# Vertex: portfolio, investments and team

> Vertex is a hedge fund based in United States. 33 investments on record, latest Dec 2019. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/vertex (Millionrounds; every figure on the page links to its filing or article)

United States · [Investor](https://millionrounds.com/investors)

# Vertex

Filed with the SEC to raise a fund in Jan 2025, closing $1M. Last cheque observed Dec 2019.

Email

Quiet New fund $800K, Jan 2025 Hedge fund

Series A Series C Series B Compliance Document Management Software

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Cheques on record

**0%** of best year **0** **cheques in 12 months**, 33 on record

Since the last cheque **2517** days **00** hrs **00** min **00** sec

Median round **$32M** Rounds led **1 of 33** Exits **1 from the portfolio** Mostly in **United States, 52%**

Pitch Vertex

Another investor of this name exists, and we could not establish from the rounds which of them the press meant. Treat the record below as possibly belonging to either. [Tell us which](https://millionrounds.com/corrections?slug=vertex) if you know.

## Vertex highlights

- 01 33 rounds on record
- 02 Mostly Series A and Series C: 57% of its rounds
- 03 Led 1 rounds
- 04 1 exits from the portfolio

## What they do

- **Type:** Hedge fund (from a list, unverified)
- **Cheque size:** Not stated
- **Sectors:** Compliance Document Management Software
- **Based in:** Oklahoma City, United States
- **Cold pitches:** Not stated

## The record

Every round we can evidence, newest first **33 appearances**

- **2019** 9 rounds
- **Dec** **[Sunday](https://millionrounds.com/company/sunday)** Series A · TH · e27 **$11M** With 1 other
- **Aug** **Axonius** Series B · US · FinSMEs **$20M** With 5 others
- **Apr** **[HappyFresh](https://millionrounds.com/company/happyfresh)** Series C · ID · TechCrunch **$22M** With 8 others
- **Mar** **[Guesty](https://millionrounds.com/company/guesty)** Series C · US · FinSMEs **$35M** With 5 others
- **Feb** **[Kryon](https://millionrounds.com/company/kryon)** Series C · US · FinSMEs **$40M** With 1 other
- **Feb** **Axonius** Series A · US · FinSMEs **$13M** With 3 others
- **Feb** **[Nuvaira](https://millionrounds.com/company/nuvaira)** US · FinSMEs **$79M** With 9 others
- **Feb** **[PerimeterX](https://millionrounds.com/company/perimeterx)** Series C · US · FinSMEs **$43M** With 3 others
- **Jan** **[Warung Pintar](https://millionrounds.com/company/warung-pintar)** Series B · ID · Digitalnewsasia **$28M** With 9 others
- **2018** 13 rounds
- **Dec** **[Licious](https://millionrounds.com/company/licious)** Series D · IN · VCCircle **$25M** With 3 others
- **Nov** **[Xiaoqule](https://millionrounds.com/company/xiaoqule)** Series A · CN · AVCJ **$108M** *Led*
- **Nov** **Taranis** Series B · IL · FinSMEs **$20M** With 7 others
- **Oct** **[Earlens](https://millionrounds.com/company/earlens)** US · Prnewswire **$87M** With 15 others
- **Sept** **[27-8 Therapeutics](https://millionrounds.com/company/27-8-therapeutics)** Series A · US · FinSMEs **$65M** With 4 others
- **Sept** **[CloudCherry](https://millionrounds.com/company/cloudcherry)** Series A · IN · VCCircle **$9.0M** With 2 others
- **Aug** **[Genomics](https://millionrounds.com/company/genomics)** GB · Telegraph **$33M** With 4 others
- **Aug** **[Very Good Security](https://millionrounds.com/company/very-good-security)** Series A · US · FinSMEs **$8.5M** With 3 others
- **Aug** **Spotinist** Series B · IL · FinSMEs **$35M** With 2 others
- **Aug** **[Harbour BioMed](https://millionrounds.com/company/harbour-biomed)** Series B · CN · FinSMEs **$85M** With 1 other
- **Aug** **[Dor](https://millionrounds.com/company/dor)** Series A · US · FinSMEs **$8.5M** With 5 others
- **Mar** **[Verbit](https://millionrounds.com/company/verbit)** Seed · IL · Tech.eu **$11M** With 2 others
- **Jan** **Cylus** Seed · IL · FinSMEs **$4.7M** With 3 others
- **2017** 10 rounds
- **Dec** **[Obsidian Therapeutics](https://millionrounds.com/company/obsidian-therapeutics)** Series A · US · FinSMEs **$50M** With 5 others
- **Dec** **[EastRetail Pro](https://millionrounds.com/company/eastretail-pro)** CN · China Money Network **$20M** With 2 others
- **Nov** **[Yotpo](https://millionrounds.com/company/yotpo)** Series D · US · FinSMEs **$51M** With 6 others
- **Oct** **[Visterra](https://millionrounds.com/company/visterra)** Series C · US · FinSMEs **$47M** With 5 others
- **Jul** **Dynamic Yield** Series C · US · FinSMEs **$31M** With 5 others
- **Jul** **[Xingtang miniKTV](https://millionrounds.com/company/xingtang-miniktv)** CN · China Money Network **$15M** With 3 others
- **Jul** **[Desktop Metal](https://millionrounds.com/company/desktop-metal)** Series D · US · FinSMEs **$115M** With 13 others
- **Jul** **[InstaRem](https://millionrounds.com/company/instarem)** Series B · SG · TechCrunch **$13M** With 3 others
- **May** **[Happy Vehicle Nation](https://millionrounds.com/company/happy-vehicle-nation)** Series B · CN · Marbridgeconsulting **$44M** With 2 others
- **Mar** **[Moximed](https://millionrounds.com/company/moximed)** Series C · US · FinSMEs **$50M** With 6 others
- **2000** 1 round
- **Apr** **[PayPal](https://millionrounds.com/company/paypal)** Series C · US · paypalobjects.com **$100M** With 13 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **6 named**

