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The Venture Codex

Overview

Growth equity firm investing in tech-enabled business services companies.

Founded

2015

Deals · 12mo

0

Stage focus

—

Geographic focus

United States

Sector focus

Finance
Financial Services
Venture Capital

Investment portfolio

2rounds
NAMEDATESIZE
Stax
Mar 2022Participated
$245 MOther Equity
Formstack
Nov 2021Participated
$425 MOther Equity
Stax
Mar 2022Participated
$245 MOther Equity
Formstack
Nov 2021Participated
$425 MOther Equity
2
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Insights

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Deal Distribution

Greater Sum Ventures: 2 funding rounds are recorded in the selected participation categories.All available history.
Greater Sum Ventures: 2 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Other Equity02

Monthly Deal Activity

Greater Sum Ventures: 2 deals are recorded across 60 months.All available history.
Greater Sum Ventures: 2 deals are recorded across 60 months. All available history
MonthDeals
Nov '211
Dec '210
Jan '220
Feb '220
Mar '221
Apr '220
May '220
Jun '220
Jul '220
Aug '220
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 '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
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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

Greater Sum Ventures: Enterprise Software 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.

Greater Sum Ventures: Enterprise Software is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Enterprise Software2
Networks, Cloud & Communication1
Marketing & Advertising1
Education & Workforce1
Fintech1
Professional Services1

Deal Size Distribution

Greater Sum Ventures: 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.

Greater Sum Ventures: 2 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-$500M1
$500M-$1B0
$1B+0

Deals By Geography

Greater Sum Ventures: 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.

Greater Sum Ventures: United States has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
United States2
Greater Sum Ventures: 4 co-investors are shown, with Blue Star Innovation Partners 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.

Greater Sum Ventures: 4 co-investors are shown, with Blue Star Innovation Partners sharing 1 recorded deals. All available history
Co-investorShared deals
Blue Star Innovation Partners1
HarbourVest Partners1
PSG1
Silversmith Capital Partners1

Investment Strategy

Greater Sum Ventures: Led accounts for 0% and participating for 100% of round participation.All available history.
Greater Sum Ventures: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating2100%
Greater Sum Ventures: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Greater Sum Ventures: 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

Bill Nix

Managing Partner & Founder

Chad Scott

Investor

Jon Ellison

Managing Partner & Founder

Lisa Stinnett

Managing Partner & Founder

Mike Stephens

Managing Director

Ross Croley

CEO & Founder

William Overstreet

Senior VP & Operating Partner