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The Venture Codex

Overview

Services for pooled investment vehicles.

Founded

2004

Deals ยท 12mo

0

Stage focus

Series B
Series C

Geographic focus

United States

Sector focus

Financial Services
Hedge Funds

Investment portfolio

28rounds
NAMEDATESIZE
Erasca
Aug 2020Led
$36 MSeries B
Shattuck Labs
Jun 2020Participated
$118 MSeries B
Pulmonx
May 2020Participated
$83 MOther Equity
Outset Medical
Feb 2020Participated
$125 MSeries E
Avidity Biosciences
Nov 2019Participated
$100 MSeries C
KARUNA
Apr 2019Participated
$12 MSeries B
Karuna Therapeutics
Apr 2019Participated
$12 MSeries B
Auris Health
Nov 2018Led
$220 MOther Equity
Outset Medical
Aug 2018Participated
$132 MSeries D
Cytrellis Biosystems
Jun 2018Participated
$29 MSeries B
UNITY Biotechnology
Mar 2018Participated
$55 MSeries C
Aptinyx
Dec 2017Participated
$70 MSeries B
Erasca
Aug 2020Led
$36 MSeries B
Shattuck Labs
Jun 2020Participated
$118 MSeries B
Pulmonx
May 2020Participated
$83 MOther Equity
Outset Medical
Feb 2020Participated
$125 MSeries E
Avidity Biosciences
Nov 2019Participated
$100 MSeries C
KARUNA
Apr 2019Participated
$12 MSeries B
Karuna Therapeutics
Apr 2019Participated
$12 MSeries B
Auris Health
Nov 2018Led
$220 MOther Equity
Outset Medical
Aug 2018Participated
$132 MSeries D
Cytrellis Biosystems
Jun 2018Participated
$29 MSeries B
UNITY Biotechnology
Mar 2018Participated
$55 MSeries C
Aptinyx
Dec 2017Participated
$70 MSeries B
28
Items
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Insights

Time horizon

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Deal Distribution

Partner Fund Management: 28 funding rounds are recorded in the selected participation categories.All available history.
Partner Fund Management: 28 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A11
Series B48
Series C+28
Other Equity13

Monthly Deal Activity

Partner Fund Management: 28 deals are recorded across 182 months.All available history.
Partner Fund Management: 28 deals are recorded across 182 months. All available history
MonthDeals
Sep '111
Oct '110
Nov '110
Dec '110
Jan '120
Feb '120
Mar '120
Apr '120
May '120
Jun '120
Jul '120
Aug '120
Sep '120
Oct '120
Nov '120
Dec '120
Jan '130
Feb '130
Mar '130
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 '141
Sep '140
Oct '140
Nov '141
Dec '140
Jan '150
Feb '150
Mar '151
Apr '151
May '150
Jun '151
Jul '151
Aug '150
Sep '150
Oct '150
Nov '150
Dec '151
Jan '160
Feb '160
Mar '160
Apr '161
May '160
Jun '160
Jul '161
Aug '160
Sep '160
Oct '160
Nov '160
Dec '160
Jan '171
Feb '170
Mar '170
Apr '171
May '171
Jun '170
Jul '170
Aug '171
Sep '170
Oct '170
Nov '170
Dec '173
Jan '180
Feb '180
Mar '181
Apr '180
May '180
Jun '181
Jul '180
Aug '181
Sep '180
Oct '180
Nov '181
Dec '180
Jan '190
Feb '190
Mar '190
Apr '192
May '190
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '191
Dec '190
Jan '200
Feb '201
Mar '200
Apr '200
May '201
Jun '201
Jul '200
Aug '201
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 '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

Partner Fund Management: Health & Life Sciences is the largest displayed sector by deal count (27 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.

Partner Fund Management: Health & Life Sciences is the largest displayed sector by deal count (27 deals). All available history
SectorDeals
Health & Life Sciences27
Space & Frontier Tech3
Hardware & Robotics1
Government & Defense1
Clean Energy & Sustainability1

Deal Size Distribution

Partner Fund Management: 28 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.

Partner Fund Management: 28 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M3
$25M-$50M7
$50M-$100M12
$100M-$250M6
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Partner Fund Management: United States has the largest recorded deal count among the displayed regions (27 deals).All available history.

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

Partner Fund Management: United States has the largest recorded deal count among the displayed regions (27 deals). All available history
RegionDeals
United States27
Europe1
Partner Fund Management: 20 co-investors are shown, with Fidelity Management & Research Company sharing 15 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

Partner Fund Management: Led accounts for 29% and participating for 71% of round participation.All available history.
Partner Fund Management: Led accounts for 29% and participating for 71% of round participation. All available history
CategoryDeals (count)Share (%)
Led829%
Participating2071%
Partner Fund Management: Single-lead accounts for 50% and co-led for 50% of lead dynamics.All available history.
Partner Fund Management: Single-lead accounts for 50% and co-led for 50% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead450%
Co-led450%

Team

Ka-Wai To

Investment Analyst

William R. Goodell

Chief Operating Officer