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The Venture Codex

Legacy Assets

3411 Richmond Ave Ste 750, Houston, Texas, 77046, United States

Overview

Wealth management and financial services provider.

Founded

1998

Deals ยท 12mo

0

Links

WebsiteLinkedIn

Stage focus

Series A

Geographic focus

India

Sector focus

Asset Management
Financial Services
Wealth Management

Investment portfolio

1rounds
NAMEDATESIZE
Mynvax
May 2024Participated
$3 MSeries A
Mynvax
May 2024Participated
$3 MSeries A
1
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Legacy Assets: 1 funding rounds are recorded in the selected participation categories.All available history.
Legacy Assets: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A01

Monthly Deal Activity

Legacy Assets: 1 deals are recorded across 30 months.All available history.
Legacy Assets: 1 deals are recorded across 30 months. All available history
MonthDeals
May '241
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 '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

Legacy Assets: Health & Life Sciences 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.

Legacy Assets: Health & Life Sciences is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Health & Life Sciences1

Deal Size Distribution

Legacy Assets: 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.

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

Deals By Geography

Legacy Assets: India 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.

Legacy Assets: India has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
India1
Legacy Assets: 1 co-investor is shown, with Inviga Healthcare Fund sharing 1 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.

Legacy Assets: 1 co-investor is shown, with Inviga Healthcare Fund sharing 1 recorded deals. All available history
Co-investorShared deals
Inviga Healthcare Fund1

Investment Strategy

Legacy Assets: Led accounts for 0% and participating for 100% of round participation.All available history.
Legacy Assets: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating1100%
Legacy Assets: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Legacy Assets: 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

Joseph Birkofer

Principal & Founder