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The Venture Codex

Overview

Specialty finance team focused on short-duration, asset-based investments.

Deals · 12mo

3

Stage focus

Debt

Geographic focus

United States

Sector focus

Banking
Business Development
Finance
Financial Services

Investment portfolio

3rounds
NAMEDATESIZE
TravelPerk
Jun 2026Led
$300 MDebt
Ripple
May 2026Led
$200 MDebt
Wasabi Technologies
Apr 2026Participated
$250 MDebt
TravelPerk
Jun 2026Led
$300 MDebt
Ripple
May 2026Led
$200 MDebt
Wasabi Technologies
Apr 2026Participated
$250 MDebt
3
Items
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Insights

Time horizon

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Deal Distribution

Neuberger Specialty Finance: 3 funding rounds are recorded in the selected participation categories.All available history.
Neuberger Specialty Finance: 3 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Debt21

Monthly Deal Activity

Neuberger Specialty Finance: 3 deals are recorded across 7 months.All available history.
Neuberger Specialty Finance: 3 deals are recorded across 7 months. All available history
MonthDeals
Apr '261
May '261
Jun '261
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Neuberger Specialty Finance: Networks, Cloud & Communication is the largest displayed sector by deal count (2 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 Specialty Finance: Networks, Cloud & Communication is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Networks, Cloud & Communication2
Fintech2
Travel & Hospitality1
Crypto & Blockchain1
Enterprise Software1
Media & Entertainment1
E-Commerce & Retail1
AI & Machine Learning1
Data, Analytics & IT1

Deal Size Distribution

Neuberger Specialty Finance: 3 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 Specialty Finance: 3 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M0
$100M-$250M1
$250M-$500M2
$500M-$1B0
$1B+0

Deals By Geography

Neuberger Specialty Finance: United States has the largest recorded deal count among the displayed regions (2 deals).All available history.

Top 2 of 2 regions; European countries are grouped as Europe.

Neuberger Specialty Finance: United States has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
United States2
Europe1
Neuberger Specialty Finance: 7 co-investors are shown, with Aksia 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.

Neuberger Specialty Finance: 7 co-investors are shown, with Aksia sharing 1 recorded deals. All available history
Co-investorShared deals
Aksia1
Bain Capital1
BTG Pactual U.S. Private Credit Investments1
Energy Impact Partners1
Hercules Capital1
Liquidity Capital1
Owl Rock1

Investment Strategy

Neuberger Specialty Finance: Led accounts for 67% and participating for 33% of round participation.All available history.
Neuberger Specialty Finance: Led accounts for 67% and participating for 33% of round participation. All available history
CategoryDeals (count)Share (%)
Led267%
Participating133%
Neuberger Specialty Finance: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
Neuberger Specialty Finance: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead2100%
Co-led00%

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