Silicon Valley Bank

Founded in 1983, Silicon Valley Bank specializes in providing diversified financial services to emerging growth and mature companies in the technology, life science, private equity, and premium wine markets. With a global presence through offices in the U.S. and international operations, SVB offers industry knowledge, financing solutions, treasury management, corporate investment, and international banking services.

Greg Becker

CEO

John Benetti

Managing Director

Brian Foley

Managing Director

Peter Freyer

Managing Director of National Healthcare Sponsor Finance and Life Sciences

Scott McCarty

Director, Life Sciences

Andrew Merget

Managing Director

Christopher Morrison

Managing Director and Head of Boston Enterprise Software

Robert Parker

Director

Joan Parsons

Executive Vice President, Corporate Banking

Sameer Paul

Director

Marisa Phan

Managing Director - Enterprise Software

Jordy Samiljan

Managing Director, I Leveraged Finance and Sponsor Coverage

Peter Sletteland

Associate

Past deals in New York

Claroty

Venture Round in 2024
Claroty is an industrial cybersecurity company offering an OT/IoT/IIoT security platform to protect and optimize industrial networks. The platform discovers granular elements, extracts critical data, and provides actionable insights for engineers, operators, and security professionals. It provides visibility, threat detection, risk and vulnerability management, and secure remote access by integrating with customers' existing infrastructure, reducing downtime and improving uptime and efficiency across production sites. The solution covers assets such as industrial control systems and SCADA, enabling anomaly detection and safe operation without requiring extensive dedicated teams. It connects to customers' environments to manage security across operational technology without disrupting production.

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 develops digital identity verification solutions using artificial intelligence and machine learning. Its platform authenticates identities in real-time from various online/offline sources, automating customer identification program (CIP), know your customer (KYC), and anti-money laundering (AML) compliance initiatives.

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 is a New York‑based company that develops and commercializes digital therapeutics that use cognitive and neurobehavioral techniques to treat a range of medical conditions. Its platform personalizes treatment through an adaptive data science engine, aiming to improve engagement and clinical outcomes. The company’s flagship smoking‑cessation program has been approved for nationwide use and is available through payers, providers, and employers. It is also conducting a phase III FDA‑registered trial for a prescription digital therapy for major depressive disorder. Other indications under development include schizophrenia, insomnia, acute coronary syndrome, migraine, overactive bladder, chronic low back pain, and obesity. Founded in 2012, Click Therapeutics focuses on delivering software as a medical treatment that can be used independently or alongside conventional therapies.

Vicarius

Series A in 2022
Founded in 2016, Vicarius develops a platform that proactively identifies, assesses, and mitigates software vulnerabilities. Its solution, vRx, combines discovery, prioritization, and mitigation to protect critical applications and assets against cyber threats.

Enable My Child

Debt Financing in 2021
Enable My Child, Ltd. is a healthcare provider focused on delivering specialized services for children, including speech therapy, occupational therapy, physical therapy, and psychological support. Founded in 2016 and headquartered in Astoria, New York, the company emphasizes high-quality, evidence-based, and affordable therapy options. Enable My Child leverages artificial intelligence to enhance its therapeutic offerings, ensuring that children receive effective care tailored to their individual needs. The company collaborates closely with children and their families to develop essential skills that help navigate everyday challenges. With a commitment to the well-being and development of each child, Enable My Child values the contributions of its professionals, fostering loyalty and expertise within its team.

MonkeyLearn

Debt Financing in 2021
MonkeyLearn Inc. is a San Francisco-based company founded in 2013 that specializes in artificial intelligence solutions for text analysis. Its platform enables users to conduct various forms of text processing, including sentiment analysis, topic classification, and entity extraction, through a user-friendly graphical interface. MonkeyLearn offers several key products, including Monkeylearn Studio for data visualization and analysis, an API for customized text processing, and MonkeyLearn WordCloud for text analysis. The platform is designed for ease of use, allowing users to create tailored machine learning models without requiring extensive technical expertise. Additionally, MonkeyLearn provides open-source wrappers and can be integrated with numerous applications through its API, catering primarily to startups in major U.S. tech hubs like Silicon Valley and New York.

