Silicon Valley Bank

Silicon Valley Bank, established in 1983, is a leading commercial bank headquartered in Santa Clara, California. It specializes in providing a wide array of financial services, including banking, treasury management, and international banking, to innovative technology, life science, and premium wine businesses, as well as venture capital and private equity firms. With a global presence through 27 U.S. offices and seven international operations, the bank leverages its industry knowledge, connections, and world-class service to support the success of its clients.

Trefor Bacon

Director

Greg Becker

CEO

Julie Betts

Managing Director

Gerald Brady

Managing Director, SVB Network

Jayson Davis

Managing Director

Brian Foley

Managing Director

Craig Fox

Managing Director - Fintech

Rob Freelen

Head of Venture Capital Relationship Management

Peter Freyer

Managing Director of National Healthcare Sponsor Finance and Life Sciences

Matt Garrity

Senior Vice President

Rob Helm

Managing Director

Dale Kirkland

Managing Director - Origination / Relationship Management

Scott McCarty

Director, Life Sciences

Andrew Merget

Managing Director

Christopher Morrison

Managing Director and Head of Boston Enterprise Software

Andrew Oddo

Managing Director, Startup Banking

Andrew Parker

Director

Joan Parsons

Executive Vice President, Corporate Banking

Sameer Paul

Director

Marisa Phan

Managing Director - Enterprise Software

Vera Shokina

Managing Director

Peter Sletteland

Associate

Ben Tickler

Managing Director - Enterprise Software

Andrew Tsao

Managing Director. Founder / Head of Global Gateway

Jordy Samiljan

Managing Director, I Leveraged Finance and Sponsor Coverage

John Benetti

Managing Director

Past deals in New York

Claroty

Venture Round in 2024
Claroty Ltd. is an industrial cybersecurity company based in New York, established in 2014. It specializes in operational technology (OT) security, providing a platform that helps organizations protect and optimize their OT, IoT, and IIoT assets. Claroty's services focus on discovering critical data within industrial networks, including industrial control systems and supervisory control and data acquisition (SCADA) systems. The company's platform integrates seamlessly with existing infrastructure to deliver comprehensive cybersecurity controls, including visibility, threat detection, risk and vulnerability management, and secure remote access. This approach enables organizations to enhance the safety and reliability of their assets and networks while minimizing downtime and improving operational efficiency.

Imprint

Debt Financing in 2024
Imprint is a financial services company founded in 2020 and based in New York, specializing in payments, rewards, and loyalty services. The firm has developed a full-stack payments and loyalty platform that facilitates payment processing for merchants and consumers. This platform allows users to execute financial transactions while also earning loyalty and reward points, streamlining the management of daily financial transactions. Imprint aims to enhance the payment experience by integrating rewards and loyalty features, making it easier for users to engage with their financial activities.

Socure

Debt Financing in 2023
Socure Inc. is a provider of digital identity verification solutions, focusing on real-time identity authentication through its Socure ID+ platform. This predictive analytics platform utilizes artificial intelligence and machine learning to authenticate identities by analyzing a multitude of online and offline data sources, including email, phone numbers, addresses, IP addresses, and social media profiles. Socure's offerings include Aida, an AI-driven bot for validating digital identities, Docv, an omnichannel document verification solution, and Sigma Synthetic Fraud, which tackles synthetic identity fraud. The company addresses the needs of various sectors, including software, consulting, and financial firms, through compliance initiatives such as customer identification programs, know your customer requirements, and anti-money laundering measures. Founded in 2012 and headquartered in New York, Socure has established partnerships with key industry players to enhance its service delivery.

Automation Anywhere

Debt Financing in 2022
Automation Anywhere, Inc. is a global leader in Robotic Process Automation (RPA), specializing in the development of AI-powered software solutions designed to enhance business efficiency. Founded in 2003 and headquartered in San Jose, California, the company offers a cloud-native platform that integrates RPA with artificial intelligence, machine learning, and analytics. Its flagship products include Automation Anywhere Enterprise, which automates IT and business processes; Automation Anywhere Server for streamlined business operations; and IQ Bot, a cognitive automation solution that addresses complex business tasks. Additionally, the company provides a comprehensive suite of testing tools, such as Testing Anywhere, which supports quality assurance across various platforms. Automation Anywhere also offers consulting services and collaborates strategically with Microsoft Azure. The company has expanded its presence internationally with offices in several major cities across the United States, Europe, the Middle East, and Asia.

Click Therapeutics

Debt Financing in 2022
Click Therapeutics, Inc. is a New York-based company that specializes in the engineering, validation, development, and commercialization of digital therapeutics aimed at addressing unmet medical needs through cognitive and neurobehavioral modification. Founded in 2012, Click Therapeutics focuses on creating software-based medical treatments for various conditions, including smoking cessation, major depressive disorders, schizophrenia, insomnia, and chronic pain. Its innovative Digital Therapeutics™ can be utilized independently or alongside traditional biomedical treatments, enhancing patient engagement and treatment outcomes. The company's Clickometrics® adaptive data science platform personalizes user experiences to optimize results. Notably, Click's smoking cessation program has successfully launched nationwide, and its leading prescription program is currently undergoing a phase III FDA registration trial for treating Major Depressive Disorder in adults.

Vicarius

Series A in 2022
Vicarius Ltd. develops a cybersecurity platform that offers comprehensive solutions for protecting applications and software against cyber threats. Founded in 2016 by information security experts, the company operates from headquarters in New York and Tel Aviv. Its flagship product, vRx, is an end-to-end vulnerability remediation platform that consolidates the processes of discovering, prioritizing, and mitigating vulnerabilities. This platform utilizes proprietary binary code analysis to identify vulnerabilities in the digital environment, enabling clients to predict and safeguard their software and data from potential exploitation. Additionally, Vicarius offers Topia, which monitors incoming and outgoing traffic to prevent unauthorized access and protect cloud applications. By providing effective remediation solutions, Vicarius aims to reduce risk and alleviate the burden on security teams, allowing them to focus on other critical tasks while maintaining robust security measures.

