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The Venture Codex

Overview

Financial services for institutional investors, including asset management.

Founded

1792

Deals ยท 12mo

1

Stage focus

Series B

Geographic focus

United Kingdom
United States

Sector focus

Banking
Finance
Financial Services

Investment portfolio

17rounds
NAMEDATESIZE
Capitolis
Oct 2026Participated
$220 MSeries E
Fnality International
Sep 2025Participated
$133 MSeries C
ZILO
Sep 2025Participated
$27 MSeries A
Capitolis
Aug 2025Participated
$56 MOther Equity
Trovata
Jul 2025Participated
$9 MSeries B
iCapital Network
Jul 2025Participated
$820 MSeries E
Proxymity
Feb 2025Participated
$26 MOther Equity
Capitolis
Nov 2024Participated
$20 MOther Equity
ZILO
Jan 2024Participated
$32 MSeries A
Fnality International
Nov 2023Participated
$96 MSeries B
FundGuard
Apr 2022Led
$40 MSeries B
Proxymity
Mar 2022Participated
$6 MSeries B
Capitolis
Oct 2026Participated
$220 MSeries E
Fnality International
Sep 2025Participated
$133 MSeries C
ZILO
Sep 2025Participated
$27 MSeries A
Capitolis
Aug 2025Participated
$56 MOther Equity
Trovata
Jul 2025Participated
$9 MSeries B
iCapital Network
Jul 2025Participated
$820 MSeries E
Proxymity
Feb 2025Participated
$26 MOther Equity
Capitolis
Nov 2024Participated
$20 MOther Equity
ZILO
Jan 2024Participated
$32 MSeries A
Fnality International
Nov 2023Participated
$96 MSeries B
FundGuard
Apr 2022Led
$40 MSeries B
Proxymity
Mar 2022Participated
$6 MSeries B
17
Items
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Insights

Time horizon

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Deal Distribution

State Street: 17 funding rounds are recorded in the selected participation categories.All available history.
State Street: 17 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A02
Series B15
Series C+05
Other Equity04

Monthly Deal Activity

State Street: 17 deals are recorded across 159 months.All available history.
State Street: 17 deals are recorded across 159 months. All available history
MonthDeals
Aug '131
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 '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 '191
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 '211
Apr '211
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '222
Apr '221
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 '231
Dec '230
Jan '241
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '241
Dec '240
Jan '250
Feb '251
Mar '250
Apr '250
May '250
Jun '250
Jul '252
Aug '251
Sep '252
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 '261

Sector Breakdown

State Street: Fintech is the largest displayed sector by deal count (16 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.

State Street: Fintech is the largest displayed sector by deal count (16 deals). All available history
SectorDeals
Fintech16
Crypto & Blockchain4
AI & Machine Learning3
Enterprise Software2
Data, Analytics & IT2

Deal Size Distribution

State Street: 17 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.

State Street: 17 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M3
$10M-$25M1
$25M-$50M5
$50M-$100M4
$100M-$250M3
$250M-$500M0
$500M-$1B1
$1B+0

Deals By Geography

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

Top 2 of 2 regions; European countries are grouped as Europe.

State Street: United States has the largest recorded deal count among the displayed regions (10 deals). All available history
RegionDeals
United States10
Europe7
State Street: 20 co-investors are shown, with Citi sharing 10 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

State Street: Led accounts for 6% and participating for 94% of round participation.All available history.
State Street: Led accounts for 6% and participating for 94% of round participation. All available history
CategoryDeals (count)Share (%)
Led16%
Participating1694%
State Street: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
State Street: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led1100%

Team

Adam Stuart

Vice President, SSgA Information Technology Architecture

Aidan Smith

Transfer Agent

Aman Thind

Executive Vice President, Chief Architect

Andrew Kuritzkes

Executive Vice President and Chief Risk Officer

Joe Abruzese

Managing Director, Alpha Professional Services and Strategy

Mahi Dontamsetti

Global Head of Non Financial Risk & CTRO

Ronald P. O'Hanley

President and Chief Executive Officer of State Street Global Advisors

Wai-Kwong Seck

Chief Executive Officer, Asia Pacific