Pager

Debt Financing in 2021
Pager, Inc. is a company that operates an on-demand service platform designed to connect patients with healthcare services in various settings including homes, offices, and hotels. The company offers a mobile application that facilitates access to urgent care for a range of conditions such as infections, respiratory issues, and allergies. In addition to its core services, Pager provides nurse chat, teleconsultation, screening, vaccination, and prescription delivery. The company's mission focuses on improving healthcare accessibility, lowering costs, and simplifying care navigation through a flexible platform that integrates artificial intelligence and service teams. Amidst its extensive offerings, Pager supports over 15 million individuals across the United States and Latin America, enabling coordinated care that enhances patient engagement and decision-making. Incorporated in 2013 and headquartered in New York, Pager was previously known as techCare, Inc. before rebranding in 2014.

Nomad Health

Series D in 2021
Nomad Health, Inc. is an online marketplace that connects clinicians with freelance and permanent clinical job opportunities in the United States. Founded in 2015 and based in New York, the company provides a platform where doctors and nurses can search for employment based on various criteria such as location, pay rate, and medical specialty. Nomad Health aims to streamline the healthcare staffing process by replacing traditional methods with a modern, efficient technology platform. The service not only simplifies job searches but also manages digital resumes and credentials, facilitating communication between clinicians and healthcare facilities. This innovative approach addresses the complexities of healthcare staffing, enhancing the experience for both job seekers and providers.

Carrot Fertility

Series C in 2021
Carrot Fertility, Inc. offers comprehensive fertility benefits services for employers, supporting employees throughout their fertility healthcare journey on a global scale. Founded in 2015 and headquartered in San Francisco, California, the company provides a range of services including egg freezing, in vitro fertilization, adoption, donor and gestational carrier services. It also features Carrot Rx, a premium pharmacy experience for fertility medications, and Carrot Pregnancy, which offers virtual access to experts and on-demand doctor-approved content. Additionally, Carrot Card is a flexible debit card that employees can use to pay for fertility care. Carrot Fertility aims to help companies customize their fertility benefits, ensuring that employees receive the necessary financial, medical, and emotional support as they pursue parenthood. The company has expanded its presence with additional offices in major cities including Chicago, New York, Dublin, Geneva, Tokyo, and Seoul.

Verbit

Debt Financing in 2021
Founded in 2017, Verbit specializes in AI-driven transcription and captioning services. It offers solutions for various industries, including education, legal, media, and enterprise, making audio and video content searchable, accessible, and actionable.

Eyenovia

Post in 2021
Eyenovia is a clinical-stage biopharmaceutical company focused on transforming ocular drug delivery for prominent eye diseases. Utilizing its proprietary piezo-dispersion and microdosing technology, Eyenovia develops next-generation topical eye treatments designed to reduce toxicity and improve safety profiles.

Cherre

Series B in 2021
Cherre operates a cloud-based platform that collects, resolves, and manages both public and private real estate data. The company provides tools for document analysis, price evaluation, asset reporting, and real-time data dashboards, catering to agents, investors, insurers, enterprises, and service providers in the real estate industry. Cherre's platform enables clients to automate workflows, optimize processes, reduce risks, and identify opportunities by enhancing data quality and governance. The company partners with major data providers and solution providers to create an ecosystem that supports comprehensive data needs for its clients. Founded in 2016 and based in New York, Cherre aims to improve decision-making confidence through better data management.

Fireblocks

Series C in 2021
Fireblocks develops a blockchain-based platform focused on securely managing and transferring digital assets between exchanges, wallets, custodians, and counterparties. It caters to various financial institutions, including banks, fintech companies, hedge funds, and liquidity providers.