Enable My Child

Debt Financing in 2021
Enable My Child, Ltd. is a healthcare provider based in Astoria, New York, that specializes in pediatric services including speech therapy, occupational therapy, physical therapy, and psychological support. Founded in 2016, the company focuses on delivering evidence-based and affordable therapeutic solutions for children. By leveraging advanced technology, Enable My Child aims to enhance the quality of care and develop tailored strategies that empower children and their families to navigate everyday challenges. The organization values the contributions of its professionals and emphasizes their commitment to the well-being and development of each child. Through a collaborative approach, Enable My Child seeks to foster essential skills that support children's growth and resilience.

Nomad Health

Series D in 2021
Nomad Health, Inc. operates an online marketplace that connects clinicians with freelance and permanent healthcare jobs across the United States. Founded in 2015 and headquartered in New York, the company provides a platform where doctors and nurses can search for job opportunities based on various criteria, including location, pay rate, and medical specialty. By digitizing the healthcare hiring process, Nomad Health simplifies and modernizes staffing in the healthcare sector, allowing healthcare facilities to efficiently find qualified clinicians. The platform also manages digital resumes and credentials, facilitating communication and organization between clinicians and health systems, while assisting with insurance, applications, travel arrangements, and payment processes.

Pager

Debt Financing in 2021
Pager, Inc. operates an on-demand service platform that connects patients with healthcare services in various settings, including their homes, offices, and hotels. The company offers a mobile application that addresses urgent care needs such as infections, fevers, and allergies, while also providing services like nurse chat, teleconsultations, screening, vaccinations, and prescription delivery. Pager aims to improve healthcare access and decision-making by employing a flexible platform that serves health plans and systems, enhancing consumer experience through information, guidance, and coordination. By integrating clinical and service teams with advanced technology, Pager facilitates triage, telemedicine, appointment scheduling, and health advocacy, fostering a comprehensive care experience. The company, incorporated in 2013 and based in New York, supports over 15 million covered lives in the United States and Latin America.

Carrot Fertility

Series C in 2021
Carrot Fertility, Inc. specializes in providing comprehensive fertility benefits services to employers, supporting employees throughout their fertility healthcare journey on a global scale. The company's offerings include services such as egg freezing, in vitro fertilization, adoption, donor and gestational carrier services, as well as a premium pharmacy experience for fertility medications through Carrot Rx. Additionally, Carrot Pregnancy provides virtual access to experts and on-demand doctor-approved content, while the Carrot Card allows employees to use a flexible debit card for their fertility-related expenses. By customizing these benefits, Carrot Fertility aims to deliver financial, medical, and emotional support for individuals pursuing parenthood. Founded in 2015 and headquartered in San Francisco, California, the company also maintains offices in Chicago, New York, Dublin, Geneva, Tokyo, and Seoul.

Verbit

Debt Financing in 2021
Verbit is an artificial intelligence company founded in 2017 and headquartered in New York. It specializes in transcription and captioning solutions that leverage automated speech recognition technology. By transforming both live and recorded audio and video into text, Verbit serves various industries including education, legal, media, and enterprise. Its offerings extend beyond traditional transcription to include audio description, translation, dubbing, and note-taking services, enhancing the accessibility and usability of spoken content. Additionally, Verbit develops generative AI applications aimed at unlocking the value of audio and video files, making information more searchable and actionable for organizations.

Eyenovia

Post in 2021
Eyenovia, Inc. is a clinical stage ophthalmic biopharmaceutical company based in New York, focused on developing innovative microdose therapeutics through its proprietary piezo-print delivery technology known as the Optejet. The company's aim is to enhance the delivery of ophthalmic pharmaceuticals by replacing traditional eye dropper methods, thereby improving safety, tolerability, and patient compliance for various eye treatments. Eyenovia's product pipeline includes several candidates: MicroLine, currently in Phase III development for presbyopia; MicroProst, also in Phase III trials for chronic angle closure glaucoma and ocular hypertension; MicroStat, which has completed Phase III trials for mydriasis; MicroTears for red eye and itch relief; and MicroPine for progressive myopia. The company seeks to address indications that lack FDA-approved drug therapies and was established in 2014, originally as PGP Holdings V, Inc., before rebranding to Eyenovia.

Cherre

Series B in 2021
Cherre, Inc. operates a cloud-based platform that aggregates and resolves public and private real estate data, providing valuable insights into asset value and viability. The company's offerings include CoreWorkflow, a unified platform for real estate professionals that integrates tools for document analysis, price analysis, and asset reporting. Additionally, Cherre provides CoreData, which encompasses services such as CoreConnect for data delivery, CoreAugment for API access, CoreExplore for real-time data visualization, and CorePredict for opportunity evaluation. By partnering with major data providers and service solutions in the industry, Cherre enables clients to manage their data effectively, enhance data quality, and support governance strategies. The platform helps real estate agents, investors, insurers, enterprises, and service providers automate workflows, optimize processes, and make informed decisions, ultimately improving profitability and reducing risks. Founded in 2016, Cherre is headquartered in New York, New York.

Fireblocks

Series C in 2021
Fireblocks Inc. is a New York-based company founded in 2018 that specializes in blockchain-based security solutions for digital asset management. Its platform is designed to securely transfer digital assets between exchanges, wallets, custodians, and counterparties, catering primarily to financial institutions such as banks, fintech companies, and hedge funds. The company employs advanced technologies, including a patent-pending chip isolation security and model predictive control (MPC), to enhance the security of assets in transit. Fireblocks enables its clients to manage and streamline their digital asset operations effectively, ensuring the protection of funds while facilitating their movement across various platforms. Additionally, Fireblocks has an operational presence in Tel Aviv, Israel.

Petal

Debt Financing in 2021
Petal Card, Inc. is a credit card company focused on providing financial access to individuals without traditional credit histories, such as students and immigrants. Founded in 2015 and based in New York, the company utilizes machine learning to analyze users' digital financial records, allowing for cash flow underwriting as an alternative to conventional credit scoring. This innovative approach enables Petal to offer higher credit limits and lower rates compared to competing credit cards. The company's flagship product, the Petal Visa, is designed to promote responsible spending and credit-building, accompanied by a user-friendly digital application for managing payments. Petal aims to make credit more honest, simple, and accessible, fostering a financial environment that encourages users to succeed.

