Silicon Valley Bank

Founded in 1983, Silicon Valley Bank specializes in providing diversified financial services to emerging growth and mature companies in the technology, life science, private equity, and premium wine markets. With a global presence through offices in the U.S. and international operations, SVB offers industry knowledge, financing solutions, treasury management, corporate investment, and international banking services.

Greg Becker

CEO

John Benetti

Managing Director

Brian Foley

Managing Director

Peter Freyer

Managing Director of National Healthcare Sponsor Finance and Life Sciences

Scott McCarty

Director, Life Sciences

Andrew Merget

Managing Director

Christopher Morrison

Managing Director and Head of Boston Enterprise Software

Robert Parker

Director

Joan Parsons

Executive Vice President, Corporate Banking

Sameer Paul

Director

Marisa Phan

Managing Director - Enterprise Software

Jordy Samiljan

Managing Director, I Leveraged Finance and Sponsor Coverage

Peter Sletteland

Associate

Past deals in Ohio

Legion Technologies

Funding Round in 2024
Legion Technologies, Inc. is a workforce engagement platform that specializes in optimizing labor efficiency and employee engagement through its advanced Legion WFM platform. Founded in 2016 and headquartered in Redwood City, California, with additional offices in Hudson, Ohio; Chicago, Illinois; and Milton, Georgia, the company leverages artificial intelligence, big data, and cloud-native technology to enhance workforce management. Its offerings include demand forecasting, labor optimization, automated scheduling, employee engagement, and time and attendance solutions. The platform is designed to deliver significant return on investment by improving schedule optimization, reducing employee attrition, increasing productivity, and enhancing operational efficiency. Legion Technologies caters to various industries, including retail, food services, health and fitness clubs, and hospitality, and provides implementation, training, customer support, and success services to its clients.

ViewRay

Post in 2022
ViewRay, Inc. is a medical technology company that specializes in designing, manufacturing, and marketing advanced radiation therapy systems for cancer treatment. Its flagship product, MRIdian, is a magnetic resonance image-guided radiation therapy system that simultaneously images and treats cancer patients. By integrating MRI technology with radiation delivery and proprietary software, MRIdian enhances the precision of radiation therapy. It can accurately locate and target soft-tissue tumors while minimizing exposure to surrounding healthy tissue. This capability allows clinicians to treat patients who might not have been suitable candidates for traditional radiation therapy, ultimately leading to improved safety and effectiveness in treatment outcomes. Headquartered in Oakwood, Ohio, ViewRay serves a diverse range of healthcare institutions, including university research hospitals, community hospitals, and freestanding cancer centers, and operates both domestically and internationally. The company was founded in 2004.

Standard Bariatrics

Debt Financing in 2022
Standard Bariatrics is a medical device company based in Cincinnati, Ohio, specializing in the development of surgical instruments for weight-loss surgeries, particularly laparoscopic sleeve gastrectomy. Founded in 2014, the company has created a series of disposable surgical tools designed to work alongside general-use endoscopic staplers. These innovative tools help surgeons standardize their techniques, reduce variability, and minimize waste during procedures. By decreasing the number of cartridges needed for each surgery, Standard Bariatrics enables healthcare providers to lower costs while ensuring consistent surgical outcomes.

Path Robotics

Series C in 2021
Founded in 2018, Path Robotics specializes in manufacturing autonomous welding robots that incorporate AI and machine learning. These robots automate repetitive tasks, enhancing precision and adaptability while increasing productivity for manufacturers.

The Mom Project

Series B in 2020
The Mom Project is a digital platform that connects professionally accomplished women, including mothers, with companies offering flexible job opportunities. Its marketplace facilitates matches based on education, work experience, and desired flexibility, serving both job seekers and businesses. Founded in 2015, the company aims to unlock the potential of mothers in the workforce.

