The Venture Codex Logo

The Venture Codex

Morgan Stanley

1585 Broadway, New York, NY, 10036, United States

Overview

Global financial services firm advising on transactions and investments.

Deals · 12mo

36

Links

WebsiteLinkedInX (Twitter)

Stage focus

—

Geographic focus

India
United Kingdom
United States

Sector focus

Asset Management
Finance
Financial Services
Lending

Investment portfolio

252rounds
NAMEDATESIZE
OpenAI
Oct 2026Participated
$30.0 BOther Equity
Tenstorrent
Oct 2026Participated
$1.5 BSeries E
Stride
Oct 2026Participated
$6 MSeed
Stord
Oct 2026Participated
$400 MDebt
Amber Electric
Sep 2026Led
$79 MSeries E
A5X
Sep 2026Led
$70 MSeries D
Anthropic
Sep 2026Led
$15.0 BDebt
HiddenLayer
Sep 2026Participated
$100 MSeries B
Kalshi
Aug 2026Participated
$1.1 BOther Equity
Databricks
Aug 2026Participated
$5.0 BOther Equity
Hadrian
Aug 2026Participated
$1.4 BSeries D
groundcover
Jul 2026Participated
$100 MSeries C
OpenAI
Oct 2026Participated
$30.0 BOther Equity
Tenstorrent
Oct 2026Participated
$1.5 BSeries E
Stride
Oct 2026Participated
$6 MSeed
Stord
Oct 2026Participated
$400 MDebt
Amber Electric
Sep 2026Led
$79 MSeries E
A5X
Sep 2026Led
$70 MSeries D
Anthropic
Sep 2026Led
$15.0 BDebt
HiddenLayer
Sep 2026Participated
$100 MSeries B
Kalshi
Aug 2026Participated
$1.1 BOther Equity
Databricks
Aug 2026Participated
$5.0 BOther Equity
Hadrian
Aug 2026Participated
$1.4 BSeries D
groundcover
Jul 2026Participated
$100 MSeries C
252
Items
...
Browse all public portfolio deals

Insights

Time horizon

View by

Deal Distribution

Morgan Stanley: 252 funding rounds are recorded in the selected participation categories.All available history.
Morgan Stanley: 252 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Seed515
Series A65
Series B1012
Series C+2850
Other Equity3260
Debt1118

Monthly Deal Activity

Morgan Stanley: 252 deals are recorded across 220 months.All available history.
Morgan Stanley: 252 deals are recorded across 220 months. All available history
MonthDeals
Jul '081
Aug '080
Sep '080
Oct '080
Nov '080
Dec '080
Jan '090
Feb '090
Mar '090
Apr '090
May '090
Jun '090
Jul '090
Aug '090
Sep '091
Oct '090
Nov '090
Dec '090
Jan '101
Feb '100
Mar '100
Apr '101
May '101
Jun '101
Jul '100
Aug '101
Sep '100
Oct '101
Nov '101
Dec '101
Jan '111
Feb '110
Mar '110
Apr '111
May '110
Jun '110
Jul '110
Aug '111
Sep '111
Oct '111
Nov '111
Dec '110
Jan '120
Feb '120
Mar '120
Apr '121
May '120
Jun '121
Jul '120
Aug '120
Sep '120
Oct '121
Nov '120
Dec '121
Jan '131
Feb '130
Mar '130
Apr '130
May '131
Jun '130
Jul '130
Aug '130
Sep '130
Oct '131
Nov '130
Dec '130
Jan '141
Feb '143
Mar '140
Apr '141
May '140
Jun '140
Jul '142
Aug '141
Sep '140
Oct '141
Nov '140
Dec '140
Jan '152
Feb '151
Mar '150
Apr '151
May '151
Jun '151
Jul '150
Aug '150
Sep '150
Oct '151
Nov '150
Dec '150
Jan '162
Feb '161
Mar '161
Apr '161
May '160
Jun '160
Jul '160
Aug '160
Sep '160
Oct '162
Nov '160
Dec '160
Jan '171
Feb '171
Mar '170
Apr '170
May '171
Jun '170
Jul '171
Aug '172
Sep '170
Oct '170
Nov '171
Dec '170
Jan '181
Feb '180
Mar '180
Apr '182
May '180
Jun '182
Jul '180
Aug '182
Sep '180
Oct '181
Nov '182
Dec '182
Jan '190
Feb '191
Mar '190
Apr '190
May '191
Jun '191
Jul '190
Aug '190
Sep '191
Oct '191
Nov '190
Dec '191
Jan '201
Feb '203
Mar '201
Apr '201
May '201
Jun '201
Jul '201
Aug '200
Sep '201
Oct '200
Nov '201
Dec '201
Jan '212
Feb '212
Mar '215
Apr '212
May '215
Jun '211
Jul '214
Aug '212
Sep '216
Oct '211
Nov '215
Dec '214
Jan '224
Feb '220
Mar '221
Apr '223
May '222
Jun '223
Jul '222
Aug '221
Sep '224
Oct '221
Nov '221
Dec '221
Jan '232
Feb '230
Mar '230
Apr '235
May '230
Jun '231
Jul '230
Aug '231
Sep '231
Oct '230
Nov '233
Dec '231
Jan '244
Feb '244
Mar '244
Apr '241
May '241
Jun '244
Jul '243
Aug '241
Sep '242
Oct '245
Nov '243
Dec '241
Jan '253
Feb '252
Mar '252
Apr '251
May '251
Jun '255
Jul '252
Aug '255
Sep '252
Oct '251
Nov '254
Dec '252
Jan '261
Feb '265
Mar '261
Apr '262
May '263
Jun '263
Jul '264
Aug '263
Sep '264
Oct '264

