nCino

NCino offers a cloud-based bank operating system created by bankers for bankers. The system helps increase profitability, productivity gains, regulatory compliance, and operational transparency at all organizational levels as well as across all lines of business. Following a process structure similar to a bank’s loan accounting system, the bank operating system offers combined services through its business process management, loan lifecycle, business intelligence, and document management solutions.

Davis Brannan

Executive Vice President, Global Channels and APAC

Greg Orenstein

CFO

7 past transactions

Sandbox Banking

Acquisition in 2025
Sandbox Banking is a developer of a banking platform that facilitates the integration of new fintech software with existing financial systems. The company aims to democratize digital transformation in the financial sector by providing secure and scalable integration technology. Its platform includes a web-based integration builder and API management tools that allow banking institutions to efficiently build, manage, and monetize banking-as-a-service solutions. With the ability to edit templates, Sandbox Banking offers clients the flexibility needed to address their unique data and architectural requirements. This approach enables banks and credit unions to safely test and integrate fintech products while addressing challenges related to data security and legacy system compatibility, thereby fostering innovation in financial services.

FullCircl

Acquisition in 2024
FullCircl offers a customer lifecycle intelligence platform aimed at enhancing business operations for companies in regulated industries, particularly within B2B financial services. The platform provides comprehensive access to company intelligence, drawing from various online data sources related to markets, organizations, and individuals. It equips financial institutions with actionable insights and near real-time records of companies and their shareholders. By enabling clients to efficiently identify and engage the right customers, assess risks swiftly for faster onboarding, and anticipate client needs, FullCircl supports firms in overcoming customer lifecycle challenges and fostering long-term relationships with clients.

Rich Data Corporation

Series B in 2023
RDC is driven by its purpose to increase global access to inclusive, fair, and sustainable credit. Passionate about AI, RDC are continuously developing new techniques, and enhancing their Decisioning as a Service (DaaS) platform to leverage traditional and alternate data to make better credit decisions across the lending lifecycle. RDC’s philosophy is to build the supporting lenders to transform the origination and management of credit. RDC DaaS has been leveraged by leading lenders in different markets.

FinSuite

Acquisition in 2019
FinSuite specializes in developing software solutions tailored for the finance industry, focusing on process automation to enhance efficiency and reduce costs. The company's offerings utilize advanced technologies such as optical character recognition (OCR) and artificial intelligence (AI) to analyze and categorize financial data from various documents, including PDFs. This capability allows users to understand the relationships between different entities and streamline the preparation of reports regarding company performance. By providing these tools, FinSuite assists finance brokers, accounting firms, and global banks in minimizing the time and expenses associated with analyzing business structures and financial information, particularly in the context of loan applications.

Visible Equity

Acquisition in 2019
Visible Equity LLC is a software provider based in Salt Lake City, Utah, that delivers web-based analytics solutions to financial institutions across the United States, including credit unions and banks. The company's flagship product, Loan Portfolio Analytics, assists analysts and financial officers in identifying, measuring, and monitoring credit risk within loan portfolios. This comprehensive platform includes features for concentration risk analysis, ongoing collateral valuations, expected loss and allowance for loan and lease losses (ALLL) modeling, and static pool analysis. Additionally, Visible Equity offers tools for stress testing, delinquency and charge-off analytics, probability of default modeling, and loan quality grading. As of July 2019, Visible Equity operates as a subsidiary of nCino, Inc.
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