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 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.

Banco do Brasil

Post in 2024
Banco do Brasil S.A., established in 1808 and headquartered in Brasília, is the largest bank in Latin America by assets and operates under federal control. The bank offers a comprehensive range of financial products and services tailored for individuals, small and medium enterprises, large corporations, and the public sector. Its offerings encompass traditional banking services such as deposit accounts, personal and commercial loans, credit cards, and online banking, as well as agribusiness financing. In addition to banking, Banco do Brasil provides insurance products, including life and property coverage, and engages in asset management and financial advisory services. The bank also facilitates foreign exchange transactions and electronic payment processing, enhancing its service portfolio to meet diverse customer needs.

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.

Capital Connect

Grant in 2024
Capital Connect will provide training and technical assistance to businesses to prepare them for capital seeking and connect them to suitable funders through online and digital resources.

Pagaya

Post in 2024
Pagaya is a fintech company leveraging machine learning and big data analytics to manage institutional funds, primarily focusing on fixed income and alternative credit markets.

C6

Corporate Round in 2023
C6 Bank is a full-service digital bank that aims to enhance the banking experience for individuals and small to midsize businesses through innovative services and a commitment to building genuine relationships. The bank provides a variety of offerings, including checking and savings accounts, debit and credit cards, free toll tags, multi-currency global accounts, investments, and lending products. Additionally, C6 Bank specializes in payroll loans for federal employees, retirees, and INSS pensioners, offering competitive interest rates that are among the lowest in the market. As a new banking institution, C6 Bank operates solely online, without any physical branches, reflecting its focus on digital solutions.

Maxex

Venture Round in 2023
MAXEX LLC, established in 2009 and headquartered in Atlanta, Georgia, operates as an exchange and clearinghouse for the purchase and sale of residential mortgage loans. It facilitates transactions between qualified buyers and sellers, including bank and non-bank lenders along with premier investors such as Wall Street banks, real estate investment trusts, and insurance companies. MAXEX's digital platform provides standardized rules, independent loan reviews, ongoing surveillance, and dispute resolution processes, enabling efficient peer-to-peer trading of individual or pooled loans through a scalable transaction management system.

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.

KLYM

Series A in 2023
KLYM is a financial services platform based in Latin America that specializes in providing digital financial solutions tailored for businesses. The company enables access to various forms of financing, such as working capital, purchase order, and vendor financing, allowing companies to secure the capital necessary for growth and operational efficiency without relying on traditional banks. KLYM's platform streamlines the financing process, offering approvals in less than an hour and facilitating access to funds remotely, thereby enhancing the financial landscape for businesses in the region.

UBIZ Venture Capital

Debt Financing in 2022
UBIZ Venture Capital (UVC) is a specially designed platform aimed at providing equal opportunities to small businesses that have been historically underserved or disadvantaged. UVC achieves this by offering comprehensive pre-loan counseling and technical training, which are integral components of its service delivery model. The primary objective of UVC is to empower small businesses with the necessary knowledge and resources to compete and grow in their respective industries while also granting access to capital.

Figg

Acquisition in 2022
Figg operates a card-linked advertising platform that connects brands with consumers through partnerships with banks and publishers. This enables targeted marketing campaigns, driving customer loyalty and offering cashback incentives to consumers on enrolled cards.

Unity National Bank

Debt Financing in 2021
Unity National Bank, founded in 1963 and based in Houston, Texas, offers a range of business and personal banking products and services. The bank specializes in business banking, providing various loans, including SBA loans, commercial real estate financing, and construction loans, as well as credit cards and services tailored for faith-based organizations. Additionally, it offers checking and savings accounts, online banking, mobile banking, and various cash management services. For personal banking, Unity National Bank provides loans for vehicles and home improvements, along with credit cards, savings accounts, and investment options such as CDs and IRAs. The bank is committed to enhancing the financial well-being of individuals and businesses, ensuring efficient service delivery while maintaining competitiveness in the banking sector. It was previously known as Peoples Bank before rebranding to Unity National Bank in 1989.

C6

Corporate Round in 2021
C6 Bank is a full-service digital bank that aims to enhance the banking experience for individuals and small to midsize businesses through innovative services and a commitment to building genuine relationships. The bank provides a variety of offerings, including checking and savings accounts, debit and credit cards, free toll tags, multi-currency global accounts, investments, and lending products. Additionally, C6 Bank specializes in payroll loans for federal employees, retirees, and INSS pensioners, offering competitive interest rates that are among the lowest in the market. As a new banking institution, C6 Bank operates solely online, without any physical branches, reflecting its focus on digital solutions.

