The Venture Codex Logo

The Venture Codex

Overview

Private equity firm leveraging digital marketing and data science.

Founded

2017

Deals · 12mo

0

Stage focus

Seed

Geographic focus

United States

Sector focus

Financial Services
FinTech
Venture Capital

Investment portfolio

1rounds
NAMEDATESIZE
Companion
Mar 2021Participated
$8 MSeed
Companion
Mar 2021Participated
$8 MSeed
1
Items
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

Wheelhouse Partners: 1 funding rounds are recorded in the selected participation categories.All available history.
Wheelhouse Partners: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed01

Monthly Deal Activity

Wheelhouse Partners: 1 deals are recorded across 68 months.All available history.
Wheelhouse Partners: 1 deals are recorded across 68 months. All available history
MonthDeals
Mar '211
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

Wheelhouse Partners: AI & Machine Learning 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.

Wheelhouse Partners: AI & Machine Learning is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
AI & Machine Learning1
Consumer & Lifestyle1

Deal Size Distribution

Wheelhouse Partners: 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.

Wheelhouse Partners: 1 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-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Wheelhouse Partners: 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.

Wheelhouse Partners: United States has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
United States1
Wheelhouse Partners: 7 co-investors are shown, with Central Garden & Pet 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.

Wheelhouse Partners: 7 co-investors are shown, with Central Garden & Pet sharing 1 recorded deals. All available history
Co-investorShared deals
Central Garden & Pet1
Companion Fund1
CrunchFund1
frog Design1
IA Ventures1
Michelson Found Animals Foundation1
PETStock1

Investment Strategy

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

John Occhipinti

Managing Partner Co-Founder