Silicon Valley Bank is a commercial bank headquartered in Santa Clara, California, that specializes in providing financial services to technology, life science, cleantech, venture capital, private equity, and premium wine businesses. Established in 2023, the bank offers a range of services including banking for startups, debt financing, treasury management, and international banking. With 27 offices across the United States and operations in several international locations, Silicon Valley Bank combines industry expertise with a global network to support its clients' strategic needs and enhance their chances of success. The bank is recognized for its commitment to innovation and client service, making it a notable institution in the financial landscape.
Managing Director of National Healthcare Sponsor Finance and Life Sciences
Matt Garrity
Senior Vice President
Dennis Grunt
Director
Rob Helm
Managing Director
Oscar Jazdowski
Technology and Venture Capital Banking
Dale Kirkland
Managing Director - Origination / Relationship Management
Christopher Morrison
Managing Director and Head of Boston Enterprise Software
Andrew Oddo
Managing Director, Startup Banking
Eric Otterson
Managing Director
Andrew Parker
Director
Joan Parsons
Executive Vice President, Corporate Banking
Sameer Paul
Director
Marisa Phan
Managing Director - Enterprise Software
Priya Rajan
Managing Director - India and Middle East and North Africa
Laura Scott
Managing Director
Vera Shokina
Managing Director
Peter Sletteland
Associate
Ben Tickler
Managing Director - Enterprise Software
Andrew Tsao
Managing Director. Founder / Head of Global Gateway
John Benetti
Managing Director
Past deals in Business Development
Denim
Debt Financing in 2024
Denim is a freight payment system specifically designed for freight brokers, focusing on the management of working capital, carrier payments, and back-office processes. The platform offers a suite of services, including factoring, automated invoicing, collections, and payments, aimed at simplifying operations for small freight brokers. By enhancing access to critical working capital, Denim enables these brokers to thrive in a competitive market, allowing them to concentrate on their core business activities while streamlining their financial processes.
Fullcast.io
Debt Financing in 2024
Fullcast.io is a computer software company that transforms sales operations into growth operations by providing sales-ops-as-a-service, combining the perfect blend of people, process, and cloud platforms to accelerate sales organization growth. The company partner with sales teams to focus resource allocation at the right time, based on the right data to achieve sales goals. Its combined services and platform sets sales leaders up for success by developing the ideal balance of process efficiency with sales effectiveness. With a background in building and running sales operations teams at Salesforce.com, DocuSign, and Microsoft, fullcast.io partners with growing companies to help sales leaders exceed sales plans.
8fig
Series B in 2023
8fig offers a development planning and funding platform tailored for e-commerce sellers seeking to accelerate their growth. The company's software is designed to democratize online retail by providing flexible funding options that align with supply chain requirements, allowing businesses to scale without relinquishing equity. By mapping out inventory batches and offering supply chain insights, 8fig helps sellers maintain profitability while minimizing risks and stress associated with growth. The platform's focus is to support online sellers in achieving eight-figure incomes and sustaining their e-commerce success through strategic financial planning.
Founders Forum Group
Funding Round in 2022
Founders Forum Group, established in 2005 and based in London, is a global community dedicated to supporting entrepreneurs throughout their journeys. The organization brings together a diverse network of founders, investors, Chief Executive Officers, and influential leaders who collaborate to promote entrepreneurial innovation. Founders Forum Group focuses on addressing the needs of modern entrepreneurs by offering networking opportunities, educational resources, professional services, investment avenues, and philanthropic initiatives. Through these efforts, the group aims to empower individuals at various stages of their entrepreneurial endeavors.
Aisera
Series D in 2022
Aisera, Inc. is a technology company that specializes in developing artificial intelligence-based solutions to streamline and automate various business processes. Headquartered in Palo Alto, California, Aisera offers a range of products, including AI Service Desk and AI Customer Service, which cater to IT, human resources, sales, and operations. Their platform, known as the AI Experience (AIX), incorporates generative AI capabilities, allowing organizations to enhance user productivity, reduce operational costs, and improve customer experiences through personalized interactions. Aisera's solutions also leverage pre-trained domain-specific large language models (LLMs) to achieve higher accuracy and increased resolution rates across diverse sectors such as healthcare, finance, and retail. By automating workflows and providing customizable AI tools, Aisera enables organizations to significantly lower support costs and enhance overall efficiency. Founded in 2017, Aisera has gained recognition as a leading provider in the AI service management space.
Upflex
Series A in 2022
Upflex aggregates all workspace providers into one booking and billing infrastructure. We provide mid-to-large size companies with instant access to thousands of desks, private offices and meeting rooms in over 8,000 workspaces in 200 cities in 65 countries. Our technology leverages real-time vacant inventory of spaces and matches it with our client requirements. We also make it easy for traveling executives, remote workers, or long-distance commuters to have access to workspaces wherever they need them.
