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The Venture Codex

Overview

Commercial bank providing tailored banking services to businesses.

Founded

1982

Deals ยท 12mo

0

Stage focus

Debt
Series B

Geographic focus

Australia
Canada
United States

Sector focus

Banking
Commercial Lending
Financial Services

Investment portfolio

15rounds
NAMEDATESIZE
Machinery Partner
Dec 2023Participated
$11 MSeries A
Bloomfilter
May 2023Participated
$7 MSeed
VideoVerse
Apr 2022Participated
$47 MSeries B
Apprentice.io
Jan 2022Participated
$100 MSeries C
Extend
Oct 2021Participated
$40 MSeries B
Extend, Inc.
Oct 2021Participated
$40 MSeries B
Roamly
Aug 2021Participated
$120 MOther Equity
Outdoorsy
Jun 2021Participated
$120 MOther Equity
Kate Farms
Jun 2021Led
$30 MDebt
Apprentice.io
Dec 2020Participated
$24 MSeries B
Headspace
Feb 2020Participated
$93 MOther Equity
Indigo
Jan 2020Participated
$200 MOther Equity
Machinery Partner
Dec 2023Participated
$11 MSeries A
Bloomfilter
May 2023Participated
$7 MSeed
VideoVerse
Apr 2022Participated
$47 MSeries B
Apprentice.io
Jan 2022Participated
$100 MSeries C
Extend
Oct 2021Participated
$40 MSeries B
Extend, Inc.
Oct 2021Participated
$40 MSeries B
Roamly
Aug 2021Participated
$120 MOther Equity
Outdoorsy
Jun 2021Participated
$120 MOther Equity
Kate Farms
Jun 2021Led
$30 MDebt
Apprentice.io
Dec 2020Participated
$24 MSeries B
Headspace
Feb 2020Participated
$93 MOther Equity
Indigo
Jan 2020Participated
$200 MOther Equity
15
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Insights

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Deal Distribution

Pacific Western Bank: 15 funding rounds are recorded in the selected participation categories.All available history.
Pacific Western Bank: 15 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed01
Series A01
Series B04
Series C+01
Other Equity05
Debt12

Monthly Deal Activity

Pacific Western Bank: 15 deals are recorded across 127 months.All available history.
Pacific Western Bank: 15 deals are recorded across 127 months. All available history
MonthDeals
Apr '161
May '160
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '160
Dec '160
Jan '170
Feb '170
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '171
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
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 '202
Feb '201
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '201
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '212
Jul '210
Aug '211
Sep '210
Oct '212
Nov '210
Dec '210
Jan '221
Feb '220
Mar '220
Apr '221
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 '231
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '231
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

Pacific Western Bank: Enterprise Software is the largest displayed sector by deal count (5 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.

Pacific Western Bank: Enterprise Software is the largest displayed sector by deal count (5 deals). All available history
SectorDeals
Enterprise Software5
Networks, Cloud & Communication5
Health & Life Sciences4
Consumer & Lifestyle3
Fintech3
Food & Agriculture3
Developer Tools3
E-Commerce & Retail2
Real Estate & Construction2
Space & Frontier Tech2
Manufacturing2
Media & Entertainment2
Clean Energy & Sustainability1
AI & Machine Learning1
Social & Community Platforms1

Deal Size Distribution

Pacific Western Bank: 15 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.

Pacific Western Bank: 15 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M2
$25M-$50M4
$50M-$100M1
$100M-$250M7
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Pacific Western Bank: United States has the largest recorded deal count among the displayed regions (13 deals).All available history.

Top 3 of 3 regions; European countries are grouped as Europe.

Pacific Western Bank: United States has the largest recorded deal count among the displayed regions (13 deals). All available history
RegionDeals
United States13
Australia1
Canada1
Pacific Western Bank: 20 co-investors are shown, with ADAR1 Partners sharing 2 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

Pacific Western Bank: Led accounts for 7% and participating for 93% of round participation.All available history.
Pacific Western Bank: Led accounts for 7% and participating for 93% of round participation. All available history
CategoryDeals (count)Share (%)
Led17%
Participating1493%
Pacific Western Bank: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
Pacific Western Bank: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1100%
Co-led00%

Team

Audrey Yen

SVP | Fund Finance

Bryce Bewley

VP- Venture Banking

Jay McNeil

Managing Director

Mark Yung

EVP and Chief Operating Officer

Matthew P. Wagner

President, Chief Executive Officer and Director

Mykas Degesys

Senior Vice President

Nick Honigman

Senior Vice President, Life Sciences | Venture Banking