Wells Fargo
Wells Fargo & Company, established in 1852, is a diversified financial services company headquartered in San Francisco, California. It offers a wide range of products and services, including banking, investment, mortgage, and consumer and commercial finance, to individuals, businesses, and institutions worldwide. The company operates through three main segments: Community Banking, Wholesale Banking, and Wealth and Investment Management. Community Banking provides retail banking services such as checking and savings accounts, credit cards, and various lending products. Wholesale Banking offers commercial banking, capital markets, and investment banking services, including corporate loans, lines of credit, and investment banking services. Wealth and Investment Management delivers personalized wealth management, investment, and retirement products and services. Wells Fargo also provides fund administration, middle-office, and operations services to alternative investment managers through its subsidiary, Wells Fargo Global Fund Services. The company operates through approximately 7,400 locations and 13,000 ATMs, with offices in 32 countries and territories.
Top Stages
Matthew Raubacher
MD / Division Head Tech Strategic Capital (Venture Equity, Growth Equity and Alternative Solutions)
Past deals in Credits and Lending
White Oak Commercial Finance
Debt Financing in 2025
White Oak Commercial Finance is a global financial services company that specializes in providing credit facilities to middle-market companies, typically ranging from $1 million to $30 million. The company offers a variety of financial solutions, including asset-based lending, full-service factoring, invoice discounting, supply chain financing, inventory financing, and U.S. import/export financing. Additionally, it provides trade credit risk management, accounts receivable management, and credit and collections support. White Oak Commercial Finance aims to partner with businesses that demonstrate strong management, innovative ideas, and valuable products and services, with the goal of fostering opportunities that contribute to the betterment of society for both current and future generations.
Canal Road Group
Debt Financing in 2024
Canal Road Group, established in 2023 and based in Miami, Florida, is a specialized lender operating within the financial services industry. The company, with a team of 15 employees, focuses on sourcing, underwriting, and managing senior secured corporate debt investments, aiming to provide structured credit solutions to its clients.
Versana
Venture Round in 2024
Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.
MoCaFi
Series B in 2023
MoCaFi is a developer of a personal finance platform focused on enhancing the financial well-being of underbanked communities. The company utilizes mobile technologies and data analytics to offer a range of financial products and services, including check cashing, custom loans, debit cards, and financial literacy resources. Through its mobile application and financial card, MoCaFi enables users to efficiently manage their finances by checking balances, cashing paychecks, and transferring money securely, all without incurring additional costs. The company aims to promote economic equality by providing affordable, credit-building financial solutions tailored to the needs of underserved populations.
Versana
Venture Round in 2023
Versana is a company that specializes in providing a loan data platform designed to enhance transparency and efficiency within the syndicated loan market. By offering real-time insights into loan-level details and portfolio positions, Versana enables its clients to eliminate discrepancies through direct digital access to agent banks' reference data. The company focuses on various aspects of the financial market, including loan syndication, corporate credit, leveraged finance, and investment-grade and high-yield loans. Through its innovative financial technology and data management solutions, Versana aims to streamline processes and improve overall market dynamics for its clients.
Valley Economic Development Center(VEDC)
Grant in 2018
VEDC is a leading non-profit small business lender that is changing the small business lending by making it more available and impactful. As a national small business lender with 38 years of expertise, VEDC has lent $380 million in direct and guaranteed loans to 104,000 small businesses and created more than 28,000 jobs and helping to create more than 2,000 new businesses.
Carepayment
Post in 2015
CarePayment is a healthcare finance company that specializes in patient financial engagement, helping individuals manage their medical expenses effectively. The company provides a range of financial solutions tailored for hospitals, physician practices, and ancillary service providers across the country. By offering flexible financing options, CarePayment enables patients to access necessary medical care when they need it, while also assisting healthcare providers in improving their financial performance. This approach supports the sustainability of quality healthcare services within communities.
Credit Central
Debt Financing in 2013
Credit Central is a financial services company that specializes in providing installment loans and tax preparation services. It aims to simplify the loan application process for residents of Alabama, Tennessee, South Carolina, and Texas. The company offers a variety of loan products, including secured personal loans and installment loans, along with optional credit-related insurance. Credit Central's services are designed to help clients manage their monthly payments effectively, tailoring them to individual budgets at the time of loan closure. The company is committed to making financial assistance accessible and straightforward for its customers.
Castle Pines Capital
Acquisition in 2011
Castle Pines Capital specializes in providing financial solutions tailored to the technology sector. They facilitate accounts receivable financing and purchase order finance for technology vendors and their reseller customers, enabling these businesses to improve cash flow and accelerate growth.
Liberty Commercial Finance
Liberty Commercial Finance, LLC is a Tustin, California-based company that specializes in equipment financing. Established in 2017, it offers a variety of financing solutions tailored to meet the needs of diverse organizations. Its services include equipment lines of credit, sale-leaseback arrangements on existing equipment, vendor finance, as well as capital and synthetic lease options. Liberty Commercial Finance emphasizes competitive financing solutions while prioritizing customer service, even for complex financing needs. The company focuses on cash flow and debt service hedging, aiming to support clients in achieving their financial objectives efficiently and effectively.
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