JP Morgan Chase

JPMorgan Chase & Co. is a prominent financial holding company based in New York, United States, that provides a wide range of financial services globally. Established in 2000, the firm operates through various segments, including investment banking, commercial banking, and asset management. Its investment banking division offers services such as corporate advisory, capital raising in equity and debt markets, risk management, and market-making. Additionally, JPMorgan Chase serves consumers, small businesses, and commercial clients by delivering innovative banking solutions and financial transaction processing. With a legacy dating back to 1877, the company has built a reputation for providing comprehensive financial strategies and services to meet the diverse needs of its clientele.

Rohan Amin

Managing Director and Chief Product Officer, Consumer and Community Banking

Muhammad Aurangzeb

CEO Global Corporate Bank Asia Pacific

Richard Cao

Investment Banking Analyst

William Creaser

Executive Director, Northeast Middle Market and Specialized Industries

Jamie Dimon

CEO and President

Mary Callahan Erdoes

Asset and Wealth Management CEO

Maria Escorcia

Vice President - Program Officer Florida - JPMorgan Chase Foundation

Jatin Garg

Senior Business Analyst

Julie Glynn

Managing Director

Alan Ho

CEO of China

Rao Lakkakula

Product Security Director

Douglas B. Petno

Commercial Banking CEO

E. Soinski

Managing Director

Jennie Sparandara

Managing Director

Past deals in Business Development

Project Equity

Grant in 2024
Project Equity is a national leader in promoting employee ownership as a means of preserving local businesses, honoring the legacies of selling owners, and addressing income and wealth inequality. Based in the San Francisco Bay Area, it collaborates with partners across the country to raise awareness about employee ownership as an effective exit strategy for business owners and a way to enhance employee engagement and wellbeing. In addition to advocacy, Project Equity offers consulting and hands-on support to companies seeking to transition to employee ownership. They also assist the new employee-owners to ensure their success and the sustainability of the businesses after the transition.

Black Chamber of Arizona

Grant in 2024
Black Chamber of Arizona is to improve the economic development of their business entrepreneurs and the communities they serve.

Centivo

Debt Financing in 2024
Centivo Corporation is a health insurance provider that specializes in offering innovative health plans for self-funded employers, employees, and clinicians. Established in 2016 and headquartered in Stamford, Connecticut, with additional offices in New York and Buffalo, Centivo serves as an alternative to traditional insurance carriers and third-party administrators. The company integrates technology, network management, claims processing, and customer support to effectively administer health benefits. Centivo emphasizes collaboration between employees and their primary care teams to coordinate healthcare needs, encouraging members to engage in high-value care through personalized matching tools and a user-friendly app. By focusing on controlling costs and improving navigation through the healthcare system, Centivo positions itself as a dedicated partner to employers, ensuring accountability and minimizing waste in healthcare spending.

Arcadia

Debt Financing in 2024
Arcadia, Inc. is a technology company based in Washington, D.C., founded in 2014, that focuses on providing access to clean energy solutions. Through its platform, Arc, the company connects subscribers to renewable energy sources such as wind farms and community solar projects. By enabling users to manage their accounts, track energy usage, and participate in clean energy initiatives, Arcadia aims to democratize access to renewable energy and combat the fossil fuel monopoly. The platform aggregates energy data from over 125 utilities, representing more than 80% of U.S. electric utility accounts, thus facilitating a significant shift toward sustainable energy practices. Additionally, Arcadia's community solar program addresses energy injustice while promoting economic growth, contributing over five Terawatt-hours of energy demand from residential and commercial users.

Capital Connect

Grant in 2024
Capital Connect will provide training and technical assistance to businesses to prepare them for capital seeking and connect them to suitable funders through online and digital resources.

Endeavor Miami

Grant in 2024
Endeavor Miami, established in 2013 with backing from the Knight Foundation, supports high-impact entrepreneurs leading early-stage companies with significant growth potential. As of 2023, it has aided 60 entrepreneurs across 35 companies, generating over $900 million in revenues and creating jobs for more than 6,000 individuals.

