The Venture Codex Logo

The Venture Codex

Overview

Asset and investment management advisory firm.

Founded

1999

Deals · 12mo

0

Stage focus

Series A

Geographic focus

—

Sector focus

Advice
Asset Management
Financial Services

Investment portfolio

1rounds
NAMEDATESIZE
Oy! Indonesia
Sep 2021Participated
$30 MSeries A
Oy! Indonesia
Sep 2021Participated
$30 MSeries A
1
Items
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

Orion Advisors: 1 funding rounds are recorded in the selected participation categories.All available history.
Orion Advisors: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A01

Monthly Deal Activity

Orion Advisors: 1 deals are recorded across 62 months.All available history.
Orion Advisors: 1 deals are recorded across 62 months. All available history
MonthDeals
Sep '211
Oct '210
Nov '210
Dec '210
Jan '220
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

Orion Advisors: Fintech is the largest displayed sector by deal count (1 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.

Orion Advisors: Fintech is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Fintech1

Deal Size Distribution

Orion Advisors: 1 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.

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

Deals By Geography

Orion Advisors: 12190 has the largest recorded deal count among the displayed regions (1 deals).All available history.

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

Orion Advisors: 12190 has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
121901
Orion Advisors: 8 co-investors are shown, with AC Ventures 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.

Orion Advisors: 8 co-investors are shown, with AC Ventures sharing 1 recorded deals. All available history
Co-investorShared deals
AC Ventures1
Cyber Creation Ventures(CCV)1
MDI Ventures1
Pavilion Capital1
PT SAT1
Saison Capital1
SoftBank Ventures Asia1
Wavemaker Partners1

Investment Strategy

Orion Advisors: Led accounts for 0% and participating for 100% of round participation.All available history.
Orion Advisors: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating1100%
Orion Advisors: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Orion Advisors: 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

Avery Cook

Head of Retirement Plan Services

Bill Wostoupal

Chief of Strategic Relationships

Brendan McConnell

EVP, Enterprise and TAMP Products

Edward Kelly

EVP, TAMP Sales

Jason B. Moore

Chief Solutions Officer

Natalie Wolfsen

Chief Executive Officer

Noreen Beaman

President