Franklin Templeton

Franklin Templeton is a global investment management organization with a rich history dating back to its founding in 1947. Originally established as Franklin Distributors in New York, the firm later relocated its headquarters to San Mateo, California. It operates under several brand names, including Franklin, Templeton, Mutual Series, and Fiduciary Trust, offering a diverse range of investment products that are particularly recognized for their conservatively managed mutual funds. Franklin Templeton has a significant global presence, with offices in 35 countries and clients in over 150, providing investment and advisory services to individual investors, corporations, and financial institutions. The firm aims to deliver exceptional risk-adjusted returns and personalized service, leveraging more than seventy years of experience and expertise in the investment landscape.

Kelsey Biggers

Senior Vice President and Head of Performance Analysis and Investment Risk

Ryan Biggs

Co-Head of Private Investments, Managing Director of Franklin Venture Partners

Harshendu Bindal

Managing Director - Head of Digital Strategy and Wealth Management

Joe Boerio

EVP, Chief Risk and Transformation Officer

Jean-Francois Crousillat

Managing Director, Alternative Strategies

Jonathan Curtis

VP, research analyst and portfolio manager

Howard Margolis

Global COO, Alternative Investments

Richard Piliero

Senior Vice President, Senior Executive Director

Greg Scanlon

Managing Partner

Dina Ting

Senior Vice President and Head of Global Index Portfolio Management

Nicole Wallace

RIA Director, RIA Division

Geoff Yang

Director

Past deals in Series H

Discord

Series H in 2021
Discord is a communication platform that provides voice, video, and text services, allowing users to connect and interact with friends and communities. Initially designed for gamers, it has expanded its appeal to various groups, including hobbyists, study groups, and local clubs. Founded in 2012 and headquartered in San Francisco, California, Discord enables seamless communication through its instant messaging and digital distribution features, which are accessible on both desktops and mobile devices. The platform supports voice-over-internet protocol and texting, facilitating regular interaction without compromising performance during gaming or other activities.

BILL

Series H in 2019
Bill.com is a provider of cloud-based software designed to simplify and automate back-office financial operations for small and midsize businesses globally. The platform leverages artificial intelligence to enhance connections between businesses and their suppliers and clients, facilitating the management of cash inflows and outflows. Bill.com offers a suite of software-as-a-service products that automate accounts payable and receivable transactions, aiming to improve operational efficiency. The company also provides onboarding support, ongoing training, and assistance to ensure users can effectively implement their solutions. Bill.com collaborates with numerous prominent financial institutions and accounting firms, gaining endorsements from industry organizations. Founded in 2006 and headquartered in Palo Alto, California, Bill.com has received multiple awards for its workplace culture and innovation.

Sweetgreen

Series H in 2018
Sweetgreen, Inc. is an American fast-casual restaurant chain founded in 2007 and based in Culver City, California. It operates restaurants in several states, including Virginia, Pennsylvania, New York, Maryland, Massachusetts, and the District of Columbia. The company focuses on serving simple, seasonal, and healthy salads and grain bowls made from scratch with fresh, whole produce delivered daily. Sweetgreen emphasizes plant-forward, earth-friendly meals, prioritizing organic, regenerative, and local sourcing of ingredients. In addition to its restaurant operations, Sweetgreen sells merchandise such as gift cards, clothing, and accessories online. The company has formed a strategic partnership with FoodCorps to further its mission of promoting healthy eating.
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