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The Venture Codex

Overview

Invests in healthcare and technology companies with minority equity.

Founded

2019

Deals ยท 12mo

0

Stage focus

Series C
Series D
Series E

Geographic focus

Canada
United States

Sector focus

Business Development
Financial Services
Venture Capital

Investment portfolio

19rounds
NAMEDATESIZE
Carrum Health
May 2023Led
$45 MSeries B
Aledade
Jun 2022Led
$123 MSeries E
Imply
May 2022Participated
$100 MSeries D
Dialpad
Dec 2021Participated
$170 MOther Equity
Course Hero
Dec 2021Participated
$380 MSeries C
Innovaccer
Dec 2021Participated
$150 MSeries E
Celigo
Dec 2021Led
$48 MSeries C
Ladder
Oct 2021Led
$100 MSeries D
PandaDoc
Sep 2021Participated
$100 MSeries C
Clio
Apr 2021Led
$110 MSeries E
ExecOnline
Apr 2021Led
$45 MSeries D
Phenom
Apr 2021Participated
$100 MSeries D
Carrum Health
May 2023Led
$45 MSeries B
Aledade
Jun 2022Led
$123 MSeries E
Imply
May 2022Participated
$100 MSeries D
Dialpad
Dec 2021Participated
$170 MOther Equity
Course Hero
Dec 2021Participated
$380 MSeries C
Innovaccer
Dec 2021Participated
$150 MSeries E
Celigo
Dec 2021Led
$48 MSeries C
Ladder
Oct 2021Led
$100 MSeries D
PandaDoc
Sep 2021Participated
$100 MSeries C
Clio
Apr 2021Led
$110 MSeries E
ExecOnline
Apr 2021Led
$45 MSeries D
Phenom
Apr 2021Participated
$100 MSeries D
19
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Insights

Time horizon

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Deal Distribution

OMERS Growth Equity: 19 funding rounds are recorded in the selected participation categories.All available history.
OMERS Growth Equity: 19 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B10
Series C+107
Other Equity01

Monthly Deal Activity

OMERS Growth Equity: 19 deals are recorded across 86 months.All available history.
OMERS Growth Equity: 19 deals are recorded across 86 months. All available history
MonthDeals
Sep '191
Oct '190
Nov '190
Dec '190
Jan '200
Feb '200
Mar '200
Apr '201
May '200
Jun '200
Jul '200
Aug '201
Sep '200
Oct '201
Nov '200
Dec '200
Jan '211
Feb '211
Mar '211
Apr '213
May '210
Jun '210
Jul '210
Aug '210
Sep '211
Oct '211
Nov '210
Dec '214
Jan '220
Feb '220
Mar '220
Apr '220
May '221
Jun '221
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '231
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

OMERS Growth Equity: Enterprise Software is the largest displayed sector by deal count (11 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.

OMERS Growth Equity: Enterprise Software is the largest displayed sector by deal count (11 deals). All available history
SectorDeals
Enterprise Software11
Health & Life Sciences7
AI & Machine Learning6
Data, Analytics & IT6
Education & Workforce3
Professional Services3
Networks, Cloud & Communication2
Hardware & Robotics2
Social & Community Platforms1
Fintech1
Cybersecurity & Privacy1
E-Commerce & Retail1
Food & Agriculture1

Deal Size Distribution

OMERS Growth Equity: 19 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.

OMERS Growth Equity: 19 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M3
$50M-$100M2
$100M-$250M13
$250M-$500M1
$500M-$1B0
$1B+0

Deals By Geography

OMERS Growth Equity: United States has the largest recorded deal count among the displayed regions (17 deals).All available history.

Top 2 of 2 regions; European countries are grouped as Europe.

OMERS Growth Equity: United States has the largest recorded deal count among the displayed regions (17 deals). All available history
RegionDeals
United States17
Canada2
OMERS Growth Equity: 20 co-investors are shown, with B Capital Group sharing 4 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.

Investment Strategy

OMERS Growth Equity: Led accounts for 58% and participating for 42% of round participation.All available history.
OMERS Growth Equity: Led accounts for 58% and participating for 42% of round participation. All available history
CategoryDeals (count)Share (%)
Led1158%
Participating842%
OMERS Growth Equity: Single-lead accounts for 73% and co-led for 27% of lead dynamics.All available history.
OMERS Growth Equity: Single-lead accounts for 73% and co-led for 27% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead873%
Co-led327%

Team

Andrew Lawlor

Associate

Jason Luo

Director

Lisa Conway

Director

Mark Shulgan

Managing Director, Head of Growth Equity

Saar Pikar

Managing Director

Teresa Lee

Managing Director