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 cloud data integration software solutions that empower companies to effectively utilize their data. The company offers a range of products, including Matillion ETL for Amazon Redshift and Matillion ETL for Snowflake, both of which facilitate the extraction, loading, and transformation of structured and semi-structured data in cloud environments. Additionally, Matillion Data Loader serves as a SaaS-based tool that loads data from source systems into cloud data warehouses, enhancing data accessibility for informed decision-making. Matillion also provides a business intelligence solution for self-service reporting and analytics, alongside Matillion Exchange, a marketplace for users to share and download integration jobs. With a client base that includes Fortune 500 companies and mid-sized tech enterprises, Matillion operates from its headquarters in Manchester, United Kingdom, and has offices in New York, Denver, and Seattle. The company, established in 2010, is dedicated to accelerating data readiness and maximizing the impact of data across various industries.

Boston Private Financial Holdings

Acquisition in 2021
Boston Private Financial Holdings is the bank holding company for Boston Private Bank & Trust Company, offering private banking, wealth management and trust services to high-net-worth individuals, families and institutions in the United States. The company provides deposit and loan products, including checking, savings, money market, certificates of deposit, residential and commercial loans, lines of credit, home equity and construction financing. It delivers wealth management solutions such as financial planning, family office services, tax planning and trust administration. It serves clients through offices in Boston, New York, Los Angeles, San Francisco and Florida, with a focus on private banking and bespoke wealth management. Founded in 1987 and headquartered in Boston, Massachusetts.

Weee!

Series B in 2020
Founded in 2015, Weee! is a California-based online grocery retailer specializing in Asian and Hispanic food products. It offers a curated selection of fruits, seafood, snacks, and daily essentials sourced from local farms and trusted brands, serving customers in major U.S. cities.

Pager

Debt Financing in 2020
Pager, Inc. is a company that operates an on-demand service platform designed to connect patients with healthcare services in various settings including homes, offices, and hotels. The company offers a mobile application that facilitates access to urgent care for a range of conditions such as infections, respiratory issues, and allergies. In addition to its core services, Pager provides nurse chat, teleconsultation, screening, vaccination, and prescription delivery. The company's mission focuses on improving healthcare accessibility, lowering costs, and simplifying care navigation through a flexible platform that integrates artificial intelligence and service teams. Amidst its extensive offerings, Pager supports over 15 million individuals across the United States and Latin America, enabling coordinated care that enhances patient engagement and decision-making. Incorporated in 2013 and headquartered in New York, Pager was previously known as techCare, Inc. before rebranding in 2014.

Cherre

Series A in 2020
Cherre operates a cloud-based platform that collects, resolves, and manages both public and private real estate data. The company provides tools for document analysis, price evaluation, asset reporting, and real-time data dashboards, catering to agents, investors, insurers, enterprises, and service providers in the real estate industry. Cherre's platform enables clients to automate workflows, optimize processes, reduce risks, and identify opportunities by enhancing data quality and governance. The company partners with major data providers and solution providers to create an ecosystem that supports comprehensive data needs for its clients. Founded in 2016 and based in New York, Cherre aims to improve decision-making confidence through better data management.

Partnerize

Private Equity Round in 2020
Partnerize is a software company that provides a partner automation platform designed to build, manage, and optimize partnership marketing programs. The platform supports discovery, recruitment, optimization, payment, brand safety, and fraud prevention, delivered as an end-to-end SaaS solution. It uses artificial intelligence to form, analyze, and predict the outcomes of partner marketing campaigns, helping marketers increase customer acquisition and generate higher-margin revenue from online channels while reducing dependence on primary sales and marketing channels. The product aims to give marketers control over the entire partnership lifecycle from discovery to payout on a single platform.

AiCure

Series C in 2019
AiCure, LLC is a New York-based company that specializes in developing scalable medication adherence solutions and intelligent medical assistant technologies. Utilizing a visual recognition platform, AiCure's software monitors patient progress through mobile devices, confirming medication ingestion in clinical trials and among high-risk populations. The platform employs patented facial recognition and motion-sensing technology to identify patients and medications, detect diversion, and capture evidence of adherence in real-time. This data enables immediate intervention and longitudinal tracking of adherence patterns, ultimately enhancing treatment outcomes and reducing healthcare costs. AiCure's capabilities also facilitate remote patient engagement in clinical trials by measuring digital biomarkers and monitoring patient dosing. Founded in 2010, AiCure aims to transform healthcare delivery systems through advanced data analytics and artificial intelligence.

