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The Venture Codex

Overview

Opportunistic private investment firm focusing on value and capital preserv

Founded

2009

Deals ยท 12mo

0

Stage focus

Series A
Series B
Series C

Geographic focus

Canada
Egypt
Mexico
United Kingdom
...

Sector focus

Finance
Financial Exchanges
Financial Services
Venture Capital

Investment portfolio

13rounds
NAMEDATESIZE
Swift Medical
Jan 2024Led
$8 MOther Equity
Lifespark
Oct 2021Led
$20 MSeries B
Swift Medical
Jul 2021Led
$35 MSeries B
Now
Jun 2021Led
$10 MSeries A
Apricus Health
Jan 2021Led
$20 MOther Equity
Realife Tech
Jun 2020Led
$7 MSeries A
Lifespark
Apr 2020Led
$16 MSeries A
Peerfit
Jan 2020Led
$10 MOther Equity
Connect Homes
May 2019Led
$11 MSeries A
Peerfit
Mar 2019Led
$18 MSeries C
Volta Charging
Jul 2018Participated
$35 MSeries C
Clinipace
Jan 2015Led
$50 MOther Equity
Swift Medical
Jan 2024Led
$8 MOther Equity
Lifespark
Oct 2021Led
$20 MSeries B
Swift Medical
Jul 2021Led
$35 MSeries B
Now
Jun 2021Led
$10 MSeries A
Apricus Health
Jan 2021Led
$20 MOther Equity
Realife Tech
Jun 2020Led
$7 MSeries A
Lifespark
Apr 2020Led
$16 MSeries A
Peerfit
Jan 2020Led
$10 MOther Equity
Connect Homes
May 2019Led
$11 MSeries A
Peerfit
Mar 2019Led
$18 MSeries C
Volta Charging
Jul 2018Participated
$35 MSeries C
Clinipace
Jan 2015Led
$50 MOther Equity
13
Items
...
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Insights

Time horizon

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Deal Distribution

Virgo Investment Group: 13 funding rounds are recorded in the selected participation categories.All available history.
Virgo Investment Group: 13 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A40
Series B20
Series C+11
Other Equity50

Monthly Deal Activity

Virgo Investment Group: 13 deals are recorded across 147 months.All available history.
Virgo Investment Group: 13 deals are recorded across 147 months. All available history
MonthDeals
Aug '141
Sep '140
Oct '140
Nov '140
Dec '140
Jan '151
Feb '150
Mar '150
Apr '150
May '150
Jun '150
Jul '150
Aug '150
Sep '150
Oct '150
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 '170
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '181
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '191
Apr '190
May '191
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '201
Feb '200
Mar '200
Apr '201
May '200
Jun '201
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '211
Feb '210
Mar '210
Apr '210
May '210
Jun '211
Jul '211
Aug '210
Sep '210
Oct '211
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 '241
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

Virgo Investment Group: Health & Life Sciences is the largest displayed sector by deal count (8 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.

Virgo Investment Group: Health & Life Sciences is the largest displayed sector by deal count (8 deals). All available history
SectorDeals
Health & Life Sciences8
Marketing & Advertising2
Fintech2
Consumer & Lifestyle2
Media & Entertainment1
E-Commerce & Retail1
Clean Energy & Sustainability1
Real Estate & Construction1
Transportation & Logistics1

Deal Size Distribution

Virgo Investment Group: 13 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.

Virgo Investment Group: 13 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M3
$10M-$25M6
$25M-$50M3
$50M-$100M1
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Virgo Investment Group: United States has the largest recorded deal count among the displayed regions (9 deals).All available history.

Top 4 of 4 regions; European countries are grouped as Europe.

Virgo Investment Group: United States has the largest recorded deal count among the displayed regions (9 deals). All available history
RegionDeals
United States9
Canada2
Europe1
Egypt1
Virgo Investment Group: 20 co-investors are shown, with BDC Capital 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

Virgo Investment Group: Led accounts for 92% and participating for 8% of round participation.All available history.
Virgo Investment Group: Led accounts for 92% and participating for 8% of round participation. All available history
CategoryDeals (count)Share (%)
Led1292%
Participating18%
Virgo Investment Group: Single-lead accounts for 83% and co-led for 17% of lead dynamics.All available history.
Virgo Investment Group: Single-lead accounts for 83% and co-led for 17% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1083%
Co-led217%

Team

Anthony Lubiano

Senior Vice President of Finance and Chief Compliance Officer

Brian Wade

Managing Director

Jesse Watson

Founding Partner & Chief Investment Officer

Pooja Goel

Healthcare Private Equity

Robert Racusin

Consultant

Scott Guthrie

Investment manager

Todd Dorfman

Founding Partner