Matillion

Series D in 2021
Matillion Ltd. specializes in developing cloud data integration software solutions aimed at helping organizations optimize their data usage. The company offers a range of products, including Matillion ETL for Amazon Redshift and Snowflake, which facilitate the extraction, loading, and transformation of structured and semi-structured data in cloud environments. Additionally, Matillion Data Loader allows users to seamlessly integrate data from various sources into their cloud data warehouses. The Matillion Business Intelligence tool provides self-service reporting and analytics capabilities, while Matillion Exchange serves as a marketplace for users to share and download ETL jobs. Matillion's solutions cater to a diverse clientele, including Fortune 500 companies and mid-sized enterprises across the United Kingdom, the United States, and EMEA. Founded in 2010 and headquartered in Manchester, the company also has offices in New York, Denver, and Seattle.

Boston Private Financial Holdings

Acquisition in 2021
Boston Private Financial Holdings, Inc. is a bank holding company that operates through Boston Private Bank & Trust Company, providing a diverse range of banking and wealth management services primarily to high net worth individuals, families, and institutions. The company is structured into two main segments: Private Banking and Wealth Management & Trust. Its Private Banking services include various deposit products, personal loans such as residential mortgages and home equity loans, and commercial loans for businesses. In addition, the Wealth Management segment offers financial planning, tax planning, investment strategies, and trust services. Boston Private has a strong presence in key markets, operating offices in Boston, Miami, New York, Los Angeles, and San Francisco. Founded in 1987 and headquartered in Boston, Massachusetts, the company aims to deliver high-quality financial solutions tailored to the unique needs of its clients.

Weee!

Series B in 2020
Weee!, Inc. is an online grocery delivery platform based in Fremont, California, that specializes in providing a wide range of products tailored for Asian and Hispanic families. Founded in 2015, the company offers an extensive selection of groceries, including fresh fruits, vegetables, seafood, snacks, beauty products, and daily necessities. Weee! serves various metropolitan areas, including the San Francisco Bay Area, Sacramento, Seattle, Portland, Los Angeles, San Diego, New York City, and New Jersey. The platform focuses on delivering authentic gourmet delicacies from Asia and ensures a farm-to-door experience by partnering with local farms and trusted brands to source quality ingredients.

Pager

Debt Financing in 2020
Pager, Inc. operates an on-demand service platform that connects patients with healthcare services in various settings, including their homes, offices, and hotels. The company offers a mobile application that addresses urgent care needs such as infections, fevers, and allergies, while also providing services like nurse chat, teleconsultations, screening, vaccinations, and prescription delivery. Pager aims to improve healthcare access and decision-making by employing a flexible platform that serves health plans and systems, enhancing consumer experience through information, guidance, and coordination. By integrating clinical and service teams with advanced technology, Pager facilitates triage, telemedicine, appointment scheduling, and health advocacy, fostering a comprehensive care experience. The company, incorporated in 2013 and based in New York, supports over 15 million covered lives in the United States and Latin America.

Cherre

Series A in 2020
Cherre, Inc. operates a cloud-based platform that aggregates and resolves public and private real estate data, providing valuable insights into asset value and viability. The company's offerings include CoreWorkflow, a unified platform for real estate professionals that integrates tools for document analysis, price analysis, and asset reporting. Additionally, Cherre provides CoreData, which encompasses services such as CoreConnect for data delivery, CoreAugment for API access, CoreExplore for real-time data visualization, and CorePredict for opportunity evaluation. By partnering with major data providers and service solutions in the industry, Cherre enables clients to manage their data effectively, enhance data quality, and support governance strategies. The platform helps real estate agents, investors, insurers, enterprises, and service providers automate workflows, optimize processes, and make informed decisions, ultimately improving profitability and reducing risks. Founded in 2016, Cherre is headquartered in New York, New York.

Partnerize

Private Equity Round in 2020
Partnerize is a company that specializes in partnership automation, offering a comprehensive platform designed to enhance business growth through strategic partnerships. Based in New York City with additional offices globally, Partnerize provides a suite of integrated services including discovery, recruitment, optimization, payment, brand safety, and fraud prevention. The platform leverages artificial intelligence to manage the entire partnership marketing lifecycle, from formation to analysis and prediction of future results. This enables clients to build strong relationships, gain detailed market insights, and drive high-margin revenues through efficient online marketing channels. Partnerize is known for its unrivaled service support, including an in-house program that ensures clients have full control over their partnership strategies.

AiCure

Series C in 2019
AiCure, LLC is a technology company that specializes in medication adherence and intelligent medical assistant solutions, utilizing a visual recognition platform to monitor patient progress via mobile devices. The company's software confirms medication ingestion, particularly in clinical trials and high-risk populations, by identifying both patients and medications while detecting issues such as diversion and duplicate enrollments. It captures evidence of medication ingestion for immediate intervention and long-term adherence tracking. AiCure's platform incorporates advanced data analytics, including patented facial recognition and motion-sensing technology, to link patient behavior with treatment outcomes. This innovative approach aims to enhance healthcare delivery systems by improving treatment efficacy and reducing risks. Founded in 2009 and based in New York, AiCure has established a strategic partnership with Syneos Health to further advance its solutions.

Nomad Health

Series C in 2019
Nomad Health, Inc. operates an online marketplace that connects clinicians with freelance and permanent healthcare jobs across the United States. Founded in 2015 and headquartered in New York, the company provides a platform where doctors and nurses can search for job opportunities based on various criteria, including location, pay rate, and medical specialty. By digitizing the healthcare hiring process, Nomad Health simplifies and modernizes staffing in the healthcare sector, allowing healthcare facilities to efficiently find qualified clinicians. The platform also manages digital resumes and credentials, facilitating communication and organization between clinicians and health systems, while assisting with insurance, applications, travel arrangements, and payment processes.

Trustpilot

Series E in 2019
Trustpilot, Inc. operates a global review platform, enabling consumers to discover and share reviews of businesses across diverse categories, and allowing companies to collect customer feedback and engage with consumers. Founded in 2007, the company is headquartered in New York, with offices in Copenhagen, London, Denver, Berlin, Melbourne, and Vilnius. Trustpilot's platform hosts over 270,000 domains and 58 million reviews, visible to consumers over 3 billion times monthly. It employs around 700 people from over 40 nationalities, with a mission to bridge people and businesses through consumer feedback.

