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The Venture Codex

Overview

Financial service provider company.

Founded

1982

Deals · 12mo

0

Stage focus

—

Geographic focus

United States

Sector focus

Crowdfunding
Financial Services
Information Technology

Investment portfolio

1rounds
NAMEDATESIZE
Prescient
May 2021Participated
$190 MOther Equity
Prescient
May 2021Participated
$190 MOther Equity
1
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Security Benefit: 1 funding rounds are recorded in the selected participation categories.All available history.
Security Benefit: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Other Equity01

Monthly Deal Activity

Security Benefit: 1 deals are recorded across 66 months.All available history.
Security Benefit: 1 deals are recorded across 66 months. All available history
MonthDeals
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 '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

Security Benefit: Manufacturing 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.

Security Benefit: Manufacturing is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Manufacturing1
Real Estate & Construction1

Deal Size Distribution

Security Benefit: 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.

Security Benefit: 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-$50M0
$50M-$100M0
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Security Benefit: 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.

Security Benefit: United States has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
United States1
Security Benefit: 2 co-investors are shown, with Eldridge 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.

Security Benefit: 2 co-investors are shown, with Eldridge sharing 1 recorded deals. All available history
Co-investorShared deals
Eldridge1
JE Dunn1

Investment Strategy

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

Doug Wolff

CEO & President

Jackie Morales

Chief Operating Officer

Michael Kiley

Chairman, Trustee, Chief Executive Officer & President