Arbolus
Series A in 2022
Arbolus is a professional networking platform that leverages technology to enhance advisory relationships and knowledge sharing. The company serves over 80 clients, including prominent firms such as KPMG and various leading global strategy consultancies, as well as innovative enterprises like UiPath. By utilizing artificial intelligence, Arbolus enables efficient outsourcing of work and streamlines processes, facilitating access to diverse perspectives crucial for due diligence and strategic initiatives. This approach helps clients eliminate inefficiencies and reduce the time required to gain insights, allowing consultants to monetize their expertise effectively and focus on valuable expert interactions to drive business growth.
Arbolus
Debt Financing in 2022
Arbolus is a professional networking platform that leverages technology to enhance advisory relationships and knowledge sharing. The company serves over 80 clients, including prominent firms such as KPMG and various leading global strategy consultancies, as well as innovative enterprises like UiPath. By utilizing artificial intelligence, Arbolus enables efficient outsourcing of work and streamlines processes, facilitating access to diverse perspectives crucial for due diligence and strategic initiatives. This approach helps clients eliminate inefficiencies and reduce the time required to gain insights, allowing consultants to monetize their expertise effectively and focus on valuable expert interactions to drive business growth.
Bolster AI
Venture Round in 2022
Bolster Inc. is a cybersecurity company that specializes in artificial intelligence and machine learning to combat online fraud and protect brands from scams and account takeovers. Founded in 2017 and headquartered in Los Altos, California, Bolster offers a range of products, including Online Customer Protection, which features detection, automated takedown, continuous monitoring, and threat intelligence. Its Online Fraud Prevention platform identifies both victims and scammers, providing tools to address phishing kits and fraudulent sites. Additionally, the company provides a Real-time Detection API that covers various types of scams, such as phishing and counterfeit activities. Bolster serves multiple sectors, including finance, technology, and retail, and promotes proactive brand protection through tools like checkphish.ai, a free, open-source resource for detecting fraudulent websites and phishing scams. The team at Bolster has extensive experience in cybersecurity, contributing to its innovative approach to fraud prevention.
Mundi
Debt Financing in 2021
Mundi is a company that specializes in providing international trade services aimed at small and medium-sized enterprises. Its offerings include a platform for international factoring that facilitates access to capital, currency exchange, and risk reduction in cross-border trading. Mundi focuses on streamlining the complexities of international trade by allowing manufacturers and traders to manage currency transactions digitally and with minimal bureaucratic hurdles. The company's comprehensive services encompass trade development, strategic support, and freight solutions, all designed to enhance the trading capabilities of businesses engaged in global markets.
Soldo
Debt Financing in 2021
Soldo Limited is a company that specializes in developing expense management software solutions tailored for small businesses, enterprises, and accountants. Its offerings include Soldo Pro, which manages expenses from payment to reconciliation; Soldo Premium, which focuses on controlling business spending; and Soldo Enterprise, designed to support comprehensive financial strategies. The platform integrates prepaid MasterCard cards, a web-based administration console, and a mobile app, providing a user-friendly experience for managing the entire business expense cycle. Soldo serves a diverse clientele, including not-for-profits, start-ups, scale-ups, and various sectors such as digital media, technology, and higher education. Founded in 2014 and originally named PX Technology Ltd, the company rebranded to Soldo Limited in March 2015 and is headquartered in London, with additional offices in Rome, Milan, and Dublin.
Soldo
Series B in 2019
Soldo Limited is a company that specializes in developing expense management software solutions tailored for small businesses, enterprises, and accountants. Its offerings include Soldo Pro, which manages expenses from payment to reconciliation; Soldo Premium, which focuses on controlling business spending; and Soldo Enterprise, designed to support comprehensive financial strategies. The platform integrates prepaid MasterCard cards, a web-based administration console, and a mobile app, providing a user-friendly experience for managing the entire business expense cycle. Soldo serves a diverse clientele, including not-for-profits, start-ups, scale-ups, and various sectors such as digital media, technology, and higher education. Founded in 2014 and originally named PX Technology Ltd, the company rebranded to Soldo Limited in March 2015 and is headquartered in London, with additional offices in Rome, Milan, and Dublin.
BetterUp
Series C in 2019
BetterUp Inc. is a leadership development company based in San Francisco that offers a comprehensive online platform for personal and professional growth. Founded in 2013, BetterUp specializes in virtual coaching, providing users with personalized development through one-on-one sessions with a diverse network of over 3,000 coaches across 90 countries. The platform focuses on enhancing mental fitness, career advancement, and social connections, enabling individuals to adopt new behaviors and mindsets for improved performance in a rapidly changing work environment. BetterUp is trusted by more than 380 organizations, including notable companies like NASA and Google, and is recognized as a leader in mental health and coaching. The company’s Science Board includes prominent researchers in positive psychology, further emphasizing its commitment to evidence-based practices. BetterUp has received accolades from various platforms, highlighting its impact and innovation in the field of human transformation.
