nCino
nCino provides a cloud-based bank operating system for financial institutions worldwide, delivering a unified platform for customer relationship management, onboarding, account opening, loan origination, and workflow automation, as well as credit analysis, enterprise content management, and instant reporting. The system supports commercial, small business, and retail banking, along with treasury management, asset finance, and leasing, helping banks of all sizes—from community and regional banks to large institutions—digitize client onboarding, loans, deposits, and regulatory compliance. Built to improve profitability, productivity, and transparency, the platform combines business process management, loan lifecycle management, business intelligence, and document management, enhanced by data analytics and artificial intelligence. nCino also offers professional services including configuration, implementation, training, and advisory, with subscription-based revenue as a core model.
Top Stages
7 past transactions
Sandbox Banking
Acquisition in 2025
Sandbox Banking develops a banking platform that connects new fintech software to existing systems. Its mission is to democratize digital transformation in the financial industry through secure, scalable integration technology embedded with deep industry intelligence.
FullCircl
Acquisition in 2024
FullCircl offers a platform that provides real-time intelligence on companies and shareholders, enabling financial institutions to efficiently identify potential customers, assess risks during onboarding, and proactively manage client relationships.
DocFox
Acquisition in 2024
DocFox is a developer of an online application software designed to streamline the account opening and management processes for business banking within community banks and credit unions. The platform aims to reduce customer drop-off rates, combat fraud, and ensure compliance with regulatory standards. By utilizing advanced technology, DocFox conducts multiple fraud checks to verify document authenticity, offering a more secure alternative to traditional paper-based tax documents. This innovative solution simplifies and accelerates the submission of tax documents, enhancing the overall experience for both financial institutions and their clients.
Rich Data Corporation
Series B in 2023
RDC is driven by its purpose to increase global access to inclusive, fair, and sustainable credit. Passionate about AI, RDC are continuously developing new techniques, and enhancing their Decisioning as a Service (DaaS) platform to leverage traditional and alternate data to make better credit decisions across the lending lifecycle. RDC’s philosophy is to build the supporting lenders to transform the origination and management of credit. RDC DaaS has been leveraged by leading lenders in different markets.
SimpleNexus
Acquisition in 2021
SimpleNexus, LLC is a developer of a digital mortgage solution platform based in Lehi, Utah, founded in 2011. The company specializes in creating homeownership platforms that facilitate seamless communication and data exchange between loan officers, borrowers, real estate agents, and settlement agents. Its innovative software allows mortgage lenders to manage the entire loan origination process through mobile devices, enabling loan professionals to operate efficiently from any location. The platform supports loan officers in overseeing their loan pipelines, ordering credit, running pricing, and sending pre-approvals, thereby enhancing the overall mortgage experience for both lenders and clients. SimpleNexus serves a diverse clientele that includes mortgage corporations and individual loan officers.
FinSuite
Acquisition in 2019
FinSuite is a developer of innovative software solutions tailored for the finance industry. The company specializes in process automation software that enhances efficiency and cost-effectiveness. Utilizing advanced technologies such as optical character recognition (OCR) and artificial intelligence, FinSuite's software captures and organizes complex data structures relating to various entities. It also analyzes PDF documents to categorize line items and generate detailed performance reports. This functionality significantly aids finance brokers, accounting firms, and global banks by streamlining the analysis of business structures and financial data, thereby reducing both the time and costs associated with loan application assessments.
Visible Equity
Acquisition in 2019
Visible Equity LLC specializes in providing software solutions tailored for financial institutions across the United States. Based in Salt Lake City, Utah, the company offers a web-based analytics platform that enables banks and credit unions to efficiently identify, measure, and monitor risks within their loan portfolios. Its core product, Loan Portfolio Analytics, assists financial professionals in conducting various analyses, including collateral valuations, concentration risk assessments, expected loss modeling, and stress testing. Additional offerings include static pool analysis, delinquency and charge-off analytics, probability of default modeling, and loan quality grading solutions. By delivering these comprehensive tools, Visible Equity helps its clients optimize loan portfolio performance and enhance risk management strategies. As of July 2019, Visible Equity operates as a subsidiary of nCino, Inc.
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