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The Venture Codex

Overview

Transatlantic consumer and wholesale banking with global reach.

Deals · 12mo

12

Stage focus

Debt

Geographic focus

United Kingdom
United States

Sector focus

Banking
Consumer
Financial Services
Wholesale

Investment portfolio

112rounds
NAMEDATESIZE
DailyPay
Oct 2026Participated
$200 MDebt
Capitolis
Oct 2026Participated
$220 MSeries E
Form Energy
Sep 2026Led
$270 MDebt
Anthropic
Sep 2026Participated
$15.0 BDebt
DataBank
Jun 2026Participated
$1.4 BDebt
Versana
Apr 2026Participated
$43 MOther Equity
Cerebras Systems
Apr 2026Led
$850 MDebt
Fervo Energy
Mar 2026Led
$421 MDebt
Databricks
Feb 2026Participated
$3.0 BDebt
Siege FX
Jan 2026Participated
$9 MSeries A
VoltaGrid
Nov 2025Participated
$5.0 BDebt
Enpal
Oct 2025Participated
$815 MDebt
DailyPay
Oct 2026Participated
$200 MDebt
Capitolis
Oct 2026Participated
$220 MSeries E
Form Energy
Sep 2026Led
$270 MDebt
Anthropic
Sep 2026Participated
$15.0 BDebt
DataBank
Jun 2026Participated
$1.4 BDebt
Versana
Apr 2026Participated
$43 MOther Equity
Cerebras Systems
Apr 2026Led
$850 MDebt
Fervo Energy
Mar 2026Led
$421 MDebt
Databricks
Feb 2026Participated
$3.0 BDebt
Siege FX
Jan 2026Participated
$9 MSeries A
VoltaGrid
Nov 2025Participated
$5.0 BDebt
Enpal
Oct 2025Participated
$815 MDebt
112
Items
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Insights

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Deal Distribution

Barclays: 112 funding rounds are recorded in the selected participation categories.All available history.
Barclays: 112 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed69
Series A410
Series B28
Series C+113
Other Equity525
Debt1217

Monthly Deal Activity

Barclays: 112 deals are recorded across 188 months.All available history.
Barclays: 112 deals are recorded across 188 months. All available history
MonthDeals
Mar '111
Apr '110
May '110
Jun '110
Jul '110
Aug '110
Sep '110
Oct '110
Nov '110
Dec '110
Jan '120
Feb '120
Mar '120
Apr '120
May '120
Jun '120
Jul '120
Aug '120
Sep '120
Oct '120
Nov '120
Dec '120
Jan '130
Feb '130
Mar '130
Apr '130
May '130
Jun '130
Jul '130
Aug '130
Sep '131
Oct '130
Nov '130
Dec '130
Jan '140
Feb '140
Mar '140
Apr '140
May '140
Jun '140
Jul '140
Aug '140
Sep '140
Oct '140
Nov '140
Dec '140
Jan '150
Feb '150
Mar '150
Apr '151
May '150
Jun '150
Jul '150
Aug '150
Sep '150
Oct '150
Nov '150
Dec '150
Jan '162
Feb '160
Mar '160
Apr '161
May '160
Jun '160
Jul '160
Aug '160
Sep '160
Oct '161
Nov '160
Dec '160
Jan '170
Feb '170
Mar '171
Apr '170
May '171
Jun '170
Jul '173
Aug '170
Sep '170
Oct '170
Nov '171
Dec '170
Jan '180
Feb '180
Mar '181
Apr '181
May '180
Jun '180
Jul '182
Aug '180
Sep '181
Oct '180
Nov '180
Dec '180
Jan '191
Feb '193
Mar '190
Apr '191
May '191
Jun '190
Jul '192
Aug '190
Sep '190
Oct '190
Nov '190
Dec '191
Jan '200
Feb '201
Mar '200
Apr '200
May '200
Jun '203
Jul '201
Aug '201
Sep '203
Oct '202
Nov '200
Dec '200
Jan '211
Feb '213
Mar '212
Apr '210
May '211
Jun '210
Jul '211
Aug '211
Sep '213
Oct '211
Nov '211
Dec '210
Jan '222
Feb '220
Mar '220
Apr '220
May '221
Jun '221
Jul '221
Aug '221
Sep '220
Oct '221
Nov '220
Dec '222
Jan '231
Feb '231
Mar '231
Apr '231
May '233
Jun '232
Jul '231
Aug '230
Sep '230
Oct '231
Nov '233
Dec '231
Jan '241
Feb '240
Mar '241
Apr '240
May '241
Jun '241
Jul '241
Aug '241
Sep '243
Oct '241
Nov '242
Dec '240
Jan '251
Feb '250
Mar '251
Apr '250
May '250
Jun '253
Jul '252
Aug '253
Sep '252
Oct '251
Nov '251
Dec '250
Jan '261
Feb '261
Mar '261
Apr '262
May '260
Jun '261
Jul '260
Aug '260
Sep '262
Oct '262