Sector Breakdown

Morgan Stanley: Enterprise Software is the largest displayed sector by deal count (81 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.

Morgan Stanley: Enterprise Software is the largest displayed sector by deal count (81 deals). All available history
SectorDeals
Enterprise Software81
Data, Analytics & IT60
Fintech55
AI & Machine Learning53
Networks, Cloud & Communication50
Health & Life Sciences36
Hardware & Robotics30
E-Commerce & Retail29
Clean Energy & Sustainability23
Transportation & Logistics22
Professional Services21
Cybersecurity & Privacy20
Consumer & Lifestyle16
Marketing & Advertising16
Media & Entertainment16
Space & Frontier Tech14
Manufacturing12
Developer Tools12
Food & Agriculture11
Social & Community Platforms10
Real Estate & Construction7
Crypto & Blockchain7
Travel & Hospitality6
Education & Workforce3
Government & Defense3
AR/VR1
Gaming & eSports1

Deal Size Distribution

Morgan Stanley: 252 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.

Morgan Stanley: 252 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M20
$5M-$10M11
$10M-$25M31
$25M-$50M42
$50M-$100M46
$100M-$250M46
$250M-$500M18
$500M-$1B12
$1B+26

Deals By Geography

Morgan Stanley: United States has the largest recorded deal count among the displayed regions (187 deals).All available history.

Top 10 of 13 regions; European countries are grouped as Europe.

Morgan Stanley: United States has the largest recorded deal count among the displayed regions (187 deals). All available history
RegionDeals
United States187
Europe32
India16
Canada5
Mexico2
Brazil2
China2
El Salvador1
Australia1
Mali1
Morgan Stanley: 20 co-investors are shown, with Goldman Sachs sharing 35 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.

Morgan Stanley: 20 co-investors are shown, with Goldman Sachs sharing 35 recorded deals. All available history
Co-investorShared deals
Goldman Sachs35
J.P. Morgan30
Citi23
T. Rowe Price Associates22
Fidelity Management & Research Company19
Bank of America15
Barclays15
UBS14
Wells Fargo14
Andreessen Horowitz12
Franklin Templeton12
BlackRock10
Coatue10
Sequoia Capital10
Deutsche Bank9
HSBC9
Accel8
Temasek8
Tiger Global8
Baillie Gifford7

Investment Strategy

Morgan Stanley: Led accounts for 37% and participating for 63% of round participation.All available history.
Morgan Stanley: Led accounts for 37% and participating for 63% of round participation. All available history
CategoryDeals (count)Share (%)
Led9237%
Participating16063%
Morgan Stanley: Single-lead accounts for 66% and co-led for 34% of lead dynamics.All available history.
Morgan Stanley: Single-lead accounts for 66% and co-led for 34% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead6166%
Co-led3134%

Team

Andy Plaisted

COO, Private Wealth Management

Ashwin Krishnan
Carol Greene-Vincent

Chief Audit Officer

Charles Smith

Executive Vice President and Chief Risk Officer

Eric F. Grossman

Chief Legal Officer

Gokul Laroia

CEO of Morgan Stanley Asia

Jake Van Koevering
Kevin Han

CFO

Lincoln Isetta
Nick Nocito
Pete Chung
Sharon Yeshaya

Executive Vice President and Chief Financial Officer

Ted Pick

Chief Executive Officer (CEO)

Vikram Raju

Founder

Wei Sun Christianson

Co-CEO Asia Pacific

Zheng Wang

Managing Director