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The Venture Codex

Overview

Private equity investment partnership and advisory services.

Founded

1981

Deals ยท 12mo

0

Stage focus

Series A
Series B

Geographic focus

United States

Sector focus

Biotechnology
Enterprise Software

Investment portfolio

19rounds
NAMEDATESIZE
Vega Cloud
Oct 2022Led
$9 MOther Equity
3d Glass Solutions
Jan 2022Participated
$4 MSeries B
BayoTech
Jan 2021Participated
$157 MOther Equity
UbiQD
Dec 2020Participated
$7 MSeries A
mPower Technology
Oct 2019Led
$3 MSeries A
Exagen
Jul 2019Participated
$23 MOther Equity
RiskSense
Aug 2018Participated
$12 MSeries B
BayoTech
Apr 2018Participated
$13 MSeries B
TriLumina Corp.
May 2017Participated
$9 MOther Equity
RiskSense
Mar 2017Participated
$14 MSeries A
RiskSense
Aug 2016Participated
$7 MOther Equity
Seamless Medical Systems
Dec 2015Led
$3 MOther Equity
Vega Cloud
Oct 2022Led
$9 MOther Equity
3d Glass Solutions
Jan 2022Participated
$4 MSeries B
BayoTech
Jan 2021Participated
$157 MOther Equity
UbiQD
Dec 2020Participated
$7 MSeries A
mPower Technology
Oct 2019Led
$3 MSeries A
Exagen
Jul 2019Participated
$23 MOther Equity
RiskSense
Aug 2018Participated
$12 MSeries B
BayoTech
Apr 2018Participated
$13 MSeries B
TriLumina Corp.
May 2017Participated
$9 MOther Equity
RiskSense
Mar 2017Participated
$14 MSeries A
RiskSense
Aug 2016Participated
$7 MOther Equity
Seamless Medical Systems
Dec 2015Led
$3 MOther Equity
19
Items
...
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Insights

Time horizon

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Deal Distribution

Sun Mountain Capital: 19 funding rounds are recorded in the selected participation categories.All available history.
Sun Mountain Capital: 19 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A13
Series B04
Series C+01
Other Equity37

Monthly Deal Activity

Sun Mountain Capital: 19 deals are recorded across 197 months.All available history.
Sun Mountain Capital: 19 deals are recorded across 197 months. All available history
MonthDeals
Jun '101
Jul '100
Aug '100
Sep '100
Oct '100
Nov '100
Dec '100
Jan '110
Feb '110
Mar '110
Apr '110
May '110
Jun '110
Jul '111
Aug '110
Sep '110
Oct '110
Nov '111
Dec '110
Jan '120
Feb '120
Mar '121
Apr '120
May '120
Jun '120
Jul '120
Aug '120
Sep '121
Oct '121
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 '151
Apr '150
May '150
Jun '150
Jul '150
Aug '150
Sep '150
Oct '150
Nov '150
Dec '151
Jan '160
Feb '160
Mar '160
Apr '160
May '160
Jun '160
Jul '160
Aug '161
Sep '160
Oct '160
Nov '160
Dec '160
Jan '170
Feb '170
Mar '171
Apr '170
May '171
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
Apr '181
May '180
Jun '180
Jul '180
Aug '181
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '190
May '190
Jun '190
Jul '191
Aug '190
Sep '190
Oct '191
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 '201
Jan '211
Feb '210
Mar '210
Apr '210
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '221
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '221
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

Sun Mountain Capital: Manufacturing is the largest displayed sector by deal count (6 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.

Sun Mountain Capital: Manufacturing is the largest displayed sector by deal count (6 deals). All available history
SectorDeals
Manufacturing6
Hardware & Robotics5
Space & Frontier Tech5
Health & Life Sciences4
Cybersecurity & Privacy3
Clean Energy & Sustainability3
Professional Services3
Transportation & Logistics3
Enterprise Software2
Networks, Cloud & Communication1
Travel & Hospitality1
Social & Community Platforms1
Developer Tools1

Deal Size Distribution

Sun Mountain Capital: 19 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.

Sun Mountain Capital: 19 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M6
$5M-$10M6
$10M-$25M6
$25M-$50M0
$50M-$100M0
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Sun Mountain Capital: United States has the largest recorded deal count among the displayed regions (19 deals).All available history.

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

Sun Mountain Capital: United States has the largest recorded deal count among the displayed regions (19 deals). All available history
RegionDeals
United States19
Sun Mountain Capital: 20 co-investors are shown, with Cottonwood Technology Fund sharing 6 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

Sun Mountain Capital: Led accounts for 21% and participating for 79% of round participation.All available history.
Sun Mountain Capital: Led accounts for 21% and participating for 79% of round participation. All available history
CategoryDeals (count)Share (%)
Led421%
Participating1579%
Sun Mountain Capital: Single-lead accounts for 25% and co-led for 75% of lead dynamics.All available history.
Sun Mountain Capital: Single-lead accounts for 25% and co-led for 75% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead125%
Co-led375%

Team

Brian Birk

Managing Partner & CO-founder

Dan Brooks

Principal

Eddie Markman, CPA

Partner, Chief Financial Officer & Chief Compliance Officer

Kevin Barber

Managing Director at Sun Mountain Capital

Lee Rand

Partner

Leslie Shaw

Co-Founder and Partner Emeritus