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The Venture Codex

Overview

Venture capital firm specializing in fund of funds and direct investments.

Deals ยท 12mo

0

Stage focus

Series B
Series C

Geographic focus

United States

Sector focus

Advice
Banking
Finance
Financial Services
...

Investment portfolio

57rounds
NAMEDATESIZE
Soda Health
Dec 2024Participated
$50 MSeries B
Medwing
Mar 2023Participated
$47 MSeries C
Health Payment Systems
Jan 2023Led
$25 MOther Equity
DailyPay
Jan 2023Participated
$260 MDebt
EcoCart
Oct 2022Participated
$14 MSeries A
Automation Anywhere
Oct 2022Participated
$200 MOther Equity
CoachHub
Jun 2022Participated
$200 MSeries C
Shield AI
Jun 2022Participated
$165 MSeries E
Crusoe Energy Systems
Apr 2022Participated
$505 MSeries C
Modern Treasury
Mar 2022Led
$50 MSeries C
Capitolis
Mar 2022Led
$110 MSeries D
Tomo
Mar 2022Led
$40 MSeries A
Soda Health
Dec 2024Participated
$50 MSeries B
Medwing
Mar 2023Participated
$47 MSeries C
Health Payment Systems
Jan 2023Led
$25 MOther Equity
DailyPay
Jan 2023Participated
$260 MDebt
EcoCart
Oct 2022Participated
$14 MSeries A
Automation Anywhere
Oct 2022Participated
$200 MOther Equity
CoachHub
Jun 2022Participated
$200 MSeries C
Shield AI
Jun 2022Participated
$165 MSeries E
Crusoe Energy Systems
Apr 2022Participated
$505 MSeries C
Modern Treasury
Mar 2022Led
$50 MSeries C
Capitolis
Mar 2022Led
$110 MSeries D
Tomo
Mar 2022Led
$40 MSeries A
57
Items
...
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Insights

Time horizon

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Deal Distribution

SVB Capital: 57 funding rounds are recorded in the selected participation categories.All available history.
SVB Capital: 57 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed01
Series A34
Series B36
Series C+623
Other Equity19
Debt01

Monthly Deal Activity

SVB Capital: 57 deals are recorded across 235 months.All available history.
SVB Capital: 57 deals are recorded across 235 months. All available history
MonthDeals
Apr '071
May '070
Jun '070
Jul '070
Aug '070
Sep '070
Oct '070
Nov '070
Dec '070
Jan '080
Feb '080
Mar '080
Apr '080
May '081
Jun '080
Jul '080
Aug '080
Sep '080
Oct '080
Nov '080
Dec '080
Jan '090
Feb '090
Mar '090
Apr '090
May '090
Jun '090
Jul '090
Aug '090
Sep '090
Oct '090
Nov '090
Dec '090
Jan '101
Feb '100
Mar '100
Apr '100
May '100
Jun '100
Jul '100
Aug '100
Sep '100
Oct '100
Nov '100
Dec '101
Jan '110
Feb '110
Mar '110
Apr '110
May '110
Jun '110
Jul '110
Aug '110
Sep '110
Oct '110
Nov '110
Dec '110
Jan '120
Feb '120
Mar '120
Apr '121
May '120
Jun '120
Jul '120
Aug '120
Sep '120
Oct '120
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 '150
Apr '150
May '150
Jun '150
Jul '150
Aug '150
Sep '150
Oct '150
Nov '150
Dec '150
Jan '160
Feb '161
Mar '160
Apr '160
May '160
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '161
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 '181
Feb '180
Mar '181
Apr '180
May '180
Jun '180
Jul '182
Aug '180
Sep '180
Oct '180
Nov '181
Dec '180
Jan '190
Feb '190
Mar '191
Apr '191
May '190
Jun '190
Jul '190
Aug '190
Sep '191
Oct '190
Nov '192
Dec '190
Jan '201
Feb '200
Mar '200
Apr '200
May '201
Jun '200
Jul '200
Aug '200
Sep '201
Oct '200
Nov '200
Dec '200
Jan '210
Feb '212
Mar '215
Apr '212
May '212
Jun '212
Jul '210
Aug '210
Sep '214
Oct '210
Nov '214
Dec '210
Jan '221
Feb '222
Mar '224
Apr '221
May '220
Jun '222
Jul '220
Aug '220
Sep '220
Oct '222
Nov '220
Dec '220
Jan '232
Feb '230
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 '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '241
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

SVB Capital: Fintech is the largest displayed sector by deal count (26 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.

SVB Capital: Fintech is the largest displayed sector by deal count (26 deals). All available history
SectorDeals
Fintech26
Enterprise Software17
Networks, Cloud & Communication12
AI & Machine Learning10
Real Estate & Construction9
Health & Life Sciences9
E-Commerce & Retail6
Data, Analytics & IT6
Hardware & Robotics4
Cybersecurity & Privacy3
Space & Frontier Tech3
Professional Services3
Education & Workforce2
Government & Defense2
Clean Energy & Sustainability2
Transportation & Logistics2
AR/VR1
Consumer & Lifestyle1
Crypto & Blockchain1
Social & Community Platforms1

Deal Size Distribution

SVB Capital: 57 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.

SVB Capital: 57 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M1
$5M-$10M2
$10M-$25M8
$25M-$50M13
$50M-$100M14
$100M-$250M17
$250M-$500M1
$500M-$1B1
$1B+0

Deals By Geography

SVB Capital: United States has the largest recorded deal count among the displayed regions (48 deals).All available history.

Top 6 of 6 regions; European countries are grouped as Europe.

SVB Capital: United States has the largest recorded deal count among the displayed regions (48 deals). All available history
RegionDeals
United States48
Europe4
India2
South Korea1
207061
Israel1
SVB Capital: 20 co-investors are shown, with Ribbit Capital sharing 7 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

SVB Capital: Led accounts for 23% and participating for 77% of round participation.All available history.
SVB Capital: Led accounts for 23% and participating for 77% of round participation. All available history
CategoryDeals (count)Share (%)
Led1323%
Participating4477%
SVB Capital: Single-lead accounts for 54% and co-led for 46% of lead dynamics.All available history.
SVB Capital: Single-lead accounts for 54% and co-led for 46% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead754%
Co-led646%

Team

Aaron Gershenberg

Founder and Managing Partner

Alison Killilea

Managing Partner, Secondaries

Beau Laskey

Managing Partner

Christie Ma

Senior Counsel

Kathleen Forte

Senior Associate | Investor Relations and Marketing

Travis Hedge

Senior Associate