Kantox
Debt Financing in 2019
Kantox Limited is a provider of foreign exchange (FX) risk management solutions tailored for corporations and banks. Established in 2011, the company operates from offices in London and Barcelona. Kantox specializes in currency management automation software that streamlines the entire FX workflow, enabling businesses to manage exposure data, automate hedging executions, and facilitate international payments. Its platform allows clients to calculate and update FX rates according to specific markup requirements, thereby reducing risk and enhancing competitiveness. Kantox serves a diverse range of sectors, including travel, fashion, engineering, investment, automotive, e-commerce, food, chemicals, retail, and gas, demonstrating its versatile application across various industries.
Kantox
Debt Financing in 2017
Kantox Limited is a provider of foreign exchange (FX) risk management solutions tailored for corporations and banks. Established in 2011, the company operates from offices in London and Barcelona. Kantox specializes in currency management automation software that streamlines the entire FX workflow, enabling businesses to manage exposure data, automate hedging executions, and facilitate international payments. Its platform allows clients to calculate and update FX rates according to specific markup requirements, thereby reducing risk and enhancing competitiveness. Kantox serves a diverse range of sectors, including travel, fashion, engineering, investment, automotive, e-commerce, food, chemicals, retail, and gas, demonstrating its versatile application across various industries.
Finova Financial
Venture Round in 2016
Finova Financial is a socially responsible lender that provides fast affordable loans based on the equity in your car, to the 70 million financially underserved Americans that spend $138 billion in fees and interest annually. Finova’s Car Equity Line of Credit (C-LOC) costs 70% less than the current national average, provides instant access to capital, and a 12-month pathway back to financial health, online, mobile, anywhere, 24/7. Finova clients benefit from the ability to complete the loan process online, instant approval decisions and same day cash funding. The Finova client portal provides personalized access to our financial dashboard allowing real time management of your financial health. Payments can be made from the convenience of any computer or mobile device and at 32,000 US retail locations. Successful payment history provides declining rates, the opportunity to establish and build credit, along with access to additional funds on demand. Finova provides an immediate solution to our clients’ credit needs, the ability to monitor their progress in real time, which when coupled with Finova’s ongoing financial education provides a pathway to improved economic health. The Finova C-LOC is the first of many digital financial service products we will launch to address the unfulfilled needs of financially underserved Americans. At Finova we are in the business of relationships, not transactions. Our clients tell us Finova is the first positive relationship they have with any financial services provider. This is our passion and what drives us forward.
Agreement Express
Debt Financing in 2016
Agreement Express is Software as a Service platform that automates the onboarding and underwriting processes for financial services firms. Developed with scale in mind, Agreement Express enables organizations of all sizes to provide an incredible customer experience, while collecting and processing infinite amounts of customer data. Agreement Express enables top merchant acquirers, wealth management firms, and insurance companies to open client accounts faster than their competition at less than half the cost, with an intuitive, digital experience. Global Fortune 500 companies are using the product every day to grow their businesses, such as Global Payments, Vantiv Integrated Payments, Holliswealth, NBCN, and HUB International.
BILL
Series F in 2015
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California. For more information, visit bill.com.
Startup Institute
Series A in 2014
Startup Institute Inc. is an educational organization that offers career acceleration programs aimed at equipping individuals with the necessary skills, mindset, and professional network to thrive in startup environments. Founded in 2012 and based in Boston, Massachusetts, the institute provides the 8-Week Core Program, which features practitioner-led instruction in various tracks, including marketing, software development, product and design, and sales and business development. Additionally, it offers a Part-Time RampUp program focused on community-driven learning. Startup Institute emphasizes technical skills, cultural competencies, and personalized career mentorship, helping participants forge connections within the innovation industry. With locations in Berlin, Chicago, London, and New York, Startup Institute is strategically positioned within key tech ecosystems to facilitate career advancement for its students.
Jibe
Debt Financing in 2013
Jibe Inc. offers cloud-based recruiting technology solutions designed to assist organizations in identifying, attracting, and engaging talent. The company’s platform, known as Jibe Recruiting Cloud, provides a suite of applications that streamline job distribution, enhance mobile recruiting, and improve the overall candidate experience. Key features include an Apply application for submitting job applications across various devices, a Referral application to boost employee referrals, and a Post application to disseminate job requisitions to multiple channels. Jibe serves leading Fortune 500 companies, leveraging partnerships with major players like Google and LinkedIn to remain at the forefront of talent acquisition. Founded in 2009 and based in New York, Jibe Inc. was previously known as local bacon, Inc. and became a subsidiary of iCIMS, Inc. in 2019.