CB **Christopher Brown** Manager i Filing they signed

DP **Dan Pei** Managing member of the General Partner. i Filing they signed

ED **Eli Davis** Manager i Filing they signed

ES **Eric Singer** Executive Officer i Filing they signed

KL **Kee Lock Chua** Director i Filing they signed

MJ **Mark J. Rubin** Executive Officer i Filing they signed

We also hold **11** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**5+** funds on file numbered funds in its name

## Exits from the portfolio

Companies it backed that were later bought or listed **1 in all**

**[PayPal](https://millionrounds.com/company/paypal)** Bought by [eBay](https://millionrounds.com/fund/ebay) **$1.5B** Jul 2002

An exit counts when it came after the firm's first round in the company. From historical deal records.

New fund on file

**$800K**

raised in Jan 2025

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

## The cheque

Series A Series C Series B

Median round joined **$32M** the round, not its cheque

Led 1 of 33 rounds **3%**

- **Sole investor:** Never alone
- **Last cheque:** Dec 2019
- **Exits:** 1 from the portfolio

Rounds by stage said on their site

- Series A *8*
- Series C *8*
- Series B *7*
- Series D *3*
- Seed *2*

Cheques by year Led Joined

2000 2019

Often in the room with

- [New Enterprise Associates](https://millionrounds.com/fund/new-enterprise-associates) 3
- [Bessemer Venture Partners](https://millionrounds.com/fund/bessemer-venture-partners) 2
- [DCVC](https://millionrounds.com/fund/data-collective) 2
- [Emerge](https://millionrounds.com/fund/emerge-2) 2
- [Future Fund](https://millionrounds.com/fund/future-fund) 2
- [Lightstone Ventures](https://millionrounds.com/fund/lightstone-ventures) 2

**Pitching Vertex?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque.

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## Who they invest alongside

The investors most often in the same rounds as Vertex. A count of rooms they were both in, not a relationship either has claimed.

[**New Enterprise Associates** VC firm **3** rounds together](https://millionrounds.com/fund/new-enterprise-associates)[**Bessemer Venture Partners** VC firm **2** rounds together](https://millionrounds.com/fund/bessemer-venture-partners)[**DCVC** VC firm **2** rounds together](https://millionrounds.com/fund/data-collective)[**Emerge** VC firm **2** rounds together](https://millionrounds.com/fund/emerge-2)[**Future Fund** Growth equity **2** rounds together](https://millionrounds.com/fund/future-fund)[**Lightstone Ventures** VC firm **2** rounds together](https://millionrounds.com/fund/lightstone-ventures)[**Line Ventures** VC firm **2** rounds together](https://millionrounds.com/fund/line-ventures)[**Magma** Company **2** rounds together](https://millionrounds.com/fund/magma)[**Morgenthaler Ventures** VC firm **2** rounds together](https://millionrounds.com/fund/morgenthaler)[**SMDV** VC firm **2** rounds together](https://millionrounds.com/fund/sinar-mas-digital-ventures)[**Sequoia Capital** VC firm **2** rounds together](https://millionrounds.com/fund/sequoia-capital)[**Western Technology Investment** VC firm **2** rounds together](https://millionrounds.com/fund/wti)

## Recently backed

The latest companies Vertex put money into.

[**HappyFresh** $22M · Apr 2019](https://millionrounds.com/company/happyfresh)[**Kryon** $40M · Feb 2019](https://millionrounds.com/company/kryon)[**Licious** $25M · Dec 2018](https://millionrounds.com/company/licious)[**Earlens** $87M · Oct 2018](https://millionrounds.com/company/earlens)[**Genomics** $33M · Aug 2018](https://millionrounds.com/company/genomics)[**Harbour BioMed** $85M · Aug 2018](https://millionrounds.com/company/harbour-biomed)

## Quick answers about Vertex

### What does Vertex invest in?

Vertex invests most often at Series A and Series C (57% of the rounds on record), in sectors such as Compliance, Document Management and Software.

### How active is Vertex?

33 investments on record, 0 of them in the last 12 months, and it led 1. The most recent was in Dec 2019.

### What has Vertex invested in recently?

Its most recent investments on record: Sunday (Series A, Dec 2019), Axonius (Series B, Aug 2019) and HappyFresh (Series C, Apr 2019).

### How big are Vertex's cheques?

The median round it joins is $32M.

### Does Vertex lead rounds?

Sometimes: it led 1 of its 33 investments on record (3%).

### Where does Vertex invest?

Most of the companies it backs are in the United States (52%), China (15%) and Israel (12%).

### Is Vertex investing now?

No investments in the last 12 months; the latest was in Dec 2019.

### Who does Vertex invest alongside?

Most often New Enterprise Associates (3 rounds together), Bessemer Venture Partners (2 rounds together) and DCVC (2 rounds together).

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Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=vertex) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=vertex)