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The Venture Codex

Overview

Strategic banking services including advice, trading, and risk management.

Founded

1968

Deals · 12mo

2

Stage focus

Debt

Geographic focus

United Kingdom

Sector focus

Banking
Finance
Financial Services
Risk Management
...

Investment portfolio

19rounds
NAMEDATESIZE
Raylo
Jan 2026Participated
$41 MDebt
Holiday Extras
Oct 2025Led
$40 MOther Equity
Pulse Clean Energy
Aug 2025Participated
$292 MOther Equity
Carmoola
Jun 2025Led
$402 MDebt
FYLD
Oct 2024Led
$10 MOther Equity
Carmoola
Sep 2024Led
$134 MDebt
Raylo
Sep 2024Participated
$168 MDebt
Exacta Technologies
Jul 2024Led
$2 MOther Equity
Be.EV
Jun 2024Led
$70 MDebt
Zenobe Energy
May 2024Participated
$521 MDebt
Coadjute
Apr 2024Participated
$13 MOther Equity
AccessPay
Mar 2024Participated
$24 MOther Equity
Raylo
Jan 2026Participated
$41 MDebt
Holiday Extras
Oct 2025Led
$40 MOther Equity
Pulse Clean Energy
Aug 2025Participated
$292 MOther Equity
Carmoola
Jun 2025Led
$402 MDebt
FYLD
Oct 2024Led
$10 MOther Equity
Carmoola
Sep 2024Led
$134 MDebt
Raylo
Sep 2024Participated
$168 MDebt
Exacta Technologies
Jul 2024Led
$2 MOther Equity
Be.EV
Jun 2024Led
$70 MDebt
Zenobe Energy
May 2024Participated
$521 MDebt
Coadjute
Apr 2024Participated
$13 MOther Equity
AccessPay
Mar 2024Participated
$24 MOther Equity
19
Items
...
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

NatWest: 19 funding rounds are recorded in the selected participation categories.All available history.
NatWest: 19 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B10
Other Equity43
Debt65

Monthly Deal Activity

NatWest: 19 deals are recorded across 80 months.All available history.
NatWest: 19 deals are recorded across 80 months. All available history
MonthDeals
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 '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '221
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '233
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '241
Feb '241
Mar '241
Apr '241
May '241
Jun '241
Jul '241
Aug '240
Sep '242
Oct '241
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '251
Jul '250
Aug '251
Sep '250
Oct '251
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

NatWest: Fintech is the largest displayed sector by deal count (10 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.

NatWest: Fintech is the largest displayed sector by deal count (10 deals). All available history
SectorDeals
Fintech10
Networks, Cloud & Communication6
Enterprise Software5
Transportation & Logistics5
Clean Energy & Sustainability4
Hardware & Robotics2
Travel & Hospitality1
Government & Defense1
Data, Analytics & IT1
Real Estate & Construction1
Space & Frontier Tech1
Manufacturing1
AI & Machine Learning1
Professional Services1

Deal Size Distribution

NatWest: 19 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.

NatWest: 19 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M1
$5M-$10M2
$10M-$25M3
$25M-$50M3
$50M-$100M1
$100M-$250M5
$250M-$500M3
$500M-$1B1
$1B+0

Deals By Geography

NatWest: Europe has the largest recorded deal count among the displayed regions (19 deals).All available history.

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

NatWest: Europe has the largest recorded deal count among the displayed regions (19 deals). All available history
RegionDeals
Europe19
NatWest: 20 co-investors are shown, with CIBC sharing 4 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

NatWest: Led accounts for 58% and participating for 42% of round participation.All available history.
NatWest: Led accounts for 58% and participating for 42% of round participation. All available history
CategoryDeals (count)Share (%)
Led1158%
Participating842%
NatWest: Single-lead accounts for 64% and co-led for 36% of lead dynamics.All available history.
NatWest: Single-lead accounts for 64% and co-led for 36% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead764%
Co-led436%

Team

Alison Rose

Chief Executive Officer

Matthew Vallis

Market Dynamics Lead

Miguel Sard

MD Home Buying and Ownership

Sonia Gadhia

Director of Private Placements

William Foster

Team Leader