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The Venture Codex

Overview

Independent merchant bank advising and investing in financial services.

Founded

2010

Deals · 12mo

0

Stage focus

Series A

Geographic focus

Brazil
Mexico
United States
Uruguay

Sector focus

Banking
Financial Services
Venture Capital

Investment portfolio

20rounds
NAMEDATESIZE
Conta Simples
Jan 2024Participated
$41 MSeries B
nocnoc
Jun 2023Participated
$14 MSeries A
Franq
Oct 2022Participated
$12 MSeries A
Unstoppable Domains
Jul 2022Participated
$65 MSeries A
nocnoc
Mar 2022Participated
$7 MSeed
Shakepay
Jan 2022Participated
$35 MSeries A
Mendel
Dec 2021Participated
$35 MDebt
Houm
Nov 2021Participated
$35 MSeries A
Spenmo
Sep 2021Participated
$34 MSeries A
Credijusto
Aug 2019Participated
$42 MSeries B
Nowports
Jun 2019Participated
$5 MSeed
Liveoak Technologies
Jun 2019Participated
$8 MSeries A
Conta Simples
Jan 2024Participated
$41 MSeries B
nocnoc
Jun 2023Participated
$14 MSeries A
Franq
Oct 2022Participated
$12 MSeries A
Unstoppable Domains
Jul 2022Participated
$65 MSeries A
nocnoc
Mar 2022Participated
$7 MSeed
Shakepay
Jan 2022Participated
$35 MSeries A
Mendel
Dec 2021Participated
$35 MDebt
Houm
Nov 2021Participated
$35 MSeries A
Spenmo
Sep 2021Participated
$34 MSeries A
Credijusto
Aug 2019Participated
$42 MSeries B
Nowports
Jun 2019Participated
$5 MSeed
Liveoak Technologies
Jun 2019Participated
$8 MSeries A
20
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Insights

Time horizon

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Deal Distribution

Broadhaven: 20 funding rounds are recorded in the selected participation categories.All available history.
Broadhaven: 20 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed03
Series A010
Series B02
Other Equity13
Debt01

Monthly Deal Activity

Broadhaven: 20 deals are recorded across 119 months.All available history.
Broadhaven: 20 deals are recorded across 119 months. All available history
MonthDeals
Dec '161
Jan '170
Feb '172
Mar '170
Apr '170
May '170
Jun '171
Jul '170
Aug '170
Sep '171
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '182
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '191
Mar '190
Apr '190
May '190
Jun '192
Jul '190
Aug '191
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 '210
Jul '210
Aug '210
Sep '211
Oct '210
Nov '211
Dec '211
Jan '221
Feb '220
Mar '221
Apr '220
May '220
Jun '220
Jul '221
Aug '220
Sep '220
Oct '221
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '231
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '241
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 '250
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

Broadhaven: Fintech is the largest displayed sector by deal count (13 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.

Broadhaven: Fintech is the largest displayed sector by deal count (13 deals). All available history
SectorDeals
Fintech13
Networks, Cloud & Communication7
Enterprise Software5
Hardware & Robotics3
Professional Services3
Crypto & Blockchain2
Marketing & Advertising2
E-Commerce & Retail2
Cybersecurity & Privacy2
Transportation & Logistics1
Health & Life Sciences1
AI & Machine Learning1
Data, Analytics & IT1
Real Estate & Construction1

Deal Size Distribution

Broadhaven: 20 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.

Broadhaven: 20 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M4
$5M-$10M4
$10M-$25M5
$25M-$50M6
$50M-$100M1
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Broadhaven: United States has the largest recorded deal count among the displayed regions (10 deals).All available history.

Top 7 of 7 regions; European countries are grouped as Europe.

Broadhaven: United States has the largest recorded deal count among the displayed regions (10 deals). All available history
RegionDeals
United States10
Mexico3
Uruguay2
Brazil2
Canada1
Chile1
Singapore1
Broadhaven: 20 co-investors are shown, with Commerce Ventures sharing 6 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

Broadhaven: Led accounts for 5% and participating for 95% of round participation.All available history.
Broadhaven: Led accounts for 5% and participating for 95% of round participation. All available history
CategoryDeals (count)Share (%)
Led15%
Participating1995%
Broadhaven: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
Broadhaven: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led1100%

Team

Gerard von Dohlen

Partner and Co-Founder

Greg Phillips, CFA

Partner and Co-Founder

Joe Zabik

Partner

John Edge

Operating Partner

Michael Sidgmore

Partner and Co-founder