The Venture Codex Logo

The Venture Codex

Overview

Capital and financial solutions for middle market investments.

Founded

1996

Deals ยท 12mo

0

Stage focus

Series B

Geographic focus

United States

Sector focus

Asset Management
Financial Services
Venture Capital

Investment portfolio

2rounds
NAMEDATESIZE
Marstone Inc.
Jan 2024Participated
$8 MSeries B
Central Payments
Aug 2022Led
$30 MOther Equity
Marstone Inc.
Jan 2024Participated
$8 MSeries B
Central Payments
Aug 2022Led
$30 MOther Equity
2
Items
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

Castle Creek Capital: 2 funding rounds are recorded in the selected participation categories.All available history.
Castle Creek Capital: 2 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B01
Other Equity10

Monthly Deal Activity

Castle Creek Capital: 2 deals are recorded across 51 months.All available history.
Castle Creek Capital: 2 deals are recorded across 51 months. All available history
MonthDeals
Aug '221
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 '241
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

Castle Creek Capital: Fintech 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.

Castle Creek Capital: Fintech is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Fintech2
Professional Services1

Deal Size Distribution

Castle Creek Capital: 2 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.

Castle Creek Capital: 2 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-$100M0
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

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

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

Castle Creek Capital: United States has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
United States2
Castle Creek Capital: 4 co-investors are shown, with Equity Bank 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.

Castle Creek Capital: 4 co-investors are shown, with Equity Bank sharing 1 recorded deals. All available history
Co-investorShared deals
Equity Bank1
Launchpad Capital1
Mendon Venture Partners1
South Rose Capital1

Investment Strategy

Castle Creek Capital: Led accounts for 50% and participating for 50% of round participation.All available history.
Castle Creek Capital: Led accounts for 50% and participating for 50% of round participation. All available history
CategoryDeals (count)Share (%)
Led150%
Participating150%
Castle Creek Capital: Single-lead accounts for 100% and co-led for 0% of lead dynamics.All available history.
Castle Creek Capital: Single-lead accounts for 100% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead1100%
Co-led00%

Team

David Volk

Principal

John Matthew Eggemeyer

Managing Principal

Mark G. Merlo

Principal

William J. Ruh

Managing Principal