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The Venture Codex

Overview

Business-focused bank offering personalized banking solutions.

Founded

2001

Deals ยท 12mo

2

Stage focus

Debt

Geographic focus

United States

Sector focus

Banking
Finance
Financial Services

Investment portfolio

53rounds
NAMEDATESIZE
Ownwell
Feb 2026Participated
$50 MSeries B
Luminate Medical
Jan 2026Participated
$21 MSeries A
1Kosmos
Aug 2025Participated
$57 MSeries B
Small Door
Jul 2025Participated
$55 MOther Equity
ValGenesis
Jul 2025Led
$16 MOther Equity
Catalyst OrthoScience
Sep 2024Participated
$20 MOther Equity
Admiral
Aug 2024Participated
$19 MOther Equity
Divergent
Jun 2024Led
$47 MDebt
Mad Mobile
Jun 2024Participated
$50 MOther Equity
Loyal
Mar 2024Participated
$57 MSeries B
EliseAI
Dec 2023Led
$15 MDebt
Gooten
Nov 2023Led
$4 MDebt
Ownwell
Feb 2026Participated
$50 MSeries B
Luminate Medical
Jan 2026Participated
$21 MSeries A
1Kosmos
Aug 2025Participated
$57 MSeries B
Small Door
Jul 2025Participated
$55 MOther Equity
ValGenesis
Jul 2025Led
$16 MOther Equity
Catalyst OrthoScience
Sep 2024Participated
$20 MOther Equity
Admiral
Aug 2024Participated
$19 MOther Equity
Divergent
Jun 2024Led
$47 MDebt
Mad Mobile
Jun 2024Participated
$50 MOther Equity
Loyal
Mar 2024Participated
$57 MSeries B
EliseAI
Dec 2023Led
$15 MDebt
Gooten
Nov 2023Led
$4 MDebt
53
Items
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Insights

Time horizon

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Deal Distribution

Bridge Bank: 53 funding rounds are recorded in the selected participation categories.All available history.
Bridge Bank: 53 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A01
Series B05
Series C+09
Other Equity99
Debt182

Monthly Deal Activity

Bridge Bank: 53 deals are recorded across 242 months.All available history.
Bridge Bank: 53 deals are recorded across 242 months. All available history
MonthDeals
Sep '061
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 '101
Mar '100
Apr '100
May '100
Jun '100
Jul '100
Aug '100
Sep '100
Oct '100
Nov '100
Dec '100
Jan '110
Feb '110
Mar '110
Apr '110
May '110
Jun '110
Jul '110
Aug '110
Sep '110
Oct '111
Nov '110
Dec '110
Jan '120
Feb '120
Mar '120
Apr '120
May '120
Jun '120
Jul '120
Aug '121
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 '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 '153
Aug '151
Sep '150
Oct '150
Nov '151
Dec '150
Jan '160
Feb '161
Mar '161
Apr '162
May '160
Jun '160
Jul '160
Aug '162
Sep '160
Oct '160
Nov '160
Dec '160
Jan '170
Feb '172
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '171
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '181
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '190
May '191
Jun '191
Jul '192
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '200
Feb '200
Mar '200
Apr '200
May '200
Jun '201
Jul '200
Aug '200
Sep '200
Oct '201
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '211
Jul '211
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '222
Feb '221
Mar '220
Apr '221
May '220
Jun '220
Jul '221
Aug '221
Sep '222
Oct '220
Nov '221
Dec '222
Jan '230
Feb '230
Mar '231
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '231
Dec '231
Jan '240
Feb '240
Mar '241
Apr '240
May '240
Jun '242
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 '252
Aug '251
Sep '250
Oct '250
Nov '250
Dec '250
Jan '261
Feb '261
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Bridge Bank: Enterprise Software is the largest displayed sector by deal count (24 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.

Bridge Bank: Enterprise Software is the largest displayed sector by deal count (24 deals). All available history
SectorDeals
Enterprise Software24
Networks, Cloud & Communication12
Health & Life Sciences12
Marketing & Advertising11
Data, Analytics & IT9
E-Commerce & Retail8
Transportation & Logistics6
Media & Entertainment6
AI & Machine Learning5
Real Estate & Construction4
Developer Tools4
Clean Energy & Sustainability3
Consumer & Lifestyle3
Fintech3
Food & Agriculture3
Professional Services3
Travel & Hospitality2
Space & Frontier Tech2
Manufacturing2
Cybersecurity & Privacy1
Hardware & Robotics1
Gaming & eSports1
Social & Community Platforms1

Deal Size Distribution

Bridge Bank: 53 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.

Bridge Bank: 53 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M5
$5M-$10M7
$10M-$25M19
$25M-$50M8
$50M-$100M11
$100M-$250M3
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Bridge Bank: United States has the largest recorded deal count among the displayed regions (52 deals).All available history.

Top 2 of 2 regions; European countries are grouped as Europe.

Bridge Bank: United States has the largest recorded deal count among the displayed regions (52 deals). All available history
RegionDeals
United States52
Europe1
Bridge Bank: 20 co-investors are shown, with First Round sharing 2 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

Bridge Bank: Led accounts for 51% and participating for 49% of round participation.All available history.
Bridge Bank: Led accounts for 51% and participating for 49% of round participation. All available history
CategoryDeals (count)Share (%)
Led2751%
Participating2649%
Bridge Bank: Single-lead accounts for 74% and co-led for 26% of lead dynamics.All available history.
Bridge Bank: Single-lead accounts for 74% and co-led for 26% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead2074%
Co-led726%

Team

Al Williams

EVP & CCO

Bill Wickline

Managing Director Life Sciences Group

Blake Reid

Senior Director of Tech and Innovation Banking

Daniel P. Myers

President & CEO

Lindsay Schwallie

VP of Life Sciences Portfolio Management

Margaret Bradshaw

Executive Vice President

Thomas M. Quigg

Vice Chairman and Director Emeritus

Tim Boothe

EVP and COO