Sector Breakdown

Barclays: Fintech is the largest displayed sector by deal count (57 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.

Barclays: Fintech is the largest displayed sector by deal count (57 deals). All available history
SectorDeals
Fintech57
Enterprise Software21
Clean Energy & Sustainability20
Data, Analytics & IT20
Networks, Cloud & Communication20
Professional Services17
AI & Machine Learning15
E-Commerce & Retail9
Hardware & Robotics7
Transportation & Logistics6
Crypto & Blockchain6
Manufacturing6
Real Estate & Construction4
Marketing & Advertising4
Health & Life Sciences4
Food & Agriculture4
Cybersecurity & Privacy3
Space & Frontier Tech3
Media & Entertainment3
Education & Workforce2
Government & Defense1
Consumer & Lifestyle1
Developer Tools1

Deal Size Distribution

Barclays: 112 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.

Barclays: 112 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M19
$5M-$10M16
$10M-$25M17
$25M-$50M13
$50M-$100M9
$100M-$250M17
$250M-$500M9
$500M-$1B6
$1B+6

Deals By Geography

Barclays: United States has the largest recorded deal count among the displayed regions (53 deals).All available history.

Top 8 of 8 regions; European countries are grouped as Europe.

Barclays: United States has the largest recorded deal count among the displayed regions (53 deals). All available history
RegionDeals
United States53
Europe52
Italia2
Canada1
Ec4n 7af1
Vietnam1
Iran1
Israel1
Barclays: 20 co-investors are shown, with J.P. Morgan sharing 25 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.

Barclays: 20 co-investors are shown, with J.P. Morgan sharing 25 recorded deals. All available history
Co-investorShared deals
J.P. Morgan25
Citi24
Goldman Sachs19
Bank of America15
Morgan Stanley15
Wells Fargo13
UBS11
BNP Paribas10
Techstars8
HSBC6
Anthemis5
Deutsche Bank5
Nasdaq Ventures5
BGF4
ING4
Mizuho Americas4
MUFG4
Natixis4
Société Générale4
State Street4

Investment Strategy

Barclays: Led accounts for 27% and participating for 73% of round participation.All available history.
Barclays: Led accounts for 27% and participating for 73% of round participation. All available history
CategoryDeals (count)Share (%)
Led3027%
Participating8273%
Barclays: Single-lead accounts for 33% and co-led for 67% of lead dynamics.All available history.
Barclays: Single-lead accounts for 33% and co-led for 67% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1033%
Co-led2067%

Team

Dani Chear

Control Business Partner- Treasury

David Morris

VP of Product Development

Derek Davidson

Head of Americas Commercial, Residential and Industrials Services

Derek McNulty

Global Co-Head of Chemicals

Geoffrey Belsher

Chief Executive Officer for Canada

Joseph Lee

Head of High Touch Sales Trading, Asia Pacific

Shanthi Santana

SME - Business Development Manager

Taalib Shaah

Group CRO