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The Venture Codex

Overview

Private investment firm across multiple asset classes and venture capital.

Founded

2012

Deals ยท 12mo

0

Stage focus

Series B
Series C

Geographic focus

United States

Sector focus

Financial Services
Real Estate
Venture Capital

Investment portfolio

8rounds
NAMEDATESIZE
Splash Financial
Sep 2025Led
$70 MSeries C
HelloTeam
May 2023Led
$10 MSeries A
Token
Apr 2023Led
$30 MOther Equity
Token
Jun 2022Led
$13 MSeries B
Botkeeper
Nov 2021Led
$42 MSeries C
Kickfurther
May 2021Led
$6 MSeed
Viridi Parente
Dec 2019Led
$29 MSeries B
Heretto
Feb 2017Led
$17 MOther Equity
Splash Financial
Sep 2025Led
$70 MSeries C
HelloTeam
May 2023Led
$10 MSeries A
Token
Apr 2023Led
$30 MOther Equity
Token
Jun 2022Led
$13 MSeries B
Botkeeper
Nov 2021Led
$42 MSeries C
Kickfurther
May 2021Led
$6 MSeed
Viridi Parente
Dec 2019Led
$29 MSeries B
Heretto
Feb 2017Led
$17 MOther Equity
8
Items
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Insights

Time horizon

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Deal Distribution

Grand Oaks Capital: 8 funding rounds are recorded in the selected participation categories.All available history.
Grand Oaks Capital: 8 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed10
Series A10
Series B20
Series C+20
Other Equity20

Monthly Deal Activity

Grand Oaks Capital: 8 deals are recorded across 117 months.All available history.
Grand Oaks Capital: 8 deals are recorded across 117 months. All available history
MonthDeals
Feb '171
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 '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '191
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 '210
Apr '210
May '211
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '211
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '221
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '231
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 '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '251
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

Grand Oaks Capital: Fintech is the largest displayed sector by deal count (4 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.

Grand Oaks Capital: Fintech is the largest displayed sector by deal count (4 deals). All available history
SectorDeals
Fintech4
Hardware & Robotics2
Enterprise Software2
Cybersecurity & Privacy2
AI & Machine Learning2
Professional Services2
Data, Analytics & IT2
Networks, Cloud & Communication1
Media & Entertainment1
E-Commerce & Retail1
Clean Energy & Sustainability1

Deal Size Distribution

Grand Oaks Capital: 8 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.

Grand Oaks Capital: 8 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M3
$25M-$50M3
$50M-$100M1
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Grand Oaks Capital: United States has the largest recorded deal count among the displayed regions (8 deals).All available history.

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

Grand Oaks Capital: United States has the largest recorded deal count among the displayed regions (8 deals). All available history
RegionDeals
United States8
Grand Oaks Capital: 7 co-investors are shown, with Curql sharing 1 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.

Grand Oaks Capital: 7 co-investors are shown, with Curql sharing 1 recorded deals. All available history
Co-investorShared deals
Curql1
Draper Associates1
First Tech Federal Credit Union1
Impact Capital of New York1
O.H.I.O. Fund1
Varia Ventures1
WNY Impact Investment Fund1

Investment Strategy

Grand Oaks Capital: Led accounts for 100% and participating for 0% of round participation.All available history.
Grand Oaks Capital: Led accounts for 100% and participating for 0% of round participation. All available history
CategoryDeals (count)Share (%)
Led8100%
Participating00%
Grand Oaks Capital: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
Grand Oaks Capital: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead8100%
Co-led00%

Team