Nomad Health

Series C in 2019
Nomad Health, Inc. is an online marketplace that connects clinicians with freelance and permanent clinical job opportunities in the United States. Founded in 2015 and based in New York, the company provides a platform where doctors and nurses can search for employment based on various criteria such as location, pay rate, and medical specialty. Nomad Health aims to streamline the healthcare staffing process by replacing traditional methods with a modern, efficient technology platform. The service not only simplifies job searches but also manages digital resumes and credentials, facilitating communication between clinicians and healthcare facilities. This innovative approach addresses the complexities of healthcare staffing, enhancing the experience for both job seekers and providers.

goTenna

Debt Financing in 2019
goTenna, Inc. is a company based in Brooklyn, New York, that specializes in off-grid communication solutions. Founded in 2013, it develops innovative devices that allow users to send messages and share GPS locations using their smartphones, even in the absence of central connectivity. The company's flagship product incorporates a cognitive digital radio and an app that generates its own signal, enabling communication through a mesh networking protocol known as Aspen Grove™. This technology facilitates decentralized and programmable mobile infrastructure, making it useful for a variety of applications across public sector, enterprise, and Internet of Things markets. goTenna's mission is rooted in the need for resilient communication systems, a vision that emerged following the disruptions caused by Hurricane Sandy in 2012. The company's devices are characterized by their low power consumption, long-range capabilities, and use of low bandwidth radio frequencies, allowing users to communicate without relying on traditional internet or cellular networks.

Trustpilot

Series E in 2019
Trustpilot operates a global review platform that enables consumers to discover and share reviews of businesses across various categories. It facilitates direct engagement between consumers and companies, fostering trust and improvement in services. Established in 2007, Trustpilot has grown to employ over 700 people across offices in Copenhagen, London, New York, Denver, Berlin, Melbourne, and Vilnius.

Weee!

Series A in 2019
Founded in 2015, Weee! is a California-based online grocery retailer specializing in Asian and Hispanic food products. It offers a curated selection of fruits, seafood, snacks, and daily essentials sourced from local farms and trusted brands, serving customers in major U.S. cities.

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. is a Brooklyn-based company that specializes in providing life insurance solutions aimed at helping families secure their financial future. Founded in 2015, Fabric simplifies the process of obtaining affordable term life insurance, while also offering essential services such as a last will and testament and tools for organizing family finances. The company’s life insurance application facilitates the approval of qualified applicants, and its online resources assist spouses and partners in managing vital financial accounts and policy information. Additionally, through its subsidiary, Fabric Insurance Agency, LLC, the company delivers comprehensive insurance agency services.

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.

Appetize

Series B in 2018
Appetize Technologies, Inc. is a provider of a comprehensive point of sale, inventory, and analytics platform designed to facilitate the management of guest transactions for various enterprises. Founded in 2011 and headquartered in Los Angeles, California, Appetize develops tools for kitchen and back-office operations across fixed, self-service, and handheld formats. Its software solutions include enterprise POS systems, self-service kiosks, mobile and online ordering, and enterprise management services. The company serves diverse sectors such as sports and entertainment venues, educational institutions, theme parks, travel, leisure, and national chain brands. Appetize’s technology is deployed in over 700 venues globally, offering a robust platform that enhances service efficiency and transaction volume for clients, including prominent organizations like Madison Square Garden and Lincoln Financial Field.

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 operates a global review platform that enables consumers to discover and share reviews of businesses across various categories. It facilitates direct engagement between consumers and companies, fostering trust and improvement in services. Established in 2007, Trustpilot has grown to employ over 700 people across offices in Copenhagen, London, New York, Denver, Berlin, Melbourne, and Vilnius.

x.ai

Series B in 2017
x.ai, inc. is a New York-based company that develops an artificial intelligence personal assistant designed to streamline the process of scheduling meetings for business clients. Founded in 2014, x.ai offers a productivity tool that automates various aspects of scheduling, such as identifying suitable meeting times for multiple participants, sending follow-ups and reminders, and handling cancellations and rescheduling requests. This AI-driven solution aims to reduce the time and effort involved in coordinating meetings, thereby enhancing overall productivity for its users.

