JP Morgan Chase

JPMorgan Chase & Co. is a prominent financial holding company based in New York, United States, that provides a wide range of financial services globally. Established in 2000, the firm operates through various segments, including investment banking, commercial banking, and asset management. Its investment banking division offers services such as corporate advisory, capital raising in equity and debt markets, risk management, and market-making. Additionally, JPMorgan Chase serves consumers, small businesses, and commercial clients by delivering innovative banking solutions and financial transaction processing. With a legacy dating back to 1877, the company has built a reputation for providing comprehensive financial strategies and services to meet the diverse needs of its clientele.

Rohan Amin

Managing Director and Chief Product Officer, Consumer and Community Banking

Richard Cao

Investment Banking Analyst

William Creaser

Executive Director, Northeast Middle Market and Specialized Industries

Jamie Dimon

CEO and President

Mary Callahan Erdoes

Asset and Wealth Management CEO

Maria Escorcia

Vice President - Program Officer Florida - JPMorgan Chase Foundation

Jatin Garg

Senior Business Analyst

Alan Ho

CEO of China

Rao Lakkakula

Product Security Director

Douglas B. Petno

Commercial Banking CEO

E. Soinski

Managing Director

Jennie Sparandara

Managing Director

Osei Van Horne

Managing Partner and Co-Global Head of Sustainable Growth Equity at J.P. Morgan Private Capital

Past deals in Credits and Lending

Acres Commercial Realty

Post in 2025
Acres Commercial Realty is a real estate investment trust that offers transitional commercial real estate loans and commercial real estate credit investments. The company focuses on commercial real estate-related assets and higher-yielding commercial finance assets. It invests in whole loans, A-notes and B-notes, mezzanine loans, mortgage-related securities, and other asset-backed securities, as well as senior secured corporate loans, equipment leases, notes, trust preferred securities, and private equity investments issued mainly by financial institutions. Founded in 2005 and based in Westbury, New York.

Konfio

Debt Financing in 2024
Konfio is a financial services platform in Mexico that provides online lending and payment solutions for micro, small, and medium-sized businesses. It offers working capital and short-term loans, fixed-rate loans, corporate cards, and online payments. The platform uses a data-driven approach with proprietary analytics to measure creditworthiness and extend affordable credit to businesses underserved by traditional banks, supporting growth and productivity.

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.

Portman Ridge

Post in 2024
Portman Ridge Finance is an investment company. They invest in senior secured term loans and mezzanine debt primarily in privately held middle market companies, asset management companies, and debt and subordinated securities.

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.

DreamSpring

Grant in 2023
DreamSpring is a nonprofit organization based in Albuquerque, New Mexico, established in 1993. It specializes in microfinance and small business lending services, supporting entrepreneurs and small businesses across Arizona, Colorado, Georgia, Nevada, New Mexico, North Carolina, and Texas. The organization aims to help entrepreneurs generate income, build assets, create jobs, and achieve financial well-being through business ownership. DreamSpring provides access to credit, makes loans, and offers a supportive community to assist entrepreneurs in realizing their dreams. Formerly known as Accion, the organization rebranded to DreamSpring in June 2019.

DreamSpring

Grant in 2019
DreamSpring is a nonprofit organization based in Albuquerque, New Mexico, established in 1993. It specializes in microfinance and small business lending services, supporting entrepreneurs and small businesses across Arizona, Colorado, Georgia, Nevada, New Mexico, North Carolina, and Texas. The organization aims to help entrepreneurs generate income, build assets, create jobs, and achieve financial well-being through business ownership. DreamSpring provides access to credit, makes loans, and offers a supportive community to assist entrepreneurs in realizing their dreams. Formerly known as Accion, the organization rebranded to DreamSpring in June 2019.

Lufax

Series C in 2018
Lufax is a technology-driven personal financial services platform in China, operating as an associate company of Ping An Insurance. It specializes in wealth management solutions for China's middle class and affluent population, along with retail credit facilitation services.

Scratch

Venture Round in 2018
Scratch Services, LLC, established in 2015 and headquartered in San Francisco, specializes in developing innovative loan servicing solutions. It offers a proprietary loan accounting system, payments infrastructure, and a user-friendly web application, all designed to enhance borrowers' understanding and management of their loans. Scratch aims to transform the debt experience by prioritizing the borrower's needs, ultimately improving repayment outcomes and fostering a more efficient service ecosystem for both borrowers and lenders.
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