Upside Down Consulting

Grant in 2023
Upside Down Consulting provides consulting services to help unlock the power of worker ownership, such as assisting businesses in transitioning to employee ownership, assisting community groups in developing worker cooperatives that provide dignified jobs for their members and constituents and developing and advancing legislative and field building initiatives that promote economic democracy.

DreamSpring

Grant in 2023
DreamSpring is a nonprofit organization dedicated to providing microfinance and small business lending services to entrepreneurs and small businesses across Arizona, Colorado, Georgia, Nevada, New Mexico, North Carolina, and Texas. Founded in 1993 and based in Albuquerque, New Mexico, DreamSpring aims to empower business owners by facilitating access to credit, which enables them to generate income, build assets, create jobs, and achieve financial well-being through business ownership. Formerly known as Accion, the organization rebranded as DreamSpring in June 2019 and has received recognition for its commitment to supporting the entrepreneurial community.

Metro Detroit Black Business Alliance

Grant in 2023
The Metro Detroit Black Business Alliance develops programes and advocates for policies that result in profitable and sustainable black-owned businesses that are connected to public and private economic opportunities while building trust.

Entrepreneur Ready

Grant in 2023
Entrepreneur Ready is an online community based accelerator designed to compress time and de-risk ideas before going to market.

KLYM

Series A in 2023
KLYM is a financial services platform operating in Latin America, specializing in digital financial solutions for businesses. The platform provides various financing options, including working capital financing, purchase order financing, and vendor financing. By streamlining the financing process, KLYM enables companies to access the capital they need quickly and efficiently, with approvals typically granted in less than an hour. This innovative approach allows businesses to secure funding without the complexities associated with traditional banking institutions, thereby facilitating their growth and operational efficiency.

UBIZ Venture Capital

Debt Financing in 2022
UBIZ Venture Capital (UVC) is a specially designed platform aimed at providing equal opportunities to small businesses that have been historically underserved or disadvantaged. UVC achieves this by offering comprehensive pre-loan counseling and technical training, which are integral components of its service delivery model. The primary objective of UVC is to empower small businesses with the necessary knowledge and resources to compete and grow in their respective industries while also granting access to capital.

Polsky Center at the University of Chicago

Grant in 2022
The Polsky Center for Entrepreneurship and Innovation at the University of Chicago is dedicated to fostering innovation and entrepreneurship among the university's community. It operates several initiatives aimed at supporting early-stage ventures, including the New Venture Challenge (NVC) program and the Polsky Center Accelerator Program. These programs are designed to assist UChicago-affiliated teams in developing their business ideas and bringing them to market. In addition, the Polsky Center launched the Innovation Fund in 2010 to expedite the commercialization of promising research discoveries originating from the university. Through these efforts, the Polsky Center plays a significant role in nurturing entrepreneurial talent and facilitating the transition of academic research into viable business solutions.

LyRise

Seed Round in 2022
LyRise is a developer of a data talent network that aims to simplify the acquisition and development of remote AI engineering teams. The platform addresses the challenges businesses face in sourcing qualified AI talent by providing a streamlined approach to assessing, training, and facilitating these teams. By leveraging its network, LyRise enables companies to access a global workforce skilled in artificial intelligence and data, ensuring that they can efficiently build and expand their engineering capabilities without wasting time or resources. The company's focus on ethical skill development further enhances its value proposition in the competitive AI landscape.

FISPAN

Series A in 2021
FISPAN is a leader in the field of ERP-banking, providing a platform that enables banks to offer embedded commercial banking services within various business applications. The company focuses on enhancing the banking experience for commercial clients by integrating banking capabilities directly into their existing ERP or accounting systems. This integration allows businesses to manage, monitor, and automate their financial operations efficiently, reducing the need for manual entry and minimizing errors. FISPAN's technology streamlines the connection between accounting systems and banking services, facilitating quick and effective financial transactions for businesses.