Root Insurance

Series C in 2018
Root Insurance is an innovative property-casualty insurtech company that offers personalized, affordable car insurance through its app. Utilizing smartphone technology to assess driving behavior, Root determines safe drivers and provides them with more competitive rates. Additionally, Root offers hassle-free renters insurance tailored to individual needs.

Root Insurance

Series B in 2017
Root Insurance is an innovative property-casualty insurtech company that offers personalized, affordable car insurance through its app. Utilizing smartphone technology to assess driving behavior, Root determines safe drivers and provides them with more competitive rates. Additionally, Root offers hassle-free renters insurance tailored to individual needs.

StreamLink Software

Venture Round in 2016
StreamLink Software-is a Software-as-a-Service company that develops grant management software for nonprofits and the public sector. Ther grants management solution, AmpliFund, is designed for managing every stage of the grant lifecycle and is at the forefront of automating grant compliance and data standardization in the public sector. It was founded in 2008 and is headquartered in Cleveland, Ohio.

Olive

Series C in 2016
Olive AI, Inc. specializes in developing artificial intelligence and robotic process automation solutions tailored for healthcare organizations. Founded in 2012 and based in Columbus, Ohio, the company offers an AI-as-a-Service platform that automates a variety of administrative workflows, including claim status checks, account updates, and prior authorizations. By streamlining these repetitive and high-volume tasks, Olive allows healthcare professionals to focus on more creative and empathetic aspects of patient care. The software acts as an intermediary between different systems and data, helping to reduce administrative errors and improve cash collections, ultimately enhancing overall efficiency and patient outcomes in the healthcare sector. Olive AI, Inc. was previously known as CrossChx, Inc. before rebranding in July 2018.

Prevedere

Series A in 2015
Prevedere is a predictive analytics company based in Columbus, Ohio, with an additional office in Sunnyvale, California. Founded in 2012, the company specializes in developing business performance forecasting software that helps leaders make informed decisions by providing real-time insights into future business performance. Prevedere's platform tracks and manages economic, environmental, and consumer behavior data to identify leading indicators for company revenues, profits, and individual products. The company offers a range of solutions, including predictive marketing analytics, financial forecasting intelligence, demand planning, and sales planning. Additionally, Prevedere provides industry outlook reports, Chinese consumer behavior data, and predictive insights, along with economic consulting, data science, and training services.

Ahalogy

Series B in 2015
Ahalogy is a digital marketing company that operates as the Passion to Purchase Platform, focusing on helping brands and agencies connect with consumers through their interests. The company provides a range of services, including category trend data, authentic influencer content, and social optimization technology, which enable clients to enhance user engagement and drive sales. As an official Pinterest Marketing Partner, Ahalogy collaborates with leading social networks to deliver effective marketing solutions. Headquartered in Cincinnati, Ohio, Ahalogy also has offices in New York, Chicago, Los Angeles, and San Francisco, positioning itself in key markets for brand marketing. Through its innovative platform, Ahalogy aims to provide proven return on investment for its clients by leveraging data-driven insights and creative content strategies.

Assurex Health

Debt Financing in 2014
Assurex Health specializes in personalized medicine, assisting clinicians in determining optimal medications for individual patients with behavioral health and chronic pain conditions. They provide treatment decision support to healthcare providers.

Assurex Health

Debt Financing in 2012
Assurex Health specializes in personalized medicine, assisting clinicians in determining optimal medications for individual patients with behavioral health and chronic pain conditions. They provide treatment decision support to healthcare providers.

Nomis Solutions

Series C in 2007
Nomis Solutions specializes in price optimization software for financial institutions. Its cloud-based platform offers real-time market intelligence, enabling data-driven decisions in margin management and pricing strategy across retail banking and mortgage lending. The company's solutions include Nomis Mortgage, Nomis Price Manager, Nomis Price Optimizer, and Nomis Deal Manager, serving various financial products such as auto finance, consumer deposits, home equity, mortgage, personal lending, and small businesses.
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