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The Venture Codex

Overview

Closed life assurance fund consolidator managing pension funds.

Founded

1857

Deals · 12mo

0

Stage focus

—

Geographic focus

Denmark
United Kingdom

Sector focus

Financial Services

Investment portfolio

2rounds
NAMEDATESIZE
Moneyhub
Dec 2022Participated
$49 MOther Equity
Practio
Aug 2020Participated
$10 MOther Equity
Moneyhub
Dec 2022Participated
$49 MOther Equity
Practio
Aug 2020Participated
$10 MOther Equity
2
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Insights

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Deal Distribution

Phoenix Group: 2 funding rounds are recorded in the selected participation categories.All available history.
Phoenix Group: 2 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Other Equity02

Monthly Deal Activity

Phoenix Group: 2 deals are recorded across 75 months.All available history.
Phoenix Group: 2 deals are recorded across 75 months. All available history
MonthDeals
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 '221
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
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Oct '240
Nov '240
Dec '240
Jan '250
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Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Phoenix Group: 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.

Phoenix Group: Fintech is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Fintech1
Health & Life Sciences1
Consumer & Lifestyle1

Deal Size Distribution

Phoenix Group: 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.

Phoenix Group: 2 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M0
$25M-$50M1
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Phoenix Group: Europe 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.

Phoenix Group: Europe has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
Europe2
Phoenix Group: 4 co-investors are shown, with Legal & General 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.

Phoenix Group: 4 co-investors are shown, with Legal & General sharing 1 recorded deals. All available history
Co-investorShared deals
Legal & General1
Lloyds Banking Group1
Shawbrook Bank1
Spintop Ventures1

Investment Strategy

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

Dave Vorbrich

Group Chief Information Officer

Jim McConville

Finance Director

John McGuigan

Customer Director

Jonathan Pears

Chief Risk Officer

Michael Brown

Group Programme Risk Assurance (Interim)

Simon True

Corporate Development Director and Chief Actuary

Stuart Coyle

Senior Digital Learning Consultant