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The Venture Codex

Overview

Integrated financial services and advisory for clients globally.

Founded

1856

Deals · 12mo

0

Stage focus

Debt

Geographic focus

Switzerland
United States

Sector focus

Banking
Finance
Financial Services
Personal Branding
...

Investment portfolio

65rounds
NAMEDATESIZE
Neo Medical
Sep 2024Participated
$69 MSeries B
Nezasa
Jul 2023Participated
$5 MOther Equity
LEDCity
May 2023Led
$3 MOther Equity
BlocPower
Mar 2023Participated
$154 MDebt
Taurus
Feb 2023Led
$65 MSeries B
Curve
Dec 2022Led
$1.0 BDebt
Sunbit
Dec 2022Led
$250 MDebt
Wander
Dec 2022Led
$100 MDebt
Wayflyer
Sep 2022Led
$252 MDebt
Agrovision
May 2022Led
$210 MDebt
Wyden
Feb 2022Led
$5 MSeries B
Fotokite
Jan 2022Participated
$15 MSeries B
Neo Medical
Sep 2024Participated
$69 MSeries B
Nezasa
Jul 2023Participated
$5 MOther Equity
LEDCity
May 2023Led
$3 MOther Equity
BlocPower
Mar 2023Participated
$154 MDebt
Taurus
Feb 2023Led
$65 MSeries B
Curve
Dec 2022Led
$1.0 BDebt
Sunbit
Dec 2022Led
$250 MDebt
Wander
Dec 2022Led
$100 MDebt
Wayflyer
Sep 2022Led
$252 MDebt
Agrovision
May 2022Led
$210 MDebt
Wyden
Feb 2022Led
$5 MSeries B
Fotokite
Jan 2022Participated
$15 MSeries B
65
Items
...
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Insights

Time horizon

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Deal Distribution

Credit Suisse: 65 funding rounds are recorded in the selected participation categories.All available history.
Credit Suisse: 65 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A50
Series B27
Series C+56
Other Equity410
Debt1610

Monthly Deal Activity

Credit Suisse: 65 deals are recorded across 201 months.All available history.
Credit Suisse: 65 deals are recorded across 201 months. All available history
MonthDeals
Feb '102
Mar '100
Apr '100
May '100
Jun '100
Jul '101
Aug '100
Sep '100
Oct '100
Nov '100
Dec '100
Jan '110
Feb '111
Mar '110
Apr '110
May '110
Jun '110
Jul '110
Aug '110
Sep '110
Oct '110
Nov '110
Dec '110
Jan '120
Feb '120
Mar '120
Apr '120
May '120
Jun '120
Jul '121
Aug '120
Sep '120
Oct '121
Nov '120
Dec '120
Jan '130
Feb '130
Mar '130
Apr '130
May '131
Jun '130
Jul '130
Aug '130
Sep '130
Oct '130
Nov '130
Dec '130
Jan '140
Feb '140
Mar '140
Apr '140
May '140
Jun '140
Jul '140
Aug '140
Sep '140
Oct '143
Nov '140
Dec '140
Jan '150
Feb '151
Mar '151
Apr '151
May '151
Jun '150
Jul '151
Aug '151
Sep '150
Oct '152
Nov '150
Dec '150
Jan '160
Feb '160
Mar '161
Apr '160
May '160
Jun '160
Jul '160
Aug '160
Sep '161
Oct '160
Nov '160
Dec '160
Jan '170
Feb '172
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '173
Dec '171
Jan '181
Feb '180
Mar '180
Apr '180
May '181
Jun '180
Jul '180
Aug '180
Sep '181
Oct '180
Nov '180
Dec '180
Jan '191
Feb '191
Mar '190
Apr '190
May '191
Jun '190
Jul '190
Aug '192
Sep '190
Oct '191
Nov '190
Dec '192
Jan '200
Feb '200
Mar '202
Apr '200
May '200
Jun '202
Jul '200
Aug '201
Sep '200
Oct '202
Nov '201
Dec '200
Jan '211
Feb '210
Mar '211
Apr '211
May '212
Jun '210
Jul '212
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '222
Feb '221
Mar '220
Apr '220
May '221
Jun '220
Jul '220
Aug '220
Sep '221
Oct '220
Nov '220
Dec '223
Jan '230
Feb '231
Mar '231
Apr '230
May '231
Jun '230
Jul '231
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 '241
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

Credit Suisse: Fintech is the largest displayed sector by deal count (21 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.

Credit Suisse: Fintech is the largest displayed sector by deal count (21 deals). All available history
SectorDeals
Fintech21
Data, Analytics & IT15
Networks, Cloud & Communication12
Enterprise Software11
Clean Energy & Sustainability10
Real Estate & Construction9
Hardware & Robotics8
E-Commerce & Retail7
Health & Life Sciences7
AI & Machine Learning6
Space & Frontier Tech5
Marketing & Advertising5
Professional Services5
Consumer & Lifestyle4
Manufacturing4
Media & Entertainment4
Travel & Hospitality3
Education & Workforce2
AR/VR2
Government & Defense1
Cybersecurity & Privacy1
Transportation & Logistics1
Crypto & Blockchain1
Food & Agriculture1
Social & Community Platforms1

Deal Size Distribution

Credit Suisse: 65 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.

Credit Suisse: 65 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M7
$5M-$10M4
$10M-$25M9
$25M-$50M5
$50M-$100M9
$100M-$250M24
$250M-$500M5
$500M-$1B0
$1B+2

Deals By Geography

Credit Suisse: United States has the largest recorded deal count among the displayed regions (44 deals).All available history.

Top 6 of 6 regions; European countries are grouped as Europe.

Credit Suisse: United States has the largest recorded deal count among the displayed regions (44 deals). All available history
RegionDeals
United States44
Europe16
Hong Kong2
Mexico1
Canada1
Saudi Arabia1
Credit Suisse: 20 co-investors are shown, with Goldman Sachs sharing 9 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

Credit Suisse: Led accounts for 49% and participating for 51% of round participation.All available history.
Credit Suisse: Led accounts for 49% and participating for 51% of round participation. All available history
CategoryDeals (count)Share (%)
Led3249%
Participating3351%
Credit Suisse: Single-lead accounts for 78% and co-led for 22% of lead dynamics.All available history.
Credit Suisse: Single-lead accounts for 78% and co-led for 22% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead2578%
Co-led722%

Team

Andre Helfenstein

CEO Credit Suisse Switzerland SA

Jobst Klemme

Private Equity Investments

Keyvan Ghavami

Senior Sales Manager,

Nita Patel

Chief Compliance Officer

Ruben Terceno

Managing Director, Head of Focused Advanced Solutions & Technology (FAST)

Sudipto Ghatak

Chief Credit Officer & Deputy CRO, APAC

Tobias Guldimann

Chief Risk Officer