Appia
Debt Financing in 2013
Appia is the leading mobile user acquisition network; delivering mobile app downloads to over 1 billion users across 200 countries. Its platform was built to best serve the needs of mobile advertisers today, and Appia guarantees more app installs and the highest profit per install for its customers. Appia's robust network and advanced technology ensure apps are delivered to the best quality, largest audience possible. Brands like ngmoco, AppBrain, Fiksu, Playtika, Cupid and Zedge trust Appia with their mobile app discovery. Appia's extensive network of publishers and advertisers is constantly developing and its product portfolio continues to evolve, allowing it to bring quality apps to highly engaged consumers. Appia has raised $30M in funding from Venrock, DCM’s A-Fund, Trident Capital, Eric Schmidt’s TomorrowVentures, Relay Ventures, the Social Internet Fund, Noro-Moseley Partners, and Wakefield Group. The Wall Street Journal ranked Appia #22 on its list of the Top 50 Venture Backed Companies in 2012, the second year in a row that Appia has made the WSJ list of the Top 50, known as “The Next Big Thing”. With offices in San Francisco, CA and Durham, NC, as well as global sales offices, Appia has quickly become the largest, non-incentivized network. For additional information, visit appia.com or follow @Appia.
Techstars
Venture Round in 2011
Techstars is a global platform that supports entrepreneurs through mentorship-driven accelerator programs and investment opportunities. Founded in 2006 and based in New York City, Techstars connects startups with a network of experts, mentors, and investors to foster innovation and growth. The organization operates multiple accelerator programs across key startup hubs, offering intensive three-month programs that culminate in networking opportunities with potential investors. Techstars invests in a diverse range of sectors, including technology, healthcare, retail, and more, focusing on early-stage companies with disruptive ideas. The organization has a significant track record, with its accelerator portfolio comprising over 1,000 companies, collectively valued at approximately $8.1 billion. Techstars also engages in corporate innovation partnerships to help brands create new products and services, further enhancing its role in the entrepreneurial ecosystem.
Plug Power
Post in 2011
Plug Power Inc. is a leading provider of hydrogen fuel cell solutions, focusing on the electric mobility and stationary power markets in North America and Europe. The company specializes in proton exchange membrane (PEM) fuel cell and fuel processing technologies, along with hybrid systems and hydrogen storage infrastructure. Its product offerings include GenDrive, a PEM fuel cell system for electric material handling vehicles; GenFuel, a hydrogen fueling and storage system; GenCare, a maintenance service for its fuel cells; GenSure, a modular fuel cell solution for backup power; and ProGen, a fuel cell technology used in various applications. Plug Power has deployed over 40,000 fuel cell systems, establishing a significant presence in the market and becoming the largest buyer of liquid hydrogen. The company aims to build a comprehensive green hydrogen ecosystem, facilitating the transition to sustainable energy solutions across multiple industries, including retail, transportation, and utilities. Founded in 1997, Plug Power is headquartered in Latham, New York.
Airband Communications
Debt Financing in 2010
Airband Communications is the largest WiMAX fixed-wireless provider for businesses in the United States, offering high-speed data, Voice over IP, security, and other managed services. Established in 2000, the company developed its own network to bypass traditional local phone and cable providers, enabling faster installation times and enhanced scalability. Operating in 14 markets, Airband is rapidly expanding while focusing on delivering an exceptional customer experience. The company is recognized for its local support staff and responsiveness, serving over 3,500 businesses nationwide.
iRise
Series C in 2008
iRise is a company that specializes in product definition and prototyping solutions, aimed at enhancing communication among business stakeholders, IT teams, and customers. Its software features a graphical, drag-and-drop interface that allows non-technical users to create visually rich prototypes without needing to write code. This capability enables all stakeholders to collaborate in real-time, adapt their visions, and innovate effectively. The platform also integrates collaborative prototyping with requirements management, facilitating clear communication and rapid iteration. By providing full traceability from user stories and design specifications to development tasks and testing, iRise helps organizations streamline their software development processes and deliver better products more efficiently.
Campsix
Series A in 2000
Campsix is a full service B2B Internet incubator.
Taqua Systems
Debt Financing in 1999
Taqua, LLC is a manufacturer and supplier of switching systems and applications, specializing in networking and software-based voice over internet protocol (VoIP) services. Founded in 1998 and based in Richardson, Texas, the company offers a range of products including various interface cards, digital loops, gateways, and integrated solutions for both wireless and wireline communication. Its VoIP applications platform, TaquaWorks, enables service providers to deliver enhanced voice services, while Taqua MobileWorks offers an integrated solution for mobile communication. In addition to its hardware and software offerings, Taqua provides professional services such as project management, network evaluation, and training support, as well as business services including hosted PBX and conferencing solutions. The company has established strategic partnerships with organizations such as BroadSoft and GENBAND, and it maintains research and development facilities in both Texas and Massachusetts.
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