The Venture Codex Logo

The Venture Codex

Overview

Bank focused on fostering a prosperous economy and sustainable future.

Founded

1817

Deals · 12mo

4

Stage focus

Debt
Series C

Geographic focus

Canada
United States

Sector focus

Banking
Finance

Investment portfolio

44rounds
NAMEDATESIZE
Neo Financial
Apr 2026Participated
$150 MDebt
VoltaGrid
Nov 2025Participated
$5.0 BDebt
ATEX Resources
Oct 2025Led
$62 MOther Equity
Felix Health
Oct 2025Participated
$53 MSeries C
Silver Tiger Metals
Oct 2025Participated
$21 MOther Equity
Meridian Mining
Aug 2025Led
$36 MOther Equity
Nanoprecise Sci Corp
Mar 2025Participated
$38 MSeries C
LiquidTrust
Mar 2025Participated
$4 MSeed
Aspen Power
Feb 2025Participated
$50 MDebt
Vidyard
Apr 2024Participated
$15 MOther Equity
ZenHub
Mar 2023Participated
$10 MSeries A
R-Zero
Feb 2023Participated
$105 MSeries C
Neo Financial
Apr 2026Participated
$150 MDebt
VoltaGrid
Nov 2025Participated
$5.0 BDebt
ATEX Resources
Oct 2025Led
$62 MOther Equity
Felix Health
Oct 2025Participated
$53 MSeries C
Silver Tiger Metals
Oct 2025Participated
$21 MOther Equity
Meridian Mining
Aug 2025Led
$36 MOther Equity
Nanoprecise Sci Corp
Mar 2025Participated
$38 MSeries C
LiquidTrust
Mar 2025Participated
$4 MSeed
Aspen Power
Feb 2025Participated
$50 MDebt
Vidyard
Apr 2024Participated
$15 MOther Equity
ZenHub
Mar 2023Participated
$10 MSeries A
R-Zero
Feb 2023Participated
$105 MSeries C
44
Items
...
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

BMO Capital Partners: 44 funding rounds are recorded in the selected participation categories.All available history.
BMO Capital Partners: 44 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed02
Series A12
Series B11
Series C+212
Other Equity47
Debt57

Monthly Deal Activity

BMO Capital Partners: 44 deals are recorded across 162 months.All available history.
BMO Capital Partners: 44 deals are recorded across 162 months. All available history
MonthDeals
May '131
Jun '130
Jul '130
Aug '130
Sep '130
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 '141
Jan '150
Feb '150
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 '161
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 '190
Jun '191
Jul '192
Aug '190
Sep '191
Oct '191
Nov '190
Dec '192
Jan '200
Feb '200
Mar '200
Apr '200
May '200
Jun '202
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '211
Mar '210
Apr '210
May '210
Jun '211
Jul '211
Aug '213
Sep '211
Oct '210
Nov '212
Dec '210
Jan '221
Feb '221
Mar '220
Apr '220
May '221
Jun '220
Jul '220
Aug '221
Sep '222
Oct '220
Nov '221
Dec '224
Jan '230
Feb '231
Mar '231
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 '241
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '251
Mar '252
Apr '250
May '250
Jun '250
Jul '250
Aug '251
Sep '250
Oct '253
Nov '251
Dec '250
Jan '260
Feb '260
Mar '260
Apr '261
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

BMO Capital Partners: Enterprise Software is the largest displayed sector by deal count (14 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.

BMO Capital Partners: Enterprise Software is the largest displayed sector by deal count (14 deals). All available history
SectorDeals
Enterprise Software14
Networks, Cloud & Communication12
Clean Energy & Sustainability10
Fintech9
Data, Analytics & IT7
E-Commerce & Retail5
Hardware & Robotics5
Real Estate & Construction4
Transportation & Logistics4
Marketing & Advertising4
AI & Machine Learning4
Professional Services4
Media & Entertainment3
Health & Life Sciences3
Food & Agriculture3
Cybersecurity & Privacy2
Space & Frontier Tech2
Manufacturing2
Consumer & Lifestyle1

Deal Size Distribution

BMO Capital Partners: 44 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.

BMO Capital Partners: 44 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M2
$5M-$10M1
$10M-$25M7
$25M-$50M7
$50M-$100M14
$100M-$250M8
$250M-$500M4
$500M-$1B0
$1B+1

Deals By Geography

BMO Capital Partners: Canada has the largest recorded deal count among the displayed regions (24 deals).All available history.

Top 6 of 6 regions; European countries are grouped as Europe.

BMO Capital Partners: Canada has the largest recorded deal count among the displayed regions (24 deals). All available history
RegionDeals
Canada24
United States15
India2
Brazil1
Europe1
941331
BMO Capital Partners: 20 co-investors are shown, with Export Development Canada sharing 5 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

BMO Capital Partners: Led accounts for 30% and participating for 70% of round participation.All available history.
BMO Capital Partners: Led accounts for 30% and participating for 70% of round participation. All available history
CategoryDeals (count)Share (%)
Led1330%
Participating3170%
BMO Capital Partners: Single-lead accounts for 38% and co-led for 62% of lead dynamics.All available history.
BMO Capital Partners: Single-lead accounts for 38% and co-led for 62% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead538%
Co-led862%

Team