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The Venture Codex

Overview

Invests in early-stage B2B fintech companies addressing financial services.

Founded

2013

Deals ยท 12mo

2

Stage focus

Series A

Geographic focus

United States

Sector focus

FinTech

Investment portfolio

22rounds
NAMEDATESIZE
Sigma360
Mar 2026Participated
$17 MSeries B
MagicCube
Jan 2026Participated
$10 MOther Equity
Cassini Systems
Dec 2021Participated
$21 MOther Equity
Azimuth GRC
Nov 2021Led
$6 MSeries A
MagicCube
Oct 2021Led
$15 MOther Equity
Boost Payment Solutions
May 2021Participated
$22 MSeries C
PatientPay Inc.
Mar 2020Led
$6 MOther Equity
Qwil
Dec 2019Participated
$224 MDebt
PeerNova
Oct 2019Led
$31 MOther Equity
Payveris
Jun 2019Led
$7 MSeries D
Boost Payment Solutions
Apr 2019Led
$12 MSeries B
Zeguro
Dec 2018Led
$5 MSeed
Sigma360
Mar 2026Participated
$17 MSeries B
MagicCube
Jan 2026Participated
$10 MOther Equity
Cassini Systems
Dec 2021Participated
$21 MOther Equity
Azimuth GRC
Nov 2021Led
$6 MSeries A
MagicCube
Oct 2021Led
$15 MOther Equity
Boost Payment Solutions
May 2021Participated
$22 MSeries C
PatientPay Inc.
Mar 2020Led
$6 MOther Equity
Qwil
Dec 2019Participated
$224 MDebt
PeerNova
Oct 2019Led
$31 MOther Equity
Payveris
Jun 2019Led
$7 MSeries D
Boost Payment Solutions
Apr 2019Led
$12 MSeries B
Zeguro
Dec 2018Led
$5 MSeed
22
Items
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Insights

Time horizon

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Deal Distribution

Mosaik Partners: 22 funding rounds are recorded in the selected participation categories.All available history.
Mosaik Partners: 22 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed10
Series A50
Series B12
Series C+12
Other Equity63
Debt01

Monthly Deal Activity

Mosaik Partners: 22 deals are recorded across 150 months.All available history.
Mosaik Partners: 22 deals are recorded across 150 months. All available history
MonthDeals
May '141
Jun '141
Jul '140
Aug '140
Sep '140
Oct '141
Nov '140
Dec '141
Jan '150
Feb '151
Mar '150
Apr '150
May '150
Jun '150
Jul '150
Aug '151
Sep '150
Oct '150
Nov '150
Dec '150
Jan '160
Feb '160
Mar '160
Apr '160
May '161
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '160
Dec '160
Jan '170
Feb '170
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '171
Oct '170
Nov '171
Dec '171
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '181
Jan '190
Feb '190
Mar '190
Apr '191
May '190
Jun '191
Jul '190
Aug '190
Sep '190
Oct '191
Nov '190
Dec '191
Jan '200
Feb '200
Mar '201
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '211
Jun '210
Jul '210
Aug '210
Sep '210
Oct '211
Nov '211
Dec '211
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 '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '261
Feb '260
Mar '261
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Mosaik Partners: Fintech is the largest displayed sector by deal count (19 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.

Mosaik Partners: Fintech is the largest displayed sector by deal count (19 deals). All available history
SectorDeals
Fintech19
Networks, Cloud & Communication10
Enterprise Software7
Cybersecurity & Privacy5
Professional Services4
Health & Life Sciences3
Crypto & Blockchain2
Data, Analytics & IT2
Social & Community Platforms1
Consumer & Lifestyle1
Marketing & Advertising1
E-Commerce & Retail1
AI & Machine Learning1

Deal Size Distribution

Mosaik Partners: 22 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.

Mosaik Partners: 22 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M3
$5M-$10M9
$10M-$25M8
$25M-$50M1
$50M-$100M0
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Mosaik Partners: United States has the largest recorded deal count among the displayed regions (18 deals).All available history.

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

Mosaik Partners: United States has the largest recorded deal count among the displayed regions (18 deals). All available history
RegionDeals
United States18
100032
902451
Europe1
Mosaik Partners: 20 co-investors are shown, with Black Dragon Capital 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

Mosaik Partners: Led accounts for 64% and participating for 36% of round participation.All available history.
Mosaik Partners: Led accounts for 64% and participating for 36% of round participation. All available history
CategoryDeals (count)Share (%)
Led1464%
Participating836%
Mosaik Partners: Single-lead accounts for 93% and co-led for 7% of lead dynamics.All available history.
Mosaik Partners: Single-lead accounts for 93% and co-led for 7% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1393%
Co-led17%

Team

E. Miles Kilburn

Managing Partner

Eric Varney

Principal

Howard Mergelkamp

Managing Partner