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The Venture Codex

Overview

Commercial bank offering savings, mortgages, and financial services.

Deals ยท 12mo

0

Stage focus

Series A
Series B
Series C

Geographic focus

Israel
United Kingdom
United States

Sector focus

Finance
Financial Services
Insurance

Investment portfolio

35rounds
NAMEDATESIZE
Waterlily
Jan 2025Participated
$7 MSeed
Vesta Healthcare
Sep 2024Participated
$65 MSeries C
Aveni
Jul 2024Participated
$14 MSeries A
Coadjute
Apr 2024Participated
$13 MOther Equity
Foretellix
Dec 2023Participated
$85 MSeries C
YellowBird
Apr 2023Participated
$5 MSeed
Hazy
Mar 2023Participated
$9 MSeries A
Planck
Sep 2022Participated
$23 MOther Equity
Form3
Sep 2021Participated
$160 MSeries C
Foretellix
Sep 2021Participated
$32 MSeries B
Insurify
Sep 2021Participated
$100 MSeries B
Upstream Security
Aug 2021Participated
$62 MSeries C
Waterlily
Jan 2025Participated
$7 MSeed
Vesta Healthcare
Sep 2024Participated
$65 MSeries C
Aveni
Jul 2024Participated
$14 MSeries A
Coadjute
Apr 2024Participated
$13 MOther Equity
Foretellix
Dec 2023Participated
$85 MSeries C
YellowBird
Apr 2023Participated
$5 MSeed
Hazy
Mar 2023Participated
$9 MSeries A
Planck
Sep 2022Participated
$23 MOther Equity
Form3
Sep 2021Participated
$160 MSeries C
Foretellix
Sep 2021Participated
$32 MSeries B
Insurify
Sep 2021Participated
$100 MSeries B
Upstream Security
Aug 2021Participated
$62 MSeries C
35
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Insights

Time horizon

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Deal Distribution

Nationwide: 35 funding rounds are recorded in the selected participation categories.All available history.
Nationwide: 35 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed03
Series A06
Series B25
Series C+111
Other Equity07

Monthly Deal Activity

Nationwide: 35 deals are recorded across 114 months.All available history.
Nationwide: 35 deals are recorded across 114 months. All available history
MonthDeals
May '171
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '181
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '191
Mar '191
Apr '191
May '191
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '191
Dec '190
Jan '201
Feb '200
Mar '200
Apr '201
May '200
Jun '202
Jul '200
Aug '201
Sep '200
Oct '200
Nov '202
Dec '201
Jan '210
Feb '210
Mar '213
Apr '211
May '211
Jun '212
Jul '211
Aug '211
Sep '213
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '221
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '231
Apr '231
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '231
Jan '240
Feb '240
Mar '240
Apr '241
May '240
Jun '240
Jul '241
Aug '240
Sep '241
Oct '240
Nov '240
Dec '240
Jan '251
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

Nationwide: Fintech is the largest displayed sector by deal count (23 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.

Nationwide: Fintech is the largest displayed sector by deal count (23 deals). All available history
SectorDeals
Fintech23
Enterprise Software11
AI & Machine Learning10
Health & Life Sciences6
Real Estate & Construction5
E-Commerce & Retail4
Data, Analytics & IT4
Transportation & Logistics4
Networks, Cloud & Communication4
Professional Services4
Government & Defense2
Cybersecurity & Privacy1
AR/VR1
Hardware & Robotics1
Media & Entertainment1

Deal Size Distribution

Nationwide: 35 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.

Nationwide: 35 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M1
$5M-$10M7
$10M-$25M8
$25M-$50M7
$50M-$100M7
$100M-$250M4
$250M-$500M1
$500M-$1B0
$1B+0

Deals By Geography

Nationwide: United States has the largest recorded deal count among the displayed regions (22 deals).All available history.

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

Nationwide: United States has the largest recorded deal count among the displayed regions (22 deals). All available history
RegionDeals
United States22
Europe9
Israel3
Indonesia1
Nationwide: 20 co-investors are shown, with 83North sharing 5 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

Nationwide: Led accounts for 9% and participating for 91% of round participation.All available history.
Nationwide: Led accounts for 9% and participating for 91% of round participation. All available history
CategoryDeals (count)Share (%)
Led39%
Participating3291%
Nationwide: Single-lead accounts for 33% and co-led for 67% of lead dynamics.All available history.
Nationwide: Single-lead accounts for 33% and co-led for 67% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead133%
Co-led267%

Team

Ann Bair

Senior Vice President, Financial Services Marketing

Bradley J Beman, CFA

Head Of Fixed Income

Jason DeVelvis

Product Manager