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The Venture Codex

Overview

Financial firm offering trading, investment advice, and brokerage services.

Founded

1982

Deals · 12mo

0

Stage focus

Series B

Geographic focus

United States

Sector focus

Advice
Financial Services
Trading Platform

Investment portfolio

2rounds
NAMEDATESIZE
ErisX
Apr 2019Participated
$20 MSeries B
ErisX
Dec 2018Participated
$28 MSeries B
ErisX
Apr 2019Participated
$20 MSeries B
ErisX
Dec 2018Participated
$28 MSeries B
2
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

TradeStation: 2 funding rounds are recorded in the selected participation categories.All available history.
TradeStation: 2 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B02

Monthly Deal Activity

TradeStation: 2 deals are recorded across 95 months.All available history.
TradeStation: 2 deals are recorded across 95 months. All available history
MonthDeals
Dec '181
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

TradeStation: Crypto & Blockchain 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.

TradeStation: Crypto & Blockchain is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Crypto & Blockchain2
Fintech2

Deal Size Distribution

TradeStation: 2 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.

TradeStation: 2 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M1
$25M-$50M1
$50M-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

TradeStation: United States has the largest recorded deal count among the displayed regions (2 deals).All available history.

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

TradeStation: United States has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
United States2
TradeStation: 20 co-investors are shown, with Cboe Global Markets 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

TradeStation: Led accounts for 0% and participating for 100% of round participation.All available history.
TradeStation: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating2100%
TradeStation: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
TradeStation: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

Dan Dodson

Salesforce Development Senior Manager

John Bartleman

Chief Executive Officer

Lisbon Owen’Neal

Philippines Association of Foreign Exchange Traders Using Binary Options

Marco Carrucciu

Vice President of Marketing

Sammy Gindi

Equity Trader