Maxex

Venture Round in 2021
MAXEX LLC, established in 2009 and headquartered in Atlanta, Georgia, operates as an exchange and clearinghouse for the purchase and sale of residential mortgage loans. It facilitates transactions between qualified buyers and sellers, including bank and non-bank lenders along with premier investors such as Wall Street banks, real estate investment trusts, and insurance companies. MAXEX's digital platform provides standardized rules, independent loan reviews, ongoing surveillance, and dispute resolution processes, enabling efficient peer-to-peer trading of individual or pooled loans through a scalable transaction management system.

Roostify

Series C in 2021
Roostify, Inc. is a technology company that specializes in a digital mortgage platform designed to streamline the home lending process. Founded in 2012 and headquartered in San Francisco, California, Roostify offers a web and mobile-based platform that connects borrowers with lenders, enhancing the efficiency of the loan application and closing experience. The platform simplifies the entire application process by digitizing workflows and allowing all parties involved to share and track information, documents, and transactions seamlessly. Roostify serves a diverse clientele, including enterprise banks, independent brokers, and various lending institutions. The company, initially known as Blue Igloo, Inc., rebranded to Roostify in July 2015 to better reflect its focus on transforming the mortgage landscape.

Our Fair Share

Seed Round in 2020
Our Fair Share provides information and guidance on the SBA PPP loan program to churches, non-profits, independent contractors, and small business owners. They can help those who applied for the first time or those who obtained a PPP loan the previous year.

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.

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.

FS/KKR Advisor

Debt Financing in 2018
FS/KKR Advisor is a publicly traded business development company (BDC) focused on providing customized credit solutions to private middle market U.S. companies.

Roostify

Series B in 2018
Roostify, Inc. is a technology company that specializes in a digital mortgage platform designed to streamline the home lending process. Founded in 2012 and headquartered in San Francisco, California, Roostify offers a web and mobile-based platform that connects borrowers with lenders, enhancing the efficiency of the loan application and closing experience. The platform simplifies the entire application process by digitizing workflows and allowing all parties involved to share and track information, documents, and transactions seamlessly. Roostify serves a diverse clientele, including enterprise banks, independent brokers, and various lending institutions. The company, initially known as Blue Igloo, Inc., rebranded to Roostify in July 2015 to better reflect its focus on transforming the mortgage landscape.

Zopa

Venture Round in 2015
Zopa is a UK-based online marketplace lending platform that connects borrowers with lenders directly, bypassing traditional banks. The platform provides unsecured consumer loans including car finance, debt consolidation, home improvement, and wedding loans, and supports peer-to-peer investments. Funds come from individuals and institutions, and money lent to a borrower is typically spread across many lenders. Borrowers repay monthly by direct debit under signed contracts, while lenders can fund small portions of multiple loans. The service includes an app to manage loans, credit, and savings, and to monitor credit scores. Zopa generates revenue by charging borrowers a fixed fee and lenders a 1% annual fee. The company is based in London and was founded in 2004.

Avant

Series E in 2015
Avant, LLC is a financial technology company that operates an online marketplace lending platform, providing consumers access to personal loans for purposes such as debt consolidation, medical expenses, and family vacations. Founded in 2012, Avant utilizes big data and machine-learning algorithms to streamline credit options and offer a tailored approach to lending. The company partners with banks and financial institutions to facilitate loan processing and verification, ensuring compliance with credit policies while minimizing fraud and risk. Additionally, Avant operates an institutional marketplace that allows investors to purchase loans generated through its technology. Headquartered in Chicago, Illinois, Avant also maintains offices in Los Angeles, California, and London, United Kingdom, serving customers both domestically and internationally.

Washington Mutual

Acquisition in 2008
Washington Mutual was a savings bank holding company that provided a range of consumer banking and financial services. It accepted deposits from the public and was involved in the origination, purchase, and sale of residential, consumer, and commercial loans. Additionally, the company engaged in various commercial banking activities. Founded in 1988, Washington Mutual operated until its acquisition by JPMorgan Chase Bank, National Association on September 25, 2008.

Competix

Venture Round in 2000
Competix.com delivers superior automated lending solutions to lenders nationwide. The company's Internet lending solution called Credit Manager is a turn-key credit-decisioning service based on proven, state-of-the-art lending technology developed by a $1 billion international information technology firm and one of the largest banks in North America. This same technology that's used by banks, financial organizations and lending institutions throughout the country is now available as an affordable service offered to community banks as a cost-effective alternative to traditional large-scale lending software and expensive hardware systems. Credit Manager harnesses the power of the Internet to fully automate the entire lending process from application, to credit decision, to booking in an online, real-time environment. The service supports a wide range of personal and small business loan products, including installment loans, revolving credit lines, credit cards, overdraft protection, mortgages, home equity loans and indirect lending.
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