The Venture Codex Logo

The Venture Codex

Overview

Conflict-free investment consulting services with a fiduciary approach.

Founded

1997

Deals ยท 12mo

0

Stage focus

Series C

Geographic focus

United States

Sector focus

Consulting
Finance
Financial Services
Intellectual Property
...

Investment portfolio

1rounds
NAMEDATESIZE
Spiffy
Feb 2023Participated
$30 MSeries C
Spiffy
Feb 2023Participated
$30 MSeries C
1
Items
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

Presidio Group: 1 funding rounds are recorded in the selected participation categories.All available history.
Presidio Group: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series C+01

Monthly Deal Activity

Presidio Group: 1 deals are recorded across 45 months.All available history.
Presidio Group: 1 deals are recorded across 45 months. All available history
MonthDeals
Feb '231
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

Presidio Group: Networks, Cloud & Communication 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.

Presidio Group: Networks, Cloud & Communication is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Networks, Cloud & Communication1
Marketing & Advertising1
Fintech1
E-Commerce & Retail1

Deal Size Distribution

Presidio Group: 1 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.

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

Deals By Geography

Presidio Group: United States has the largest recorded deal count among the displayed regions (1 deals).All available history.

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

Presidio Group: United States has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
United States1
Presidio Group: 11 co-investors are shown, with Attinger 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.

Presidio Group: 11 co-investors are shown, with Attinger sharing 1 recorded deals. All available history
Co-investorShared deals
Attinger1
Bowers Automotive Group1
Edison Partners1
Goodyear Ventures1
IDEA Fund Partners1
MANN+HUMMEL1
Private Access Network1
Qvale Auto Group1
Shell Ventures1
Tribeca Venture Partners1
Trog Hawley Capital1

Investment Strategy

Presidio Group: Led accounts for 0% and participating for 100% of round participation.All available history.
Presidio Group: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating1100%
Presidio Group: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Presidio 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

Brodie Cobb

Founder and CEO

Karl Schade

Chief Executive Officer & Managing Director

Richard Garlinghouse

Principal and Co-Founder

Thomas J. Emig

Controller

William Evers Jr.

Managing Director

William Lamm

Head of Technology-Enabled Business Services Group and Managing Director