The Venture Codex Logo

The Venture Codex

J. Safra Group

Elisabethenstrasse 62, Basel, Basel-Stadt, 4002, Switzerland

Overview

Private bank specializing in wealth and asset management services.

Deals · 12mo

2

Links

WebsiteLinkedIn

Stage focus

Debt
Series E

Geographic focus

Brazil
Israel
United States

Sector focus

Banking
Finance
Financial Services

Investment portfolio

6rounds
NAMEDATESIZE
CloudWalk
Apr 2026Participated
$1.1 BDebt
CloudWalk
Oct 2025Participated
$784 MDebt
Flexjet
Jul 2025Participated
$800 MOther Equity
CloudWalk
Jun 2025Participated
$563 MDebt
Tala
Oct 2021Participated
$145 MSeries E
ElectReon
Jul 2020Participated
$50 MOther Equity
CloudWalk
Apr 2026Participated
$1.1 BDebt
CloudWalk
Oct 2025Participated
$784 MDebt
Flexjet
Jul 2025Participated
$800 MOther Equity
CloudWalk
Jun 2025Participated
$563 MDebt
Tala
Oct 2021Participated
$145 MSeries E
ElectReon
Jul 2020Participated
$50 MOther Equity
6
Items
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

J. Safra Group: 6 funding rounds are recorded in the selected participation categories.All available history.
J. Safra Group: 6 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series C+01
Other Equity02
Debt03

Monthly Deal Activity

J. Safra Group: 6 deals are recorded across 76 months.All available history.
J. Safra Group: 6 deals are recorded across 76 months. All available history
MonthDeals
Jul '201
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '211
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 '230
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 '251
Jul '251
Aug '250
Sep '250
Oct '251
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '261
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

J. Safra Group: 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.

J. Safra Group: Fintech is the largest displayed sector by deal count (4 deals). All available history
SectorDeals
Fintech4
Networks, Cloud & Communication2
Transportation & Logistics2
Travel & Hospitality1
Space & Frontier Tech1

Deal Size Distribution

J. Safra Group: 6 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.

J. Safra Group: 6 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-$100M1
$100M-$250M1
$250M-$500M0
$500M-$1B3
$1B+1

Deals By Geography

J. Safra Group: Brazil has the largest recorded deal count among the displayed regions (3 deals).All available history.

Top 3 of 3 regions; European countries are grouped as Europe.

J. Safra Group: Brazil has the largest recorded deal count among the displayed regions (3 deals). All available history
RegionDeals
Brazil3
United States2
Israel1
J. Safra Group: 20 co-investors are shown, with Bradesco BBI 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.

J. Safra Group: 20 co-investors are shown, with Bradesco BBI sharing 3 recorded deals. All available history
Co-investorShared deals
Bradesco BBI3
BTG Pactual3
Itaú Unibanco3
UBS BB2
Afcon Holdings1
Alpha Founders Capital (AFC)1
Banco do Brasil BI1
Banco Santander1
Banco Votorantim1
BV1
Excellence1
IVP1
Kindred Ventures1
KSL Capital Partners1
L Catterton1
Lowercase Capital1
Migdal Insurance1
MoreVC1
Psagot Investment House1
Revolution Growth1

Investment Strategy

J. Safra Group: Led accounts for 0% and participating for 100% of round participation.All available history.
J. Safra Group: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating6100%
J. Safra Group: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
J. Safra Group: 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

Agada Nameri

Executive Director, Global Key Clients

Johannes Riggenbach-Huber

Founder

Marvin Cartwright

CEO