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The Venture Codex

Overview

Regional banking company offering innovative financial solutions.

Founded

1876

Deals · 12mo

1

Stage focus

Debt

Geographic focus

United States

Sector focus

Banking
Commercial Lending
Consumer Lending
Financial Services
...

Investment portfolio

3rounds
NAMEDATESIZE
VoltaGrid
Nov 2025Participated
$5.0 BDebt
VoltaGrid
Dec 2022Participated
$175 MDebt
Donuts
Aug 2017Participated
$110 MDebt
VoltaGrid
Nov 2025Participated
$5.0 BDebt
VoltaGrid
Dec 2022Participated
$175 MDebt
Donuts
Aug 2017Participated
$110 MDebt
3
Items
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Insights

Time horizon

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Deal Distribution

Cadence Bank: 3 funding rounds are recorded in the selected participation categories.All available history.
Cadence Bank: 3 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Debt03

Monthly Deal Activity

Cadence Bank: 3 deals are recorded across 111 months.All available history.
Cadence Bank: 3 deals are recorded across 111 months. All available history
MonthDeals
Aug '171
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 '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 '210
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 '221
Jan '230
Feb '230
Mar '230
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May '230
Jun '230
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Aug '230
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Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
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Apr '240
May '240
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Oct '250
Nov '251
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Cadence Bank: Networks, Cloud & Communication is the largest displayed sector by deal count (3 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.

Cadence Bank: Networks, Cloud & Communication is the largest displayed sector by deal count (3 deals). All available history
SectorDeals
Networks, Cloud & Communication3
Clean Energy & Sustainability2
Enterprise Software1
Developer Tools1

Deal Size Distribution

Cadence Bank: 3 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.

Cadence Bank: 3 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M0
$100M-$250M2
$250M-$500M0
$500M-$1B0
$1B+1

Deals By Geography

Cadence Bank: United States has the largest recorded deal count among the displayed regions (3 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Cadence Bank: United States has the largest recorded deal count among the displayed regions (3 deals). All available history
RegionDeals
United States3
Cadence Bank: 20 co-investors are shown, with BMO Capital Partners 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

Cadence Bank: Led accounts for 0% and participating for 100% of round participation.All available history.
Cadence Bank: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating3100%
Cadence Bank: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Cadence Bank: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

Dan Rollins

Chairman of the Board & Chief Executive Officer

Jerrell Moore

Executive Vice President, Chief Diversity Officer

Mandy Mitchell

Chief Experience Officer

Paul Woo

SVP and Director of Capital Planning & Corporate Development

Samuel Tortorici

Chief Executive Officer & Director

Shanna Kuzdzal

Chief Legal Officer

Sharon Geib

President, Mortgage Division