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The Venture Codex

Overview

Provider of capital and connections for high-growth companies.

Founded

2002

Deals ยท 12mo

0

Stage focus

Series B

Geographic focus

Canada
United States

Sector focus

Finance
Financial Services
FinTech

Investment portfolio

30rounds
NAMEDATESIZE
GeoWealth
Jul 2024Participated
$18 MOther Equity
Onfleet
Jun 2022Led
$23 MSeries B
Bark Technologies
Jun 2022Led
$30 MSeries C
Panzura
May 2022Led
$80 MSeries B
Treez
Apr 2022Led
$51 MSeries C
ShipFusion
Apr 2022Led
$40 MOther Equity
Curbio
Jan 2022Participated
$65 MSeries B
KlearNow
Dec 2021Led
$50 MSeries B
GeoWealth
Nov 2021Led
$19 MSeries B
Signal Automotive
Nov 2020Led
$20 MOther Equity
FreightWaves
Jul 2020Led
$37 MOther Equity
CreatorIQ
Jul 2020Led
$24 MSeries C
GeoWealth
Jul 2024Participated
$18 MOther Equity
Onfleet
Jun 2022Led
$23 MSeries B
Bark Technologies
Jun 2022Led
$30 MSeries C
Panzura
May 2022Led
$80 MSeries B
Treez
Apr 2022Led
$51 MSeries C
ShipFusion
Apr 2022Led
$40 MOther Equity
Curbio
Jan 2022Participated
$65 MSeries B
KlearNow
Dec 2021Led
$50 MSeries B
GeoWealth
Nov 2021Led
$19 MSeries B
Signal Automotive
Nov 2020Led
$20 MOther Equity
FreightWaves
Jul 2020Led
$37 MOther Equity
CreatorIQ
Jul 2020Led
$24 MSeries C
30
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Insights

Time horizon

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Deal Distribution

Kayne Partners: 30 funding rounds are recorded in the selected participation categories.All available history.
Kayne Partners: 30 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A30
Series B91
Series C+40
Other Equity112

Monthly Deal Activity

Kayne Partners: 30 deals are recorded across 145 months.All available history.
Kayne Partners: 30 deals are recorded across 145 months. All available history
MonthDeals
Oct '141
Nov '140
Dec '141
Jan '151
Feb '150
Mar '150
Apr '150
May '150
Jun '151
Jul '150
Aug '150
Sep '150
Oct '150
Nov '151
Dec '150
Jan '161
Feb '160
Mar '160
Apr '160
May '160
Jun '160
Jul '161
Aug '160
Sep '161
Oct '161
Nov '160
Dec '160
Jan '170
Feb '170
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '171
Sep '170
Oct '170
Nov '171
Dec '170
Jan '180
Feb '180
Mar '181
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '181
Nov '180
Dec '180
Jan '191
Feb '190
Mar '191
Apr '190
May '191
Jun '191
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '201
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '202
Aug '200
Sep '200
Oct '200
Nov '201
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '211
Dec '211
Jan '221
Feb '220
Mar '220
Apr '222
May '221
Jun '222
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 '241
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 '250
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

Kayne Partners: Enterprise Software is the largest displayed sector by deal count (13 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.

Kayne Partners: Enterprise Software is the largest displayed sector by deal count (13 deals). All available history
SectorDeals
Enterprise Software13
Networks, Cloud & Communication9
Data, Analytics & IT7
E-Commerce & Retail6
Transportation & Logistics6
Fintech6
Professional Services6
Marketing & Advertising5
Health & Life Sciences5
Media & Entertainment3
Cybersecurity & Privacy2
Social & Community Platforms2
Clean Energy & Sustainability1
Real Estate & Construction1
Hardware & Robotics1

Deal Size Distribution

Kayne Partners: 30 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.

Kayne Partners: 30 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M15
$25M-$50M10
$50M-$100M4
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Kayne Partners: United States has the largest recorded deal count among the displayed regions (24 deals).All available history.

Top 4 of 4 regions; European countries are grouped as Europe.

Kayne Partners: United States has the largest recorded deal count among the displayed regions (24 deals). All available history
RegionDeals
United States24
Canada4
India1
Europe1
Kayne Partners: 20 co-investors are shown, with J.P. Morgan sharing 2 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.

Investment Strategy

Kayne Partners: Led accounts for 90% and participating for 10% of round participation.All available history.
Kayne Partners: Led accounts for 90% and participating for 10% of round participation. All available history
CategoryDeals (count)Share (%)
Led2790%
Participating310%
Kayne Partners: Single-lead accounts for 81% and co-led for 19% of lead dynamics.All available history.
Kayne Partners: Single-lead accounts for 81% and co-led for 19% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead2281%
Co-led519%

Team

Dave Walsh

Managing Partner

Devyn Davis

Operations Associate

Harrison Brunelli

Vice President, Growth Equity

Jacqueline Berris

Vice President

Jason Kidwell

Growth Equity Investor

Leon Chen

Managing Partner, Growth Equity

Nathan Locke

Managing Partner

Nishita Cummings

Managing Partner, Co-Head of Growth Equity at Kayne Anderson Capital Advisors