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The Venture Codex

Overview

Wealth management and investment planning solutions provider.

Founded

1950

Deals · 12mo

0

Stage focus

—

Geographic focus

Canada
Isle of Man
United States

Sector focus

Finance
Financial Services
Wealth Management

Investment portfolio

10rounds
NAMEDATESIZE
Kodiak Copper
Sep 2025Led
$8 MOther Equity
Q5id
Oct 2021Led
$10 MOther Equity
Rivalry
Jun 2021Participated
$22 MOther Equity
Capital Markets Gateway
Jun 2020Participated
$25 MSeries B
Hemptown Organics
May 2019Led
$17 MOther Equity
Progressa
Aug 2018Led
$84 MOther Equity
Coinsquare
Feb 2018Led
$30 MOther Equity
Sante Veritas Therapeutics
Dec 2017Led
$13 MOther Equity
vogogo
Aug 2014Participated
$9 MOther Equity
Slyce
Jun 2014Led
$12 MOther Equity
Kodiak Copper
Sep 2025Led
$8 MOther Equity
Q5id
Oct 2021Led
$10 MOther Equity
Rivalry
Jun 2021Participated
$22 MOther Equity
Capital Markets Gateway
Jun 2020Participated
$25 MSeries B
Hemptown Organics
May 2019Led
$17 MOther Equity
Progressa
Aug 2018Led
$84 MOther Equity
Coinsquare
Feb 2018Led
$30 MOther Equity
Sante Veritas Therapeutics
Dec 2017Led
$13 MOther Equity
vogogo
Aug 2014Participated
$9 MOther Equity
Slyce
Jun 2014Led
$12 MOther Equity
10
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Insights

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Deal Distribution

Canaccord Genuity: 10 funding rounds are recorded in the selected participation categories.All available history.
Canaccord Genuity: 10 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B01
Other Equity72

Monthly Deal Activity

Canaccord Genuity: 10 deals are recorded across 149 months.All available history.
Canaccord Genuity: 10 deals are recorded across 149 months. All available history
MonthDeals
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 '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 '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 '171
Jan '180
Feb '181
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '181
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 '201
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '211
Jul '210
Aug '210
Sep '210
Oct '211
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 '250
Sep '251
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

Canaccord Genuity: Fintech 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.

Canaccord Genuity: Fintech is the largest displayed sector by deal count (4 deals). All available history
SectorDeals
Fintech4
Networks, Cloud & Communication2
Health & Life Sciences2
Crypto & Blockchain1
Enterprise Software1
Media & Entertainment1
Cybersecurity & Privacy1
Food & Agriculture1
Clean Energy & Sustainability1
Gaming & eSports1
Real Estate & Construction1
Data, Analytics & IT1

Deal Size Distribution

Canaccord Genuity: 10 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.

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

Deals By Geography

Canaccord Genuity: Canada has the largest recorded deal count among the displayed regions (5 deals).All available history.

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

Canaccord Genuity: Canada has the largest recorded deal count among the displayed regions (5 deals). All available history
RegionDeals
Canada5
United States4
Europe1
Canaccord Genuity: 20 co-investors are shown, with Cormark Securities 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

Canaccord Genuity: Led accounts for 70% and participating for 30% of round participation.All available history.
Canaccord Genuity: Led accounts for 70% and participating for 30% of round participation. All available history
CategoryDeals (count)Share (%)
Led770%
Participating330%
Canaccord Genuity: Single-lead accounts for 71% and co-led for 29% of lead dynamics.All available history.
Canaccord Genuity: Single-lead accounts for 71% and co-led for 29% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead571%
Co-led229%

Team

Chris Blackwell

Managing Director, Head of Investment Banking - Canada

Román Rossi Lores

Vice President