The Venture Codex Logo

The Venture Codex

Overview

Private equity firm focusing on leveraged buyouts and venture capital.

Founded

1987

Deals · 12mo

5

Stage focus

—

Geographic focus

France
India
United States

Sector focus

Aerospace
Asset Management
Financial Services
Management Consulting

Investment portfolio

43rounds
NAMEDATESIZE
Castelion
Aug 2026Led
$1.1 BSeries C
Neverhack
Jul 2026Led
$13 MOther Equity
CAIS
Jul 2026Participated
$170 MSeries D
Nxtra
Mar 2026Participated
$1.0 BOther Equity
NEP Group
Oct 2025Participated
$700 MOther Equity
FarmOp Capital
Jul 2025Led
$250 MOther Equity
Trucordia
Jun 2025Led
$1.3 BOther Equity
CoreWeave
May 2024Participated
$7.5 BDebt
The Very Group
Feb 2024Participated
$159 MOther Equity
NineDot Energy
Jan 2024Participated
$225 MOther Equity
CoreWeave
Aug 2023Participated
$2.3 BDebt
SESAMm
Mar 2023Participated
$37 MSeries B
Castelion
Aug 2026Led
$1.1 BSeries C
Neverhack
Jul 2026Led
$13 MOther Equity
CAIS
Jul 2026Participated
$170 MSeries D
Nxtra
Mar 2026Participated
$1.0 BOther Equity
NEP Group
Oct 2025Participated
$700 MOther Equity
FarmOp Capital
Jul 2025Led
$250 MOther Equity
Trucordia
Jun 2025Led
$1.3 BOther Equity
CoreWeave
May 2024Participated
$7.5 BDebt
The Very Group
Feb 2024Participated
$159 MOther Equity
NineDot Energy
Jan 2024Participated
$225 MOther Equity
CoreWeave
Aug 2023Participated
$2.3 BDebt
SESAMm
Mar 2023Participated
$37 MSeries B
43
Items
...
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

Carlyle: 43 funding rounds are recorded in the selected participation categories.All available history.
Carlyle: 43 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A10
Series B23
Series C+27
Other Equity1412
Debt02

Monthly Deal Activity

Carlyle: 43 deals are recorded across 220 months.All available history.
Carlyle: 43 deals are recorded across 220 months. All available history
MonthDeals
Jul '081
Aug '080
Sep '080
Oct '081
Nov '080
Dec '080
Jan '090
Feb '090
Mar '091
Apr '090
May '090
Jun '090
Jul '090
Aug '090
Sep '090
Oct '090
Nov '090
Dec '090
Jan '100
Feb '100
Mar '100
Apr '100
May '100
Jun '101
Jul '100
Aug '100
Sep '100
Oct '100
Nov '100
Dec '100
Jan '110
Feb '111
Mar '110
Apr '111
May '110
Jun '110
Jul '110
Aug '111
Sep '111
Oct '110
Nov '111
Dec '110
Jan '120
Feb '120
Mar '120
Apr '120
May '121
Jun '120
Jul '120
Aug '120
Sep '120
Oct '120
Nov '120
Dec '120
Jan '130
Feb '130
Mar '130
Apr '130
May '130
Jun '130
Jul '130
Aug '130
Sep '130
Oct '130
Nov '130
Dec '130
Jan '141
Feb '140
Mar '140
Apr '140
May '140
Jun '140
Jul '140
Aug '140
Sep '140
Oct '140
Nov '140
Dec '140
Jan '150
Feb '150
Mar '150
Apr '150
May '150
Jun '150
Jul '151
Aug '150
Sep '151
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 '171
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 '181
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 '201
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '201
Oct '201
Nov '200
Dec '200
Jan '211
Feb '212
Mar '210
Apr '210
May '210
Jun '210
Jul '210
Aug '211
Sep '211
Oct '211
Nov '210
Dec '211
Jan '221
Feb '221
Mar '220
Apr '220
May '220
Jun '221
Jul '220
Aug '220
Sep '220
Oct '220
Nov '221
Dec '220
Jan '232
Feb '230
Mar '231
Apr '230
May '230
Jun '230
Jul '230
Aug '231
Sep '230
Oct '230
Nov '230
Dec '230
Jan '241
Feb '241
Mar '240
Apr '240
May '241
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 '251
Jul '251
Aug '250
Sep '250
Oct '251
Nov '250
Dec '250
Jan '260
Feb '260
Mar '261
Apr '260
May '260
Jun '260
Jul '262
Aug '261
Sep '260
Oct '260

Sector Breakdown

Carlyle: Health & Life Sciences 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.

Carlyle: Health & Life Sciences is the largest displayed sector by deal count (13 deals). All available history
SectorDeals
Health & Life Sciences13
Enterprise Software11
Clean Energy & Sustainability8
Fintech8
AI & Machine Learning7
Networks, Cloud & Communication6
Data, Analytics & IT5
Hardware & Robotics5
E-Commerce & Retail4
Education & Workforce3
Cybersecurity & Privacy3
Real Estate & Construction3
Space & Frontier Tech3
Manufacturing3
Media & Entertainment3
Professional Services3
Transportation & Logistics2
Consumer & Lifestyle2
Government & Defense1
Marketing & Advertising1
Food & Agriculture1
Social & Community Platforms1
Developer Tools1

Deal Size Distribution

Carlyle: 43 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.

Carlyle: 43 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M5
$25M-$50M9
$50M-$100M4
$100M-$250M11
$250M-$500M7
$500M-$1B1
$1B+5

Deals By Geography

Carlyle: United States has the largest recorded deal count among the displayed regions (27 deals).All available history.

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

Carlyle: United States has the largest recorded deal count among the displayed regions (27 deals). All available history
RegionDeals
United States27
Europe7
India4
China2
Japan1
Australia1
Canada1
Carlyle: 20 co-investors are shown, with Accuitive Medical Ventures 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

Carlyle: Led accounts for 44% and participating for 56% of round participation.All available history.
Carlyle: Led accounts for 44% and participating for 56% of round participation. All available history
CategoryDeals (count)Share (%)
Led1944%
Participating2456%
Carlyle: Single-lead accounts for 68% and co-led for 32% of lead dynamics.All available history.
Carlyle: Single-lead accounts for 68% and co-led for 32% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1368%
Co-led632%

Team

Bruce Larson

Partner-Managing Director, CHRO

Catherine Ziobro

Chief Compliance Officer

Curtis Buser

Managing Director and Chief Financial Officer

David Rubenstein

Co-Founder & Co-Chief Executive Officer

Glenn A. Youngkin

Chief Operating Officer

James Shillito

Principal, Carlyle Equity Opportunity Fund

Timothy Broadbent

Managing Director

William E. Conway, Jr.

Co-Founder and Interim CEO, and Co-Chairman of the Board