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The Venture Codex

Overview

Full-service banking, trust, and investment services provider.

Founded

1953

Deals ยท 12mo

0

Stage focus

Debt
Series A
Series B

Geographic focus

United States

Sector focus

Banking
Finance
Financial Services

Investment portfolio

17rounds
NAMEDATESIZE
Duetti
Mar 2025Participated
$150 MDebt
BlueWave
Feb 2025Participated
$118 MOther Equity
Extend, Inc.
Apr 2019Participated
$11 MSeries A
Exactuals
Feb 2017Led
$10 MSeries A
Cloudian
Oct 2016Participated
$41 MOther Equity
Metamarkets
Oct 2016Led
$14 MDebt
Yieldbot
Aug 2016Participated
$35 MSeries C
Viewics
Aug 2016Participated
$11 MSeries B
Ambra Health
Nov 2015Led
$3 MDebt
HyTrust
Apr 2015Participated
$33 MOther Equity
SmarterHQ
Aug 2014Led
$7 MDebt
BarkBox
Jul 2014Participated
$15 MSeries B
Duetti
Mar 2025Participated
$150 MDebt
BlueWave
Feb 2025Participated
$118 MOther Equity
Extend, Inc.
Apr 2019Participated
$11 MSeries A
Exactuals
Feb 2017Led
$10 MSeries A
Cloudian
Oct 2016Participated
$41 MOther Equity
Metamarkets
Oct 2016Led
$14 MDebt
Yieldbot
Aug 2016Participated
$35 MSeries C
Viewics
Aug 2016Participated
$11 MSeries B
Ambra Health
Nov 2015Led
$3 MDebt
HyTrust
Apr 2015Participated
$33 MOther Equity
SmarterHQ
Aug 2014Led
$7 MDebt
BarkBox
Jul 2014Participated
$15 MSeries B
17
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Insights

Time horizon

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Deal Distribution

City National Bank: 17 funding rounds are recorded in the selected participation categories.All available history.
City National Bank: 17 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A12
Series B03
Series C+03
Other Equity03
Debt41

Monthly Deal Activity

City National Bank: 17 deals are recorded across 162 months.All available history.
City National Bank: 17 deals are recorded across 162 months. All available history
MonthDeals
May '131
Jun '131
Jul '130
Aug '130
Sep '130
Oct '130
Nov '130
Dec '130
Jan '140
Feb '140
Mar '140
Apr '140
May '140
Jun '142
Jul '142
Aug '141
Sep '140
Oct '140
Nov '140
Dec '140
Jan '150
Feb '150
Mar '150
Apr '151
May '150
Jun '150
Jul '150
Aug '150
Sep '150
Oct '150
Nov '151
Dec '150
Jan '160
Feb '160
Mar '160
Apr '160
May '160
Jun '160
Jul '160
Aug '162
Sep '160
Oct '162
Nov '160
Dec '160
Jan '170
Feb '171
Mar '170
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 '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '191
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
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Feb '251
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Apr '250
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Oct '250
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Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

City National Bank: Networks, Cloud & Communication is the largest displayed sector by deal count (8 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.

City National Bank: Networks, Cloud & Communication is the largest displayed sector by deal count (8 deals). All available history
SectorDeals
Networks, Cloud & Communication8
Marketing & Advertising7
Enterprise Software7
Data, Analytics & IT5
Fintech3
Media & Entertainment3
E-Commerce & Retail2
Health & Life Sciences2
Consumer & Lifestyle1
Hardware & Robotics1
Cybersecurity & Privacy1
Professional Services1
Clean Energy & Sustainability1

Deal Size Distribution

City National Bank: 17 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.

City National Bank: 17 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M1
$5M-$10M2
$10M-$25M8
$25M-$50M4
$50M-$100M0
$100M-$250M2
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

City National Bank: United States has the largest recorded deal count among the displayed regions (17 deals).All available history.

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

City National Bank: United States has the largest recorded deal count among the displayed regions (17 deals). All available history
RegionDeals
United States17
City National Bank: 20 co-investors are shown, with RRE Ventures 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

City National Bank: Led accounts for 29% and participating for 71% of round participation.All available history.
City National Bank: Led accounts for 29% and participating for 71% of round participation. All available history
CategoryDeals (count)Share (%)
Led529%
Participating1271%
City National Bank: Single-lead accounts for 60% and co-led for 40% of lead dynamics.All available history.
City National Bank: Single-lead accounts for 60% and co-led for 40% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead360%
Co-led240%

Team

Demetrio Pascual

VP, Finance Manager

Kevan Peterson

Vice President of Commercial Payments and Team Lead

Patrick McCarthy

SVP, Head of North America Marketing and MarTech

Peter Andes

Head of Corporate Development and Venture

Robert Krant

Senior Vice President

Simon Jaud

Consumer Cards Manager

Verna Grayce Chao

Executive Vice President of Treasury Management Solutions

William Sweeney

East Coast Regional Managing Director