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

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

Osei Van Horne

Managing Partner and Co-Global Head of Sustainable Growth Equity at J.P. Morgan Private Capital

Rao Lakkakula

Product Security Director

Douglas B. Petno

Commercial Banking CEO

E. Soinski

Managing Director

Jennie Sparandara

Managing Director

Past deals in Business Development

Tishman Speyer Properties

Debt Financing in 2025
Tishman Speyer is a prominent real estate developer, owner, and investor with a focus on high-quality residential, commercial, and mixed-use properties in major cities around the globe. The company is recognized for its expertise in property development and management, ensuring efficient operations while prioritizing tenant satisfaction. Tishman Speyer engages a diverse range of global investors, including institutions and private equity, to raise and invest capital for its projects. Through its strategic approach, Tishman Speyer has established a significant presence in the real estate sector, contributing to urban development and revitalization in key markets.

Project Equity

Grant in 2024
Project Equity is a prominent organization based in the San Francisco Bay Area that focuses on promoting employee ownership as a viable exit strategy for business owners. The organization aims to support local business communities, honor the legacies of selling owners, and address issues of income and wealth inequality. Project Equity collaborates with various partners nationwide to raise awareness about the benefits of employee ownership, which enhances employee engagement and wellbeing. In addition to advocacy, the organization offers hands-on consulting and support for businesses transitioning to employee ownership, ensuring that both the new employee-owners and their enterprises thrive following 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.

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.

WELL Health Technologies

Post in 2024
WELL Health Technologies Corp. is a Canadian healthcare technology company that operates a network of primary healthcare facilities and provides a range of digital health services. The company offers a Practitioner Enablement Platform that includes electronic medical records (EMR), telehealth services, revenue cycle management, and cybersecurity solutions to enhance patient engagement and streamline operations for healthcare providers. As of September 2020, WELL Health managed 20 medical clinics and served approximately 2,000 clinics across Canada with its EMR software. The company is focused on empowering healthcare professionals by reducing administrative burdens, allowing them to dedicate more time to patient care. In addition to its Canadian operations, WELL Health has expanded its portfolio internationally, recently acquiring the German EMR company Doctorly. Founded in 2010 and headquartered in Vancouver, WELL Health is committed to leveraging innovative technologies to improve healthcare delivery and outcomes.

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.

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 based in Latin America that specializes in providing digital financial solutions tailored for businesses. The company enables access to various forms of financing, such as working capital, purchase order, and vendor financing, allowing companies to secure the capital necessary for growth and operational efficiency without relying on traditional banks. KLYM's platform streamlines the financing process, offering approvals in less than an hour and facilitating access to funds remotely, thereby enhancing the financial landscape for businesses in the region.

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 aimed at connecting and enhancing engineering teams, particularly in the field of artificial intelligence. The company addresses the challenges faced by businesses in sourcing remote AI teams by providing a streamlined process for assessing, training, and facilitating talent acquisition. By optimizing these processes, LyRise enables organizations to access a global workforce of ethically skilled professionals in AI and data, thereby reducing time and resource expenditure associated with recruitment. This innovative approach positions LyRise as a key player in simplifying the development of artificial intelligence solutions for companies.

FROSCH

Acquisition in 2022
Frosch Linden Travel is a travel and tourism company that offers specialized leisure and corporate travel services. It focuses on providing comprehensive travel management solutions for corporate clients, including businesses, universities, and students. The company utilizes a seamless global operations platform and innovative technology to enhance the travel experience, making it more efficient for both business and leisure travelers. Frosch aims to simplify and streamline travel arrangements, ensuring that clients receive high-quality service tailored to their specific needs.

Viva Wallet

Secondary Market in 2022
Viva Wallet is a European neobank that operates entirely in the cloud, utilizing Microsoft Azure to provide its services across 23 countries. As a Principal Member of Visa and MasterCard, it offers card acceptance solutions for businesses of all sizes through innovative Smart Android terminals, a dedicated Viva Wallet POS app, and advanced payment gateways for online transactions. The company also provides business accounts featuring local IBANs and Viva Wallet Mastercard cards. In addition to its payment processing capabilities, Viva Wallet supports small to midsize businesses with various value-added services, including merchant cash advances, expense management, virtual debit card issuance, and cash disbursement. The company has established a subsidiary banking entity, VIVABANK SA, and operates as an E-money Institution, compliant with PSD II Directive provisions, allowing it to offer services across the entire EEA region.

FISPAN

Series A in 2021
FISPAN is a leading provider of banking technology focused on enhancing the financial operations of commercial clients. The company offers a turn-key platform that enables banks to seamlessly integrate their services into various business applications, specifically within ERP or accounting systems. By automating processes and eliminating manual data entry, FISPAN facilitates a more efficient and client-centric banking experience. Its solutions empower businesses to manage, monitor, and update banking connections rapidly, transforming how clients interact with their financial services.

