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The Venture Codex

Overview

Private equity firm specializing in PEF investments.

Deals ยท 12mo

1

Stage focus

Series C

Geographic focus

United States

Sector focus

Asset Management
Finance
Financial Services
Risk Management

Investment portfolio

1rounds
NAMEDATESIZE
Liner
Aug 2026Participated
$36 MSeries C
Liner
Aug 2026Participated
$36 MSeries C
1
Items
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Insights

Time horizon

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Deal Distribution

Helios Private Equity: 1 funding rounds are recorded in the selected participation categories.All available history.
Helios Private Equity: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series C+01

Monthly Deal Activity

Helios Private Equity: 1 deals are recorded across 3 months.All available history.
Helios Private Equity: 1 deals are recorded across 3 months. All available history
MonthDeals
Aug '261
Sep '260
Oct '260

Sector Breakdown

Helios Private Equity: Education & Workforce is the largest displayed sector by deal count (1 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.

Helios Private Equity: Education & Workforce is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Education & Workforce1
Enterprise Software1
AI & Machine Learning1
Data, Analytics & IT1

Deal Size Distribution

Helios Private Equity: 1 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.

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

Deals By Geography

Helios Private Equity: 94105 has the largest recorded deal count among the displayed regions (1 deals).All available history.

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

Helios Private Equity: 94105 has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
941051
Helios Private Equity: 7 co-investors are shown, with Atinum Investment sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

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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.

Helios Private Equity: 7 co-investors are shown, with Atinum Investment sharing 1 recorded deals. All available history
Co-investorShared deals
Atinum Investment1
CJ Investment1
Daishin Private Equity1
KB Securities1
Korea Development Bank1
LB Investment1
Stick Ventures1

Investment Strategy

Helios Private Equity: Led accounts for 0% and participating for 100% of round participation.All available history.
Helios Private Equity: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating1100%
Helios Private Equity: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Helios Private Equity: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

No team members found for this fund.