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The Venture Codex

Overview

Independent brokerage offering financial education and asset management.

Founded

1997

Deals · 12mo

2

Stage focus

Debt
Series C

Geographic focus

Brazil
Canada

Sector focus

Education
Finance

Investment portfolio

6rounds
NAMEDATESIZE
UME Financial Services
Aug 2026Participated
$96 MDebt
Hero Seguros
Apr 2026Led
$7 MOther Equity
SuperBAC
Jul 2023Led
$63 MOther Equity
Neon
Jul 2022Led
$80 MDebt
Future Farm
Nov 2021Participated
$58 MSeries C
SuperSim
Sep 2021Participated
$26 MDebt
UME Financial Services
Aug 2026Participated
$96 MDebt
Hero Seguros
Apr 2026Led
$7 MOther Equity
SuperBAC
Jul 2023Led
$63 MOther Equity
Neon
Jul 2022Led
$80 MDebt
Future Farm
Nov 2021Participated
$58 MSeries C
SuperSim
Sep 2021Participated
$26 MDebt
6
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Deal Distribution

XP Private Equity: 6 funding rounds are recorded in the selected participation categories.All available history.
XP Private Equity: 6 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series C+01
Other Equity20
Debt12

Monthly Deal Activity

XP Private Equity: 6 deals are recorded across 62 months.All available history.
XP Private Equity: 6 deals are recorded across 62 months. All available history
MonthDeals
Sep '211
Oct '210
Nov '211
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '221
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '231
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 '261
May '260
Jun '260
Jul '260
Aug '261
Sep '260
Oct '260

Sector Breakdown

XP Private Equity: Fintech is the largest displayed sector by deal count (4 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.

XP Private Equity: Fintech is the largest displayed sector by deal count (4 deals). All available history
SectorDeals
Fintech4
Health & Life Sciences2
Food & Agriculture2
Networks, Cloud & Communication1
Travel & Hospitality1
Professional Services1
Clean Energy & Sustainability1

Deal Size Distribution

XP Private Equity: 6 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.

XP Private Equity: 6 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M0
$25M-$50M1
$50M-$100M4
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

XP Private Equity: Brazil has the largest recorded deal count among the displayed regions (5 deals).All available history.

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

XP Private Equity: Brazil has the largest recorded deal count among the displayed regions (5 deals). All available history
RegionDeals
Brazil5
Canada1
XP Private Equity: 18 co-investors are shown, with Actyus sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

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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.

XP Private Equity: 18 co-investors are shown, with Actyus sharing 1 recorded deals. All available history
Co-investorShared deals
Actyus1
Banco Bradesco1
BTG Pactual1
BV1
Credit Saison1
Emp%C3%ADrica1
Enfini Ventures1
Franklin Templeton1
Go4it Capital1
Ita1
Itaú Unibanco1
Mileno1
Monashees1
Navi1
Rage Capital1
Turim MFO1
Verde1
Verde Asset1

Investment Strategy

XP Private Equity: Led accounts for 50% and participating for 50% of round participation.All available history.
XP Private Equity: Led accounts for 50% and participating for 50% of round participation. All available history
CategoryDeals (count)Share (%)
Led350%
Participating350%
XP Private Equity: Single-lead accounts for 67% and co-led for 33% of lead dynamics.All available history.
XP Private Equity: Single-lead accounts for 67% and co-led for 33% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead267%
Co-led133%

Team

Bianca Juliano

Partner / Head Performance B2B

Chu Kong

Partner

Gabriel Bassanesi

Partner | Head of New Business

Pedro Silveira

Managing Partner

Romero Rodrigues

Managing Partner

Vinícius Bozzi Nonato

Chief Digital Officer (CDO)

Zeina Latif

Chief economist