PebblePost

Debt Financing in 2017
Founded in 2014, PebblePost operates a digital-to-direct mail marketing platform. It converts online interest into offline purchases by sending targeted direct mail, driving conversions and measurable business outcomes.

Wunderkind

Series A in 2017
Wunderkind is a cloud-based behavioral marketing platform that enables customer acquisition and engagement at scale through people-based marketing automation across websites, emails, texts, and ads. The platform uses real-time intent indicators to identify high-value visitors, retarget those who are leaving, and deliver personalized messages to convert them into customers, helping digital businesses remember who users are and deliver one-to-one experiences throughout the customer journey. By aligning messaging with user intent, Wunderkind aims to improve ROI and position itself as a key revenue channel for e-commerce brands. Its client roster includes Uniqlo, Sonos, HelloFresh, Forever 21, Avis, Lufthansa, CNN, jetBlue, Samsonite, and Comcast.

Dashlane

Debt Financing in 2016
Dashlane is a credential manager and digital identity solution that secures passwords, payments, and personal data across devices. The platform stores and manages passwords, autofills forms, and enables secure logins and online purchases with minimal input. It includes a digital wallet to capture receipts and manage purchases, and provides security features for individuals as well as business offerings such as Dashlane Business 2.0 to reduce insecure password sharing. Additional tools, including Inbox Security Scan for mobile users, support an integrated approach to digital security and identity management. Founded in 2009, Dashlane is based in New York with offices in Paris and Lisbon, serving more than 19 million users and more than 22,000 businesses worldwide.

CardFlight

Series A in 2015
CardFlight, Inc. is a technology company that specializes in mobile point of sale (POS) solutions, enabling small businesses to accept payments easily and securely. Its flagship product, SwipeSimple, is utilized by over 50,000 small businesses across the United States and is highly recommended by major merchant acquirers for its user-friendly design. CardFlight offers a suite of products including a mobile card reader that connects to devices via the headphone jack, as well as a software development kit (SDK) for developers to incorporate payment processing into their applications. The company ensures compliance with PCI Level 1 standards and supports various payment methods, including EMV and NFC contactless transactions. Founded in 2011 and based in New York, CardFlight has established itself as a leader in payment acceptance technology, catering to diverse sectors such as retail, food and beverage, and professional services. With a commitment to innovation and user experience, CardFlight continues to provide solutions that streamline payment processing for businesses.

Unified

Debt Financing in 2015
Unified Enterprises, Corp. is a marketing and analytics technology company that specializes in connecting marketing data sets to optimize advertising investments. Founded in 2011 and headquartered in New York City, with additional offices in San Francisco, Los Angeles, Chicago, and Atlanta, Unified offers a range of services, including advertising strategy and execution, professional data solutions, and campaign automation. The company's proprietary business intelligence platform is designed specifically for social advertising, enabling marketers to make informed decisions by providing insights into their data and strategies. Unified has a proven track record of managing over one billion dollars in social investment data, serving Fortune 2000 brands and advertising agencies to enhance transparency and optimize marketing performance.

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 is an internet radio and social network that streams user-curated playlists of at least eight tracks. Users upload songs from their own collections to create virtual mixtapes that can be shared, and the platform enables discovery and interaction through a community-based playlist network. It offers subscription-based access to explore playlists by artist, genre, or activity. Founded in 2006, 8tracks is based in San Francisco, with offices in New York and Los Angeles.

LendKey Technologies

Debt Financing in 2015
LendKey Technologies operates a cloud-based platform that enables refinancing of student loans through credit unions and community banks. It offers options for graduates to consolidate and refinance existing debt, private student loans for undergraduate and graduate students, and home improvement loans via its contractor network.

PennyOwl

Seed Round in 2015
PennyOwl Corp., established in 2012 and based in New York, specializes in developing a mobile application for children's allowance management. The app enables parents to set weekly allowances, approve cash requests, and monitor transactions, while children can save, spend, or donate money, fostering financial skills and responsibility. It also features a child-friendly marketplace for purchasing toys, games, and books. The app is top-rated on Android, compliant with COPPA and "kidSAFE" standards, and certified PCI-DSS Level 1 for secure transactions.

