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The Venture Codex

Overview

Mezzanine firm providing flexible capital for expansion-stage companies.

Founded

2005

Deals ยท 12mo

1

Stage focus

Debt
Series B

Geographic focus

Australia
United States

Sector focus

Enterprise Software
Financial Services
Venture Capital

Investment portfolio

15rounds
NAMEDATESIZE
HPS/PayMedix
Jan 2026Participated
$33 MDebt
Optimize Health
Oct 2023Led
$18 MSeries B
AeroSafe Global
Aug 2023Participated
$43 MOther Equity
Soundstripe
Aug 2022Participated
$9 MSeries B
Enboarder
Feb 2022Participated
$32 MSeries B
ThreatQuotient
Apr 2021Participated
$23 MOther Equity
AeroSafe Global
Sep 2020Participated
$48 MOther Equity
NewsCred
Jul 2019Participated
$20 MOther Equity
LeisureLink
Jan 2016Participated
$17 MOther Equity
Kareo
Oct 2014Led
$15 MDebt
Workfront
Feb 2014Participated
$38 MSeries D
Silverpop
Apr 2013Led
$25 MDebt
HPS/PayMedix
Jan 2026Participated
$33 MDebt
Optimize Health
Oct 2023Led
$18 MSeries B
AeroSafe Global
Aug 2023Participated
$43 MOther Equity
Soundstripe
Aug 2022Participated
$9 MSeries B
Enboarder
Feb 2022Participated
$32 MSeries B
ThreatQuotient
Apr 2021Participated
$23 MOther Equity
AeroSafe Global
Sep 2020Participated
$48 MOther Equity
NewsCred
Jul 2019Participated
$20 MOther Equity
LeisureLink
Jan 2016Participated
$17 MOther Equity
Kareo
Oct 2014Led
$15 MDebt
Workfront
Feb 2014Participated
$38 MSeries D
Silverpop
Apr 2013Led
$25 MDebt
15
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Insights

Time horizon

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Deal Distribution

Escalate Capital Partners: 15 funding rounds are recorded in the selected participation categories.All available history.
Escalate Capital Partners: 15 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B22
Series C+01
Other Equity07
Debt21

Monthly Deal Activity

Escalate Capital Partners: 15 deals are recorded across 191 months.All available history.
Escalate Capital Partners: 15 deals are recorded across 191 months. All available history
MonthDeals
Dec '101
Jan '110
Feb '110
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 '121
Apr '120
May '120
Jun '120
Jul '120
Aug '120
Sep '120
Oct '121
Nov '120
Dec '120
Jan '130
Feb '130
Mar '130
Apr '131
May '130
Jun '130
Jul '130
Aug '130
Sep '130
Oct '130
Nov '130
Dec '130
Jan '140
Feb '141
Mar '140
Apr '140
May '140
Jun '140
Jul '140
Aug '140
Sep '140
Oct '141
Nov '140
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 '161
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 '191
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '200
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '201
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '211
May '210
Jun '210
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 '220
Aug '221
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '231
Sep '230
Oct '231
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 '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '261
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Escalate Capital Partners: Marketing & Advertising is the largest displayed sector by deal count (6 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.

Escalate Capital Partners: Marketing & Advertising is the largest displayed sector by deal count (6 deals). All available history
SectorDeals
Marketing & Advertising6
Health & Life Sciences6
Professional Services5
Enterprise Software4
Networks, Cloud & Communication2
Fintech2
Manufacturing2
Hardware & Robotics1
Media & Entertainment1
Cybersecurity & Privacy1
Data, Analytics & IT1
Real Estate & Construction1

Deal Size Distribution

Escalate Capital Partners: 15 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.

Escalate Capital Partners: 15 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M8
$25M-$50M6
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

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

Top 2 of 2 regions; European countries are grouped as Europe.

Escalate Capital Partners: United States has the largest recorded deal count among the displayed regions (14 deals). All available history
RegionDeals
United States14
Australia1
Escalate Capital Partners: 20 co-investors are shown, with Flexstone Partners 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.

Investment Strategy

Escalate Capital Partners: Led accounts for 27% and participating for 73% of round participation.All available history.
Escalate Capital Partners: Led accounts for 27% and participating for 73% of round participation. All available history
CategoryDeals (count)Share (%)
Led427%
Participating1173%
Escalate Capital Partners: Single-lead accounts for 50% and co-led for 50% of lead dynamics.All available history.
Escalate Capital Partners: Single-lead accounts for 50% and co-led for 50% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead250%
Co-led250%

Team

Chris Julich

Managing Director

Ross Cockrell

Co-Founder & Managing Director

Tony Schell

Managing Director & General Partner

Travis Wood

Director