Unity National Bank

Debt Financing in 2021
Unity National Bank is a financial institution based in Houston, Texas, established in 1963. It offers a range of business and personal banking products and services designed to meet the needs of its clients. For businesses, the bank provides various loan options, including SBA loans, commercial real estate financing, and loans for faith-based organizations, alongside checking and savings accounts, merchant services, and cash management solutions. Personal banking services include vehicle and home improvement loans, credit cards, and options for savings such as CDs and IRAs. Unity National Bank emphasizes accessibility through online and mobile banking, along with features like bill pay, overdraft protection, and safety deposit boxes. The institution, originally named Peoples Bank, rebranded in 1989 and is committed to helping individuals and businesses thrive financially.

Ziada

Seed Round in 2021
Ziada is a mobile application that connects consumers with service providers in the unorganised sector. The platform facilitates growth for service providers by helping them find new clients actively seeking trusted services. Additionally, Ziada offers business advisory services and access to equipment rental, enhancing the capabilities of service providers. Users can select the required service category and choose a provider based on their location, thus streamlining the process of finding reliable assistance.

FISPAN

Venture Round in 2020
FISPAN is a leader in the field of ERP-banking, providing a platform that enables banks to offer embedded commercial banking services within various business applications. The company focuses on enhancing the banking experience for commercial clients by integrating banking capabilities directly into their existing ERP or accounting systems. This integration allows businesses to manage, monitor, and automate their financial operations efficiently, reducing the need for manual entry and minimizing errors. FISPAN's technology streamlines the connection between accounting systems and banking services, facilitating quick and effective financial transactions for businesses.

Mi Casa Resource Center

Grant in 2019
Mi Casa Resource Center is dedicated to empowering individuals and families to achieve their educational and economic goals through comprehensive training and support. The organization offers a range of educational programs designed to inspire youth and facilitate career advancement for adults, fostering leadership and academic success. Additionally, Mi Casa Resource Center provides resources that promote business ownership, helping families thrive in their communities. By connecting clients with essential services, Mi Casa Resource Center aims to enhance economic opportunities and support sustainable growth for those in underserved areas.

Commons on Champa

Grant in 2019
Commons on Champa is a nonprofit organization that provides expertise, time, funding, and volunteerism to its vibrant entrepreneurial community. They motivate entrepreneurs to master their businesses and build lifelong relationships through the experience of servant leadership.

DreamSpring

Grant in 2019
DreamSpring is a nonprofit organization dedicated to providing microfinance and small business lending services to entrepreneurs and small businesses across Arizona, Colorado, Georgia, Nevada, New Mexico, North Carolina, and Texas. Founded in 1993 and based in Albuquerque, New Mexico, DreamSpring aims to empower business owners by facilitating access to credit, which enables them to generate income, build assets, create jobs, and achieve financial well-being through business ownership. Formerly known as Accion, the organization rebranded as DreamSpring in June 2019 and has received recognition for its commitment to supporting the entrepreneurial community.

FISPAN

Series A in 2019
FISPAN is a leader in the field of ERP-banking, providing a platform that enables banks to offer embedded commercial banking services within various business applications. The company focuses on enhancing the banking experience for commercial clients by integrating banking capabilities directly into their existing ERP or accounting systems. This integration allows businesses to manage, monitor, and automate their financial operations efficiently, reducing the need for manual entry and minimizing errors. FISPAN's technology streamlines the connection between accounting systems and banking services, facilitating quick and effective financial transactions for businesses.

Midwood Investment & Development

Debt Financing in 2019
Midwood's mission is to restore and revitalize the fabric of major urban centers to improve the way people live, work and play through industry-leading design, planning and execution. For over 90 years Midwood has cultivated a diversified real estate portfolio comprised of retail, office, residential, mixed use and net leased properties. Founded in Midwood, Brooklyn in 1925 by Samuel Lemberg, the company has grown from a residential brokerage into a sophisticated investment and development platform that owns over 125 properties in 10 states and the District of Columbia comprising in excess of 3,500,000 square feet with a development pipeline of several million square feet. Today the company actively seeks to acquire investment and development opportunities in our primary markets of New York City, Boston, Philadelphia and Washington D.C.

FS/KKR Advisor

Debt Financing in 2018
FS/KKR Advisor is a publicly traded business development company (BDC) focused on providing customized credit solutions to private middle market U.S. companies.

