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The Venture Codex

Overview

Institutional investment firm providing solutions for nonprofits and pensio

Founded

1960

Deals ยท 12mo

0

Stage focus

Series C
Series E

Geographic focus

China
Germany
United States

Sector focus

Advertising
Asset Management
Enterprise Software
Finance
...

Investment portfolio

16rounds
NAMEDATESIZE
ProducePay
Feb 2024Participated
$38 MSeries D
VAST Data
Dec 2023Participated
$118 MSeries E
Holidu
Oct 2022Participated
$98 MSeries E
Gotham Greens
Sep 2022Participated
$310 MSeries E
Tebra
Jul 2022Participated
$72 MOther Equity
AnyRoad
Feb 2022Participated
$47 MSeries B
LetsGetChecked
Jun 2021Participated
$150 MSeries D
PatientPop
Aug 2020Participated
$50 MSeries C
LetsGetChecked
May 2020Participated
$71 MSeries C
VAST Data
Apr 2020Participated
$100 MSeries C
Gigya
Nov 2014Participated
$35 MOther Equity
Visible Measures
Oct 2014Participated
$7 MOther Equity
ProducePay
Feb 2024Participated
$38 MSeries D
VAST Data
Dec 2023Participated
$118 MSeries E
Holidu
Oct 2022Participated
$98 MSeries E
Gotham Greens
Sep 2022Participated
$310 MSeries E
Tebra
Jul 2022Participated
$72 MOther Equity
AnyRoad
Feb 2022Participated
$47 MSeries B
LetsGetChecked
Jun 2021Participated
$150 MSeries D
PatientPop
Aug 2020Participated
$50 MSeries C
LetsGetChecked
May 2020Participated
$71 MSeries C
VAST Data
Apr 2020Participated
$100 MSeries C
Gigya
Nov 2014Participated
$35 MOther Equity
Visible Measures
Oct 2014Participated
$7 MOther Equity
16
Items
...
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Insights

Time horizon

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Deal Distribution

Commonfund: 16 funding rounds are recorded in the selected participation categories.All available history.
Commonfund: 16 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B01
Series C+08
Other Equity16

Monthly Deal Activity

Commonfund: 16 deals are recorded across 171 months.All available history.
Commonfund: 16 deals are recorded across 171 months. All available history
MonthDeals
Aug '121
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 '130
Dec '131
Jan '140
Feb '141
Mar '140
Apr '141
May '140
Jun '140
Jul '140
Aug '140
Sep '140
Oct '141
Nov '141
Dec '140
Jan '150
Feb '150
Mar '150
Apr '150
May '150
Jun '150
Jul '150
Aug '150
Sep '150
Oct '150
Nov '150
Dec '150
Jan '160
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 '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 '190
May '190
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '200
Feb '200
Mar '200
Apr '201
May '201
Jun '200
Jul '200
Aug '201
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '211
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '221
Mar '220
Apr '220
May '220
Jun '220
Jul '221
Aug '220
Sep '221
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 '231
Jan '240
Feb '241
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

Commonfund: Enterprise Software is the largest displayed sector by deal count (7 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.

Commonfund: Enterprise Software is the largest displayed sector by deal count (7 deals). All available history
SectorDeals
Enterprise Software7
Marketing & Advertising5
Health & Life Sciences5
Networks, Cloud & Communication3
Media & Entertainment3
Data, Analytics & IT2
Food & Agriculture2
AI & Machine Learning2
Travel & Hospitality1
Cybersecurity & Privacy1
E-Commerce & Retail1
Clean Energy & Sustainability1
Hardware & Robotics1
Fintech1
Developer Tools1

Deal Size Distribution

Commonfund: 16 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.

Commonfund: 16 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M2
$10M-$25M1
$25M-$50M4
$50M-$100M5
$100M-$250M3
$250M-$500M1
$500M-$1B0
$1B+0

Deals By Geography

Commonfund: United States has the largest recorded deal count among the displayed regions (14 deals).All available history.

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

Commonfund: United States has the largest recorded deal count among the displayed regions (14 deals). All available history
RegionDeals
United States14
China1
Europe1
Commonfund: 20 co-investors are shown, with HLM Venture Partners sharing 4 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

Commonfund: Led accounts for 6% and participating for 94% of round participation.All available history.
Commonfund: Led accounts for 6% and participating for 94% of round participation. All available history
CategoryDeals (count)Share (%)
Led16%
Participating1594%
Commonfund: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
Commonfund: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led1100%

Team

Cari Lodge

Managing Director

Ellen Blix

Managing Director

Fredric Rick Nelson

Chief Investment Officer

Hector Besong

Risk and Portfolio Manager

Jay Teevan

Managing Director of Consultant Relations

Miriam Schmitter

Managing Director

Peter Burns

President and CEO

Ralph Money

Managing Director