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The Venture Codex

Overview

Venture and growth equity firm investing in technology companies.

Founded

1993

Deals ยท 12mo

0

Stage focus

Series C
Series D

Geographic focus

United States

Sector focus

Finance
Financial Services
Venture Capital

Investment portfolio

57rounds
NAMEDATESIZE
HyTrust
Jul 2017Participated
$36 MSeries E
Mocana
May 2017Participated
$11 MOther Equity
UserZoom
Oct 2015Participated
$34 MOther Equity
AT&T CyberSecurity
Aug 2015Participated
$52 MSeries E
HyTrust
Apr 2015Participated
$33 MOther Equity
Imagine Health
Feb 2015Led
$21 MSeries A
Siva Power
Jan 2015Participated
$10 MSeries D
Extole
Dec 2014Participated
$14 MSeries C
Planful
Nov 2014Participated
$25 MOther Equity
Thismoment
Oct 2014Led
$18 MSeries D
Jobvite
Oct 2014Participated
$25 MSeries D
Teladoc
Sep 2014Participated
$50 MOther Equity
HyTrust
Jul 2017Participated
$36 MSeries E
Mocana
May 2017Participated
$11 MOther Equity
UserZoom
Oct 2015Participated
$34 MOther Equity
AT&T CyberSecurity
Aug 2015Participated
$52 MSeries E
HyTrust
Apr 2015Participated
$33 MOther Equity
Imagine Health
Feb 2015Led
$21 MSeries A
Siva Power
Jan 2015Participated
$10 MSeries D
Extole
Dec 2014Participated
$14 MSeries C
Planful
Nov 2014Participated
$25 MOther Equity
Thismoment
Oct 2014Led
$18 MSeries D
Jobvite
Oct 2014Participated
$25 MSeries D
Teladoc
Sep 2014Participated
$50 MOther Equity
57
Items
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Insights

Time horizon

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Deal Distribution

Trident Capital: 57 funding rounds are recorded in the selected participation categories.All available history.
Trident Capital: 57 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A40
Series B32
Series C+917
Other Equity319

Monthly Deal Activity

Trident Capital: 57 deals are recorded across 230 months.All available history.
Trident Capital: 57 deals are recorded across 230 months. All available history
MonthDeals
Sep '071
Oct '070
Nov '070
Dec '070
Jan '080
Feb '080
Mar '080
Apr '080
May '080
Jun '080
Jul '080
Aug '081
Sep '080
Oct '080
Nov '080
Dec '080
Jan '090
Feb '091
Mar '090
Apr '091
May '090
Jun '090
Jul '090
Aug '090
Sep '090
Oct '090
Nov '090
Dec '091
Jan '100
Feb '101
Mar '100
Apr '101
May '100
Jun '102
Jul '101
Aug '102
Sep '101
Oct '101
Nov '100
Dec '100
Jan '112
Feb '110
Mar '112
Apr '110
May '112
Jun '110
Jul '111
Aug '110
Sep '111
Oct '110
Nov '111
Dec '110
Jan '123
Feb '121
Mar '121
Apr '120
May '120
Jun '121
Jul '121
Aug '121
Sep '121
Oct '120
Nov '120
Dec '121
Jan '132
Feb '130
Mar '130
Apr '130
May '130
Jun '130
Jul '132
Aug '131
Sep '130
Oct '130
Nov '130
Dec '134
Jan '141
Feb '140
Mar '140
Apr '141
May '140
Jun '141
Jul '140
Aug '140
Sep '141
Oct '142
Nov '141
Dec '141
Jan '151
Feb '151
Mar '150
Apr '151
May '150
Jun '150
Jul '150
Aug '151
Sep '150
Oct '151
Nov '150
Dec '150
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 '170
Feb '170
Mar '170
Apr '170
May '171
Jun '170
Jul '171
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
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 '190
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

Trident Capital: Enterprise Software is the largest displayed sector by deal count (31 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.

Trident Capital: Enterprise Software is the largest displayed sector by deal count (31 deals). All available history
SectorDeals
Enterprise Software31
Marketing & Advertising18
Cybersecurity & Privacy17
Data, Analytics & IT13
Networks, Cloud & Communication13
E-Commerce & Retail10
Professional Services10
Developer Tools8
Hardware & Robotics5
Fintech5
Health & Life Sciences5
Social & Community Platforms5
Travel & Hospitality4
Clean Energy & Sustainability4
Government & Defense2
Space & Frontier Tech2
Manufacturing2
Transportation & Logistics1
Media & Entertainment1

Deal Size Distribution

Trident 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.

Trident Capital: 57 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M1
$5M-$10M10
$10M-$25M31
$25M-$50M12
$50M-$100M3
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Trident Capital: United States has the largest recorded deal count among the displayed regions (55 deals).All available history.

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

Trident Capital: United States has the largest recorded deal count among the displayed regions (55 deals). All available history
RegionDeals
United States55
Canada1
Europe1
Trident Capital: 20 co-investors are shown, with Norwest Venture Partners sharing 12 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

Trident Capital: Led accounts for 33% and participating for 67% of round participation.All available history.
Trident Capital: Led accounts for 33% and participating for 67% of round participation. All available history
CategoryDeals (count)Share (%)
Led1933%
Participating3867%
Trident Capital: Single-lead accounts for 68% and co-led for 32% of lead dynamics.All available history.
Trident Capital: Single-lead accounts for 68% and co-led for 32% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1368%
Co-led632%

Team

Alberto Yepez

Managing Director

Donald Dixon

Founder & Managing Director

Howard Zeprun

Chief Administrative Officer and General Counsel

John Moragne

Co-Founder & Managing Director