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The Venture Codex

Overview

Investment firm focusing on financial, healthcare, and technology sectors.

Founded

2005

Deals ยท 12mo

4

Stage focus

Series A
Series B

Geographic focus

United States

Sector focus

Financial Services
FinTech
Venture Capital

Investment portfolio

29rounds
NAMEDATESIZE
Switchboard Health
Aug 2026Participated
$5 MOther Equity
Standard Metrics
Aug 2026Participated
$20 MSeries B
Karoo Health
Jul 2026Participated
$16 MSeries A
Nadia Care
Mar 2026Participated
$12 MOther Equity
Percipio Health
Jan 2025Participated
$20 MSeries A
Zing Health
Sep 2024Participated
$140 MOther Equity
Your Money Line
Aug 2024Participated
$5 MSeries A
Watershed Health
May 2024Led
$14 MOther Equity
Switchboard Health
May 2024Led
$7 MSeed
Sift Healthcare
May 2024Participated
$20 MSeries B
Dina
Mar 2024Participated
$7 MSeries B
Valid8
Feb 2024Participated
$9 MSeries A
Switchboard Health
Aug 2026Participated
$5 MOther Equity
Standard Metrics
Aug 2026Participated
$20 MSeries B
Karoo Health
Jul 2026Participated
$16 MSeries A
Nadia Care
Mar 2026Participated
$12 MOther Equity
Percipio Health
Jan 2025Participated
$20 MSeries A
Zing Health
Sep 2024Participated
$140 MOther Equity
Your Money Line
Aug 2024Participated
$5 MSeries A
Watershed Health
May 2024Led
$14 MOther Equity
Switchboard Health
May 2024Led
$7 MSeed
Sift Healthcare
May 2024Participated
$20 MSeries B
Dina
Mar 2024Participated
$7 MSeries B
Valid8
Feb 2024Participated
$9 MSeries A
29
Items
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Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

First Trust Capital Partners: 29 funding rounds are recorded in the selected participation categories.All available history.
First Trust Capital Partners: 29 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed30
Series A110
Series B07
Series C+10
Other Equity25

Monthly Deal Activity

First Trust Capital Partners: 29 deals are recorded across 89 months.All available history.
First Trust Capital Partners: 29 deals are recorded across 89 months. All available history
MonthDeals
Jun '191
Jul '190
Aug '190
Sep '190
Oct '191
Nov '190
Dec '190
Jan '200
Feb '200
Mar '200
Apr '201
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '212
Feb '210
Mar '210
Apr '210
May '210
Jun '210
Jul '210
Aug '211
Sep '210
Oct '210
Nov '211
Dec '210
Jan '221
Feb '221
Mar '220
Apr '221
May '220
Jun '222
Jul '221
Aug '220
Sep '221
Oct '221
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '231
May '230
Jun '231
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '241
Mar '241
Apr '240
May '243
Jun '240
Jul '240
Aug '241
Sep '241
Oct '240
Nov '240
Dec '240
Jan '251
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 '261
Apr '260
May '260
Jun '260
Jul '261
Aug '262
Sep '260
Oct '260

Sector Breakdown

First Trust Capital Partners: Health & Life Sciences is the largest displayed sector by deal count (24 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.

First Trust Capital Partners: Health & Life Sciences is the largest displayed sector by deal count (24 deals). All available history
SectorDeals
Health & Life Sciences24
Enterprise Software11
Fintech10
Data, Analytics & IT6
AI & Machine Learning5
Professional Services4
Networks, Cloud & Communication3
Consumer & Lifestyle1
Marketing & Advertising1
Education & Workforce1

Deal Size Distribution

First Trust Capital Partners: 29 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.

First Trust Capital Partners: 29 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M5
$5M-$10M9
$10M-$25M12
$25M-$50M1
$50M-$100M1
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

First Trust Capital Partners: United States has the largest recorded deal count among the displayed regions (29 deals).All available history.

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

First Trust Capital Partners: United States has the largest recorded deal count among the displayed regions (29 deals). All available history
RegionDeals
United States29
First Trust Capital Partners: 20 co-investors are shown, with Allos Ventures sharing 3 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

First Trust Capital Partners: Led accounts for 24% and participating for 76% of round participation.All available history.
First Trust Capital Partners: Led accounts for 24% and participating for 76% of round participation. All available history
CategoryDeals (count)Share (%)
Led724%
Participating2276%
First Trust Capital Partners: Single-lead accounts for 57% and co-led for 43% of lead dynamics.All available history.
First Trust Capital Partners: Single-lead accounts for 57% and co-led for 43% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead457%
Co-led343%

Team

James Hill

Vice President

Rachel Kern

Business Management