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The Venture Codex

Overview

Software for customer engagement and operational excellence.

Deals · 12mo

1

Stage focus

Seed

Geographic focus

Canada

Sector focus

Artificial Intelligence (AI)
CRM
Robotic Process Automation (RPA)
Software

Investment portfolio

2rounds
NAMEDATESIZE
Fisent Technologies
Aug 2026Participated
$4 MSeed
Fisent Technologies
Jun 2025Participated
$2 MSeed
Fisent Technologies
Aug 2026Participated
$4 MSeed
Fisent Technologies
Jun 2025Participated
$2 MSeed
2
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Pegasystems: 2 funding rounds are recorded in the selected participation categories.All available history.
Pegasystems: 2 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed02

Monthly Deal Activity

Pegasystems: 2 deals are recorded across 17 months.All available history.
Pegasystems: 2 deals are recorded across 17 months. All available history
MonthDeals
Jun '251
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 '261
Sep '260
Oct '260

Sector Breakdown

Pegasystems: Enterprise Software 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.

Pegasystems: Enterprise Software is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Enterprise Software2
AI & Machine Learning2

Deal Size Distribution

Pegasystems: 2 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.

Pegasystems: 2 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M2
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Pegasystems: Canada has the largest recorded deal count among the displayed regions (2 deals).All available history.

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

Pegasystems: Canada has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
Canada2
Pegasystems: 3 co-investors are shown, with Cloudberry Pioneer Investments 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.

Pegasystems: 3 co-investors are shown, with Cloudberry Pioneer Investments sharing 1 recorded deals. All available history
Co-investorShared deals
Cloudberry Pioneer Investments1
FINTOP Capital1
Sand Dollar Capital1

Investment Strategy

Pegasystems: Led accounts for 0% and participating for 100% of round participation.All available history.
Pegasystems: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating2100%
Pegasystems: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Pegasystems: 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

Alan Trefler

Founder & CEO

Damon Lockwood

Vice President of Intelligent Automation Strategy

Douglas Kra

Senior Vice President, Global Customer Success

John Connors

Manager, Solution Consulting & Public Sector

Jonathan Rusby

Sales Leader

Leon Trefler

Senior Vice President of Global Customer Success

Max Mayer

Senior Vice President of Corporate Development

Sebastian Ozyp

Senior Business Analyst