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Jefferies

520 Madison Avenue, New York, NY, 10022, United States

Overview

Jefferies provides research and execution services in equity, fixed income, and foreign exchange markets. Jefferies, a major global securities and investment banking group, has served companies and their investors for nearly 50 years and operates in more than 25 cities around the world. They provide world-class investment banking, sales and trading, research and asset management to a diverse range of corporate clients, institutional investors and high net worth individuals. They are industry experts, specializing in aerospace and defense, consumer energy, financial services, gaming and leisure, healthcare, industrials, maritime, media, real estate & lodging, technology, and telecommunications, with a dedicated private equity coverage group.

Total investments
25
Lead investments
8
Investments · 12mo
0
Active investors
10

Sector focus

  • Banking
  • Financial Services
  • Wealth Management
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Investment portfolio

  • Drivepoint

    Participated · Series A · Aug 2025

    Drivepoint provides an AI-native strategic finance platform built for consumer and retail brands, combining spreadsheet-native flexibility with deep retail integrations and forecasting tools. The product enables finance teams to model, plan, and make decisions in real time without rebuilding workflows. Customers cited include Curology, True Classic, Simple Modern, Graza, Oats Overnight, and Dose, with reported outcomes such as average 6.7% gains in EBITDA in the first year, $4M of unlocked EBITDA for Oats Overnight, and 3–5% gross-margin improvement for Dose. Drivepoint emphasizes scenario planning, variance analysis, and decision intelligence to drive inventory and marketing efficiency. The company plans to use the new capital to double down on AI product development and scale go-to-market efforts toward mid-market and enterprise brands. Drivepoint is based in Boston and positions itself as the default solution for intelligent finance in retail.

  • FINN

    Participated · Debt Financing · Feb 2025

    FINN operates a multi-brand car subscription service that lets customers subscribe to vehicles fully online with insurance, registration, taxes, and servicing bundled into a single monthly fee and flexible cancellation. The platform features more than 25 brands including BMW, Mercedes-Benz, Hyundai, BYD, and MG. FINN has grown rapidly since its 2019 founding in Munich, reaching over 50,000 active subscriptions and annual recurring revenue of more than €300 million. Reported revenue rose from €3.2 million in 2022 to €444 million in 2024, representing a two-year compound annual growth rate of 1,078%. The company employs roughly 484 people as of 2025 and plans to expand its subscription fleet, improve profitability, and continue enhancing its technology. FINN faces competition from players like Sixt+, Onto, and Free2Move and acknowledges macroeconomic sensitivity given subscription pricing versus traditional leasing.

  • Ualá

    Participated · Series E · Nov 2024

    Ualá operates as a digital bank and fintech that serves retail customers across Latin America, reporting 11 million customers with the majority in Argentina. The company provides banking services and has been expanding its product set in new markets, including offering access to U.S. stocks and ETFs. Ualá is navigating a recent tougher credit cycle in Argentina, where rising defaults followed rapid loan growth and higher interest rates, and expects Argentine operations to return to breakeven as credit quality improves. It is pursuing geographic expansion into Mexico and Colombia, taking a cautious lending approach in Mexico while adding new products. The financing announced in March and participation from investors is intended to strengthen Ualá's balance sheet and support that regional growth strategy.

  • CoreWeave

    Participated · Debt Financing · Oct 2024

    CoreWeave operates an AI cloud platform providing high-performance, GPU-backed computing infrastructure to enterprise customers. The company is rapidly expanding its infrastructure footprint to meet accelerating demand for AI compute and has secured significant capital commitments to support that growth. Most recently it closed an $8.5 billion delayed draw term loan facility that is investment-grade rated and improves its cost of capital. CoreWeave reported roughly $28 billion in combined equity and debt financing commitments over the past year, reflecting strong institutional interest. The company plans to use the new financing to fulfill previously contracted cloud services and continue scaling its AI infrastructure.

  • Parafin

    Led · Debt Financing · Aug 2024

    Parafin builds embedded financing infrastructure for marketplaces, vertical SaaS platforms, and payment processors by abstracting capital markets, underwriting, servicing, compliance, and customer support. Its products enable platforms such as Amazon, Walmart, DoorDash, Gusto and TikTok Shop to offer financing to their small-business customers at the point of need. Parafin reports having funded over 50,000 businesses and having extended more than $35 billion in offers to small businesses across the U.S. and Canada. The company says the majority of its fundings go to repeat borrowers, reflecting returning demand. Parafin was founded in 2020 by Sahill Poddar, Vineet Goel, and Ralph Furman and is backed by Ribbit Capital, Thrive Capital, GIC, Notable Capital, and Redpoint Ventures. The recent credit facility led by Goldman Sachs and One William Street is intended to expand its financing capacity and accelerate delivery of embedded capital through partner platforms.

Team

  • Boyd Jefferies

    Founder

  • David Windley

    Managing Director

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  • Todd Breeden

    Managing Director, Head of Venture Directs

    LinkedIn
  • Joe Ziemer

    SVP, Head of US Strategic Communications

    LinkedIn