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The Venture Codex

Overview

Growth equity firm investing in software, healthcare, and consumer sectors.

Founded

1990

Deals ยท 12mo

0

Stage focus

Series A
Series D

Geographic focus

United States

Sector focus

Health Care
Information Technology
Venture Capital

Investment portfolio

10rounds
NAMEDATESIZE
Zift Solutions
Jan 2023Participated
$70 MOther Equity
Kukui
Jun 2019Led
$27 MSeries A
Apixio
May 2016Led
$19 MSeries D
Zift Solutions
Sep 2015Led
$14 MSeries B
Novu
Apr 2015Led
$20 MOther Equity
DialogTech
Sep 2014Participated
$30 MOther Equity
DialogTech
Jan 2014Participated
$9 MSeries D
OpinionLab
Mar 2013Led
$15 MOther Equity
New Era Portfolio
Jan 2012Led
$4 MSeries A
HealthTeacher
Jun 2011Participated
$5 MSeries C
Zift Solutions
Jan 2023Participated
$70 MOther Equity
Kukui
Jun 2019Led
$27 MSeries A
Apixio
May 2016Led
$19 MSeries D
Zift Solutions
Sep 2015Led
$14 MSeries B
Novu
Apr 2015Led
$20 MOther Equity
DialogTech
Sep 2014Participated
$30 MOther Equity
DialogTech
Jan 2014Participated
$9 MSeries D
OpinionLab
Mar 2013Led
$15 MOther Equity
New Era Portfolio
Jan 2012Led
$4 MSeries A
HealthTeacher
Jun 2011Participated
$5 MSeries C
10
Items
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Insights

Time horizon

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Deal Distribution

SSM Partners: 10 funding rounds are recorded in the selected participation categories.All available history.
SSM Partners: 10 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A20
Series B10
Series C+12
Other Equity22

Monthly Deal Activity

SSM Partners: 10 deals are recorded across 185 months.All available history.
SSM Partners: 10 deals are recorded across 185 months. All available history
MonthDeals
Jun '111
Jul '110
Aug '110
Sep '110
Oct '110
Nov '110
Dec '110
Jan '121
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 '131
Apr '130
May '130
Jun '130
Jul '130
Aug '130
Sep '130
Oct '130
Nov '130
Dec '130
Jan '141
Feb '140
Mar '140
Apr '140
May '140
Jun '140
Jul '140
Aug '140
Sep '141
Oct '140
Nov '140
Dec '140
Jan '150
Feb '150
Mar '150
Apr '151
May '150
Jun '150
Jul '150
Aug '150
Sep '151
Oct '150
Nov '150
Dec '150
Jan '160
Feb '160
Mar '160
Apr '160
May '161
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '160
Dec '160
Jan '170
Feb '170
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
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 '191
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 '231
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

SSM Partners: Marketing & Advertising is the largest displayed sector by deal count (5 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.

SSM Partners: Marketing & Advertising is the largest displayed sector by deal count (5 deals). All available history
SectorDeals
Marketing & Advertising5
Hardware & Robotics4
Enterprise Software4
Data, Analytics & IT4
Health & Life Sciences3
Media & Entertainment1
AI & Machine Learning1
Developer Tools1

Deal Size Distribution

SSM Partners: 10 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.

SSM Partners: 10 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M1
$5M-$10M2
$10M-$25M4
$25M-$50M2
$50M-$100M1
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

SSM Partners: United States has the largest recorded deal count among the displayed regions (10 deals).All available history.

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

SSM Partners: United States has the largest recorded deal count among the displayed regions (10 deals). All available history
RegionDeals
United States10
SSM Partners: 16 co-investors are shown, with Apex Venture Partners sharing 2 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

SSM Partners: Led accounts for 60% and participating for 40% of round participation.All available history.
SSM Partners: Led accounts for 60% and participating for 40% of round participation. All available history
CategoryDeals (count)Share (%)
Led660%
Participating440%
SSM Partners: Single-lead accounts for 67% and co-led for 33% of lead dynamics.All available history.
SSM Partners: Single-lead accounts for 67% and co-led for 33% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead467%
Co-led233%

Team

Casey West

Managing Partner

Ed Nenon

Principal

Jim Witherington

Advisory Partner

Judy Baldwin

Office Manager

Marsha Hefner

VP of Finance

Wilson Orr

Managing Partner & Founder