Weee!

Series A in 2019
Weee!, Inc. is an online grocery delivery platform based in Fremont, California, that specializes in providing a wide range of products tailored for Asian and Hispanic families. Founded in 2015, the company offers an extensive selection of groceries, including fresh fruits, vegetables, seafood, snacks, beauty products, and daily necessities. Weee! serves various metropolitan areas, including the San Francisco Bay Area, Sacramento, Seattle, Portland, Los Angeles, San Diego, New York City, and New Jersey. The platform focuses on delivering authentic gourmet delicacies from Asia and ensures a farm-to-door experience by partnering with local farms and trusted brands to source quality ingredients.

Petal

Debt Financing in 2018
Petal Card, Inc. is a credit card company focused on providing financial access to individuals without traditional credit histories, such as students and immigrants. Founded in 2015 and based in New York, the company utilizes machine learning to analyze users' digital financial records, allowing for cash flow underwriting as an alternative to conventional credit scoring. This innovative approach enables Petal to offer higher credit limits and lower rates compared to competing credit cards. The company's flagship product, the Petal Visa, is designed to promote responsible spending and credit-building, accompanied by a user-friendly digital application for managing payments. Petal aims to make credit more honest, simple, and accessible, fostering a financial environment that encourages users to succeed.

Fabric Technologies

Series A in 2018
Fabric Technologies, Inc. specializes in providing accessible life insurance solutions aimed at helping families secure their financial future. The company offers affordable term life insurance, along with essential tools such as a last will and testament and financial organization resources. Its life insurance application facilitates the approval process for qualified applicants, while online tools assist spouses and partners in managing important financial accounts and life insurance policy information. Additionally, through its subsidiary, Fabric Insurance Agency, LLC, the company provides insurance agency services. Established in 2015 and headquartered in Brooklyn, New York, Fabric Technologies is focused on simplifying life insurance for new parents.

quip

Debt Financing in 2018
Quip NYC, Inc., operating as quip, is an oral healthcare company based in Brooklyn, New York, founded in 2014. The company designs, manufactures, and sells a range of oral care products, including electric toothbrushes, toothpastes, refillable floss pick and string, as well as various supplies such as toothbrush heads and travel covers. Quip is notable for being a pioneer in the direct-to-consumer oral care subscription model, providing customers with fresh supplies delivered every three months. In addition to its product offerings, quip also delivers oral care advice and is developing a technology platform to connect users with a network of dental professionals. Through its online platform, quip aims to make oral health simpler, more accessible, and enjoyable for consumers.

Bench

Series B in 2018
Bench Accounting Inc. is a fintech company based in Vancouver, Canada, that specializes in providing online bookkeeping services for small businesses. Founded in 2012, the company combines intuitive software with a dedicated team of professional bookkeepers to automate accounting tasks, allowing clients to manage their finances more efficiently. Bench offers a range of services, including monthly financial statements, year-end financials, and year-round tax support, ensuring that business owners have access to comprehensive financial reporting and expert assistance. With a focus on affordability and convenience, Bench aims to streamline the bookkeeping process, empowering clients to concentrate on growing their businesses. The company has raised significant funding to support its operations and currently employs a workforce dedicated to serving thousands of clients across Canada.

Persado

Debt Financing in 2017
Persado Inc., established in 2011, specializes in AI-generated marketing language solutions. Headquartered in New York, with offices in San Francisco, Chicago, Europe, and the UK, Persado serves major brands across retail, finance, travel, telecom, and healthcare. Its AI platforms, including Pro Email, Pro Social, and Persado Enterprise, create emotionally resonant language for emails, social ads, and personalized consumer interactions, driving short-term sales and long-term relationships. Persado's solutions have generated over $1.5 billion in incremental revenue for clients like Ally Bank, JPMorgan Chase, and Verizon, demonstrating an average 41% lift in conversion rates.

Trustpilot

Debt Financing in 2017
Trustpilot, Inc. operates a global review platform, enabling consumers to discover and share reviews of businesses across diverse categories, and allowing companies to collect customer feedback and engage with consumers. Founded in 2007, the company is headquartered in New York, with offices in Copenhagen, London, Denver, Berlin, Melbourne, and Vilnius. Trustpilot's platform hosts over 270,000 domains and 58 million reviews, visible to consumers over 3 billion times monthly. It employs around 700 people from over 40 nationalities, with a mission to bridge people and businesses through consumer feedback.

x.ai

Series B in 2017
x.ai, inc. is a company that develops an artificial intelligence personal assistant designed to streamline the scheduling of meetings for business customers. Founded in 2014 and based in New York, the company focuses on automating the more tedious aspects of scheduling, such as identifying suitable meeting times for large groups, sending follow-ups and reminders, and handling cancellations and rescheduling requests. By utilizing AI technology, x.ai aims to enhance productivity and reduce the time spent on organizing meetings.

PebblePost

Debt Financing in 2017
PebblePost, Inc. is a New York-based company that operates a digital-to-direct mail marketing platform. Established in 2014, PebblePost specializes in transforming online consumer behavior into targeted direct mail campaigns. By leveraging online interest and intent data, the company sends personalized direct mail that aims to activate purchasing decisions and enhance conversion rates. PebblePost is known for its innovation in Programmatic Direct Mail, which utilizes advanced targeting and algorithmic optimization techniques. The platform integrates various marketing functions, including segmentation, campaign management, production, analytics, and optimization, allowing brands to effectively engage consumers through tailored media impressions delivered to their homes.

Wunderkind

Series A in 2017
Wunderkind, Inc. is a technology company that specializes in cloud-based solutions for customer acquisition and behavioral marketing automation. Founded in 2010 and headquartered in New York City, with an additional office in London, Wunderkind offers a platform known as BounceX, which focuses on people-based marketing. This platform enables online publishers and retail website owners to engage visitors through targeted messaging and timely advertising, ultimately enhancing conversion rates and increasing revenue. Wunderkind's technology leverages real-time user behavior data, such as mouse movements and intent signals, to identify potential customers and deliver personalized experiences across various channels, including websites, email, and advertisements. The company's impressive client roster includes well-known brands like Uniqlo, Lufthansa, and CNN, and it is recognized for driving significant revenue growth for these businesses through its innovative marketing solutions.