EF Hutton

Post in 2018
EF Hutton is a financial services firm established in 2020 and headquartered in New York City. The company specializes in investment banking and advisory services, offering a range of solutions including equity financing, debt financing, and private equity banking. EF Hutton assists clients with initial public offerings, acquisitions financing, and mergers, as well as providing fairness opinions and valuation analysis. The firm serves a diverse array of industries, including energy, financial services, information technology, clothing, transportation, agriculture, media, retail, healthcare, real estate, and restaurants. Through its comprehensive suite of services, EF Hutton aims to support businesses in their financial endeavors and strategic growth initiatives.

EF Hutton

Post in 2018
EF Hutton is a financial services firm established in 2020 and headquartered in New York City. The company specializes in investment banking and advisory services, offering a range of solutions including equity financing, debt financing, and private equity banking. EF Hutton assists clients with initial public offerings, acquisitions financing, and mergers, as well as providing fairness opinions and valuation analysis. The firm serves a diverse array of industries, including energy, financial services, information technology, clothing, transportation, agriculture, media, retail, healthcare, real estate, and restaurants. Through its comprehensive suite of services, EF Hutton aims to support businesses in their financial endeavors and strategic growth initiatives.

LevelUp

Venture Round in 2017
LevelUp is focused on creating advanced mobile experiences for over 200 brands across the United States, facilitating customer engagement and sales growth through a comprehensive platform. This platform includes a variety of features such as mobile rewards, payments, online ordering, customer relationship management, and loyalty programs. By consolidating data from in-store and online transactions, LevelUp enables merchants to design and execute targeted marketing campaigns that aim to boost customer spending and frequency. The company has established strategic partnerships with major organizations, providing restaurants access to a broader customer base beyond their own applications. LevelUp distinguishes itself by developing a mobile payment network that positions businesses to adapt to future changes in the mobile landscape.

Kensho Technologies

Series B in 2017
Kensho Technologies, Inc. specializes in analytics, artificial intelligence, machine learning, and data visualization systems tailored for global banks and investment institutions. Founded in 2012 and headquartered in Cambridge, Massachusetts, with additional offices in New York, Virginia, and California, Kensho develops financial analytics software that enables scalable analytics solutions for commercial entities. Its offerings include Kensho Applied Mind, an AI software that enhances decision-making by addressing complex financial inquiries in natural language. The company also operates a national security division known as Koto. As of April 2018, Kensho operates as a subsidiary of S&P Global Inc.

Motif

Series E in 2015
Motif is a digital brokerage firm that specializes in thematic investing solutions tailored for individuals and financial advisors. Founded in 2015, the company originally began as an agency focused on accelerating growth for luxury lifestyle, fashion, beauty, and wellness brands. Motif emphasizes the importance of effective communication through eCommerce websites and strategies, recognizing that a misalignment can lead to lost revenue opportunities. The firm takes a customer-centric approach, offering marketing solutions and creative services designed to address the specific needs of direct-to-consumer and retail companies. By prioritizing the right strategies and fostering a human-first customer experience, Motif aims to help clients optimize their business potential and achieve their financial goals.

Motif

Series D in 2014
Motif is a digital brokerage firm that specializes in thematic investing solutions tailored for individuals and financial advisors. Founded in 2015, the company originally began as an agency focused on accelerating growth for luxury lifestyle, fashion, beauty, and wellness brands. Motif emphasizes the importance of effective communication through eCommerce websites and strategies, recognizing that a misalignment can lead to lost revenue opportunities. The firm takes a customer-centric approach, offering marketing solutions and creative services designed to address the specific needs of direct-to-consumer and retail companies. By prioritizing the right strategies and fostering a human-first customer experience, Motif aims to help clients optimize their business potential and achieve their financial goals.

Asista.com

Venture Round in 2000
Asista.com is an intelligent service automation platform designed to be cross-functional, collaborative, and socially intelligent. This service automation platform is the upcoming online business-to-business marketplace for indirect goods and services.

Prospera

Prospera emphasizes the power of economic opportunity and acts as a catalyst for positive community change by contributing to the growth and success of Hispanic-owned businesses.
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