Ahalogy

Series B in 2015
Ahalogy is a digital marketing company that operates as the Passion to Purchase Platform, focusing on helping brands and agencies connect with consumers through their interests. The company provides a range of services, including category trend data, authentic influencer content, and social optimization technology, which enable clients to enhance user engagement and drive sales. As an official Pinterest Marketing Partner, Ahalogy collaborates with leading social networks to deliver effective marketing solutions. Headquartered in Cincinnati, Ohio, Ahalogy also has offices in New York, Chicago, Los Angeles, and San Francisco, positioning itself in key markets for brand marketing. Through its innovative platform, Ahalogy aims to provide proven return on investment for its clients by leveraging data-driven insights and creative content strategies.

Tapad

Series B in 2015
Tapad Inc., established in 2010, is a global marketing technology company headquartered in New York with offices worldwide. It specializes in providing identity-based marketing solutions, primarily its proprietary Tapad Graph. This technology integrates billions of data points to understand consumer behavior across various devices, enabling publishers and advertisers to engage consumers more effectively and personalize campaigns at scale. Tapad's offerings include The Tapad Customer Data Platform for managing first-party data, Device Graph Access for targeting workflows, Applied Analytics suite for campaign performance tracking, and Dynamic Audiences for precise cross-device targeting. Serving agency trading desks, publishers, marketing technology companies, and Fortune 500 brands, Tapad operates as a subsidiary of Experian plc since November 2020.

Partnerize

Debt Financing in 2015
Partnerize is a software company that provides a partner automation platform designed to build, manage, and optimize partnership marketing programs. The platform supports discovery, recruitment, optimization, payment, brand safety, and fraud prevention, delivered as an end-to-end SaaS solution. It uses artificial intelligence to form, analyze, and predict the outcomes of partner marketing campaigns, helping marketers increase customer acquisition and generate higher-margin revenue from online channels while reducing dependence on primary sales and marketing channels. The product aims to give marketers control over the entire partnership lifecycle from discovery to payout on a single platform.

Clear Ballot

Seed Round in 2015
Clear Ballot Group, Inc. is a Boston-based company founded in 2009 that specializes in developing innovative election software and hardware products. Its flagship offering, ClearVote, is a comprehensive voting system designed to enhance the speed, accuracy, and transparency of the electoral process. The system utilizes browser-based software compatible with modern operating systems and commercially available scanning hardware, allowing election officials to efficiently manage their resources. Clear Ballot made its mark in the election industry with the introduction of the first independent, automated audit in 2012, followed by a complete voting system that has rapidly gained popularity across the United States. ClearVote is federally certified and utilized in several states, including Oregon, Washington, and Pennsylvania. Additionally, the company conducts statewide post-election audits in Maryland and Vermont, as well as in various counties in Florida and New York, reinforcing its commitment to improving election integrity.

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 focuses on accelerating careers for individuals aiming to thrive in startup environments. Founded in 2012 and based in Boston, Massachusetts, the company offers a comprehensive 8-Week Core Program, which features practitioner-led instruction and hands-on curriculum across various tracks, including marketing, software development, product design, and sales. Additionally, the Part-Time RampUp program serves as a community-driven learning experience. Startup Institute is strategically positioned within key tech hubs such as Boston, New York, Berlin, Chicago, and London, enabling it to provide students with vital technical skills, cultural competencies, and an extensive professional network. The organization's offerings include personalized career mentorship and connections to industry professionals, all aimed at preparing graduates for successful careers in the innovation sector.

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.

MediaMath

Debt Financing in 2014
MediaMath, Inc. is a digital advertising technology company that specializes in providing solutions for advertisers globally. Founded in 2007 and headquartered in New York, the company offers its TerminalOne platform, which facilitates data activation, automated execution, and optimization of advertising interactions across various media channels. MediaMath's programmatic marketing platform enhances customer engagement by utilizing predictive audience targeting and machine learning to ensure relevant messaging. In addition to its technology offerings, the company provides professional services that include programmatic strategy, analytics, technology support, and advertising operations, as well as training and certification programs in digital marketing. MediaMath operates additional offices in several cities across the United States and internationally, including London, Madrid, Berlin, Singapore, Tokyo, Sao Paulo, Sydney, Melbourne, and Bengaluru.

