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The Venture Codex

Overview

Private banking and asset management services.

Founded

1805

Deals · 12mo

2

Stage focus

Series A
Series B

Geographic focus

Switzerland
United States

Sector focus

Asset Management
Banking
Finance
Financial Services
...

Investment portfolio

23rounds
NAMEDATESIZE
Kinaset Therapeutics
Jan 2026Participated
$103 MSeries B
Syremis Therapeutics
Dec 2025Participated
$165 MSeries A
Azafaros
May 2025Participated
$155 MSeries B
Mainspring Energy
Apr 2025Participated
$258 MSeries F
Fairmat
Apr 2025Participated
$61 MSeries B
Unique
Feb 2025Participated
$30 MSeries A
Atalanta Therapeutics
Jan 2025Participated
$97 MSeries B
Antag Therapeutics
Dec 2024Participated
$93 MSeries A
Caresyntax
Aug 2024Participated
$180 MDebt
RefleXion Medical
Nov 2023Participated
$105 MOther Equity
Honasa Consumer
Oct 2023Participated
$92 MOther Equity
Harbinger Health
Sep 2023Led
$140 MSeries B
Kinaset Therapeutics
Jan 2026Participated
$103 MSeries B
Syremis Therapeutics
Dec 2025Participated
$165 MSeries A
Azafaros
May 2025Participated
$155 MSeries B
Mainspring Energy
Apr 2025Participated
$258 MSeries F
Fairmat
Apr 2025Participated
$61 MSeries B
Unique
Feb 2025Participated
$30 MSeries A
Atalanta Therapeutics
Jan 2025Participated
$97 MSeries B
Antag Therapeutics
Dec 2024Participated
$93 MSeries A
Caresyntax
Aug 2024Participated
$180 MDebt
RefleXion Medical
Nov 2023Participated
$105 MOther Equity
Honasa Consumer
Oct 2023Participated
$92 MOther Equity
Harbinger Health
Sep 2023Led
$140 MSeries B
23
Items
...
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Insights

Time horizon

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Deal Distribution

Pictet Alternative Advisors: 23 funding rounds are recorded in the selected participation categories.All available history.
Pictet Alternative Advisors: 23 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A04
Series B16
Series C+07
Other Equity13
Debt01

Monthly Deal Activity

Pictet Alternative Advisors: 23 deals are recorded across 105 months.All available history.
Pictet Alternative Advisors: 23 deals are recorded across 105 months. All available history
MonthDeals
Feb '181
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 '200
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '201
Nov '200
Dec '201
Jan '210
Feb '211
Mar '210
Apr '210
May '211
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 '221
Oct '221
Nov '221
Dec '221
Jan '230
Feb '231
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '232
Oct '231
Nov '231
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '241
Sep '240
Oct '240
Nov '240
Dec '241
Jan '251
Feb '251
Mar '250
Apr '252
May '251
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '251
Jan '261
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Pictet Alternative Advisors: Health & Life Sciences is the largest displayed sector by deal count (17 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.

Pictet Alternative Advisors: Health & Life Sciences is the largest displayed sector by deal count (17 deals). All available history
SectorDeals
Health & Life Sciences17
AI & Machine Learning5
Clean Energy & Sustainability4
Consumer & Lifestyle4
Data, Analytics & IT3
Fintech3
Manufacturing3
Enterprise Software2
Space & Frontier Tech2
Food & Agriculture2
Cybersecurity & Privacy1
Transportation & Logistics1
Hardware & Robotics1
Marketing & Advertising1
Media & Entertainment1
Professional Services1

Deal Size Distribution

Pictet Alternative Advisors: 23 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.

Pictet Alternative Advisors: 23 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M1
$25M-$50M2
$50M-$100M6
$100M-$250M11
$250M-$500M2
$500M-$1B1
$1B+0

Deals By Geography

Pictet Alternative Advisors: United States has the largest recorded deal count among the displayed regions (13 deals).All available history.

Top 5 of 5 regions; European countries are grouped as Europe.

Pictet Alternative Advisors: United States has the largest recorded deal count among the displayed regions (13 deals). All available history
RegionDeals
United States13
Europe7
Israel1
Saudi Arabia1
India1
Pictet Alternative Advisors: 20 co-investors are shown, with Flagship Pioneering sharing 5 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

Pictet Alternative Advisors: Led accounts for 9% and participating for 91% of round participation.All available history.
Pictet Alternative Advisors: Led accounts for 9% and participating for 91% of round participation. All available history
CategoryDeals (count)Share (%)
Led29%
Participating2191%
Pictet Alternative Advisors: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
Pictet Alternative Advisors: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led2100%

Team

Erol Merdanović

Senior Frontend Developer

Guillaume RUCH

Project Manager - Strategy & Finance⎜Pictet Trading & Sales

Hubertus Kuelps

Head of Communications & Branding

Karen Loon

Independent Director, audit Committee chair, risk committee member, bank pictet and Cia

Stephen Barber

Group Managing Director & Head of Communications