Unity National Bank

Debt Financing in 2021
Unity National Bank, founded in 1963 and based in Houston, Texas, offers a range of business and personal banking products and services. The bank specializes in business banking, providing various loans, including SBA loans, commercial real estate financing, and construction loans, as well as credit cards and services tailored for faith-based organizations. Additionally, it offers checking and savings accounts, online banking, mobile banking, and various cash management services. For personal banking, Unity National Bank provides loans for vehicles and home improvements, along with credit cards, savings accounts, and investment options such as CDs and IRAs. The bank is committed to enhancing the financial well-being of individuals and businesses, ensuring efficient service delivery while maintaining competitiveness in the banking sector. It was previously known as Peoples Bank before rebranding to Unity National Bank in 1989.

Ziada

Seed Round in 2021
Ziada is a mobile application focused on connecting service providers in the unorganised sector with consumers seeking their services. The platform facilitates growth for these providers by linking them with clients actively searching for trusted service options. In addition to job matching, Ziada offers business advisory services and access to equipment rentals, enhancing the operational capabilities of service providers. Users can easily select the desired service category and choose a provider based on their geographic location, thus streamlining the process of finding reliable services in their area.

Bitwise Industries

Series B in 2021
Bitwise Industries Inc. is a technology ecosystem company based in Fresno, California, focused on enhancing the local technology landscape. Established in 2013, the company operates Geekwise Academy, which provides accelerated coding education aimed at individuals of all ages, particularly from marginalized backgrounds. In addition to educational services, Bitwise Industries runs a custom software development firm, Shift3 Technologies, that connects experienced developers with entry-level programmers to create software solutions. The company also fosters community and collaboration by developing tech venues and co-working spaces that serve as hubs for technologists and technology companies. Through these initiatives, Bitwise Industries aims to empower individuals with vital tech skills and create pathways to meaningful careers in the technology sector.

FISPAN

Venture Round in 2020
FISPAN is a leading provider of banking technology focused on enhancing the financial operations of commercial clients. The company offers a turn-key platform that enables banks to seamlessly integrate their services into various business applications, specifically within ERP or accounting systems. By automating processes and eliminating manual data entry, FISPAN facilitates a more efficient and client-centric banking experience. Its solutions empower businesses to manage, monitor, and update banking connections rapidly, transforming how clients interact with their financial services.

Krauser Entreprises

Debt Financing in 2020
Krauser Enterprises Inc. is a diversified holding company that invests in, acquires, and manages a portfolio of companies across a wide range of industries. We are committed to creating long-term value for our shareholders by partnering with exceptional management teams and building strong businesses. We invest in companies with strong growth potential and a proven track record of success. We are particularly interested in companies that operate in industries with attractive long-term trends and that have a competitive advantage. We are an active investor and work closely with our management teams to develop and execute strategic plans that will drive growth and profitability. We also provide our companies with access to capital, resources, and expertise to help them achieve their goals. Krauser Enterprises Inc. is a trusted partner for businesses of all sizes. We are committed to helping our companies succeed and to creating value for our shareholders.

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.

Mi Casa Resource Center

Grant in 2019
Mi Casa Resource Center is dedicated to empowering individuals and families to achieve their educational, professional, and entrepreneurial aspirations. The organization provides a range of educational training services that focus on career advancement and business ownership, targeting both youth and adults. Through its programs, Mi Casa Resource Center fosters academic success, leadership skills, and career exploration among young people while supporting adults in their professional development. By facilitating connections and providing essential resources, the center aims to promote economic success and help families thrive in their communities.

FISPAN

Series A in 2019
FISPAN is a leading provider of banking technology focused on enhancing the financial operations of commercial clients. The company offers a turn-key platform that enables banks to seamlessly integrate their services into various business applications, specifically within ERP or accounting systems. By automating processes and eliminating manual data entry, FISPAN facilitates a more efficient and client-centric banking experience. Its solutions empower businesses to manage, monitor, and update banking connections rapidly, transforming how clients interact with their financial services.

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.

WeWork

Series A in 2017
WeWork is a global commercial real estate company that transforms buildings into collaborative workspaces, catering to a wide range of clients from freelancers to Fortune 500 companies. Founded in 2010, it provides flexible, serviced office spaces along with infrastructure, services, and technology to foster productivity and creativity. With over 20,000 members worldwide, WeWork aims to create a community where people can work to make a life, not just a living. Its revenue streams include membership fees for office space access and additional billings for ancillary services. WeWork also operates WeWork Labs, a platform supporting early-stage startups, and has a presence in China and India through its subsidiaries.

