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.

Trefor Bacon

Senior Vice President

Greg Becker

CEO

John Benetti

Managing Director

Julie Betts

Managing Director

Gerald Brady

Managing Director, SVB Network

Past deals in Sales Automation

Fullcast.io

Debt Financing in 2024
Fullcast.io is a software company based in Redmond, Washington, that specializes in enhancing sales operations through its innovative platform. Founded in 2015, the company focuses on transforming traditional sales processes into growth-driven operations by offering sales-ops-as-a-service. This service integrates people, processes, and cloud technology to optimize resource allocation and improve sales performance. Fullcast.io provides tools for designing sales plans, conducting scenario analysis, and visualizing key growth metrics, enabling sales leaders to align actual performance with targets effectively. With a team experienced in sales operations from notable companies, Fullcast.io partners with organizations to help them achieve their sales objectives and drive growth.

Fullcast

Debt Financing in 2024
Fullcast develops revenue operations software that bridges strategic sales planning with day-to-day execution. Its cloud-based platform enables businesses to create go-to-market strategies and make informed decisions using automated, customizable policies.

6Sense

Debt Financing in 2023
6sense is a developer of a predictive intelligence platform that enhances revenue growth for organizations. The company utilizes artificial intelligence, big data, and machine learning to provide comprehensive visibility across the customer journey, from brand awareness to revenue generation. Its platform captures anonymous buying signals and buyer intent data, allowing sales, marketing, and customer success teams to target the right accounts effectively. By recommending optimal channels and messages, 6sense removes guesswork and inefficiencies from the sales process, leading to improved pipeline quality, accelerated sales velocity, and higher conversion rates. Through its innovative approach, 6sense aims to empower revenue teams to grow revenue predictably and efficiently.

MetaCX

Debt Financing in 2022
MetaCX, Inc., founded in 2018 and headquartered in Indianapolis, Indiana, specializes in developing customer lifecycle management software tailored for software-as-a-service (SaaS) and digital product companies. The company's platform enables sellers to manage client relationships effectively while allowing customers to track their usage patterns and outcomes. MetaCX aims to transform how these companies sell, deliver, renew, and expand their services by providing a unified digital experience that engages the customer at every stage of the lifecycle. By fostering shared spaces where suppliers and buyers can define and measure outcomes, MetaCX aligns sales, success, and delivery teams around tangible business impacts visible to customers.

&open

Debt Financing in 2022
&Open is a gifting platform that facilitates the distribution of digital and physical gifts from brands to individuals worldwide. By enhancing customer loyalty, retention, and engagement, the platform serves sales, marketing, and customer experience teams through a unified system. It offers branded communication capabilities and integrates seamlessly into existing workflows, allowing brands to effectively track the impact of their gifting strategies. This approach enables companies to strengthen their relationships with customers, fostering increased retention and advocacy.

Postal

Debt Financing in 2020
Postal.io, Inc. is a sales and marketing engagement platform that enhances team management, content curation, and workflow automation. Incorporated in 2019 and based in San Luis Obispo, California, the company offers solutions that generate leads, increase sales, and improve customer retention across various industries, including software, healthcare, finance, real estate, and insurance. The platform automates the delivery and reporting of personalized physical assets, such as direct mail and corporate gifts, which can be seamlessly integrated with existing CRM and marketing automation systems or used independently. By personalizing and scaling engagement efforts, Postal.io aims to boost brand loyalty, improve conversion rates, and enhance overall employee and customer satisfaction. The company is led by a founding team with a track record of successful ventures.

Showpad

Series D in 2019
Founded in 2011, Showpad is a leading provider of sales enablement platforms. Its solution empowers marketing and sales teams to deliver personalized buyer experiences by offering a unified platform for content discovery, training, coaching, and performance optimization. With over 1,200 customers across 50 countries, including prominent brands like GE Healthcare and Honeywell, Showpad's platform facilitates every step of the buyer journey. Headquartered in Ghent and Chicago with regional offices worldwide, Showpad employs a team of over 450 people.

