The Venture Codex Logo

The Venture Codex

Overview

Investment and wealth planning solutions for entrepreneurs and families.

Founded

2015

Deals ยท 12mo

0

Stage focus

Series B

Geographic focus

United States

Sector focus

Finance
Financial Services
Impact Investing
Project Management
...

Investment portfolio

3rounds
NAMEDATESIZE
ConcertoCare
Feb 2022Participated
$105 MSeries B
MPOWER Financing
Jul 2021Participated
$100 MOther Equity
Mpower
Jul 2021Participated
$153 MOther Equity
ConcertoCare
Feb 2022Participated
$105 MSeries B
MPOWER Financing
Jul 2021Participated
$100 MOther Equity
Mpower
Jul 2021Participated
$153 MOther Equity
3
Items
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

Pennington Alternative Income Management: 3 funding rounds are recorded in the selected participation categories.All available history.
Pennington Alternative Income Management: 3 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B01
Other Equity02

Monthly Deal Activity

Pennington Alternative Income Management: 3 deals are recorded across 64 months.All available history.
Pennington Alternative Income Management: 3 deals are recorded across 64 months. All available history
MonthDeals
Jul '212
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '221
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

Pennington Alternative Income Management: 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.

Pennington Alternative Income Management: Fintech is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Fintech2
Education & Workforce1
Health & Life Sciences1
Professional Services1

Deal Size Distribution

Pennington Alternative Income Management: 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.

Pennington Alternative Income Management: 3 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M0
$100M-$250M3
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Pennington Alternative Income Management: 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.

Pennington Alternative Income Management: United States has the largest recorded deal count among the displayed regions (3 deals). All available history
RegionDeals
United States3
Pennington Alternative Income Management: 10 co-investors are shown, with Drakes Landing Associates 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.

Pennington Alternative Income Management: 10 co-investors are shown, with Drakes Landing Associates sharing 2 recorded deals. All available history
Co-investorShared deals
Drakes Landing Associates2
Deerfield Management1
ETS Strategic Capital1
King Street Capital Management1
Obvious Ventures1
Schusterman1
SteelSky Ventures1
Tilden Park Capital Management1
Vast Ventures1
Wells Fargo Strategic Capital1

Investment Strategy

Pennington Alternative Income Management: Led accounts for 0% and participating for 100% of round participation.All available history.
Pennington Alternative Income Management: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating3100%
Pennington Alternative Income Management: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Pennington Alternative Income Management: 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

Rodd Macklin

CFO and Co-Founder