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The Venture Codex

Overview

Financial services holding company offering diverse banking products.

Deals ยท 12mo

29

Stage focus

Debt
Series B

Geographic focus

United Kingdom
United States

Sector focus

Banking
Credit Cards
Financial Services
Wealth Management

Investment portfolio

186rounds
NAMEDATESIZE
Stord
Oct 2026Led
$400 MDebt
DailyPay
Oct 2026Led
$200 MDebt
Capitolis
Oct 2026Led
$220 MSeries E
Bird
Sep 2026Led
$450 MDebt
Form Energy
Sep 2026Participated
$270 MDebt
ByteDance
Sep 2026Led
$29.6 BDebt
Imprint
Sep 2026Participated
$2.0 BDebt
Hopscotch Primary Care
Aug 2026Participated
$53 MSeries D
Flexential
Aug 2026Participated
$800 MDebt
inKind
Aug 2026Led
$414 MDebt
Pure Data Centres
Jul 2026Participated
$1.5 BDebt
Nebius
Jul 2026Participated
$775 MDebt
Stord
Oct 2026Led
$400 MDebt
DailyPay
Oct 2026Led
$200 MDebt
Capitolis
Oct 2026Led
$220 MSeries E
Bird
Sep 2026Led
$450 MDebt
Form Energy
Sep 2026Participated
$270 MDebt
ByteDance
Sep 2026Led
$29.6 BDebt
Imprint
Sep 2026Participated
$2.0 BDebt
Hopscotch Primary Care
Aug 2026Participated
$53 MSeries D
Flexential
Aug 2026Participated
$800 MDebt
inKind
Aug 2026Led
$414 MDebt
Pure Data Centres
Jul 2026Participated
$1.5 BDebt
Nebius
Jul 2026Participated
$775 MDebt
186
Items
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Insights

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Deal Distribution

Citi: 186 funding rounds are recorded in the selected participation categories.All available history.
Citi: 186 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed14
Series A416
Series B232
Series C+323
Other Equity935
Debt2730

Monthly Deal Activity

Citi: 186 deals are recorded across 213 months.All available history.
Citi: 186 deals are recorded across 213 months. All available history
MonthDeals
Feb '091
Mar '090
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 '100
Jul '100
Aug '100
Sep '100
Oct '100
Nov '100
Dec '100
Jan '110
Feb '111
Mar '110
Apr '110
May '110
Jun '110
Jul '110
Aug '110
Sep '111
Oct '110
Nov '110
Dec '110
Jan '120
Feb '120
Mar '120
Apr '121
May '120
Jun '120
Jul '120
Aug '120
Sep '120
Oct '120
Nov '120
Dec '120
Jan '131
Feb '130
Mar '130
Apr '130
May '130
Jun '130
Jul '130
Aug '130
Sep '131
Oct '130
Nov '130
Dec '131
Jan '140
Feb '140
Mar '140
Apr '140
May '140
Jun '140
Jul '142
Aug '140
Sep '140
Oct '141
Nov '140
Dec '140
Jan '150
Feb '151
Mar '150
Apr '150
May '150
Jun '151
Jul '150
Aug '150
Sep '150
Oct '150
Nov '150
Dec '150
Jan '161
Feb '160
Mar '161
Apr '160
May '161
Jun '160
Jul '160
Aug '161
Sep '160
Oct '160
Nov '160
Dec '160
Jan '170
Feb '171
Mar '170
Apr '170
May '172
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '171
Dec '170
Jan '181
Feb '181
Mar '180
Apr '180
May '180
Jun '180
Jul '181
Aug '180
Sep '180
Oct '181
Nov '180
Dec '180
Jan '191
Feb '190
Mar '190
Apr '190
May '190
Jun '190
Jul '190
Aug '193
Sep '190
Oct '190
Nov '191
Dec '190
Jan '200
Feb '201
Mar '200
Apr '201
May '200
Jun '201
Jul '201
Aug '202
Sep '202
Oct '203
Nov '202
Dec '202
Jan '210
Feb '213
Mar '213
Apr '211
May '211
Jun '213
Jul '210
Aug '210
Sep '216
Oct '211
Nov '211
Dec '210
Jan '222
Feb '222
Mar '225
Apr '222
May '227
Jun '222
Jul '221
Aug '221
Sep '222
Oct '221
Nov '221
Dec '221
Jan '230
Feb '232
Mar '230
Apr '231
May '232
Jun '231
Jul '233
Aug '231
Sep '231
Oct '233
Nov '231
Dec '233
Jan '245
Feb '241
Mar '240
Apr '241
May '242
Jun '242
Jul '241
Aug '241
Sep '241
Oct '242
Nov '244
Dec '240
Jan '252
Feb '252
Mar '251
Apr '253
May '253
Jun '258
Jul '251
Aug '254
Sep '252
Oct '254
Nov '253
Dec '251
Jan '262
Feb '264
Mar '260
Apr '262
May '261
Jun '263
Jul '262
Aug '263
Sep '264
Oct '263

Sector Breakdown

Citi: Fintech is the largest displayed sector by deal count (91 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.

Citi: Fintech is the largest displayed sector by deal count (91 deals). All available history
SectorDeals
Fintech91
Networks, Cloud & Communication45
Enterprise Software44
Data, Analytics & IT32
AI & Machine Learning27
Hardware & Robotics22
Professional Services22
Health & Life Sciences19
Clean Energy & Sustainability17
Real Estate & Construction17
E-Commerce & Retail16
Transportation & Logistics12
Social & Community Platforms9
Consumer & Lifestyle8
Marketing & Advertising8
Space & Frontier Tech6
Crypto & Blockchain6
Manufacturing6
Developer Tools6
Travel & Hospitality5
Government & Defense5
Cybersecurity & Privacy5
Media & Entertainment5
Education & Workforce4
Food & Agriculture2
AR/VR1

Deal Size Distribution

Citi: 186 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.

Citi: 186 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M5
$5M-$10M13
$10M-$25M34
$25M-$50M39
$50M-$100M27
$100M-$250M26
$250M-$500M20
$500M-$1B8
$1B+14

Deals By Geography

Citi: United States has the largest recorded deal count among the displayed regions (124 deals).All available history.

Top 10 of 14 regions; European countries are grouped as Europe.

Citi: United States has the largest recorded deal count among the displayed regions (124 deals). All available history
RegionDeals
United States124
Europe37
Israel7
Singapore5
Brazil2
Canada2
India2
Russian Federation1
Australia1
China1
Citi: 20 co-investors are shown, with Goldman Sachs sharing 37 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

Citi: Led accounts for 25% and participating for 75% of round participation.All available history.
Citi: Led accounts for 25% and participating for 75% of round participation. All available history
CategoryDeals (count)Share (%)
Led4625%
Participating14075%
Citi: Single-lead accounts for 48% and co-led for 52% of lead dynamics.All available history.
Citi: Single-lead accounts for 48% and co-led for 52% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead2248%
Co-led2452%

Team