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The Venture Codex

Overview

Advisory services including wealth management and legal services.

Deals ยท 12mo

0

Stage focus

Series A

Geographic focus

United States

Sector focus

Insurance
Legal
Risk Management
Wealth Management

Investment portfolio

2rounds
NAMEDATESIZE
Stockal
May 2025Led
$2 MOther Equity
Stockal
May 2021Participated
$3 MSeries A
Stockal
May 2025Led
$2 MOther Equity
Stockal
May 2021Participated
$3 MSeries A
2
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Insights

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Deal Distribution

Credence Family Office: 2 funding rounds are recorded in the selected participation categories.All available history.
Credence Family Office: 2 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A01
Other Equity10

Monthly Deal Activity

Credence Family Office: 2 deals are recorded across 66 months.All available history.
Credence Family Office: 2 deals are recorded across 66 months. All available history
MonthDeals
May '211
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 '251
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

Credence Family Office: Fintech is the largest displayed sector by deal count (2 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.

Credence Family Office: Fintech is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Fintech2
Data, Analytics & IT2

Deal Size Distribution

Credence Family Office: 2 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.

Credence Family Office: 2 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M2
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Credence Family Office: United States has the largest recorded deal count among the displayed regions (2 deals).All available history.

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

Credence Family Office: United States has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
United States2
Credence Family Office: 4 co-investors are shown, with July Ventures 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.

Credence Family Office: 4 co-investors are shown, with July Ventures sharing 2 recorded deals. All available history
Co-investorShared deals
July Ventures2
Aroa Ventures1
Cadenza Ventures1
Tracxn Labs1

Investment Strategy

Credence Family Office: Led accounts for 50% and participating for 50% of round participation.All available history.
Credence Family Office: Led accounts for 50% and participating for 50% of round participation. All available history
CategoryDeals (count)Share (%)
Led150%
Participating150%
Credence Family Office: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
Credence Family Office: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1100%
Co-led00%

Team

Gaurav Dhawan

Co-Founder & Advisor

Kirtan A Shah

Founder and CEO

Mitesh Shah

Co-Founder and Chief Executive Officer