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 is a technology company that specializes in developing a banking platform to facilitate the integration of new fintech software with existing financial systems. The company's primary objective is to democratize digital transformation in the financial sector by providing secure and scalable integration solutions that embed industry intelligence. Sandbox Banking's platform includes a web-based integration builder and an API management system, enabling financial institutions to build, manage, and monetize banking-as-a-service offerings. By allowing banks and credit unions to customize templates and maintain control over their data and system architecture, the company addresses challenges related to data security and the integration of legacy systems. This approach empowers financial services organizations to innovate more rapidly and effectively connect applications and data.
FullCircl
Acquisition in 2024
FullCircl is a developer of a customer lifecycle intelligence platform specifically designed for companies in regulated industries, particularly in B2B financial services. The platform offers comprehensive access to company intelligence, leveraging online data sources to provide insights on markets, organizations, and individuals. By delivering near real-time records of companies and shareholders, FullCircl enables its clients to effectively identify actionable insights, assess risks swiftly, and enhance customer acquisition strategies. The platform addresses the challenges faced by financial institutions throughout the customer lifecycle, facilitating proactive account management and helping to maintain long-term customer relationships by anticipating their needs.
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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