LevelUp

Venture Round in 2017
LevelUp is a developer of advanced mobile experiences tailored for over 200 brands across the United States, focusing on enhancing customer engagement and sales growth. Its platform provides a comprehensive array of features including mobile rewards, payments, online ordering, customer relationship management, and targeted marketing campaign tools. By collecting data from both in-store and online transactions, LevelUp empowers businesses to create effective marketing strategies aimed at increasing customer spending and loyalty. The company has established strategic partnerships with major players such as Chase, Facebook, and Google, which allows restaurants to reach a broader customer base. LevelUp is distinguished by its commitment to building a network that prepares merchants for future developments in the mobile landscape.

Kensho Technologies

Series B in 2017
Kensho Technologies, Inc. is a provider of advanced analytics, artificial intelligence, machine learning, and data visualization systems tailored for global banks and investment institutions. The company develops Kensho Financial Analytics Software, which delivers scalable analytical solutions to enhance decision-making within commercial entities. Kensho's offerings also include the Kensho Applied Mind, a sophisticated AI software that enables natural language processing to address complex financial inquiries in plain English. Additionally, Kensho operates a national security division known as Koto. Founded in 2012 and headquartered in Cambridge, Massachusetts, Kensho has expanded its presence with offices in New York, McLean, and Pacific Palisades. As of April 2018, Kensho Technologies operates as a subsidiary of S&P Global Inc.

WeWork

Series E in 2015
WeWork is a global commercial real estate company that transforms buildings into collaborative workspaces, catering to a wide range of clients from freelancers to Fortune 500 companies. Founded in 2010, it provides flexible, serviced office spaces along with infrastructure, services, and technology to foster productivity and creativity. With over 20,000 members worldwide, WeWork aims to create a community where people can work to make a life, not just a living. Its revenue streams include membership fees for office space access and additional billings for ancillary services. WeWork also operates WeWork Labs, a platform supporting early-stage startups, and has a presence in China and India through its subsidiaries.

Motif

Series E in 2015
Motif is a digital brokerage firm that offers thematic investing solutions tailored for individuals and financial advisors. Founded in 2015, the company initially operated as an agency focused on accelerating growth for luxury lifestyle, fashion, beauty, and wellness brands. Motif specializes in delivering effective marketing strategies and personalized customer experiences, understanding the challenges businesses face when their eCommerce strategies do not effectively communicate their brand message. By prioritizing the unique needs of direct-to-consumer and retail companies, Motif distinguishes itself from larger creative agencies that may offer one-size-fits-all solutions. The firm aims to optimize financial strategies for both individual clients and institutional investors, ensuring that they fully capitalize on their investment opportunities.

WeWork

Series D in 2014
WeWork is a global commercial real estate company that transforms buildings into collaborative workspaces, catering to a wide range of clients from freelancers to Fortune 500 companies. Founded in 2010, it provides flexible, serviced office spaces along with infrastructure, services, and technology to foster productivity and creativity. With over 20,000 members worldwide, WeWork aims to create a community where people can work to make a life, not just a living. Its revenue streams include membership fees for office space access and additional billings for ancillary services. WeWork also operates WeWork Labs, a platform supporting early-stage startups, and has a presence in China and India through its subsidiaries.

Motif

Series D in 2014
Motif is a digital brokerage firm that offers thematic investing solutions tailored for individuals and financial advisors. Founded in 2015, the company initially operated as an agency focused on accelerating growth for luxury lifestyle, fashion, beauty, and wellness brands. Motif specializes in delivering effective marketing strategies and personalized customer experiences, understanding the challenges businesses face when their eCommerce strategies do not effectively communicate their brand message. By prioritizing the unique needs of direct-to-consumer and retail companies, Motif distinguishes itself from larger creative agencies that may offer one-size-fits-all solutions. The firm aims to optimize financial strategies for both individual clients and institutional investors, ensuring that they fully capitalize on their investment opportunities.

G4S

Post in 2013
G4S is a leading international security solutions group, headquartered in London, England, and founded in 1901. The company specializes in providing a range of security services and solutions tailored for various businesses and industries, particularly in sectors where safety and security risks are significant concerns. G4S combines expertise, a skilled workforce, and advanced technology, including data analytics, to enhance security measures and help organizations minimize risks and costs. Its mission is to safeguard the welfare and prosperity of millions of people globally by delivering effective security solutions.

Bear Stearns

Acquisition in 2008
Bear Stearns & Co. Inc. was a global investment banking, securities trading, and brokerage firm founded in 1923 and headquartered in New York City. The company specialized in a range of financial services, including corporate finance, mergers and acquisitions, fixed income sales and trading, and asset management. Additionally, Bear Stearns offered trading and research, private client services, derivatives, foreign exchange, and futures trading. It catered to a diverse clientele, including governments, corporations, institutions, and individual investors. The firm had a significant international presence, with offices not only in the United States but also in major financial centers such as London, Beijing, Hong Kong, and Tokyo. In 2008, Bear Stearns was acquired by J.P. Morgan Securities LLC, marking the end of its independent operations.

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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