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 an ad tech startup based in Santa Monica, with additional offices in New York City, San Francisco, Chicago, and Sao Paulo. As a vertically integrated mobile advertising platform, it focuses on providing a comprehensive solution for mobile advertising needs. The company employs advanced technology designed to minimize redundancy and eliminate waste, resulting in more efficient and cost-effective advertising campaigns. The leadership team consists of seasoned entrepreneurs and media industry professionals who are dedicated to addressing key challenges identified by clients in the mobile advertising space.

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 developer of an online adaptive learning engine based in New York, with additional offices in London, Tokyo, Singapore, and Dubai. Established in 2008, Knewton's platform personalizes education by providing students with tailored study recommendations, equipping teachers with analytics to enhance student support, and offering publishers insights to create more effective digital educational products. The company's adaptive learning solutions cater to higher education students across various subjects, including mathematics, economics, reading and writing, biology, and engineering. Knewton's technology is utilized by educational institutions and companies globally, and it has been recognized as a leader in the education technology sector, receiving accolades for its innovative approach to personalized learning.

Jibe

Debt Financing in 2013
Jibe Inc. is a provider of cloud-based recruiting technology solutions designed to assist talent acquisition teams in identifying, attracting, and engaging candidates globally. Founded in 2009 and based in New York, the company offers the Jibe Recruiting Cloud, a software-as-a-service platform that streamlines the hiring process. This platform features various applications, including tools for applying to jobs from multiple devices, enhancing employee referrals, and distributing job postings across various channels. Jibe's solutions cater to the needs of Fortune 500 companies, enabling them to optimize candidate experiences and leverage social networks for recruitment. With strategic partnerships with industry leaders such as Google and LinkedIn, Jibe continues to innovate within the talent acquisition space. It operates as a subsidiary of iCIMS, Inc. since 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 Enterprises, Corp. is a marketing and analytics technology company that specializes in connecting marketing data sets to optimize advertising investments. Founded in 2011 and headquartered in New York City, with additional offices in San Francisco, Los Angeles, Chicago, and Atlanta, Unified offers a range of services, including advertising strategy and execution, professional data solutions, and campaign automation. The company's proprietary business intelligence platform is designed specifically for social advertising, enabling marketers to make informed decisions by providing insights into their data and strategies. Unified has a proven track record of managing over one billion dollars in social investment data, serving Fortune 2000 brands and advertising agencies to enhance transparency and optimize marketing performance.

Delcath Systems

Post in 2012
Delcath Systems is an interventional oncology company specializing in the treatment of primary and metastatic liver cancers. Its proprietary product, Melphalan Hydrochloride for Injection used with the Delcath Hepatic Delivery System, enables high-dose chemotherapy administration directly to the liver while minimizing systemic exposure.

SugarCRM

Venture Round in 2012
SugarCRM is a global provider of customer relationship management software offering an open-source CRM platform for sales, service, marketing and IT. It serves sectors including manufacturing, financial services, insurance, consulting and professional services and supports a range of applications such as campaign management, opportunity tracking, account management, sales forecasting, customer support, product extensions and training. Founded in 2004 and headquartered in Cupertino, California, SugarCRM maintains offices worldwide to serve customers in many countries and languages, emphasizing a user-friendly experience across roles and enabling stronger customer relationships and data-driven decision making.

SnagFilms

Venture Round in 2012
SnagFilms Inc. is an online film distribution company that provides a platform for audiences to watch, share, and support a diverse array of films and documentaries. Established in 2007 and headquartered in New York, the company offers access to full-length movies, TV shows, and various genres including comedy, drama, documentaries, and horror, among others. Users can stream and download content on multiple devices, such as mobile phones, tablets, desktops, and televisions. SnagFilms aims to make film viewing accessible by offering thousands of films for free, including multi-lingual options to cater to a wider audience.

