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.

Ken Brenner

Board Member and Head of Strategic Relationships (previously held position of President and CEO)

Jeff Griffor

Senior Vice President

Darryl Karmen

Senior Vice President and Regional Manager

Porter McKay

Managing Director

Mark Mordell

Chairman and CEO

Gina Peterson

COO

10 past transactions

Mangomint

Debt Financing in 2024
Mangomint offers software solutions tailored for salons and spas, focusing on appointment scheduling, client management, and payment processing. The platform is designed to streamline daily operations, allowing businesses to prioritize client interactions over technical challenges. With features such as online booking and two-way texting, Mangomint enhances the client experience while simplifying management tasks. Additionally, the platform integrates marketing and booking services, combining a modern booking system with personalized service options. This comprehensive approach enables salons and spas to improve revenue while minimizing operational costs.

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 Canadian company that specializes in providing a marketplace for roofing services, utilizing satellite imagery technology to facilitate accurate assessments of roofs for replacement and repair. Founded in 2016 and headquartered in Toronto, Roofr connects homeowners, insurance companies, property managers, and roofing contractors, offering services that include both domestic and commercial roofing solutions, such as copper, metal, asphalt, cedar, slate, and flat roofing, along with repair and eaves trough cleaning services. The platform generates instant estimates by leveraging aerial imagery, ensuring transparency in pricing for roofing materials and labor. Operating in Ontario, Florida, and California, Roofr aims to enhance customer experience through convenience and affordability, prioritizing quality workmanship 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 that focuses on providing cloud-based hosting services for business-critical applications, both on-premises and in the cloud. The company specializes in a range of services, including virtual desktop infrastructure, disaster recovery, storage, server virtualization, and business continuity solutions. By integrating enterprise-class IT infrastructure with innovative software development, Zumasys enables organizations of all sizes to enhance the performance and reliability of their essential applications. Their commitment to a people-first approach has fostered steady growth and earned them consistent recognition within the industry. Zumasys aims to be a trusted partner in the communities it serves, inspiring businesses to contribute positively to society.

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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