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The Venture Codex

Overview

Banking and financial institution offering services and wealth management.

Founded

1938

Deals ยท 12mo

2

Stage focus

Debt
Seed
Series A

Geographic focus

Canada

Sector focus

Commercial Lending
Finance
Financial Services
FinTech
...

Investment portfolio

10rounds
NAMEDATESIZE
Neo Financial
Oct 2026Led
$185 MDebt
Corus Orthodontists
Feb 2026Led
$15 MOther Equity
Tetra Trust
Sep 2025Participated
$10 MOther Equity
Virtuo
Dec 2023Led
$3 MSeed
ZayZoon
Sep 2023Participated
$35 MSeries B
Walnut Insurance
Dec 2022Led
$4 MSeed
ZayZoon
Aug 2022Participated
$26 MDebt
Showbie
Feb 2021Participated
$6 MSeries A
Neo Financial
Dec 2020Participated
$39 MSeries A
Athennian
Sep 2020Participated
$8 MSeries A
Neo Financial
Oct 2026Led
$185 MDebt
Corus Orthodontists
Feb 2026Led
$15 MOther Equity
Tetra Trust
Sep 2025Participated
$10 MOther Equity
Virtuo
Dec 2023Led
$3 MSeed
ZayZoon
Sep 2023Participated
$35 MSeries B
Walnut Insurance
Dec 2022Led
$4 MSeed
ZayZoon
Aug 2022Participated
$26 MDebt
Showbie
Feb 2021Participated
$6 MSeries A
Neo Financial
Dec 2020Participated
$39 MSeries A
Athennian
Sep 2020Participated
$8 MSeries A
10
Items
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Insights

Time horizon

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Deal Distribution

ATB Financial: 10 funding rounds are recorded in the selected participation categories.All available history.
ATB Financial: 10 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed20
Series A03
Series B01
Other Equity11
Debt11

Monthly Deal Activity

ATB Financial: 10 deals are recorded across 74 months.All available history.
ATB Financial: 10 deals are recorded across 74 months. All available history
MonthDeals
Sep '201
Oct '200
Nov '200
Dec '201
Jan '210
Feb '211
Mar '210
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 '221
Sep '220
Oct '220
Nov '220
Dec '221
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '231
Oct '230
Nov '230
Dec '231
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 '251
Oct '250
Nov '250
Dec '250
Jan '260
Feb '261
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '261

Sector Breakdown

ATB Financial: Fintech is the largest displayed sector by deal count (6 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.

ATB Financial: Fintech is the largest displayed sector by deal count (6 deals). All available history
SectorDeals
Fintech6
Networks, Cloud & Communication2
Enterprise Software2
Crypto & Blockchain1
Education & Workforce1
Health & Life Sciences1
Professional Services1
Real Estate & Construction1

Deal Size Distribution

ATB Financial: 10 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.

ATB Financial: 10 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M2
$5M-$10M2
$10M-$25M2
$25M-$50M3
$50M-$100M0
$100M-$250M1
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

ATB Financial: Canada has the largest recorded deal count among the displayed regions (10 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

ATB Financial: Canada has the largest recorded deal count among the displayed regions (10 deals). All available history
RegionDeals
Canada10
ATB Financial: 20 co-investors are shown, with InterGen 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

ATB Financial: Led accounts for 40% and participating for 60% of round participation.All available history.
ATB Financial: Led accounts for 40% and participating for 60% of round participation. All available history
CategoryDeals (count)Share (%)
Led440%
Participating660%
ATB Financial: Single-lead accounts for 50% and co-led for 50% of lead dynamics.All available history.
ATB Financial: Single-lead accounts for 50% and co-led for 50% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead250%
Co-led250%

Team

Chett Matchett

TitleAssociate Vice President of Strategy, Operations, and Social Economics

Composir Studios

Technical Analyst - Data & AI

Deb Keller

Senior Product Manager

Dylan Roth

Managing Director Customer Experience Metrics

Joe Armstrong

Senior Content Strategist

Nav Dhunay

Head of Technology

Steve Clelland

Marketing Director

Tyler Yates

Lead ECM Specialist