Dashlane

Debt Financing in 2016
Dashlane Inc., established in 2009, specializes in password management and digital security solutions. Headquartered in New York with offices in Paris and Lisbon, the company offers a software application that securely stores, manages, and autofills passwords, enabling users to log in and checkout swiftly across devices. Dashlane's solutions include a secure password vault, autofill for web forms, a digital wallet for receipt capture, and security features like strong password generation and inbox security scans. Its business-focused offerings, such as Dashlane Business 2.0, aim to enhance password security and reduce unsecure password sharing within organizations. With over 22,000 businesses and 19 million users globally, Dashlane simplifies and secures the digital experience for both individuals and enterprises.

CardFlight

Series A in 2015
CardFlight, Inc. specializes in mobile point of sale (POS) technology solutions that enable small businesses to accept swiped payments through various mobile applications. Its flagship product, SwipeSimple, is used by over 50,000 small businesses across the United States and is recommended by several leading merchant acquirers for its ease of use. The company provides a comprehensive suite of tools, including a mobile card reader that connects via the headphone jack of mobile devices, and a software development kit (SDK) for iOS and Android, which allows developers to integrate payment processing into their applications. CardFlight’s solutions cater to various industries, including retail, food and beverage, and professional services, supporting electronic transaction processing for in-person, online, and on-the-go payments. Established in 2011 and based in New York, CardFlight is recognized for its technological innovation and commitment to simplifying payment acceptance for business owners.

Unified

Debt Financing in 2015
Unified helps marketers make informed and impactful decisions with the industry’s only business intelligence platform purposely designed for social advertising. With experience collecting and enriching over 1 billion dollars of social investment data, Unified is passionate about providing Fortune 2000 brands and agencies greater transparency into their many teams, tools and strategies. The Unified Platform and service teams are specifically built to ensure data quality, optimize investments and answer critical business questions. Unified has offices in New York City, San Francisco, and Los Angeles.

Integral Ad Science

Debt Financing in 2015
Integral Ad Science operates as a media valuation platform that enables digital buyers and sellers to assess the value of every advertising opportunity across various channels and screens, facilitating informed decisions in the digital advertising ecosystem. The company offers solutions such as Firewall for blocking unwanted impressions, Causal Impact for quantifying buying strategies' effectiveness, Bid Expert for dynamic data-driven programmatic buying, Server Link for API data exchange integration, and Pub Expert for detailed analysis of individual advertising units. Integral Ad Science's technology provides insights across multiple media quality metrics to enhance online advertising potential. The company serves brands, agencies, publishers, and ad-tech companies, with a mission to be the global benchmark for trust and transparency in digital media quality. Founded in 2008 and headquartered in New York, Integral Ad Science has additional offices globally.

8tracks

Debt Financing in 2015
8tracks, Inc. is an internet radio service and social network that enables users to create and discover playlists containing at least eight tracks. Founded in 2006 and headquartered in San Francisco, with additional offices in New York and Los Angeles, 8tracks allows members to upload songs from their personal collections to craft virtual mixtapes. This platform serves as a social alternative to traditional radio services, offering listeners the ability to tune into curated playlists that reflect the tastes and expertise of other music enthusiasts. Users can explore playlists based on various criteria, including artist, genre, or activity, fostering a community around shared musical interests.

LendKey

Debt Financing in 2015
LendKey Technologies, Inc. is a financial technology company that operates a cloud-based platform specializing in refinancing student loans through credit unions and community banks. Founded in 2007 and headquartered in Phoenix, Arizona, LendKey provides a range of services, including student loan refinancing, private student loans for undergraduate and graduate education, and home improvement loans via its network of contractors. The company offers a comprehensive Lending-as-a-Service solution that allows financial institutions to enhance their digital lending capabilities. LendKey manages the entire lending process, which encompasses demand generation, online decisioning, loan origination, customer service, and balance sheet management, enabling lenders to effectively expand their portfolios and mitigate financial risks.

PennyOwl

Seed Round in 2015
PennyOwl Technologies, Inc. develops a mobile application focused on allowance management that enables parents to efficiently manage and track their children's finances. The app allows parents to set weekly allowances, grant one-time bonuses, approve cash requests, and monitor transaction histories. It provides children with a platform to manage money, encouraging them to develop financial skills and instilling good financial habits from an early age. The application includes a child-friendly marketplace where kids can shop for curated toys, games, and books, thereby fostering responsible spending and saving behaviors. Established in 2012 and headquartered in New York, PennyOwl is recognized for its commitment to child safety, being COPPA compliant and certified as "kidSAFE" and PCI-DSS Level 1.

Ahalogy

Series B in 2015
Ahalogy, now part of Quotient, operates as a digital marketing platform focused on connecting brands with consumers through their interests. It provides services that include category trend data, authentic influencer content, and social optimization technology. This enables brands and agencies to enhance user engagement and drive sales by leveraging proven return on investment strategies. Ahalogy is recognized as an official Pinterest Marketing Partner and collaborates with other major social networks to optimize marketing efforts. Headquartered in Cincinnati, Ohio, Ahalogy also maintains offices in New York, Chicago, Los Angeles, and San Francisco, positioning itself in key markets for brand marketing.

Tapad

Series B in 2015
Tapad, Inc. is a marketing technology company that specializes in identity-based marketing solutions. It offers a suite of products, including the Tapad Customer Data Platform and the Tapad Graph, which allows users to integrate first-party data with predictive modeling to enhance marketing outcomes. The Tapad Graph assimilates vast amounts of data to reveal the connections between various devices, such as smartphones, tablets, and connected TVs, enabling a comprehensive understanding of consumer behavior. Additionally, Tapad provides Device Graph Access for targeted marketing and measurement, an Applied Analytics suite to evaluate campaign performance, and Dynamic Audiences for precise consumer targeting across devices. The company serves a diverse clientele, including agency trading desks, publishers, marketing technology firms, and Fortune 500 brands. Founded in 2010 and headquartered in New York, Tapad operates globally with offices in several major cities, including London, Chicago, Oslo, Singapore, and Tokyo. As of late 2020, Tapad functions as a subsidiary of Experian plc.

