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The Venture Codex

Overview

Fintech solutions empowering credit unions for innovation and support.

Founded

2020

Deals ยท 12mo

7

Stage focus

Series A
Series B

Geographic focus

United States

Sector focus

Credit
Financial Services
FinTech

Investment portfolio

35rounds
NAMEDATESIZE
Crux Analytics
Sep 2026Participated
$2 MSeed
Helcim Inc.
Aug 2026Participated
$38 MSeries C
Reset Financial Technologies
Jun 2026Participated
$6 MSeed
equipifi
May 2026Participated
$34 MSeries B
Allure Security Technology
Mar 2026Participated
$17 MSeries B
RenoFi
Mar 2026Participated
$22 MSeries B
UPTIQ
Feb 2026Led
$25 MSeries B
BlastPoint
Oct 2025Participated
$11 MOther Equity
Splash Financial
Sep 2025Participated
$70 MSeries C
Stablecore
Sep 2025Participated
$20 MOther Equity
ModernFi
Sep 2025Participated
$30 MSeries B
Castellum.AI
Jul 2025Led
$9 MSeries A
Crux Analytics
Sep 2026Participated
$2 MSeed
Helcim Inc.
Aug 2026Participated
$38 MSeries C
Reset Financial Technologies
Jun 2026Participated
$6 MSeed
equipifi
May 2026Participated
$34 MSeries B
Allure Security Technology
Mar 2026Participated
$17 MSeries B
RenoFi
Mar 2026Participated
$22 MSeries B
UPTIQ
Feb 2026Led
$25 MSeries B
BlastPoint
Oct 2025Participated
$11 MOther Equity
Splash Financial
Sep 2025Participated
$70 MSeries C
Stablecore
Sep 2025Participated
$20 MOther Equity
ModernFi
Sep 2025Participated
$30 MSeries B
Castellum.AI
Jul 2025Led
$9 MSeries A
35
Items
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Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Curql: 35 funding rounds are recorded in the selected participation categories.All available history.
Curql: 35 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed02
Series A44
Series B26
Series C+23
Other Equity66

Monthly Deal Activity

Curql: 35 deals are recorded across 65 months.All available history.
Curql: 35 deals are recorded across 65 months. All available history
MonthDeals
Jun '211
Jul '210
Aug '211
Sep '211
Oct '211
Nov '211
Dec '211
Jan '220
Feb '222
Mar '221
Apr '220
May '222
Jun '220
Jul '220
Aug '220
Sep '220
Oct '221
Nov '221
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '231
Aug '230
Sep '231
Oct '230
Nov '231
Dec '230
Jan '240
Feb '241
Mar '240
Apr '241
May '240
Jun '240
Jul '240
Aug '241
Sep '242
Oct '241
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '251
May '250
Jun '250
Jul '251
Aug '250
Sep '253
Oct '251
Nov '250
Dec '250
Jan '260
Feb '261
Mar '262
Apr '260
May '261
Jun '261
Jul '260
Aug '261
Sep '261
Oct '260

Sector Breakdown

Curql: Fintech is the largest displayed sector by deal count (25 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.

Curql: Fintech is the largest displayed sector by deal count (25 deals). All available history
SectorDeals
Fintech25
Enterprise Software11
AI & Machine Learning9
Data, Analytics & IT9
Professional Services6
Networks, Cloud & Communication5
Cybersecurity & Privacy5
Health & Life Sciences2
E-Commerce & Retail2
Transportation & Logistics2
Crypto & Blockchain1
Marketing & Advertising1
Real Estate & Construction1

Deal Size Distribution

Curql: 35 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.

Curql: 35 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M2
$5M-$10M12
$10M-$25M10
$25M-$50M8
$50M-$100M2
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Curql: United States has the largest recorded deal count among the displayed regions (33 deals).All available history.

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

Curql: United States has the largest recorded deal count among the displayed regions (33 deals). All available history
RegionDeals
United States33
300051
Canada1
Curql: 20 co-investors are shown, with CMFG Ventures sharing 5 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

Curql: Led accounts for 40% and participating for 60% of round participation.All available history.
Curql: Led accounts for 40% and participating for 60% of round participation. All available history
CategoryDeals (count)Share (%)
Led1440%
Participating2160%
Curql: Single-lead accounts for 79% and co-led for 21% of lead dynamics.All available history.
Curql: Single-lead accounts for 79% and co-led for 21% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1179%
Co-led321%

Team

Nick Evens

President & Chief Executive Officer

Scott Hoekman

Partner (Fintech VC)