Directly

Debt Financing in 2018
Directly Software, Inc. is a company that develops and operates a platform designed to enhance and automate customer experience (CX) operations for businesses in the United States. The platform facilitates self-service, ticket resolution, and offers integrations through APIs with various customer relationship management (CRM) applications, such as Microsoft Dynamics and Salesforce Service Cloud. By leveraging artificial intelligence and expert networks, Directly's solution enables companies to handle customer inquiries effectively, balancing automation with human support. This approach has been adopted by prominent organizations, including Airbnb and Microsoft, to improve customer satisfaction and reduce operational costs. Founded in 2011 and headquartered in San Francisco, California, Directly Software, Inc. also maintains a location in Palo Alto, California. The company was previously known as Directly, Inc. before its name change in December 2016.

Startup Institute

Series A in 2014
Startup Institute Inc. is an educational organization that focuses on accelerating careers for individuals aiming to thrive in startup environments. Founded in 2012 and based in Boston, Massachusetts, the company offers a comprehensive 8-Week Core Program, which features practitioner-led instruction and hands-on curriculum across various tracks, including marketing, software development, product design, and sales. Additionally, the Part-Time RampUp program serves as a community-driven learning experience. Startup Institute is strategically positioned within key tech hubs such as Boston, New York, Berlin, Chicago, and London, enabling it to provide students with vital technical skills, cultural competencies, and an extensive professional network. The organization's offerings include personalized career mentorship and connections to industry professionals, all aimed at preparing graduates for successful careers in the innovation sector.

FieldAware

Venture Round in 2014
FieldAware is a developer of cloud-based field service management software that aims to transform the field service industry. Its mobile-first platform is designed for ease of use and exceptional flexibility, enabling field service organizations to enhance customer satisfaction and improve operational efficiency. The software functions as an all-in-one solution, incorporating features such as scheduling, reporting, and automated communication between field workers and back office operations. This bidirectional, real-time communication helps businesses optimize their service calls and operations, leading to increased productivity and heightened satisfaction for both customers and employees. FieldAware's innovative approach allows organizations to effectively seize upsell and cross-sell opportunities, setting them apart from the competition.

6Sense

Series A in 2014
6sense is a developer of a predictive intelligence platform that enhances revenue growth for organizations. The company utilizes artificial intelligence, big data, and machine learning to provide comprehensive visibility across the customer journey, from brand awareness to revenue generation. Its platform captures anonymous buying signals and buyer intent data, allowing sales, marketing, and customer success teams to target the right accounts effectively. By recommending optimal channels and messages, 6sense removes guesswork and inefficiencies from the sales process, leading to improved pipeline quality, accelerated sales velocity, and higher conversion rates. Through its innovative approach, 6sense aims to empower revenue teams to grow revenue predictably and efficiently.

ClearSlide

Series C in 2014
ClearSlide, Inc. is a sales engagement platform based in San Francisco, California, that offers web-based and mobile tools for sales management and online presentations. Founded in 2009, the company provides a comprehensive suite of products, including Live Pitch for screen sharing presentations, Email Pitch for tracking customer interactions with emailed content, and a centralized sales content hub known as ClearSlide Live Content. Additionally, it offers ClearSlide Analytics & Insights, which delivers visibility into sales activities. ClearSlide also includes mobile applications like ClearSlide Presenter and ClearSlide Mail, tailored for sales teams and email communications, respectively. The platform integrates seamlessly with existing systems such as CRM and CMS and is optimized to fit various sales and marketing processes. ClearSlide serves a diverse range of industries, including media, technology, education, and healthcare, enabling enterprise sales professionals to enhance customer interactions and achieve better business outcomes. As of December 2017, ClearSlide operates as a subsidiary of Corel Corporation.

SugarCRM

Venture Round in 2012
SugarCRM is a global provider of customer relationship management software offering an open-source CRM platform for sales, service, marketing and IT. It serves sectors including manufacturing, financial services, insurance, consulting and professional services and supports a range of applications such as campaign management, opportunity tracking, account management, sales forecasting, customer support, product extensions and training. Founded in 2004 and headquartered in Cupertino, California, SugarCRM maintains offices worldwide to serve customers in many countries and languages, emphasizing a user-friendly experience across roles and enabling stronger customer relationships and data-driven decision making.

USAutoNews.com

Series C in 2000
USAutoNews.com is an online platform developed by experienced professionals from the automotive industry, serving as a premier portal for news and information related to automotive sales. The company provides a comprehensive collection of websites and resources that cater specifically to the automobile sector, facilitating communication and distribution within the industry. By leveraging digital tools, USAutoNews.com enables automotive dealers to enhance their sales of vehicles, parts, and services, making it a valuable resource for industry professionals seeking to navigate the evolving landscape of automotive sales.
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