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The Venture Codex

Overview

Alternative investment management and advisory company.

Founded

2002

Deals ยท 12mo

1

Stage focus

Series C
Series D

Geographic focus

China
United Kingdom
United States

Sector focus

Banking
Financial Services
Impact Investing

Investment portfolio

11rounds
NAMEDATESIZE
Neolix
Oct 2025Participated
$600 MSeries D
Student.com
Feb 2019Led
$10 MSeries C
Linklogis
Oct 2018Participated
$220 MSeries C
JD Finance
Jul 2018Participated
$1.9 BOther Equity
Organica Water
Feb 2018Led
$21 MSeries D
Aerospace Environment
May 2017Led
$17 MSeries B
Baofeng Mojing
Jan 2016Led
$35 MOther Equity
ELEME
Aug 2015Led
$630 MSeries F
Xiaozhu.com
Jul 2015Participated
$60 MSeries C
Cheyipai
Mar 2015Participated
$110 MSeries D
Cheyipai
Feb 2014Participated
$50 MOther Equity
Neolix
Oct 2025Participated
$600 MSeries D
Student.com
Feb 2019Led
$10 MSeries C
Linklogis
Oct 2018Participated
$220 MSeries C
JD Finance
Jul 2018Participated
$1.9 BOther Equity
Organica Water
Feb 2018Led
$21 MSeries D
Aerospace Environment
May 2017Led
$17 MSeries B
Baofeng Mojing
Jan 2016Led
$35 MOther Equity
ELEME
Aug 2015Led
$630 MSeries F
Xiaozhu.com
Jul 2015Participated
$60 MSeries C
Cheyipai
Mar 2015Participated
$110 MSeries D
Cheyipai
Feb 2014Participated
$50 MOther Equity
11
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

CITIC Capital: 11 funding rounds are recorded in the selected participation categories.All available history.
CITIC Capital: 11 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B10
Series C+34
Other Equity12

Monthly Deal Activity

CITIC Capital: 11 deals are recorded across 153 months.All available history.
CITIC Capital: 11 deals are recorded across 153 months. All available history
MonthDeals
Feb '141
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 '151
Apr '150
May '150
Jun '150
Jul '151
Aug '151
Sep '150
Oct '150
Nov '150
Dec '150
Jan '161
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 '171
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '181
Mar '180
Apr '180
May '180
Jun '180
Jul '181
Aug '180
Sep '180
Oct '181
Nov '180
Dec '180
Jan '190
Feb '191
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 '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
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 '250
Oct '251
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

CITIC Capital: E-Commerce & Retail is the largest displayed sector by deal count (5 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.

CITIC Capital: E-Commerce & Retail is the largest displayed sector by deal count (5 deals). All available history
SectorDeals
E-Commerce & Retail5
Networks, Cloud & Communication4
Transportation & Logistics4
Fintech2
Professional Services2
Clean Energy & Sustainability2
Crypto & Blockchain1
Enterprise Software1
Manufacturing1
Media & Entertainment1
AI & Machine Learning1
Real Estate & Construction1

Deal Size Distribution

CITIC Capital: 11 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.

CITIC Capital: 11 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M3
$25M-$50M1
$50M-$100M2
$100M-$250M2
$250M-$500M0
$500M-$1B2
$1B+1

Deals By Geography

CITIC Capital: China has the largest recorded deal count among the displayed regions (9 deals).All available history.

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

CITIC Capital: China has the largest recorded deal count among the displayed regions (9 deals). All available history
RegionDeals
China9
United States1
Europe1
CITIC Capital: 20 co-investors are shown, with Sequoia Capital sharing 3 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

CITIC Capital: Led accounts for 45% and participating for 55% of round participation.All available history.
CITIC Capital: Led accounts for 45% and participating for 55% of round participation. All available history
CategoryDeals (count)Share (%)
Led545%
Participating655%
CITIC Capital: Single-lead accounts for 80% and co-led for 20% of lead dynamics.All available history.
CITIC Capital: Single-lead accounts for 80% and co-led for 20% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead480%
Co-led120%

Team

Alice Zhang

Senior Associate

Lei Zhao

Senior Managing Director

Zhang Yichen

Founder, Chief Executive Officer