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The Venture Codex

Overview

Private equity firm specializing in financial services and healthcare inves

Founded

2005

Deals ยท 12mo

1

Stage focus

Debt

Geographic focus

Canada
United States

Sector focus

Finance
Financial Services
Health Care

Investment portfolio

4rounds
NAMEDATESIZE
Create Music Group
Mar 2026Participated
$450 MOther Equity
Duetti
Oct 2024Led
$114 MDebt
SageSure
May 2023Led
$250 MOther Equity
PayFacto
Aug 2021Led
$120 MOther Equity
Create Music Group
Mar 2026Participated
$450 MOther Equity
Duetti
Oct 2024Led
$114 MDebt
SageSure
May 2023Led
$250 MOther Equity
PayFacto
Aug 2021Led
$120 MOther Equity
4
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Insights

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Deal Distribution

Flexpoint Ford: 4 funding rounds are recorded in the selected participation categories.All available history.
Flexpoint Ford: 4 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Other Equity21
Debt10

Monthly Deal Activity

Flexpoint Ford: 4 deals are recorded across 63 months.All available history.
Flexpoint Ford: 4 deals are recorded across 63 months. All available history
MonthDeals
Aug '211
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '231
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '241
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 '260
Feb '260
Mar '261
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Flexpoint Ford: Fintech is the largest displayed sector by deal count (3 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.

Flexpoint Ford: Fintech is the largest displayed sector by deal count (3 deals). All available history
SectorDeals
Fintech3
Media & Entertainment2
Real Estate & Construction1

Deal Size Distribution

Flexpoint Ford: 4 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.

Flexpoint Ford: 4 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M0
$100M-$250M2
$250M-$500M2
$500M-$1B0
$1B+0

Deals By Geography

Flexpoint Ford: United States has the largest recorded deal count among the displayed regions (3 deals).All available history.

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

Flexpoint Ford: United States has the largest recorded deal count among the displayed regions (3 deals). All available history
RegionDeals
United States3
Canada1
Flexpoint Ford: 8 co-investors are shown, with Ares Management 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.

Flexpoint Ford: 8 co-investors are shown, with Ares Management sharing 2 recorded deals. All available history
Co-investorShared deals
Ares Management2
2 Mile1
Amwins1
Banc of California1
BMO Capital Partners1
Nyca Partners1
Truist Ventures1
Viola Ventures1

Investment Strategy

Flexpoint Ford: Led accounts for 75% and participating for 25% of round participation.All available history.
Flexpoint Ford: Led accounts for 75% and participating for 25% of round participation. All available history
CategoryDeals (count)Share (%)
Led375%
Participating125%
Flexpoint Ford: Single-lead accounts for 67% and co-led for 33% of lead dynamics.All available history.
Flexpoint Ford: Single-lead accounts for 67% and co-led for 33% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead267%
Co-led133%

Team

Christopher J. Ackerman

Managing Partner

Dan R Grigorescu

Principal, Healthcare Private Equity

Donald J. Edwards

Chief Executive Officer & Founder

Ethan Budin

Managing Director

Missy A Loudenback

Chief Accounting Officer

Philip A. Steger

Chief Operating Officer & Chief Compliance Officer

Stephen H. Haworth

Chief Financial Officer

Steven L Begleiter

Managing Director