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The Venture Codex

Overview

SaaS venture studio for financial services and wealth management.

Founded

2022

Deals ยท 12mo

0

Stage focus

Debt
Seed
Series A

Geographic focus

India

Sector focus

Financial Services
Wealth Management

Investment portfolio

3rounds
NAMEDATESIZE
Vaaree
May 2024Participated
$3 MSeries A
Pratech Brands
Feb 2024Participated
$24 MDebt
SalarySe
Jan 2024Led
$5 MSeed
Vaaree
May 2024Participated
$3 MSeries A
Pratech Brands
Feb 2024Participated
$24 MDebt
SalarySe
Jan 2024Led
$5 MSeed
3
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Insights

Time horizon

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Deal Distribution

Surge Ventures: 3 funding rounds are recorded in the selected participation categories.All available history.
Surge Ventures: 3 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed10
Series A01
Debt01

Monthly Deal Activity

Surge Ventures: 3 deals are recorded across 34 months.All available history.
Surge Ventures: 3 deals are recorded across 34 months. All available history
MonthDeals
Jan '241
Feb '241
Mar '240
Apr '240
May '241
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

Surge Ventures: Networks, Cloud & Communication 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.

Surge Ventures: Networks, Cloud & Communication is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Networks, Cloud & Communication1
Fintech1
Enterprise Software1
E-Commerce & Retail1
Real Estate & Construction1

Deal Size Distribution

Surge Ventures: 3 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.

Surge Ventures: 3 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M1
$5M-$10M1
$10M-$25M1
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Surge Ventures: India has the largest recorded deal count among the displayed regions (3 deals).All available history.

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

Surge Ventures: India has the largest recorded deal count among the displayed regions (3 deals). All available history
RegionDeals
India3
Surge Ventures: 10 co-investors are shown, with AMD Consultancy Services sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

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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.

Surge Ventures: 10 co-investors are shown, with AMD Consultancy Services sharing 1 recorded deals. All available history
Co-investorShared deals
AMD Consultancy Services1
AS Desaai Consultants1
Capier Investments1
Eco Power Systems1
Oorumane Mercantile1
Patni Wealth Advisors1
Peak XV Partners1
Pravega Ventures1
Spring Marketing Capital1
Stride Ventures1

Investment Strategy

Surge Ventures: Led accounts for 33% and participating for 67% of round participation.All available history.
Surge Ventures: Led accounts for 33% and participating for 67% of round participation. All available history
CategoryDeals (count)Share (%)
Led133%
Participating267%
Surge Ventures: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
Surge Ventures: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1100%
Co-led00%

Team

No team members found for this fund.