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The Venture Codex

Overview

Private equity investments and wealth advisory services for businesses.

Founded

2014

Deals ยท 12mo

0

Stage focus

Series A

Geographic focus

Canada
United Kingdom
United States

Sector focus

Advice
Asset Management
Finance
Financial Services

Investment portfolio

6rounds
NAMEDATESIZE
Global Screening Services
Mar 2024Participated
$47 MSeries A
Platform Accounting Group
Feb 2024Led
$85 MOther Equity
Wellington-Altus Financial
Dec 2023Led
$40 MOther Equity
Global Screening Services
Jan 2023Led
$45 MOther Equity
BrightPlan
Apr 2021Led
$10 MSeries A
Prumentum
May 2017Participated
$25 MSeries A
Global Screening Services
Mar 2024Participated
$47 MSeries A
Platform Accounting Group
Feb 2024Led
$85 MOther Equity
Wellington-Altus Financial
Dec 2023Led
$40 MOther Equity
Global Screening Services
Jan 2023Led
$45 MOther Equity
BrightPlan
Apr 2021Led
$10 MSeries A
Prumentum
May 2017Participated
$25 MSeries A
6
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Insights

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Deal Distribution

Cynosure Group: 6 funding rounds are recorded in the selected participation categories.All available history.
Cynosure Group: 6 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A12
Other Equity30

Monthly Deal Activity

Cynosure Group: 6 deals are recorded across 114 months.All available history.
Cynosure Group: 6 deals are recorded across 114 months. All available history
MonthDeals
May '171
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '190
May '190
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '200
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '211
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 '231
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '231
Jan '240
Feb '241
Mar '241
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

Cynosure Group: 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.

Cynosure Group: Fintech is the largest displayed sector by deal count (6 deals). All available history
SectorDeals
Fintech6
Professional Services4
Cybersecurity & Privacy2
Health & Life Sciences2
Media & Entertainment1

Deal Size Distribution

Cynosure Group: 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.

Cynosure Group: 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-$50M4
$50M-$100M1
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Cynosure Group: United States has the largest recorded deal count among the displayed regions (3 deals).All available history.

Top 3 of 3 regions; European countries are grouped as Europe.

Cynosure Group: United States has the largest recorded deal count among the displayed regions (3 deals). All available history
RegionDeals
United States3
Europe2
Canada1
Cynosure Group: 8 co-investors are shown, with AlixPartners 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.

Cynosure Group: 8 co-investors are shown, with AlixPartners sharing 2 recorded deals. All available history
Co-investorShared deals
AlixPartners2
Fremont Group2
Commonwealth Bank of Australia1
Hawk Partners1
MUFG1
Peery Capital1
Still Capital Partners1
Swell Capital1

Investment Strategy

Cynosure Group: Led accounts for 67% and participating for 33% of round participation.All available history.
Cynosure Group: Led accounts for 67% and participating for 33% of round participation. All available history
CategoryDeals (count)Share (%)
Led467%
Participating233%
Cynosure Group: Single-lead accounts for 50% and co-led for 50% of lead dynamics.All available history.
Cynosure Group: Single-lead accounts for 50% and co-led for 50% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead250%
Co-led250%

Team

Andrew Braithwaite

Managing Director

Drew Sandbo

Senior Associate

Herbert Scruggs

Co-Founder, Managing Director

Keith Taylor

Co-Founder, Managing Director

Spencer Eccles

Co-Founder, Managing Director