The Venture Codex Logo

The Venture Codex

Overview

Investment platform for early-stage consumer brands using machine learning.

Founded

2012

Deals · 12mo

0

Stage focus

Series A

Geographic focus

United States

Sector focus

Analytics
Financial Services
FinTech
Venture Capital

Investment portfolio

22rounds
NAMEDATESIZE
Partake Foods
Oct 2022Participated
$12 MSeries B
Partake Brewing
Mar 2022Participated
$17 MSeries B
Sanzo
Feb 2022Led
$10 MSeries A
Los Sundays Tequila
Jun 2021Participated
$4 MSeries A
Ohza
Jun 2021Led
$4 MOther Equity
GEM
May 2021Led
$11 MSeed
IQBar
Feb 2021Led
$3 MSeries A
Art of Sport
Sep 2020Led
$6 MOther Equity
Wild Friends Foods
Nov 2018Participated
$4 MSeries A
Heyday
Nov 2018Participated
$8 MSeries A
Liquid I.V
Aug 2018Led
$5 MSeries B
Nom Nom
May 2018Participated
$13 MSeries A
Partake Foods
Oct 2022Participated
$12 MSeries B
Partake Brewing
Mar 2022Participated
$17 MSeries B
Sanzo
Feb 2022Led
$10 MSeries A
Los Sundays Tequila
Jun 2021Participated
$4 MSeries A
Ohza
Jun 2021Led
$4 MOther Equity
GEM
May 2021Led
$11 MSeed
IQBar
Feb 2021Led
$3 MSeries A
Art of Sport
Sep 2020Led
$6 MOther Equity
Wild Friends Foods
Nov 2018Participated
$4 MSeries A
Heyday
Nov 2018Participated
$8 MSeries A
Liquid I.V
Aug 2018Led
$5 MSeries B
Nom Nom
May 2018Participated
$13 MSeries A
22
Items
...
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

CircleUp: 22 funding rounds are recorded in the selected participation categories.All available history.
CircleUp: 22 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed21
Series A45
Series B12
Series C+02
Other Equity41

Monthly Deal Activity

CircleUp: 22 deals are recorded across 173 months.All available history.
CircleUp: 22 deals are recorded across 173 months. All available history
MonthDeals
Jun '121
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 '131
Dec '130
Jan '140
Feb '140
Mar '140
Apr '140
May '140
Jun '140
Jul '140
Aug '140
Sep '140
Oct '141
Nov '140
Dec '140
Jan '150
Feb '150
Mar '150
Apr '150
May '150
Jun '151
Jul '150
Aug '150
Sep '150
Oct '150
Nov '150
Dec '150
Jan '162
Feb '160
Mar '160
Apr '160
May '160
Jun '160
Jul '160
Aug '160
Sep '161
Oct '160
Nov '160
Dec '160
Jan '171
Feb '170
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '171
Oct '170
Nov '171
Dec '170
Jan '180
Feb '180
Mar '180
Apr '180
May '181
Jun '180
Jul '180
Aug '181
Sep '180
Oct '180
Nov '182
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 '201
Oct '200
Nov '200
Dec '200
Jan '210
Feb '211
Mar '210
Apr '210
May '211
Jun '212
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '221
Mar '221
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '221
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 '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

CircleUp: Consumer & Lifestyle is the largest displayed sector by deal count (12 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.

CircleUp: Consumer & Lifestyle is the largest displayed sector by deal count (12 deals). All available history
SectorDeals
Consumer & Lifestyle12
Food & Agriculture12
Health & Life Sciences9
E-Commerce & Retail4
Hardware & Robotics2
Clean Energy & Sustainability2
Transportation & Logistics1
Networks, Cloud & Communication1
Education & Workforce1
Marketing & Advertising1
Manufacturing1

Deal Size Distribution

CircleUp: 22 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.

CircleUp: 22 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M11
$5M-$10M6
$10M-$25M5
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

CircleUp: United States has the largest recorded deal count among the displayed regions (20 deals).All available history.

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

CircleUp: United States has the largest recorded deal count among the displayed regions (20 deals). All available history
RegionDeals
United States20
Canada1
Europe1
CircleUp: 20 co-investors are shown, with 301 INC 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

CircleUp: Led accounts for 50% and participating for 50% of round participation.All available history.
CircleUp: Led accounts for 50% and participating for 50% of round participation. All available history
CategoryDeals (count)Share (%)
Led1150%
Participating1150%
CircleUp: Single-lead accounts for 73% and co-led for 27% of lead dynamics.All available history.
CircleUp: Single-lead accounts for 73% and co-led for 27% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead873%
Co-led327%

Team

Anjali Samani

Predictive Modelling Team

Benjamin Lee

Managing Director, CircleUp Funds

James Bohannon

Vice President, Capital Formation & Business Development

Karen Howland

Managing Director

Nick Rockwell

Managing Director, Credit & CEO

Rory Eakin

Co-Founder, Board of Directors

Ryan Caldbeck

Founder & Executive Chairman