The Venture Codex Logo

The Venture Codex

Overview

Investment firm providing capital to late-stage fintech growth companies.

Founded

2015

Deals ยท 12mo

2

Stage focus

Seed

Geographic focus

United Kingdom
United States

Sector focus

Financial Services
Venture Capital

Investment portfolio

7rounds
NAMEDATESIZE
Zalos
Mar 2026Participated
$4 MSeed
Reload
Feb 2026Participated
$2 MSeed
Wildfire Systems
Oct 2024Participated
$16 MSeries B
Duetti
Feb 2024Participated
$90 MDebt
Curve
Sep 2023Participated
$71 MSeries C
Joyn Insurance
Jan 2023Participated
$18 MSeries A
Greenwood
Dec 2022Participated
$45 MOther Equity
Zalos
Mar 2026Participated
$4 MSeed
Reload
Feb 2026Participated
$2 MSeed
Wildfire Systems
Oct 2024Participated
$16 MSeries B
Duetti
Feb 2024Participated
$90 MDebt
Curve
Sep 2023Participated
$71 MSeries C
Joyn Insurance
Jan 2023Participated
$18 MSeries A
Greenwood
Dec 2022Participated
$45 MOther Equity
7
Items
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

Cohen Circle: 7 funding rounds are recorded in the selected participation categories.All available history.
Cohen Circle: 7 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed02
Series A01
Series B01
Series C+01
Other Equity01
Debt01

Monthly Deal Activity

Cohen Circle: 7 deals are recorded across 47 months.All available history.
Cohen Circle: 7 deals are recorded across 47 months. All available history
MonthDeals
Dec '221
Jan '231
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '231
Oct '230
Nov '230
Dec '230
Jan '240
Feb '241
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '241
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 '261
Mar '261
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Cohen Circle: Fintech is the largest displayed sector by deal count (6 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.

Cohen Circle: Fintech is the largest displayed sector by deal count (6 deals). All available history
SectorDeals
Fintech6
Professional Services3
Networks, Cloud & Communication2
Enterprise Software2
AI & Machine Learning2
Media & Entertainment1
E-Commerce & Retail1

Deal Size Distribution

Cohen Circle: 7 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.

Cohen Circle: 7 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M2
$5M-$10M0
$10M-$25M2
$25M-$50M1
$50M-$100M2
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Cohen Circle: United States has the largest recorded deal count among the displayed regions (6 deals).All available history.

Top 2 of 2 regions; European countries are grouped as Europe.

Cohen Circle: United States has the largest recorded deal count among the displayed regions (6 deals). All available history
RegionDeals
United States6
Europe1
Cohen Circle: 20 co-investors are shown, with Cercano Management 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

Cohen Circle: Led accounts for 0% and participating for 100% of round participation.All available history.
Cohen Circle: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating7100%
Cohen Circle: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Cohen Circle: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

Betsy Cohen

Chairman and Founder

Corinne Bortniker

Vice President

Katelyn Staley Johnson

Managing Partner

Shami Patel

Managing Director

Sheldon Sussman

Head of EMEA