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The Venture Codex

Overview

Insurance brokerage specializing in property and wealth management.

Founded

1999

Deals ยท 12mo

0

Stage focus

Debt
Seed
Series B

Geographic focus

United States

Sector focus

Consulting
Financial Services
Insurance
InsurTech
...

Investment portfolio

3rounds
NAMEDATESIZE
Ascend
Jan 2022Participated
$280 MDebt
Kindbody
Jul 2020Participated
$32 MSeries B
Xagent
Mar 2018Participated
$2 MSeed
Ascend
Jan 2022Participated
$280 MDebt
Kindbody
Jul 2020Participated
$32 MSeries B
Xagent
Mar 2018Participated
$2 MSeed
3
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

NFP: 3 funding rounds are recorded in the selected participation categories.All available history.
NFP: 3 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed01
Series B01
Debt01

Monthly Deal Activity

NFP: 3 deals are recorded across 104 months.All available history.
NFP: 3 deals are recorded across 104 months. All available history
MonthDeals
Mar '181
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '190
May '190
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '200
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '201
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 '221
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 '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

NFP: Fintech 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.

NFP: Fintech is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Fintech2
Health & Life Sciences1

Deal Size Distribution

NFP: 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.

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

Deals By Geography

NFP: United States has the largest recorded deal count among the displayed regions (3 deals).All available history.

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

NFP: United States has the largest recorded deal count among the displayed regions (3 deals). All available history
RegionDeals
United States3
NFP: 14 co-investors are shown, with Claritas Capital 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.

Investment Strategy

NFP: Led accounts for 0% and participating for 100% of round participation.All available history.
NFP: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating3100%
NFP: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
NFP: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

Brad L Larsen

Managing Director

Carl Nelson

Executive Vice President of Mergers & Acquisitions

Doug Hammond

Chairman and CEO

Ethan Foxman

Regional Managing Director, Mid-Atlantic

Lesley Munk

Senior Vice President & Associate General Counsel

Michael Goldman

Executive Vice President & Chief Operating Officer

Pamela Derksen

Deputy Chief Compliance Officer

Tandra Davis

SVP, Procurement