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The Venture Codex

Overview

Investment management services for institutional investors and high net wor

Founded

2018

Deals ยท 12mo

1

Stage focus

Debt

Geographic focus

United States

Sector focus

Asset Management
Finance
Management Consulting

Investment portfolio

5rounds
NAMEDATESIZE
Nada
Jan 2026Led
$150 MDebt
Car Capital Technologies
Jul 2024Led
$70 MDebt
Edly
Mar 2022Led
$175 MDebt
Car Capital Technologies
Apr 2021Led
$20 MDebt
Finexio
Oct 2020Led
$23 MOther Equity
Nada
Jan 2026Led
$150 MDebt
Car Capital Technologies
Jul 2024Led
$70 MDebt
Edly
Mar 2022Led
$175 MDebt
Car Capital Technologies
Apr 2021Led
$20 MDebt
Finexio
Oct 2020Led
$23 MOther Equity
5
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Insights

Time horizon

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Deal Distribution

Medalist Partners: 5 funding rounds are recorded in the selected participation categories.All available history.
Medalist Partners: 5 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Other Equity10
Debt40

Monthly Deal Activity

Medalist Partners: 5 deals are recorded across 73 months.All available history.
Medalist Partners: 5 deals are recorded across 73 months. All available history
MonthDeals
Oct '201
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '211
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '221
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 '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 '261
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Medalist Partners: 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.

Medalist Partners: Fintech is the largest displayed sector by deal count (4 deals). All available history
SectorDeals
Fintech4
Real Estate & Construction3
Professional Services2
Networks, Cloud & Communication1
Education & Workforce1
AI & Machine Learning1

Deal Size Distribution

Medalist Partners: 5 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.

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

Deals By Geography

Medalist Partners: United States has the largest recorded deal count among the displayed regions (5 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Medalist Partners: United States has the largest recorded deal count among the displayed regions (5 deals). All available history
RegionDeals
United States5
Medalist Partners: 6 co-investors are shown, with Alpine Meridian Ventures 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.

Medalist Partners: 6 co-investors are shown, with Alpine Meridian Ventures sharing 1 recorded deals. All available history
Co-investorShared deals
Alpine Meridian Ventures1
Florida Funders1
Post Road Partners1
Stormbreaker Ventures1
Westlake Capital Finance1
Windmuehle Funds1

Investment Strategy

Medalist Partners: Led accounts for 100% and participating for 0% of round participation.All available history.
Medalist Partners: Led accounts for 100% and participating for 0% of round participation. All available history
CategoryDeals (count)Share (%)
Led5100%
Participating00%
Medalist Partners: Single-lead accounts for 60% and co-led for 40% of lead dynamics.All available history.
Medalist Partners: Single-lead accounts for 60% and co-led for 40% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead360%
Co-led240%

Team

Greg Richter

Founder and CEO

Jim Regan

Sector Manager