Silicon Valley Bank

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.

Trefor Bacon

Director

Greg Becker

CEO

Julie Betts

Managing Director

Gerald Brady

Managing Director, SVB Network

Samantha Colletti

Director

Jayson Davis

Managing Director

Brian Foley

Managing Director

Craig Fox

Managing Director - Fintech

Rob Freelen

Head of Venture Capital Relationship Management

Peter Freyer

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 Retail Lending

Parafin

Debt Financing in 2024
Parafin is a financial infrastructure company that specializes in providing embedded financial products for small businesses through various online platforms. By simplifying the complexities of capital markets, underwriting, servicing, compliance, and customer support, Parafin enables small businesses to thrive even amidst economic uncertainty. The company has successfully launched its services on major platforms like Amazon, Walmart, DoorDash, and TikTok, reaching hundreds of thousands of businesses and facilitating over $8 billion in financing offers. Parafin's offerings include one-click financing tailored for sellers on on-demand marketplaces and point-of-sale systems, helping retail sellers enhance their gross merchandising volume and open new revenue streams.

Carputty

Debt Financing in 2024
Carputty is a consumer automotive startup that specializes in providing straightforward car loan services. Founded in 2020 by Patrick Bayliss and Joshua Tatum, the company offers a flexible line of auto credit designed to simplify the financing process for customers. Utilizing a proprietary predictive valuation tool, Carputty helps clients understand the optimal times to buy and sell their vehicles, encouraging them to view their cars as valuable assets. This transparent and user-friendly approach allows customers to access auto loans with ease, whether for refinancing, purchasing, or leasing vehicles.

Achieve

Debt Financing in 2023
Achieve is a provider of digital personal finance solutions aimed at assisting individuals in improving their financial futures. Headquartered in San Mateo, California, the company offers a range of services including debt resolution, personal loans, home loans, and financial education tools. By utilizing proprietary data and analytics, Achieve tailors its offerings to meet the specific needs of consumers throughout their financial journeys. The company emphasizes personalized support, connecting clients with debt experts who guide them in managing and reducing debt, as well as making informed financial decisions.

Boston Private Financial Holdings

Acquisition in 2021
Boston Private Financial Holdings, Inc. is a bank holding company that operates through Boston Private Bank & Trust Company, providing a diverse range of banking and wealth management services primarily to high net worth individuals, families, and institutions. The company is structured into two main segments: Private Banking and Wealth Management & Trust. Its Private Banking services include various deposit products, personal loans such as residential mortgages and home equity loans, and commercial loans for businesses. In addition, the Wealth Management segment offers financial planning, tax planning, investment strategies, and trust services. Boston Private has a strong presence in key markets, operating offices in Boston, Miami, New York, Los Angeles, and San Francisco. Founded in 1987 and headquartered in Boston, Massachusetts, the company aims to deliver high-quality financial solutions tailored to the unique needs of its clients.

Upgrade

Series D in 2020
Upgrade, Inc. is an online lending platform based in San Francisco, California, with additional offices in Phoenix, Montreal, and Chicago. Founded in 2016, Upgrade provides access to personal loans and the Upgrade Card, offering consumers affordable credit options. The Upgrade Card combines the benefits of traditional credit cards with the responsible lending characteristics of installment loans, available at numerous retail locations in the U.S. In addition to lending services, Upgrade offers free credit monitoring, alerts, and educational tools designed to help consumers understand and manage their finances effectively. By combining financial products with educational resources, Upgrade aims to promote responsible credit use among mainstream consumers.

Upgrade

Series C in 2018
Upgrade, Inc. is an online lending platform based in San Francisco, California, with additional offices in Phoenix, Montreal, and Chicago. Founded in 2016, Upgrade provides access to personal loans and the Upgrade Card, offering consumers affordable credit options. The Upgrade Card combines the benefits of traditional credit cards with the responsible lending characteristics of installment loans, available at numerous retail locations in the U.S. In addition to lending services, Upgrade offers free credit monitoring, alerts, and educational tools designed to help consumers understand and manage their finances effectively. By combining financial products with educational resources, Upgrade aims to promote responsible credit use among mainstream consumers.
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