The Venture Codex Logo

The Venture Codex

Overview

Investment banking and financial advisory for small and mid-sized companies

Founded

2002

Deals · 12mo

0

Stage focus

—

Geographic focus

United States

Sector focus

—

Investment portfolio

9rounds
NAMEDATESIZE
Faction
Apr 2019Participated
$14 MOther Equity
Faction
Mar 2018Participated
$18 MSeries B
Faction
Jan 2017Participated
$11 MOther Equity
Faction
Dec 2015Participated
$6 MOther Equity
Faction
Nov 2014Participated
$16 MOther Equity
Faction
Jan 2014Led
$4 MOther Equity
Peak
Jan 2014Participated
$4 MOther Equity
PeakColo
Jun 2013Participated
$5 MDebt
PeakColo
Sep 2012Participated
$8 MOther Equity
Faction
Apr 2019Participated
$14 MOther Equity
Faction
Mar 2018Participated
$18 MSeries B
Faction
Jan 2017Participated
$11 MOther Equity
Faction
Dec 2015Participated
$6 MOther Equity
Faction
Nov 2014Participated
$16 MOther Equity
Faction
Jan 2014Led
$4 MOther Equity
Peak
Jan 2014Participated
$4 MOther Equity
PeakColo
Jun 2013Participated
$5 MDebt
PeakColo
Sep 2012Participated
$8 MOther Equity
9
Items
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

Sweetwater Capital: 9 funding rounds are recorded in the selected participation categories.All available history.
Sweetwater Capital: 9 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B01
Other Equity16
Debt01

Monthly Deal Activity

Sweetwater Capital: 9 deals are recorded across 170 months.All available history.
Sweetwater Capital: 9 deals are recorded across 170 months. All available history
MonthDeals
Sep '121
Oct '120
Nov '120
Dec '120
Jan '130
Feb '130
Mar '130
Apr '130
May '130
Jun '131
Jul '130
Aug '130
Sep '130
Oct '130
Nov '130
Dec '130
Jan '142
Feb '140
Mar '140
Apr '140
May '140
Jun '140
Jul '140
Aug '140
Sep '140
Oct '140
Nov '141
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 '151
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 '171
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 '181
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 '191
May '190
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 '210
Apr '210
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
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 '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

Sweetwater Capital: Enterprise Software is the largest displayed sector by deal count (9 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.

Sweetwater Capital: Enterprise Software is the largest displayed sector by deal count (9 deals). All available history
SectorDeals
Enterprise Software9
Data, Analytics & IT8
Networks, Cloud & Communication3
Cybersecurity & Privacy1

Deal Size Distribution

Sweetwater Capital: 9 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.

Sweetwater Capital: 9 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M3
$5M-$10M2
$10M-$25M4
$25M-$50M0
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Sweetwater Capital: United States has the largest recorded deal count among the displayed regions (6 deals).All available history.

Top 3 of 3 regions; European countries are grouped as Europe.

Sweetwater Capital: United States has the largest recorded deal count among the displayed regions (6 deals). All available history
RegionDeals
United States6
802642
Canada1
Sweetwater Capital: 7 co-investors are shown, with Meritage Funds sharing 9 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.

Sweetwater Capital: 7 co-investors are shown, with Meritage Funds sharing 9 recorded deals. All available history
Co-investorShared deals
Meritage Funds9
Charterhouse Strategic Partners3
Dell Technologies Capital2
River Cities Capital Funds2
Ares Capital Corporation1
Rifkin-Pottle Group1
Square 1 Bank1

Investment Strategy

Sweetwater Capital: Led accounts for 11% and participating for 89% of round participation.All available history.
Sweetwater Capital: Led accounts for 11% and participating for 89% of round participation. All available history
CategoryDeals (count)Share (%)
Led111%
Participating889%
Sweetwater Capital: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
Sweetwater Capital: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led1100%

Team

Bill Marraccini

Founder & Managing Partner