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The Venture Codex

Overview

Financial services technology and innovation for banking and payments.

Founded

1984

Deals ยท 12mo

0

Stage focus

Series A
Series B

Geographic focus

South Korea
United States

Sector focus

Financial Services
FinTech
Information Services
Information Technology

Investment portfolio

11rounds
NAMEDATESIZE
Melio
Nov 2024Led
$150 MSeries E
Forward
Jun 2024Led
$16 MSeed
Goalsetter
Mar 2024Participated
$10 MSeries A
MarginEdge
Dec 2022Participated
$45 MSeries C
Korea Credit Data
Oct 2022Participated
$25 MSeries D
Sharebite
Jun 2022Participated
$39 MSeries B
NYDIG
Dec 2021Participated
$1.0 BOther Equity
UNION
Dec 2021Participated
$22 MSeries B
Goalsetter
Dec 2021Participated
$15 MSeries A
Candidly
Mar 2021Participated
$10 MSeries A
BlueVoyant
May 2019Led
$83 MSeries B
Melio
Nov 2024Led
$150 MSeries E
Forward
Jun 2024Led
$16 MSeed
Goalsetter
Mar 2024Participated
$10 MSeries A
MarginEdge
Dec 2022Participated
$45 MSeries C
Korea Credit Data
Oct 2022Participated
$25 MSeries D
Sharebite
Jun 2022Participated
$39 MSeries B
NYDIG
Dec 2021Participated
$1.0 BOther Equity
UNION
Dec 2021Participated
$22 MSeries B
Goalsetter
Dec 2021Participated
$15 MSeries A
Candidly
Mar 2021Participated
$10 MSeries A
BlueVoyant
May 2019Led
$83 MSeries B
11
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Insights

Time horizon

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Deal Distribution

Fiserv: 11 funding rounds are recorded in the selected participation categories.All available history.
Fiserv: 11 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed10
Series A03
Series B12
Series C+12
Other Equity01

Monthly Deal Activity

Fiserv: 11 deals are recorded across 90 months.All available history.
Fiserv: 11 deals are recorded across 90 months. All available history
MonthDeals
May '191
Jun '190
Jul '190
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 '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '211
Apr '210
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '213
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '221
Jul '220
Aug '220
Sep '220
Oct '221
Nov '220
Dec '221
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '241
Apr '240
May '240
Jun '241
Jul '240
Aug '240
Sep '240
Oct '240
Nov '241
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

Fiserv: Fintech is the largest displayed sector by deal count (8 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.

Fiserv: Fintech is the largest displayed sector by deal count (8 deals). All available history
SectorDeals
Fintech8
Networks, Cloud & Communication4
Enterprise Software3
Education & Workforce2
E-Commerce & Retail2
Data, Analytics & IT2
Food & Agriculture2
Travel & Hospitality1
Cybersecurity & Privacy1
Transportation & Logistics1
Marketing & Advertising1
Crypto & Blockchain1
AI & Machine Learning1
Professional Services1

Deal Size Distribution

Fiserv: 11 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.

Fiserv: 11 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M5
$25M-$50M2
$50M-$100M1
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+1

Deals By Geography

Fiserv: United States has the largest recorded deal count among the displayed regions (10 deals).All available history.

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

Fiserv: United States has the largest recorded deal count among the displayed regions (10 deals). All available history
RegionDeals
United States10
South Korea1
Fiserv: 20 co-investors are shown, with MassMutual 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

Fiserv: Led accounts for 27% and participating for 73% of round participation.All available history.
Fiserv: Led accounts for 27% and participating for 73% of round participation. All available history
CategoryDeals (count)Share (%)
Led327%
Participating873%
Fiserv: Single-lead accounts for 67% and co-led for 33% of lead dynamics.All available history.
Fiserv: Single-lead accounts for 67% and co-led for 33% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead267%
Co-led133%

Team

Brandon Lloyd

Head of Partner Solutions

Earnell Lucas

Physical and VIP Security

Edward Storey

VP Strategy & Corporate Development EMEA

Erika Graff

Digital Brand Specialist and Product Marketing for Card Services

Jay Moran

SVP of Platform Engineering

Matthew Wilcox

President, Digital Payments and Data Aggregation

Patti Reid

Vice President of Card Risk Solutions

Robert Hau

EVP, CFO