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The Venture Codex

Overview

Full-service credit union offering a range of banking services.

Deals ยท 12mo

1

Stage focus

Series B

Geographic focus

United States

Sector focus

Banking
Credit Cards
Financial Services

Investment portfolio

1rounds
NAMEDATESIZE
RenoFi
Mar 2026Participated
$22 MSeries B
RenoFi
Mar 2026Participated
$22 MSeries B
1
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

USALLIANCE Financial: 1 funding rounds are recorded in the selected participation categories.All available history.
USALLIANCE Financial: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B01

Monthly Deal Activity

USALLIANCE Financial: 1 deals are recorded across 8 months.All available history.
USALLIANCE Financial: 1 deals are recorded across 8 months. All available history
MonthDeals
Mar '261
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

USALLIANCE Financial: Fintech is the largest displayed sector by deal count (1 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.

USALLIANCE Financial: Fintech is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Fintech1

Deal Size Distribution

USALLIANCE Financial: 1 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.

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

Deals By Geography

USALLIANCE Financial: United States has the largest recorded deal count among the displayed regions (1 deals).All available history.

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

USALLIANCE Financial: United States has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
United States1
USALLIANCE Financial: 13 co-investors are shown, with Alumni Ventures sharing 1 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.

USALLIANCE Financial: 13 co-investors are shown, with Alumni Ventures sharing 1 recorded deals. All available history
Co-investorShared deals
Alumni Ventures1
Ardent Credit Union1
Canaan Partners1
Chartway Credit Union1
CMFG Ventures1
Curql1
Fifth Wall1
First Community Credit Union1
First Round1
Flintlock Capital1
Gaingels1
HighSage Ventures1
Progressive Insurance1

Investment Strategy

USALLIANCE Financial: Led accounts for 0% and participating for 100% of round participation.All available history.
USALLIANCE Financial: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating1100%
USALLIANCE Financial: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
USALLIANCE Financial: 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

Brett Wheeler

Chief Financial Officer

Jenny Freeman

Digital Banking Team Lead