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The Venture Codex

Overview

Provider of banking services.

Deals ยท 12mo

2

Stage focus

Debt
Series A
Series D

Geographic focus

Jordan
United States

Sector focus

Banking
Financial Services

Investment portfolio

6rounds
NAMEDATESIZE
Sage
Jul 2026Led
$35 MDebt
True Anomaly
Apr 2026Participated
$650 MSeries D
Tandem PV
Mar 2025Participated
$50 MSeries A
Electric Hydrogen
May 2024Participated
$100 MDebt
Overhaul
May 2024Participated
$73 MOther Equity
Overhaul
Mar 2023Participated
$73 MOther Equity
Sage
Jul 2026Led
$35 MDebt
True Anomaly
Apr 2026Participated
$650 MSeries D
Tandem PV
Mar 2025Participated
$50 MSeries A
Electric Hydrogen
May 2024Participated
$100 MDebt
Overhaul
May 2024Participated
$73 MOther Equity
Overhaul
Mar 2023Participated
$73 MOther Equity
6
Items
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Insights

Time horizon

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Deal Distribution

Stifel Bank: 6 funding rounds are recorded in the selected participation categories.All available history.
Stifel Bank: 6 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A01
Series C+01
Other Equity02
Debt11

Monthly Deal Activity

Stifel Bank: 6 deals are recorded across 44 months.All available history.
Stifel Bank: 6 deals are recorded across 44 months. All available history
MonthDeals
Mar '231
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 '242
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '251
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 '261
May '260
Jun '260
Jul '261
Aug '260
Sep '260
Oct '260

Sector Breakdown

Stifel Bank: Manufacturing 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.

Stifel Bank: Manufacturing is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Manufacturing2
Clean Energy & Sustainability2
Marketing & Advertising1
Government & Defense1
Health & Life Sciences1
AI & Machine Learning1
Professional Services1
Space & Frontier Tech1
Transportation & Logistics1

Deal Size Distribution

Stifel Bank: 6 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.

Stifel Bank: 6 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-$100M3
$100M-$250M1
$250M-$500M0
$500M-$1B1
$1B+0

Deals By Geography

Stifel Bank: United States has the largest recorded deal count among the displayed regions (5 deals).All available history.

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

Stifel Bank: United States has the largest recorded deal count among the displayed regions (5 deals). All available history
RegionDeals
United States5
Jordan1
Stifel Bank: 20 co-investors are shown, with Eclipse Ventures 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

Stifel Bank: Led accounts for 17% and participating for 83% of round participation.All available history.
Stifel Bank: Led accounts for 17% and participating for 83% of round participation. All available history
CategoryDeals (count)Share (%)
Led117%
Participating583%
Stifel Bank: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
Stifel Bank: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1100%
Co-led00%

Team

Alan Faulkner

Director, Venture Banking - Stifel

Ted Cavan

Senior Vice President