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The Venture Codex

Overview

Independent asset management company offering global investment solutions.

Deals · 12mo

6

Stage focus

—

Geographic focus

United States

Sector focus

Banking
Business Development
Finance
Financial Services

Investment portfolio

50rounds
NAMEDATESIZE
Ayar Labs
Mar 2026Led
$500 MSeries E
Vestwell
Feb 2026Participated
$385 MSeries E
Databricks
Feb 2026Participated
$3.0 BDebt
Homebound
Dec 2025Participated
$100 MOther Equity
PayJoy
Dec 2025Led
$140 MDebt
Upgrade
Oct 2025Led
$165 MSeries G
Addi
Sep 2025Led
$50 MDebt
JSW Cement
Aug 2025Participated
$123 MOther Equity
Cart.com
May 2025Participated
$50 MOther Equity
Tala
Mar 2025Led
$150 MDebt
Skyfire Systems
Aug 2024Participated
$9 MSeed
Groq
Aug 2024Participated
$640 MSeries D
Ayar Labs
Mar 2026Led
$500 MSeries E
Vestwell
Feb 2026Participated
$385 MSeries E
Databricks
Feb 2026Participated
$3.0 BDebt
Homebound
Dec 2025Participated
$100 MOther Equity
PayJoy
Dec 2025Led
$140 MDebt
Upgrade
Oct 2025Led
$165 MSeries G
Addi
Sep 2025Led
$50 MDebt
JSW Cement
Aug 2025Participated
$123 MOther Equity
Cart.com
May 2025Participated
$50 MOther Equity
Tala
Mar 2025Led
$150 MDebt
Skyfire Systems
Aug 2024Participated
$9 MSeed
Groq
Aug 2024Participated
$640 MSeries D
50
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Insights

Time horizon

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Deal Distribution

Neuberger Berman: 50 funding rounds are recorded in the selected participation categories.All available history.
Neuberger Berman: 50 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed01
Series A01
Series B30
Series C+513
Other Equity218
Debt43

Monthly Deal Activity

Neuberger Berman: 50 deals are recorded across 164 months.All available history.
Neuberger Berman: 50 deals are recorded across 164 months. All available history
MonthDeals
Mar '131
Apr '130
May '130
Jun '130
Jul '130
Aug '130
Sep '130
Oct '130
Nov '130
Dec '130
Jan '140
Feb '140
Mar '140
Apr '140
May '140
Jun '140
Jul '140
Aug '140
Sep '140
Oct '140
Nov '140
Dec '140
Jan '150
Feb '150
Mar '152
Apr '151
May '152
Jun '150
Jul '150
Aug '150
Sep '150
Oct '150
Nov '150
Dec '152
Jan '160
Feb '160
Mar '160
Apr '160
May '160
Jun '160
Jul '161
Aug '160
Sep '160
Oct '160
Nov '160
Dec '160
Jan '171
Feb '170
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '181
Apr '180
May '180
Jun '180
Jul '181
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '190
May '190
Jun '191
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '191
Jan '200
Feb '200
Mar '200
Apr '201
May '200
Jun '201
Jul '200
Aug '201
Sep '200
Oct '202
Nov '201
Dec '200
Jan '211
Feb '210
Mar '210
Apr '212
May '212
Jun '210
Jul '212
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '222
Mar '221
Apr '221
May '221
Jun '220
Jul '220
Aug '220
Sep '220
Oct '221
Nov '221
Dec '220
Jan '231
Feb '230
Mar '231
Apr '230
May '230
Jun '230
Jul '230
Aug '231
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '241
Jul '240
Aug '242
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '251
Apr '250
May '251
Jun '250
Jul '250
Aug '251
Sep '251
Oct '251
Nov '250
Dec '252
Jan '260
Feb '262
Mar '261
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Neuberger Berman: Fintech is the largest displayed sector by deal count (21 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.

Neuberger Berman: Fintech is the largest displayed sector by deal count (21 deals). All available history
SectorDeals
Fintech21
Enterprise Software13
Networks, Cloud & Communication11
E-Commerce & Retail10
Data, Analytics & IT9
Health & Life Sciences8
Cybersecurity & Privacy7
AI & Machine Learning7
Professional Services6
Real Estate & Construction5
Consumer & Lifestyle4
Space & Frontier Tech3
Marketing & Advertising3
Education & Workforce2
Hardware & Robotics2
Transportation & Logistics1
Manufacturing1
Media & Entertainment1
Food & Agriculture1
Gaming & eSports1

Deal Size Distribution

Neuberger Berman: 50 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.

Neuberger Berman: 50 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M3
$25M-$50M2
$50M-$100M9
$100M-$250M20
$250M-$500M9
$500M-$1B5
$1B+1

Deals By Geography

Neuberger Berman: United States has the largest recorded deal count among the displayed regions (45 deals).All available history.

Top 5 of 5 regions; European countries are grouped as Europe.

Neuberger Berman: United States has the largest recorded deal count among the displayed regions (45 deals). All available history
RegionDeals
United States45
India2
Europe1
Colombia1
Brazil1
Neuberger Berman: 20 co-investors are shown, with BlackRock sharing 6 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

Neuberger Berman: Led accounts for 28% and participating for 72% of round participation.All available history.
Neuberger Berman: Led accounts for 28% and participating for 72% of round participation. All available history
CategoryDeals (count)Share (%)
Led1428%
Participating3672%
Neuberger Berman: Single-lead accounts for 86% and co-led for 14% of lead dynamics.All available history.
Neuberger Berman: Single-lead accounts for 86% and co-led for 14% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1286%
Co-led214%

Team

Amit Solomon

Portfolio Manager, Neuberger Berman Small Cap Intrinsic Value Fund

Daniel Hanson

Managing Director, Senior Portfolio Manager

David A. Kiefer

Managing Director

Kirti Naik

Head of Brand & Creative

Lesley Nurse

CFA, Managing Director

Michael Smith

Managing Director

Paul Daggett

Managing Director

Ramez Toubassy

Managing Director

Zhengyuan Lu

General Partner