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The Venture Codex

Overview

Independent financial consulting and asset management firm.

Founded

1988

Deals · 12mo

1

Stage focus

Debt
Seed

Geographic focus

Puerto Rico
United States

Sector focus

—

Investment portfolio

3rounds
NAMEDATESIZE
Autoimmunity BioSolutions
May 2026Participated
$1 MSeed
Autoimmunity BioSolutions
Nov 2024Participated
$2 MSeed
Kiwi
May 2023Led
$80 MDebt
Autoimmunity BioSolutions
May 2026Participated
$1 MSeed
Autoimmunity BioSolutions
Nov 2024Participated
$2 MSeed
Kiwi
May 2023Led
$80 MDebt
3
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Insights

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Deal Distribution

Independent Capital: 3 funding rounds are recorded in the selected participation categories.All available history.
Independent Capital: 3 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed02
Debt10

Monthly Deal Activity

Independent Capital: 3 deals are recorded across 42 months.All available history.
Independent Capital: 3 deals are recorded across 42 months. All available history
MonthDeals
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 '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 '261
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Independent Capital: Health & Life Sciences is the largest displayed sector by deal count (2 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.

Independent Capital: Health & Life Sciences is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Health & Life Sciences2
Fintech1
Enterprise Software1

Deal Size Distribution

Independent Capital: 3 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.

Independent Capital: 3 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M2
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M1
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Independent Capital: United States has the largest recorded deal count among the displayed regions (2 deals).All available history.

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

Independent Capital: United States has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
United States2
Puerto Rico1
Independent Capital: 7 co-investors are shown, with Eos Bioinnovation sharing 2 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.

Independent Capital: 7 co-investors are shown, with Eos Bioinnovation sharing 2 recorded deals. All available history
Co-investorShared deals
Eos Bioinnovation2
Advent-Morro Equity Partners1
Alexandria Venture Investments1
Altio Capital1
Elmstead Partners1
i80 Group1
NewTech Investment Holdings1

Investment Strategy

Independent Capital: Led accounts for 33% and participating for 67% of round participation.All available history.
Independent Capital: Led accounts for 33% and participating for 67% of round participation. All available history
CategoryDeals (count)Share (%)
Led133%
Participating267%
Independent Capital: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
Independent Capital: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led1100%

Team

No team members found for this fund.