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The Venture Codex

Overview

Wealth management and investment solutions provider.

Deals ยท 12mo

0

Stage focus

Series A

Geographic focus

China

Sector focus

Advice
Financial Services
Wealth Management

Investment portfolio

1rounds
NAMEDATESIZE
X Square
Sep 2025Led
$140 MSeries A
X Square
Sep 2025Led
$140 MSeries A
1
Items
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Insights

Time horizon

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Deal Distribution

CAS Investment: 1 funding rounds are recorded in the selected participation categories.All available history.
CAS Investment: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A10

Monthly Deal Activity

CAS Investment: 1 deals are recorded across 14 months.All available history.
CAS Investment: 1 deals are recorded across 14 months. All available history
MonthDeals
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

CAS Investment: Hardware & Robotics is the largest displayed sector by deal count (1 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.

CAS Investment: Hardware & Robotics is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Hardware & Robotics1
AI & Machine Learning1

Deal Size Distribution

CAS Investment: 1 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.

CAS Investment: 1 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-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

CAS Investment: China has the largest recorded deal count among the displayed regions (1 deals).All available history.

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

CAS Investment: China has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
China1
CAS Investment: 5 co-investors are shown, with INCE Capital sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

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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.

CAS Investment: 5 co-investors are shown, with INCE Capital sharing 1 recorded deals. All available history
Co-investorShared deals
INCE Capital1
Legend Capital1
Legend Star1
Meituan1
Sequoia Capital1

Investment Strategy

CAS Investment: Led accounts for 100% and participating for 0% of round participation.All available history.
CAS Investment: Led accounts for 100% and participating for 0% of round participation. All available history
CategoryDeals (count)Share (%)
Led1100%
Participating00%
CAS Investment: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
CAS Investment: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1100%
Co-led00%

Team

No team members found for this fund.