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The Venture Codex

Overview

Investment banking services focused on technology and communications sector

Founded

1962

Deals · 12mo

0

Stage focus

Debt
Series C

Geographic focus

Brazil
Canada
United States

Sector focus

Banking
Financial Services
Information Technology
Insurance
...

Investment portfolio

5rounds
NAMEDATESIZE
Meridian Mining
Aug 2025Participated
$36 MOther Equity
MOD Super Fast Pizza
Jan 2018Participated
$73 MDebt
ALung Technologies
Apr 2017Participated
$36 MSeries C
Direct Media Technologies
Jun 2011Led
$4 MOther Equity
Datapipe
May 2011Participated
$176 MDebt
Meridian Mining
Aug 2025Participated
$36 MOther Equity
MOD Super Fast Pizza
Jan 2018Participated
$73 MDebt
ALung Technologies
Apr 2017Participated
$36 MSeries C
Direct Media Technologies
Jun 2011Led
$4 MOther Equity
Datapipe
May 2011Participated
$176 MDebt
5
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Insights

Time horizon

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Deal Distribution

Raymond James: 5 funding rounds are recorded in the selected participation categories.All available history.
Raymond James: 5 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series C+01
Other Equity11
Debt02

Monthly Deal Activity

Raymond James: 5 deals are recorded across 186 months.All available history.
Raymond James: 5 deals are recorded across 186 months. All available history
MonthDeals
May '111
Jun '111
Jul '110
Aug '110
Sep '110
Oct '110
Nov '110
Dec '110
Jan '120
Feb '120
Mar '120
Apr '120
May '120
Jun '120
Jul '120
Aug '120
Sep '120
Oct '120
Nov '120
Dec '120
Jan '130
Feb '130
Mar '130
Apr '130
May '130
Jun '130
Jul '130
Aug '130
Sep '130
Oct '130
Nov '130
Dec '130
Jan '140
Feb '140
Mar '140
Apr '140
May '140
Jun '140
Jul '140
Aug '140
Sep '140
Oct '140
Nov '140
Dec '140
Jan '150
Feb '150
Mar '150
Apr '150
May '150
Jun '150
Jul '150
Aug '150
Sep '150
Oct '150
Nov '150
Dec '150
Jan '160
Feb '160
Mar '160
Apr '160
May '160
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '160
Dec '160
Jan '170
Feb '170
Mar '170
Apr '171
May '170
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '181
Feb '180
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 '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 '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 '251
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

Raymond James: Networks, Cloud & Communication 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.

Raymond James: Networks, Cloud & Communication is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Networks, Cloud & Communication2
Marketing & Advertising1
Enterprise Software1
Media & Entertainment1
Health & Life Sciences1
Food & Agriculture1
Clean Energy & Sustainability1
Professional Services1
Transportation & Logistics1

Deal Size Distribution

Raymond James: 5 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.

Raymond James: 5 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M1
$5M-$10M0
$10M-$25M0
$25M-$50M2
$50M-$100M1
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Raymond James: United States has the largest recorded deal count among the displayed regions (3 deals).All available history.

Top 3 of 3 regions; European countries are grouped as Europe.

Raymond James: United States has the largest recorded deal count among the displayed regions (3 deals). All available history
RegionDeals
United States3
Canada1
Brazil1
Raymond James: 20 co-investors are shown, with Abiomed 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.

Investment Strategy

Raymond James: Led accounts for 20% and participating for 80% of round participation.All available history.
Raymond James: Led accounts for 20% and participating for 80% of round participation. All available history
CategoryDeals (count)Share (%)
Led120%
Participating480%
Raymond James: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
Raymond James: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led1100%

Team

Bob James

Founder

Davenport Mosby III

Vice Chairman of Investment Banking

Dennis Zank

Chief Operating Officer

James Bunn

President of Global Equities and Investment Banking

Jeff Dowdle

Executive Vice President

Jeffrey Julien

Executive Vice President, Finance Chief Financial Officer and Treasurer

John Carson

President

Matt Gunter

Financial Advisor

Ryan Lund

Senior Vice President, Tech & Telecom Group