Partnerize

Debt Financing in 2015
Partnerize is a company that specializes in partnership automation, offering a comprehensive platform designed to enhance business growth through strategic partnerships. Based in New York City with additional offices globally, Partnerize provides a suite of integrated services including discovery, recruitment, optimization, payment, brand safety, and fraud prevention. The platform leverages artificial intelligence to manage the entire partnership marketing lifecycle, from formation to analysis and prediction of future results. This enables clients to build strong relationships, gain detailed market insights, and drive high-margin revenues through efficient online marketing channels. Partnerize is known for its unrivaled service support, including an in-house program that ensures clients have full control over their partnership strategies.

Clear Ballot

Seed Round in 2015
Clear Ballot Group, Inc., based in Boston, Massachusetts, specializes in developing innovative election software and hardware products. Founded in 2009, the company introduced its first product in 2012, pioneering the nation’s first independent, automated audit system. Clear Ballot offers the ClearVote voting system, which is designed to enhance the speed, accuracy, and transparency of elections. This federally certified system, which operates on modern browser-based software, is utilized by election officials in several states, including Oregon, Washington, and Pennsylvania. Additionally, Clear Ballot provides modular voting systems and conducts statewide post-election audits in Maryland and Vermont, along with audits in various counties in Florida and New York. The company's solutions cater to the unique budgetary needs of counties and municipalities, ensuring that election processes are efficient and reliable.

WorkMarket

Series C in 2015
WorkMarket, Inc. is a company that specializes in providing a freelance management platform tailored for small to medium-sized businesses and enterprises. Founded in 2010 and based in New York, with an additional office in Toronto, WorkMarket enables organizations to efficiently manage their freelance workforce through a cloud-based solution. Its platform consolidates various aspects of freelance management, including organizing and vetting contractors, automating workflows, managing payments, and ensuring compliance. The company's offerings are applicable across multiple sectors such as technology services, retail, and marketing. By streamlining processes from onboarding to performance tracking, WorkMarket helps businesses enhance productivity and focus on growth rather than administrative tasks.

Startup Institute

Series A in 2014
Startup Institute Inc. is an educational organization that offers career acceleration programs aimed at equipping individuals with the necessary skills, mindset, and professional network to thrive in startup environments. Founded in 2012 and based in Boston, Massachusetts, the institute provides the 8-Week Core Program, which features practitioner-led instruction in various tracks, including marketing, software development, product and design, and sales and business development. Additionally, it offers a Part-Time RampUp program focused on community-driven learning. Startup Institute emphasizes technical skills, cultural competencies, and personalized career mentorship, helping participants forge connections within the innovation industry. With locations in Berlin, Chicago, London, and New York, Startup Institute is strategically positioned within key tech ecosystems to facilitate career advancement for its students.

Q4

Venture Round in 2014
Q4 Inc. is a cloud-based platform that specializes in providing investor relations (IR) and capital market solutions to public companies globally. Founded in 2005 and headquartered in Toronto, Canada, with additional offices in New York, Chicago, and Copenhagen, Q4 offers a comprehensive suite of tools designed to enhance communication and engagement between organizations and their investors. Their flagship product, Q4 Desktop, serves as an all-in-one IR solution that equips clients with the necessary insights and information for effective decision-making. The company designs and develops corporate websites, provides audio and video webcasting services, and delivers analytics and reporting tools that track trading activities and investor behavior. Q4 aims to improve the effectiveness of investor relations through innovative website solutions and a strong focus on storytelling, making it a trusted partner for over 2,200 prominent brands. Their services are delivered primarily on a subscription basis, utilizing a software-as-a-service model to support the diverse needs of their clients in the capital markets.

Kaltura

Series E in 2014
Kaltura Inc. is a video platform provider serving a diverse range of sectors, including enterprises, media companies, service providers, and educational institutions. Founded in 2006 and based in New York, the company offers a comprehensive Video Experience Cloud that includes live, real-time, and on-demand video products. Its solutions encompass a variety of applications such as corporate training, video marketing, and virtual classroom environments, with specialized services tailored for educational and media sectors. Kaltura's platform supports multiple deployment options, including Software-as-a-Service and on-premise solutions, catering to a global clientele that engages hundreds of millions of viewers across various contexts, including communication, collaboration, and entertainment. The company primarily generates revenue from its Enterprise, Education, and Technology segment, with a significant portion coming from the United States.

PaeDae

Venture Round in 2013
PaeDae partners with local and international non-profits to create pro-bono campaigns for charitable causes. PaeDae is the world's largest mobile ad engagement network. Based in Santa Monica, California with satellite offices in New York and San Francisco. They has to date raised more than $12M in funding to expand its unique user-centric advertising platform, which includes mobile video, rich media, and app discovery.

The Mobile Majority

Venture Round in 2013
The Mobile Majority is a rapidly growing ad tech startup headquartered in sunny Santa Monica, with offices in New York City, San Francisco, Chicago, and Sao Paulo. We’re a vertically integrated, end-to-end mobile advertising platform. We built mobile first, and from the ground up, our advanced technology reduces redundancy and eliminates waste. As a result, our campaigns run better at a more cost effective price. TMM is led by a team of experienced serial entrepreneurs and media industry veterans - all with a shared passion for eliminating what clients have identified as the biggest issues in mobile today.

SumAll

Series A in 2013
SumAll Inc. is a New York-based company founded in 2011 that specializes in data analytics solutions for businesses. It operates a platform that consolidates information from over 40 data sources, including social media, web traffic, and email marketing, to automate operations for independent businesses. Boasting over 350,000 users, SumAll enables clients to effectively manage their data and optimize their social media marketing strategies. The platform not only generates and posts the most effective content for engaging customers but also offers tools for automating inventory purchasing and staff scheduling for physical establishments, such as cafes. By utilizing historical sales data and other proprietary inputs, SumAll provides accurate sales forecasts, helping business owners streamline their operations and invest their time and resources back into growth initiatives.

