The Venture Codex Logo

The Venture Codex

Overview

Flexible financing solutions for mid-sized and large businesses.

Founded

1971

Deals ยท 12mo

1

Links

Stage focus

Debt

Geographic focus

United Kingdom
United States

Sector focus

Banking
Finance
Financial Services
Lending
...

Investment portfolio

5rounds
NAMEDATESIZE
Orange EV
Aug 2026Led
$100 MDebt
Salary.com
Apr 2021Led
$67 MOther Equity
CAN Capital
Apr 2015Led
$650 MDebt
Ice Mobility
Mar 2015Led
$65 MOther Equity
Workshare
May 2014Led
$8 MDebt
Orange EV
Aug 2026Led
$100 MDebt
Salary.com
Apr 2021Led
$67 MOther Equity
CAN Capital
Apr 2015Led
$650 MDebt
Ice Mobility
Mar 2015Led
$65 MOther Equity
Workshare
May 2014Led
$8 MDebt
5
Items
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

Wells Fargo Capital Finance: 5 funding rounds are recorded in the selected participation categories.All available history.
Wells Fargo Capital Finance: 5 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Other Equity20
Debt30

Monthly Deal Activity

Wells Fargo Capital Finance: 5 deals are recorded across 150 months.All available history.
Wells Fargo Capital Finance: 5 deals are recorded across 150 months. All available history
MonthDeals
May '141
Jun '140
Jul '140
Aug '140
Sep '140
Oct '140
Nov '140
Dec '140
Jan '150
Feb '150
Mar '151
Apr '151
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 '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 '211
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 '261
Sep '260
Oct '260

Sector Breakdown

Wells Fargo Capital Finance: Professional Services is the largest displayed sector by deal count (3 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.

Wells Fargo Capital Finance: Professional Services is the largest displayed sector by deal count (3 deals). All available history
SectorDeals
Professional Services3
Networks, Cloud & Communication2
Enterprise Software2
Transportation & Logistics2
Hardware & Robotics1
Fintech1
Manufacturing1

Deal Size Distribution

Wells Fargo Capital Finance: 5 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.

Wells Fargo Capital Finance: 5 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M0
$25M-$50M0
$50M-$100M2
$100M-$250M1
$250M-$500M0
$500M-$1B1
$1B+0

Deals By Geography

Wells Fargo Capital Finance: United States has the largest recorded deal count among the displayed regions (4 deals).All available history.

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

Wells Fargo Capital Finance: United States has the largest recorded deal count among the displayed regions (4 deals). All available history
RegionDeals
United States4
Europe1
Wells Fargo Capital Finance: 15 co-investors are shown, with Accel-KKR Credit Partners 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.

Wells Fargo Capital Finance: 15 co-investors are shown, with Accel-KKR Credit Partners sharing 1 recorded deals. All available history
Co-investorShared deals
Accel-KKR Credit Partners1
AloStar Bank of Commerce1
Amalgamated Bank1
Barclays1
CapitalSource1
Centre Lane Partners1
Fifth Third Capital1
First Horizon1
H.I.G. Capital1
Hawthorn Equity Partners1
J.P. Morgan1
Morgan Stanley1
Regions Bank1
Truist Ventures1
UBS1

Investment Strategy

Wells Fargo Capital Finance: Led accounts for 100% and participating for 0% of round participation.All available history.
Wells Fargo Capital Finance: Led accounts for 100% and participating for 0% of round participation. All available history
CategoryDeals (count)Share (%)
Led5100%
Participating00%
Wells Fargo Capital Finance: Single-lead accounts for 60% and co-led for 40% of lead dynamics.All available history.
Wells Fargo Capital Finance: Single-lead accounts for 60% and co-led for 40% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead360%
Co-led240%

Team

Andrew Phillips

Managing Director- Wells Fargo Capital Finance

Guy Fuchs

President and COO

Kevin Coyle

Executive Vice President/Chief Credit Officer