta

STA, Chief Data Scientist Organization

Shomila Malik

SVP, Strategy and Product Development

Terry P. Laughlin

Chief Risk Officer