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

Muhammad Aurangzeb

CEO Global Corporate Bank Asia Pacific

Scott A. Beardsley

Managing Director

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

Julie Glynn

Managing Director

Alan Ho

CEO of China

Rao Lakkakula

Product Security Director

Dan Mendelson

CEO of Morgan Health

Douglas B. Petno

Commercial Banking CEO

E. Soinski

Managing Director

Jennie Sparandara

Managing Director

Sanoke Viswanathan

CEO of International Consumer and Wealth

Past deals in Corporate Round

Quantinuum

Corporate Round in 2024
Quantinuum is a leading quantum computing company focused on advancing quantum computers and developing software solutions for various applications, including materials discovery, cybersecurity, chemistry, finance, and optimization. With a team of nearly 500 professionals, including over 370 scientists and engineers, Quantinuum aims to drive the global quantum computing revolution. The company offers an open-access, architecture-independent quantum software stack and a development platform that allows researchers and developers to work seamlessly across different platforms. This approach enables the tackling of complex challenges and fosters innovation in next-generation quantum artificial intelligence.

C6

Corporate Round in 2023
C6 Bank is a full-service digital bank that offers a comprehensive range of banking services tailored for individuals and small to midsize businesses. The bank aims to enhance the banking experience by fostering genuine relationships with its customers. Services include checking and savings accounts, debit and credit cards, free toll tags, multi-currency global accounts, investments, and various lending products. Notably, C6 Bank provides specialized payroll loans for federal employees, retirees, and INSS pensioners, featuring some of the lowest interest rates available in the market. As a digital-first institution, C6 Bank operates without physical branches, focusing on delivering innovative financial solutions online.

C6

Corporate Round in 2021
C6 Bank is a full-service digital bank that offers a comprehensive range of banking services tailored for individuals and small to midsize businesses. The bank aims to enhance the banking experience by fostering genuine relationships with its customers. Services include checking and savings accounts, debit and credit cards, free toll tags, multi-currency global accounts, investments, and various lending products. Notably, C6 Bank provides specialized payroll loans for federal employees, retirees, and INSS pensioners, featuring some of the lowest interest rates available in the market. As a digital-first institution, C6 Bank operates without physical branches, focusing on delivering innovative financial solutions online.

Ligado Networks

Corporate Round in 2020
Ligado Networks, LLC specializes in mobile satellite voice and data services, offering a range of products such as push-to-talk communication, telephony, GPS tracking, and satellite capacity leasing. The company enables private network carriers to create their own satellite communications solutions and provides a managed service that supports data transport and voice services. Ligado's technology is designed to facilitate the development of devices and applications for various sectors, including public safety, security, fleet management, and asset tracking. The firm primarily serves wireline and wireless communication providers, cable operators, and content providers in the United States, Canada, and Mexico. By leveraging a hybrid wireless network that combines satellite and terrestrial components, Ligado aims to enhance American infrastructure and foster innovations in the Industrial Internet of Things. Headquartered in Reston, Virginia, Ligado Networks was previously known as LightSquared Inc. and has been a subsidiary of JPMorgan Chase & Co. since its incorporation in 1985.

FreshBooks

Corporate Round in 2019
FreshBooks is a cloud-based accounting software company that simplifies online invoicing and financial management for business owners. Its platform is designed to be user-friendly, offering features such as invoicing, expense management, online payments, and time tracking. This automation helps small businesses efficiently manage their finances and maintain accurate bookkeeping. Serving customers of all sizes across more than 160 countries, FreshBooks is recognized for its exceptional customer support, having received multiple Stevie Awards. The company operates from offices in Canada, Croatia, Mexico, the Netherlands, and the United States.

iCapital Network

Corporate Round in 2018
iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Volley

Corporate Round in 2018
In residence at JPMorgan Chase with >$10 million in backing from Zuckerberg Ventures, Fathom Capital, and Silicon Valley Bank (SVB); senior execs from Apple, Facebook, and Goldman Sachs; and a Silicon Valley team of machine learning and enterprise EdTech innovators from Google, the NSA and CIA, Carnegie Mellon, and Goldman, Volley (volley.com) is on mission to synthesize the world’s enterprise knowledge. The platform offers autonomous knowledge management and learning technologies for the enterprise, used in the Fortune 100 for training in cybersecurity, operational risk management, BPM, anti-fraud, corporate knowledge, sales enablement, and more. With Volley, firms accelerate time-to-expertise by automatically generating intelligent “microlearning” or "microbriefing" experiences personalized to employees or customers while pinpointing hidden knowledge gaps. Volley is the first such member of the UC Santa Cruz Center for Excellence in Data Science Research and a private sector advisor to the U.S. Advisory Committee on Artificial Intelligence.
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