Avidbank

Avidbank is a commercial bank based in San Jose, California, established in 2003. The bank focuses on providing a range of financial solutions, including commercial and industrial lending, venture lending, real estate construction financing, and commercial real estate lending. Avidbank also offers corporate banking and cash management services, catering to various sectors such as real estate, consulting, financial services, construction, and engineering. With an emphasis on individualized banking experiences, Avidbank aims to build long-term relationships with its clients through innovative solutions and personalized service. The bank leverages technology and expertise to support its clients' financial needs effectively.

Kenneth Brenner

CEO and Board Member

Jeff Griffor

Senior Vice President

Darryl Karmen

Senior Vice President and Regional Manager

Steven Leen

CFO, Finance and Executive Vice President

Porter McKay

Managing Director

Mark Mordell

Chairman and CEO

Gina Peterson

COO and Executive Vice President

10 past transactions

Mangomint

Debt Financing in 2024
Mangomint offers software solutions tailored specifically for salons and spas, focusing on enhancing operational efficiency through streamlined appointment scheduling, client management, and payment processing. The platform integrates modern booking capabilities with personalized service features, allowing businesses to manage appointments online and facilitating two-way communication with clients. By minimizing operational friction, Mangomint enables salon and spa owners to prioritize client interactions over technical challenges, ultimately improving the overall client experience while also supporting revenue growth and cost reduction for these service-oriented businesses.

FileCloud

Debt Financing in 2021
FileCloud is a content collaboration platform based in Austin, Texas, that focuses on providing secure enterprise software solutions. The platform is designed to enhance compliance, data governance, data leak protection, data retention, and digital rights management. FileCloud integrates workflow automation and offers granular control over content sharing across various enterprise platforms. Its capabilities include powerful file sharing, synchronization, and mobile access across public, private, and hybrid cloud environments. The platform serves millions of users globally, including major Global 1000 enterprises, educational institutions, government organizations, and managed service providers, making it a comprehensive solution for modern content collaboration needs.

Kingsway Financial Services

Post in 2021
Kingsway Financial Services Inc. is a diversified financial services company based in Itasca, Illinois, founded in 1989. The company operates primarily through two segments: Extended Warranty and Leased Real Estate. In the Extended Warranty segment, it markets and administers vehicle service agreements and related products for both new and used automobiles. Additionally, this segment provides warranty products to manufacturers and distributors in various industries, including heating, ventilation, air conditioning, and refrigeration, as well as offering equipment breakdown and maintenance support services. The Leased Real Estate segment manages a substantial property in Texas, encompassing approximately 192 acres. Kingsway Financial Services caters to a broad clientele that includes credit unions, consumers, businesses, and homebuilders, positioning itself as a key player in the extended warranty and real estate sectors.

Roofr

Seed Round in 2021
Roofr Inc. is a Toronto-based company that specializes in developing satellite imagery software to assess the condition of roofs for repair and replacement. Founded in 2016, Roofr operates a marketplace that connects homeowners, insurance companies, property managers, and roofing contractors. The company offers a range of services, including residential and commercial roofing solutions, roof repair, and eaves trough cleaning, covering various materials such as copper, metal, asphalt, cedar, slate, and flat roofing. By utilizing an aerial imagery tool, Roofr provides instant estimates and transparent pricing for roofing projects, facilitating a seamless experience for its clients. Operating in Ontario, Canada, as well as Florida and California, Roofr aims to enhance customer experience while offering high-quality workmanship and competitive pricing in the roofing industry.

Trilio

Debt Financing in 2020
Trilio is a prominent provider of cloud-native data protection solutions specifically designed for Kubernetes, OpenStack, and Red Hat Virtualization environments. The company's flagship technology, TrilioVault, enables cloud infrastructure operators and developers to perform essential functions such as backup and recovery, workload migration, and application mobility. TrilioVault is utilized across various sectors, including telecommunications, defense, automotive, and financial services, allowing organizations to effectively recover from disasters, transition workloads, and migrate to new software distributions. The platform supports comprehensive data protection and management, offering capabilities for restoring entire workloads on-demand, ensuring business continuity in private, public, and hybrid cloud environments.

Directly

Series B in 2020
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.

Art Brand Studios

Debt Financing in 2018
Art Brand Studios is a publisher and marketer of fine art located in Morgan Hill, California. The company has established a distinctive business model that integrates art creation with well-known artists and consumer brands, allowing it to develop Branded Art Programs. These programs feature collections such as Thomas Kinkade Studios, the Disney Dreams Collection, Super Hero Fine Art, and Wild Wings, among others. Art Brand Studios employs a comprehensive licensing and distribution platform to enhance revenue and profitability, providing artists the opportunity to focus on their creative work while generating income. By leveraging the power of consumer branding strategies, Art Brand Studios aims to capitalize on the substantial market potential within the art sector, which has traditionally remained untapped by such strategies.

Zumasys

Debt Financing in 2018
Zumasys is an information technology company focused on providing cloud-based services for business-critical applications, ensuring performance and reliability for organizations of all sizes. The company specializes in a range of services including virtual desktop infrastructure, disaster recovery, storage, server virtualization, warehouse management, business continuity, and wireless mobility. By integrating enterprise-class IT infrastructure with innovative software solutions, Zumasys enhances the capabilities of ERP systems and core business applications. Their objective is to support clients as they transition to modern technology solutions while fostering a people-first approach. This commitment to service and community engagement has driven the company’s steady growth and recognition within the industry.

Auxilio

Post in 2017
Auxilio specializes in providing managed print services and data security solutions for hospitals and health systems. With a focus on optimizing workflows, maximizing staff productivity, and guaranteeing cost savings, Auxilio offers a comprehensive approach to managing printer fleets and addressing data security challenges in healthcare. Through strategic acquisitions of companies like Delphiis and Redspin, Auxilio has expanded its portfolio to offer end-to-end security solutions, including risk assessments, remediation services, and process development strategies. By partnering with over 100 leading hospitals, Auxilio delivers customized services that solve enterprise-wide problems and ensure compliance with HIPAA regulations. With a commitment to helping healthcare organizations improve efficiency and security, Auxilio remains a trusted provider in the industry.

Japonesque

Debt Financing in 2015
Japonesque LLC is a beauty care company based in San Ramon, California, specializing in high-quality cosmetics and professional beauty tools. Founded in 1984, Japonesque draws inspiration from the traditional makeup techniques of Kabuki theater in Japan, offering a product range that includes makeup brushes, eyelash curlers, nail care tools, and cosmetics designed for both professionals and beauty enthusiasts. The company’s offerings feature innovative formulations and luxurious packaging, catering to the needs of discerning customers seeking both performance and aesthetic appeal. Japonesque products are available through various retail channels in the United States, as well as beauty supply stores, salons, and spas worldwide, ensuring accessibility for a global clientele.
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