Knewton

Series E in 2013
Knewton, Inc. is a New York-based company that specializes in providing an online adaptive learning engine. Founded in 2008, Knewton's platform offers students personalized study recommendations, teachers access to analytics for improved student support, and publishers valuable content insights for creating effective digital products. The company focuses on adaptive learning solutions across various subjects, including mathematics, economics, biology, chemistry, and more, particularly for higher education. Knewton's technology is utilized by educational institutions and companies globally, with additional offices in London, Tokyo, Singapore, and Dubai. The company has received recognition as a "Technology Pioneer" from the World Economic Forum and has been acknowledged multiple times as one of the most innovative companies in education.

Jibe

Debt Financing in 2013
Jibe Inc. offers cloud-based recruiting technology solutions designed to assist organizations in identifying, attracting, and engaging talent. The company’s platform, known as Jibe Recruiting Cloud, provides a suite of applications that streamline job distribution, enhance mobile recruiting, and improve the overall candidate experience. Key features include an Apply application for submitting job applications across various devices, a Referral application to boost employee referrals, and a Post application to disseminate job requisitions to multiple channels. Jibe serves leading Fortune 500 companies, leveraging partnerships with major players like Google and LinkedIn to remain at the forefront of talent acquisition. Founded in 2009 and based in New York, Jibe Inc. was previously known as local bacon, Inc. and became a subsidiary of iCIMS, Inc. in 2019.

SumAll

Debt Financing in 2013
SumAll Inc. is a New York-based company founded in 2011 that specializes in data analytics solutions for businesses. It operates a platform that consolidates information from over 40 data sources, including social media, web traffic, and email marketing, to automate operations for independent businesses. Boasting over 350,000 users, SumAll enables clients to effectively manage their data and optimize their social media marketing strategies. The platform not only generates and posts the most effective content for engaging customers but also offers tools for automating inventory purchasing and staff scheduling for physical establishments, such as cafes. By utilizing historical sales data and other proprietary inputs, SumAll provides accurate sales forecasts, helping business owners streamline their operations and invest their time and resources back into growth initiatives.

Movable Ink

Series B in 2013
Movable Ink is a digital marketing service headquartered in New York City that specializes in transforming data into real-time, personalized content for customer engagements. Recognized as one of the fastest-growing SaaS companies in the United States, Movable Ink has received accolades from various organizations, including Inc. Magazine and Built In NYC, for its workplace culture and growth. With a workforce of over 600 employees, the company serves a global client base across North America, Central America, Europe, Australia, and Japan. Movable Ink's platform integrates seamlessly with existing marketing technologies, allowing clients to activate any relevant data and generate tailored content based on customer interactions. This capability enhances marketing performance by streamlining workflows and improving agility in campaign execution.

Unified

Series A in 2012
Unified helps marketers make informed and impactful decisions with the industry’s only business intelligence platform purposely designed for social advertising. With experience collecting and enriching over 1 billion dollars of social investment data, Unified is passionate about providing Fortune 2000 brands and agencies greater transparency into their many teams, tools and strategies. The Unified Platform and service teams are specifically built to ensure data quality, optimize investments and answer critical business questions. Unified has offices in New York City, San Francisco, and Los Angeles.

Delcath Systems

Post in 2012
Delcath Systems, Inc. is an interventional oncology company based in New York that specializes in the treatment of primary and metastatic liver cancers. The company's primary product is Melphalan Hydrochloride for Injection, which is used in conjunction with the Delcath Hepatic Delivery System to deliver high-dose chemotherapy directly to the liver while minimizing systemic exposure and side effects. Delcath is currently conducting Phase III clinical trials, including the FOCUS Trial for patients with hepatic dominant ocular melanoma and the ALIGN Trial for intrahepatic cholangiocarcinoma. Additionally, Delcath offers Melphalan Hydrochloride under the Delcath Hepatic CHEMOSAT Delivery System in Europe. Founded in 1988, Delcath Systems is dedicated to advancing treatment options for patients with liver cancer.

SugarCRM

Venture Round in 2012
SugarCRM Inc. is a provider of customer relationship management (CRM) solutions that caters to both small businesses and enterprises globally. Founded in 2004 and headquartered in Cupertino, California, the company has expanded its presence with offices in cities such as New York, London, and Sydney, along with operations across various European countries. SugarCRM offers a comprehensive platform that includes applications for sales, marketing, customer support, and campaign management, designed to enhance decision-making and foster stronger customer relationships. The company's innovative CRM solutions are recognized for their user-friendly interface and adaptability, serving a diverse range of sectors including manufacturing, financial services, and insurance. With over 1.5 million users in 120 countries, SugarCRM aims to deliver a personalized and engaging user experience that integrates the simplicity of consumer applications with the functionality needed for effective business processes.

SnagFilms

Venture Round in 2012
SnagFilms Inc. is an online film distribution company that provides audiences with the opportunity to watch, share, and support a wide array of films and documentaries. Established in 2007 and headquartered in New York, the platform offers thousands of full-length movies, TV shows, and documentaries across various genres, including comedy, drama, science, and horror. Viewers can access content on multiple devices, including mobile phones, tablets, desktops, and TVs, and the service features multi-lingual options to cater to a diverse audience. SnagFilms aims to make independent and award-winning films accessible to a broader community while fostering a culture of support for filmmakers.

Techstars

Venture Round in 2011
Techstars is a global platform that invests in and supports early-stage technology companies. Founded in 2006, it operates a mentorship-driven accelerator program, providing seed funding, intensive mentorship, and access to a network of investors and entrepreneurs. Techstars has programs in various locations worldwide, including Boston, Boulder, New York, Seattle, London, Chicago, and Austin. It invests $118,000 in each company, with $18,000 in seed funding and an optional $100,000 convertible debt note. Techstars also has industry-specific accelerator programs, such as Techstars Retail and Techstars Music, focusing on retail and music technology, respectively. Its portfolio includes over 1,000 companies with a combined market cap of $8.1 billion.

