The Venture Codex Logo

The Venture Codex

Overview

Full-service independent investment dealer focusing on mid-market equities.

Founded

1988

Deals · 12mo

0

Stage focus

—

Geographic focus

Brazil
Canada
United States

Sector focus

—

Investment portfolio

8rounds
NAMEDATESIZE
Meridian Mining
Aug 2025Led
$36 MOther Equity
Highmark Interactive
Jun 2021Led
$6 MOther Equity
JustKitchen
Jun 2021Led
$20 MOther Equity
Hemptown Organics
May 2019Participated
$17 MOther Equity
Mojio
Jun 2015Led
$17 MSeries B
vogogo
Aug 2014Participated
$9 MOther Equity
Slyce
Jun 2014Participated
$12 MOther Equity
Slyce
Mar 2014Led
$11 MOther Equity
Meridian Mining
Aug 2025Led
$36 MOther Equity
Highmark Interactive
Jun 2021Led
$6 MOther Equity
JustKitchen
Jun 2021Led
$20 MOther Equity
Hemptown Organics
May 2019Participated
$17 MOther Equity
Mojio
Jun 2015Led
$17 MSeries B
vogogo
Aug 2014Participated
$9 MOther Equity
Slyce
Jun 2014Participated
$12 MOther Equity
Slyce
Mar 2014Led
$11 MOther Equity
8
Items
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

Beacon Securities: 8 funding rounds are recorded in the selected participation categories.All available history.
Beacon Securities: 8 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B10
Other Equity43

Monthly Deal Activity

Beacon Securities: 8 deals are recorded across 152 months.All available history.
Beacon Securities: 8 deals are recorded across 152 months. All available history
MonthDeals
Mar '141
Apr '140
May '140
Jun '141
Jul '140
Aug '141
Sep '140
Oct '140
Nov '140
Dec '140
Jan '150
Feb '150
Mar '150
Apr '150
May '150
Jun '151
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 '170
Feb '170
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '190
May '191
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '200
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '212
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 '220
Oct '220
Nov '220
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 '251
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

Beacon Securities: Networks, Cloud & Communication 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.

Beacon Securities: Networks, Cloud & Communication is the largest displayed sector by deal count (4 deals). All available history
SectorDeals
Networks, Cloud & Communication4
Enterprise Software3
Health & Life Sciences2
Food & Agriculture2
Fintech1
Clean Energy & Sustainability1
Gaming & eSports1
Data, Analytics & IT1
Transportation & Logistics1

Deal Size Distribution

Beacon Securities: 8 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.

Beacon Securities: 8 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M2
$10M-$25M5
$25M-$50M1
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Beacon Securities: Canada has the largest recorded deal count among the displayed regions (4 deals).All available history.

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

Beacon Securities: Canada has the largest recorded deal count among the displayed regions (4 deals). All available history
RegionDeals
Canada4
United States3
Brazil1
Beacon Securities: 15 co-investors are shown, with Salman Partners sharing 4 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

Beacon Securities: Led accounts for 63% and participating for 38% of round participation.All available history.
Beacon Securities: Led accounts for 63% and participating for 38% of round participation. All available history
CategoryDeals (count)Share (%)
Led563%
Participating338%
Beacon Securities: Single-lead accounts for 60% and co-led for 40% of lead dynamics.All available history.
Beacon Securities: Single-lead accounts for 60% and co-led for 40% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead360%
Co-led240%

Team

Bruce Wetherly

Chief Financial Officer & Chief Compliance Officer