Techstars

Venture Round in 2011
Founded in 2006, Techstars is a global platform that supports and invests in early-stage technology companies. Through its mentorship-driven accelerator programs, seed investments, and venture capital fund, Techstars fosters innovation across various sectors worldwide.

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, GA. Established in 1993, the company specializes in providing software solutions and consulting services tailored for the media industry. INVISION focuses on offering strategic revenue optimization, inventory management, and pricing systems that empower media companies to make informed decisions regarding their advertising sales. By leveraging its deep understanding of the complex media landscape, INVISION delivers tools and insights that enhance operational efficiency and drive revenue growth for its clients.

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 that enhances video revenue for content owners and aggregators. Its proprietary platform, Auditude Connect, serves as an advanced ad management system tailored for premium video websites, enabling efficient management of business requirements and ad serving needs. Auditude collaborates with major players in the online video sector, including Comcast, Major League Baseball, MTV Networks, MySpace Music and Video, Universal Music Group, and Yahoo!. The company’s team comprises experts from leading technology firms such as DoubleClick, eBay, Google, PayPal, and Yahoo!. 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.

MediaMath

Debt Financing in 2009
MediaMath, Inc. is a digital advertising technology company that specializes in providing solutions for advertisers globally. Founded in 2007 and headquartered in New York, the company offers its TerminalOne platform, which facilitates data activation, automated execution, and optimization of advertising interactions across various media channels. MediaMath's programmatic marketing platform enhances customer engagement by utilizing predictive audience targeting and machine learning to ensure relevant messaging. In addition to its technology offerings, the company provides professional services that include programmatic strategy, analytics, technology support, and advertising operations, as well as training and certification programs in digital marketing. MediaMath operates additional offices in several cities across the United States and internationally, including London, Madrid, Berlin, Singapore, Tokyo, Sao Paulo, Sydney, Melbourne, and Bengaluru.

Peer39

Series C in 2009
Peer39 Tech, LLC is a New York-based company that specializes in AI-powered contextual targeting and fraud detection tools for digital advertising. Founded in 2006, the company has developed a platform that employs natural language processing and machine learning to perform comprehensive analyses of web pages, facilitating page-level intelligence for advertisers. Peer39 offers a suite of services, including intelligent page-level analysis, keyword suggestion engines, and custom category automation, which help brands find relevant contexts for their media investments. Additionally, the platform features advanced fraud detection capabilities and metrics to filter out invalid traffic, ensuring the integrity of advertising campaigns. By providing a comprehensive library of pre-bid contextual categories, Peer39 supports advertisers in delivering targeted and safe messages to their audiences, positioning itself as a leader in the non-cookie based data space within the digital media landscape.

Digg

Series C in 2008
Founded in 2004, Digg is a social news aggregator platform that curates and shares the most relevant and talked-about stories on the internet. It offers services through its website, mobile applications, and daily emails, covering topics such as technology, politics, entertainment, and viral content.

Datanomic

Venture Round in 2008
Datanomic Limited is a provider of enterprise data management and compliance screening software solutions, founded in 2001 and headquartered in Cambridge, United Kingdom, with an additional office in New York. The company offers a range of applications, including dn:Director, which focuses on data screening, auditing, and transformation, and dn:Dashboard, a web application that presents configurable data quality metrics in an intuitive graphical format. Datanomic's solutions are designed to deliver operational and strategic insights, facilitate sanctions and politically exposed persons screening, ensure regulatory compliance, and support business improvement initiatives. The company serves a diverse array of sectors, including automotive, financial services, healthcare, insurance, legal, manufacturing, and more, both in the UK and internationally. Datanomic was previously known as Downing Innovation Limited before its name change 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, established in 1998 and headquartered in Los Gatos, California, specializes in enterprise tick data solutions for the finance industry. Its flagship products, Velocity for Equities, Fixed Income, and Options, are complex event processing platforms enabling real-time and historical market data analysis. The company also offers data feed handlers, analysis tools, and consulting services to enhance trading speed and efficiency for financial institutions worldwide. As of 2009, Vhayu operates as a subsidiary of Thomson Reuters PLC.
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