Plug Power

Post in 2011
Plug Power Inc. is a leading provider of hydrogen fuel cell solutions, focusing on clean and zero-emission technologies for electric mobility and stationary power markets in North America and Europe. The company specializes in proton exchange membrane (PEM) fuel cell systems, fuel processing technologies, and hybrid solutions, alongside the necessary hydrogen storage and dispensing infrastructure. Its products include GenDrive, a hydrogen-powered PEM fuel cell system for material handling vehicles; GenFuel, which encompasses hydrogen delivery and dispensing; GenCare, a maintenance program for its fuel cell systems; and GenSure, a stationary fuel cell solution for backup and grid-support power. Plug Power also offers the GenKey solution, which integrates all essential components for fuel cell power, and ProGen, a fuel cell stack technology used in various applications. With over 40,000 deployed fuel cell systems, Plug Power is a significant player in the hydrogen economy and has established a network of hydrogen highways across North America. Founded in 1997 and headquartered in Latham, New York, the company serves a diverse clientele, including major corporations and industries.

INVISION

Venture Round in 2011
INVISION Inc. is a privately held company based in New York City, with an additional office in Atlanta, Georgia. Since its establishment in 1993, the firm has specialized in delivering software solutions and consulting services tailored for the media industry. INVISION focuses on strategic revenue optimization, inventory management, and pricing systems, enabling media companies to enhance their decision-making processes regarding ad sales. The company combines its deep understanding of the complexities of the media business with innovative solutions to help clients maximize profitability and efficiency.

Kaltura

Series C in 2011
Kaltura Inc. is a video platform provider serving a diverse range of sectors, including enterprises, media companies, service providers, and educational institutions. Founded in 2006 and based in New York, the company offers a comprehensive Video Experience Cloud that includes live, real-time, and on-demand video products. Its solutions encompass a variety of applications such as corporate training, video marketing, and virtual classroom environments, with specialized services tailored for educational and media sectors. Kaltura's platform supports multiple deployment options, including Software-as-a-Service and on-premise solutions, catering to a global clientele that engages hundreds of millions of viewers across various contexts, including communication, collaboration, and entertainment. The company primarily generates revenue from its Enterprise, Education, and Technology segment, with a significant portion coming from the United States.

Auditude

Series B in 2011
Auditude is a prominent video management and monetization technology company focused on enhancing video revenues for content owners and aggregators. Its proprietary system, Auditude Connect, serves as an advanced ad management platform that addresses the needs of premium video websites and content providers. By facilitating effective ad serving and management, Auditude has partnered with major players in the online video industry, including Comcast, Major League Baseball, MTV Networks, MySpace Music and Video, Universal Music Group, and Yahoo!. The company employs a team of experts with backgrounds in leading technology firms such as DoubleClick, eBay, Google, and PayPal. Headquartered in Palo Alto, Auditude also maintains offices in Los Angeles and New York City.

eVestment

Venture Round in 2010
eVestment is a global provider of institutional investment data intelligence and analytics, offering a comprehensive suite of tools designed to enhance research and decision-making for investment professionals. The company operates the eVestment Global Database, which is recognized as one of the most extensive datasets in the industry, and delivers insights through its web-based eVestment Analytics platform, known for facilitating manager comparisons and competitive intelligence. Additionally, eVestment's Omni system addresses data management challenges by automating the updating and transformation of manager data across multiple databases. Founded in 2000 and headquartered in Atlanta, with offices in major cities around the world, eVestment serves a diverse clientele that includes investment consultants, asset managers, and plan sponsors. Its commitment to client service and innovation has earned it accolades such as being named the “Most Influential Database” by FundFire and recognition in the Inc. 5000 list for consecutive years.

Peer39

Series C in 2009
Peer39 Tech, LLC specializes in AI-driven contextual targeting, fraud detection, and reporting tools for digital advertising. Founded in 2006 and based in New York, the company harnesses natural language processing and machine learning to analyze web content, providing a comprehensive suite of page-level intelligence products that can be utilized across various demand-side platforms (DSPs). Peer39's offerings include intelligent page-level analysis, a keyword suggestion engine, and tools for category availability and volume prediction. Notably, the company has pioneered pre-bid, non-cookie-based data solutions, encompassing semantic contextual categories, brand safety, and page quality. By delivering relevant and reliable data, Peer39 enables brands and advertisers to enhance campaign performance and protect their media investments while ensuring the targeting of suitable and quality inventory.

Datanomic

Venture Round in 2008
Datanomic Limited specializes in enterprise data management and compliance screening software solutions. The company offers key applications such as dn:Director for data screening, auditing, and transformation, as well as dn:Dashboard, a web application that presents configurable data quality metrics in an intuitive graphical format. Datanomic's solutions focus on operational and strategic insights, sanctions and politically exposed persons screening, regulatory compliance, and business improvement. The company serves a diverse range of sectors, including automotive, government, engineering, financial services, healthcare, insurance, legal, manufacturing, oil and gas, pharmaceuticals, retail, telecommunications, transport and logistics, travel, and utilities, both in the United Kingdom and internationally. Founded in 2001 and based in Cambridge, the company also has an office in New York, having previously operated under the name Downing Innovation Limited until its rebranding in May 2001.

Thumbplay

Series C in 2006
Thumbplay Ringtones, LLC, founded in 2004 and based in San Francisco, California, specializes in mobile entertainment in the United States. The company offers a variety of products, including ringtones, wallpapers, games, and text-based services for mobile phones. Through its platform, Thumbplay.com, it provides licensed music, video, and games from major entertainment companies such as EMI, Sony Music Entertainment, Universal Music Group, and Warner Music Group. In 2010, Thumbplay launched a cloud-based music service that allows users unlimited access to over 8 million songs from major record labels and independent artists. The service is accessible via mobile apps on BlackBerry and Android devices, as well as PCs and Macs, with plans to expand to iPhone users.

Vhayu Technologies

Series C in 2005
Vhayu Technologies Corp. specializes in enterprise tick data solutions, catering to financial institutions with a focus on efficient market data capture and analysis. Its product suite includes the Velocity platform, which offers tailored solutions for equities, fixed income, and options, enabling users to manage, analyze, and process real-time and historical market data effectively. Alongside its software offerings, Vhayu provides data feed handlers, programming tools, and consulting services to enhance the data management capabilities of its clients. Founded in 1998 and based in Los Gatos, California, with additional offices in New York, Tokyo, and London, Vhayu Technologies operates as a subsidiary of Thomson Reuters PLC.
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