The Venture Codex Logo

The Venture Codex

Overview

Diverse financial services and solutions for securing futures.

Founded

1905

Deals ยท 12mo

0

Stage focus

Series E

Geographic focus

United States

Sector focus

Advice
Finance
Financial Services
Insurance

Investment portfolio

1rounds
NAMEDATESIZE
Policygenius
Mar 2022Participated
$125 MSeries E
Policygenius
Mar 2022Participated
$125 MSeries E
1
Items
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

Lincoln Financial: 1 funding rounds are recorded in the selected participation categories.All available history.
Lincoln Financial: 1 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series C+01

Monthly Deal Activity

Lincoln Financial: 1 deals are recorded across 56 months.All available history.
Lincoln Financial: 1 deals are recorded across 56 months. All available history
MonthDeals
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
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

Lincoln Financial: Fintech is the largest displayed sector by deal count (1 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.

Lincoln Financial: Fintech is the largest displayed sector by deal count (1 deals). All available history
SectorDeals
Fintech1
E-Commerce & Retail1

Deal Size Distribution

Lincoln Financial: 1 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.

Lincoln Financial: 1 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-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Lincoln Financial: United States has the largest recorded deal count among the displayed regions (1 deals).All available history.

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

Lincoln Financial: United States has the largest recorded deal count among the displayed regions (1 deals). All available history
RegionDeals
United States1
Lincoln Financial: 7 co-investors are shown, with Brighthouse Financial 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.

Lincoln Financial: 7 co-investors are shown, with Brighthouse Financial sharing 1 recorded deals. All available history
Co-investorShared deals
Brighthouse Financial1
Global Atlantic Financial Group1
iA Financial Group1
KKR1
Norwest Venture Partners1
Pacific Life1
Revolution Ventures1

Investment Strategy

Lincoln Financial: Led accounts for 0% and participating for 100% of round participation.All available history.
Lincoln Financial: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating1100%
Lincoln Financial: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Lincoln Financial: 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

Adam Cohen

Chief Accounting Officer (CAO)

Adam Wilson

vice president of strategic partnerships, vendor and platform management

Craig C. Bartlett

Financial Planner

Ellen Cooper

Chief Investment Officer & Executive Vice President

Karla Munden

Chief Audit Executive

Michael D'Amico

Stable Value Investment Products

Randal Freitag

Chief Financial Officer

Sarah Blair

AVP Advertising