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The Venture Codex

Overview

Investment firm accelerating growth for high-growth companies.

Founded

1986

Deals ยท 12mo

5

Stage focus

Series B

Geographic focus

Canada
United States

Sector focus

Finance
Financial Services
FinTech

Investment portfolio

146rounds
NAMEDATESIZE
ClearJet
Aug 2026Led
$25 MSeries B
CleanDesign
Apr 2026Led
$20 MOther Equity
K1x
Apr 2026Participated
$175 MOther Equity
Mappedin
Apr 2026Led
$25 MSeries B
Payra
Feb 2026Led
$15 MOther Equity
Overhaul
Aug 2025Participated
$105 MSeries C
KnowledgeLake
Aug 2025Led
$65 MOther Equity
NPHub
Jun 2025Led
$20 MOther Equity
Yieldstreet
Jun 2025Led
$45 MSeries D
Recycle Track Systems
Jan 2025Led
$40 MOther Equity
Overhaul
Jan 2025Participated
$55 MOther Equity
Fingercheck
Oct 2024Led
$115 MOther Equity
ClearJet
Aug 2026Led
$25 MSeries B
CleanDesign
Apr 2026Led
$20 MOther Equity
K1x
Apr 2026Participated
$175 MOther Equity
Mappedin
Apr 2026Led
$25 MSeries B
Payra
Feb 2026Led
$15 MOther Equity
Overhaul
Aug 2025Participated
$105 MSeries C
KnowledgeLake
Aug 2025Led
$65 MOther Equity
NPHub
Jun 2025Led
$20 MOther Equity
Yieldstreet
Jun 2025Led
$45 MSeries D
Recycle Track Systems
Jan 2025Led
$40 MOther Equity
Overhaul
Jan 2025Participated
$55 MOther Equity
Fingercheck
Oct 2024Led
$115 MOther Equity
146
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Deal Distribution

Edison Partners: 146 funding rounds are recorded in the selected participation categories.All available history.
Edison Partners: 146 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed02
Series A161
Series B187
Series C+108
Other Equity729
Debt21

Monthly Deal Activity

Edison Partners: 146 deals are recorded across 207 months.All available history.
Edison Partners: 146 deals are recorded across 207 months. All available history
MonthDeals
Aug '091
Sep '091
Oct '090
Nov '090
Dec '090
Jan '100
Feb '100
Mar '100
Apr '100
May '101
Jun '103
Jul '101
Aug '102
Sep '102
Oct '100
Nov '100
Dec '102
Jan '110
Feb '110
Mar '110
Apr '110
May '111
Jun '110
Jul '111
Aug '111
Sep '110
Oct '111
Nov '110
Dec '111
Jan '121
Feb '120
Mar '121
Apr '120
May '121
Jun '122
Jul '120
Aug '120
Sep '120
Oct '120
Nov '120
Dec '120
Jan '130
Feb '130
Mar '132
Apr '130
May '130
Jun '130
Jul '132
Aug '130
Sep '130
Oct '130
Nov '131
Dec '130
Jan '141
Feb '140
Mar '141
Apr '141
May '141
Jun '144
Jul '141
Aug '141
Sep '141
Oct '140
Nov '140
Dec '140
Jan '151
Feb '151
Mar '150
Apr '151
May '151
Jun '153
Jul '150
Aug '150
Sep '151
Oct '150
Nov '150
Dec '151
Jan '161
Feb '161
Mar '161
Apr '160
May '160
Jun '161
Jul '161
Aug '163
Sep '161
Oct '160
Nov '161
Dec '161
Jan '172
Feb '171
Mar '170
Apr '170
May '172
Jun '170
Jul '171
Aug '170
Sep '172
Oct '170
Nov '170
Dec '171
Jan '181
Feb '180
Mar '180
Apr '180
May '180
Jun '181
Jul '181
Aug '180
Sep '183
Oct '180
Nov '180
Dec '181
Jan '192
Feb '191
Mar '192
Apr '192
May '191
Jun '190
Jul '192
Aug '192
Sep '191
Oct '191
Nov '192
Dec '190
Jan '201
Feb '201
Mar '201
Apr '201
May '200
Jun '201
Jul '200
Aug '200
Sep '201
Oct '201
Nov '200
Dec '201
Jan '210
Feb '212
Mar '210
Apr '211
May '212
Jun '213
Jul '210
Aug '210
Sep '211
Oct '210
Nov '213
Dec '210
Jan '220
Feb '221
Mar '222
Apr '220
May '220
Jun '221
Jul '221
Aug '220
Sep '221
Oct '222
Nov '221
Dec '222
Jan '232
Feb '232
Mar '231
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '231
Oct '230
Nov '230
Dec '231
Jan '241
Feb '240
Mar '240
Apr '240
May '242
Jun '240
Jul '241
Aug '240
Sep '241
Oct '241
Nov '240
Dec '240
Jan '252
Feb '250
Mar '250
Apr '250
May '250
Jun '252
Jul '250
Aug '252
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '261
Mar '260
Apr '263
May '260
Jun '260
Jul '260
Aug '261
Sep '260
Oct '260

Sector Breakdown

Edison Partners: Data, Analytics & IT is the largest displayed sector by deal count (43 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.

Edison Partners: Data, Analytics & IT is the largest displayed sector by deal count (43 deals). All available history
SectorDeals
Data, Analytics & IT43
Enterprise Software42
Networks, Cloud & Communication39
Marketing & Advertising35
Fintech31
Professional Services23
Health & Life Sciences20
AI & Machine Learning14
E-Commerce & Retail13
Hardware & Robotics13
Cybersecurity & Privacy12
Consumer & Lifestyle11
Real Estate & Construction7
Media & Entertainment7
Clean Energy & Sustainability6
Transportation & Logistics6
Social & Community Platforms6
Education & Workforce3
Government & Defense3
Developer Tools3
Space & Frontier Tech2
Manufacturing2
Travel & Hospitality1

Deal Size Distribution

Edison Partners: 146 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.

Edison Partners: 146 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M17
$5M-$10M43
$10M-$25M45
$25M-$50M22
$50M-$100M10
$100M-$250M9
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Edison Partners: United States has the largest recorded deal count among the displayed regions (127 deals).All available history.

Top 4 of 4 regions; European countries are grouped as Europe.

Edison Partners: United States has the largest recorded deal count among the displayed regions (127 deals). All available history
RegionDeals
United States127
Canada11
Europe5
Jordan3
Edison Partners: 20 co-investors are shown, with StepStone Group sharing 6 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

Edison Partners: Led accounts for 81% and participating for 19% of round participation.All available history.
Edison Partners: Led accounts for 81% and participating for 19% of round participation. All available history
CategoryDeals (count)Share (%)
Led11881%
Participating2819%
Edison Partners: Single-lead accounts for 88% and co-led for 12% of lead dynamics.All available history.
Edison Partners: Single-lead accounts for 88% and co-led for 12% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead10488%
Co-led1412%

Team

Chris Sugden

Managing Partner

Gary Golding

General Partner

Gregg Michaelson

General Partner

Joe Allegra

General Partner

John Martinson

Managing Partner

Kelly Ford Buckley

General Partner & Chief Operating Officer

Michael Kopelman

General Partner

Ryan Ziegler

General Partner