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The Venture Codex

Overview

Investment platform providing access to alternative income-generating produ

Founded

2015

Deals ยท 12mo

0

Stage focus

Series B

Geographic focus

United States

Sector focus

Finance
Financial Services
FinTech
Wealth Management

Investment portfolio

3rounds
NAMEDATESIZE
Wonder Group
Sep 2022Participated
$350 MSeries B
Wonder
Jun 2022Participated
$350 MSeries B
Fetch
Apr 2022Participated
$240 MOther Equity
Wonder Group
Sep 2022Participated
$350 MSeries B
Wonder
Jun 2022Participated
$350 MSeries B
Fetch
Apr 2022Participated
$240 MOther Equity
3
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Yieldstreet: 3 funding rounds are recorded in the selected participation categories.All available history.
Yieldstreet: 3 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B02
Other Equity01

Monthly Deal Activity

Yieldstreet: 3 deals are recorded across 55 months.All available history.
Yieldstreet: 3 deals are recorded across 55 months. All available history
MonthDeals
Apr '221
May '220
Jun '221
Jul '220
Aug '220
Sep '221
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

Yieldstreet: E-Commerce & Retail is the largest displayed sector by deal count (2 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.

Yieldstreet: E-Commerce & Retail is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
E-Commerce & Retail2
Food & Agriculture2
Transportation & Logistics2
Networks, Cloud & Communication1
Marketing & Advertising1
Enterprise Software1

Deal Size Distribution

Yieldstreet: 3 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.

Yieldstreet: 3 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M0
$50M-$100M0
$100M-$250M1
$250M-$500M2
$500M-$1B0
$1B+0

Deals By Geography

Yieldstreet: United States has the largest recorded deal count among the displayed regions (2 deals).All available history.

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

Yieldstreet: United States has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
United States2
100071
Yieldstreet: 18 co-investors are shown, with Accel 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

Yieldstreet: Led accounts for 0% and participating for 100% of round participation.All available history.
Yieldstreet: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating3100%
Yieldstreet: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Yieldstreet: 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

Azret Deljanin

Chief Technology Officer

Dennis Shields

Co-Founder & Chairman

Glenna DeRoy

Chief Product Officer

Joel Greengrass

Chief People Officer

Lea Stendahl

Chief Marketing Officer

Mitch Caplan

Interim Chief Executive Officer

Ted Yarbrough

Chief Investment Officer