The Venture Codex Logo

The Venture Codex

Overview

Banking, insurance, and investment services for the military community.

Founded

1922

Deals ยท 12mo

0

Stage focus

Series A
Series B

Geographic focus

Canada
United States

Sector focus

Banking
Financial Services
Insurance
Venture Capital

Investment portfolio

32rounds
NAMEDATESIZE
Tidal Cyber
Sep 2025Participated
$10 MSeries A
Conquest Planning
Jun 2025Participated
$80 MSeries B
Near Space Labs
Apr 2025Participated
$20 MSeries B
Lumotive
Feb 2025Participated
$45 MSeries B
Trust & Will
Feb 2023Participated
$15 MSeries B
Lumotive
Jan 2023Participated
$13 MOther Equity
Enveil
Apr 2022Led
$25 MSeries B
Hosta a.i.
Nov 2021Participated
$12 MSeries A
ClickSWITCH
Sep 2020Led
$2 MSeries B
Enveil
Feb 2020Participated
$10 MSeries A
Intezer
Jan 2020Participated
$15 MSeries B
Snapsheet
May 2019Participated
$29 MSeries E
Tidal Cyber
Sep 2025Participated
$10 MSeries A
Conquest Planning
Jun 2025Participated
$80 MSeries B
Near Space Labs
Apr 2025Participated
$20 MSeries B
Lumotive
Feb 2025Participated
$45 MSeries B
Trust & Will
Feb 2023Participated
$15 MSeries B
Lumotive
Jan 2023Participated
$13 MOther Equity
Enveil
Apr 2022Led
$25 MSeries B
Hosta a.i.
Nov 2021Participated
$12 MSeries A
ClickSWITCH
Sep 2020Led
$2 MSeries B
Enveil
Feb 2020Participated
$10 MSeries A
Intezer
Jan 2020Participated
$15 MSeries B
Snapsheet
May 2019Participated
$29 MSeries E
32
Items
...
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

USAA: 32 funding rounds are recorded in the selected participation categories.All available history.
USAA: 32 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A35
Series B46
Series C+07
Other Equity24
Debt01

Monthly Deal Activity

USAA: 32 deals are recorded across 196 months.All available history.
USAA: 32 deals are recorded across 196 months. All available history
MonthDeals
Jul '101
Aug '100
Sep '100
Oct '100
Nov '100
Dec '100
Jan '110
Feb '110
Mar '110
Apr '110
May '110
Jun '110
Jul '110
Aug '110
Sep '111
Oct '110
Nov '110
Dec '110
Jan '120
Feb '120
Mar '120
Apr '120
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 '141
May '140
Jun '140
Jul '140
Aug '140
Sep '140
Oct '141
Nov '141
Dec '141
Jan '151
Feb '150
Mar '150
Apr '152
May '150
Jun '151
Jul '150
Aug '150
Sep '151
Oct '151
Nov '150
Dec '150
Jan '160
Feb '160
Mar '160
Apr '161
May '160
Jun '160
Jul '160
Aug '160
Sep '160
Oct '161
Nov '160
Dec '160
Jan '170
Feb '170
Mar '170
Apr '171
May '170
Jun '172
Jul '170
Aug '170
Sep '170
Oct '170
Nov '171
Dec '170
Jan '180
Feb '181
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '181
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '190
May '191
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '201
Feb '201
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '201
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 '211
Dec '210
Jan '220
Feb '220
Mar '220
Apr '221
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '231
Feb '231
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 '251
Mar '250
Apr '251
May '250
Jun '251
Jul '250
Aug '250
Sep '251
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

USAA: Networks, Cloud & Communication is the largest displayed sector by deal count (14 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.

USAA: Networks, Cloud & Communication is the largest displayed sector by deal count (14 deals). All available history
SectorDeals
Networks, Cloud & Communication14
Fintech14
AI & Machine Learning9
Data, Analytics & IT9
Enterprise Software7
Cybersecurity & Privacy6
Transportation & Logistics6
Hardware & Robotics5
Space & Frontier Tech3
E-Commerce & Retail2
Real Estate & Construction2
Crypto & Blockchain1
Professional Services1

Deal Size Distribution

USAA: 32 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.

USAA: 32 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M2
$5M-$10M2
$10M-$25M17
$25M-$50M6
$50M-$100M3
$100M-$250M2
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

USAA: United States has the largest recorded deal count among the displayed regions (30 deals).All available history.

Top 2 of 2 regions; European countries are grouped as Europe.

USAA: United States has the largest recorded deal count among the displayed regions (30 deals). All available history
RegionDeals
United States30
Canada2
USAA: 20 co-investors are shown, with Bloomberg Beta sharing 3 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

USAA: Led accounts for 28% and participating for 72% of round participation.All available history.
USAA: Led accounts for 28% and participating for 72% of round participation. All available history
CategoryDeals (count)Share (%)
Led928%
Participating2372%
USAA: Single-lead accounts for 67% and co-led for 33% of lead dynamics.All available history.
USAA: Single-lead accounts for 67% and co-led for 33% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead667%
Co-led333%

Team

Amala Duggirala

EVP & Enterprise Chief Information Officer

Brad Wells

Head of Insurance Sales & Service- Contact Center Operations

Gerald Paulino

Director -Compliance & Operational Risk Testing

Jason Witty

Senior Vice President & Chief Security Officer

Lisa Coleman

Technical Architect Data & Analytics Infrastructure

Nathan McKinley

VP, Head of Corporate Development & Interim Head of Enterprise Strategy

Ryan Bailey

Head of the Retail Bank

Wil Bennett

Chief Information Security Officer