Silicon Valley Bank

Silicon Valley Bank is a commercial bank headquartered in Santa Clara, California, that specializes in providing financial services to technology, life science, cleantech, venture capital, private equity, and premium wine businesses. Established in 2023, the bank offers a range of services including banking for startups, debt financing, treasury management, and international banking. With 27 offices across the United States and operations in several international locations, Silicon Valley Bank combines industry expertise with a global network to support its clients' strategic needs and enhance their chances of success. The bank is recognized for its commitment to innovation and client service, making it a notable institution in the financial landscape.

Trefor Bacon

Director

Greg Becker

CEO

Julie Betts

Managing Director

Gerald Brady

Managing Director, SVB Network

Samantha Colletti

Director

Jayson Davis

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

Jennifer Friel Goldstein

Head of Business Development for Life Science, Healthcare Banking and Strategic Initiatives

Dennis Grunt

Director

Rob Helm

Managing Director

Lewis Hower

Head of Startup Banking

Oddo, Andrew

Managing Director, Startup Banking

Eric Otterson

Managing Director

Andrew Parker

Director

Sameer Paul

Director

Marisa Phan

Managing Director - Enterprise Software

Priya Rajan

Managing Director - India and Middle East and North Africa

Laura Scott

Managing Director

Vera Shokina

Managing Director

Ben Tickler

Managing Director - Enterprise Software

Andrew Tsao

Managing Director. Founder / Head of Global Gateway

Past deals in Toronto

SWTCH

Debt Financing in 2022
SWTCH specializes in providing electric vehicle charging solutions tailored for multifamily, commercial, and workplace properties across North America. The company focuses on harnessing existing grid infrastructure to enable building owners and operators to deploy EV charging effectively. Its flagship energy management solution, SWTCH Control, offers insights into building electrical loads and available capacity for EV charging, facilitating the installation and management of EV chargers without the need for expensive infrastructure upgrades. By integrating features like intelligent load management and real-time usage analytics, SWTCH supports property owners, businesses, and municipalities in creating accessible and cost-effective charging solutions. This approach not only meets the rising demand for electric vehicles but also enhances sustainability efforts and attracts environmentally conscious tenants, employees, and customers.

Kognitiv

Debt Financing in 2022
Kognitiv is transforming global consumer loyalty by leveraging machine learning and data science to create innovative loyalty and reward programs. The company focuses on enhancing sales and maximizing returns for its clients, which include some of the most reputable brands worldwide. Central to its approach is the Loyalty Capital Network™, a technology that connects asset owners with member brands in a peer-to-peer network. This network allows for the identification and utilization of lost value by aligning consumer needs with a wide array of capital-intensive assets, such as flights and hotel accommodations. Kognitiv specializes in developing peer-to-peer marketplaces that benefit all participants, fostering a new model of value creation that is open, transparent, and collaborative. Headquartered in Waterloo, Canada, Kognitiv employs over 220 team members across multiple countries, including Argentina, Austria, Hong Kong, India, the UK, and the United States.

GoBolt

Debt Financing in 2021
Founded in 2017, GoBolt is a technology company building the first sustainable and vertically integrated supply chain network that partners with merchants to deliver a complete end-to-end customer experience. By operating as an extension of each merchant’s team, GoBolt provides reliable warehousing, pick and pack, shipping, and last mile delivery. With a growing network of warehouses across North America and a suite of proprietary apps designed and supported by an in-house engineering team, GoBolt unlocks enhanced transparency and control for merchants. The company’s focus on customer-centricity is further driven by a deep commitment to sustainability. GoBolt’s investment in its electric vehicle fleet and sustainability partnerships is a testament to the company’s mission to provide carbon neutral deliveries. For more information, visit GoBolt.com.

GoBolt

Series B in 2021
Founded in 2017, GoBolt is a technology company building the first sustainable and vertically integrated supply chain network that partners with merchants to deliver a complete end-to-end customer experience. By operating as an extension of each merchant’s team, GoBolt provides reliable warehousing, pick and pack, shipping, and last mile delivery. With a growing network of warehouses across North America and a suite of proprietary apps designed and supported by an in-house engineering team, GoBolt unlocks enhanced transparency and control for merchants. The company’s focus on customer-centricity is further driven by a deep commitment to sustainability. GoBolt’s investment in its electric vehicle fleet and sustainability partnerships is a testament to the company’s mission to provide carbon neutral deliveries. For more information, visit GoBolt.com.

Tealbook

Debt Financing in 2021
Tealbook is an enterprise software company that connects buyers and suppliers and provides the data needed to make procurement decisions. Tealbook’s innovations in buyer/supplier relations have earned recognition, including being named to the CIX Top 20 and a spot on the prestigious 2018 Gartner Cool Vendor list. Tealbook was founded in 2014 by Stephany Lapierre and is based in Toronto, Ontario, Canada.

AutoLeap

Debt Financing in 2020
AutoLeap is a provider of automotive software designed to assist auto repair shops in managing their operations efficiently. The company's SaaS-based platform offers a comprehensive suite of tools that allow users to organize their workflows, schedule jobs, manage technicians, conduct digital inspections, and invoice clients. This functionality enables auto shop owners to enhance customer engagement, optimize technician productivity, and ultimately drive revenue growth. By streamlining various aspects of auto shop management, AutoLeap aims to support repair shops in delivering reliable and effective services.

Properly

Debt Financing in 2020
Properly is a Canadian tech-enabled real estate brokerage transforming the home buying and selling experience.Buy when you find the home you love, move on your timeline, then sell your old home from the comforts of your new one.

Symend

Series B in 2020
Symend Inc. is a company that specializes in debt recovery solutions through its innovative software platform. Established in 2016 and headquartered in Calgary, Canada, with additional offices in Toronto and Denver, Symend focuses on enhancing the debt collection process by utilizing automation, predictive analytics, and behavioral science. The platform aims to minimize debt delinquency while ensuring a positive experience for all stakeholders. It offers tools for treatment planning, campaign management, and self-service options, allowing businesses in sectors such as financial services, telecommunications, and utilities to engage customers effectively. By creating personalized interactions, Symend empowers individuals to manage their debts through flexible repayment options, ultimately fostering better financial outcomes and strengthening customer relationships.

Illumin

Post in 2020
AcuityAds came to be in 2009, and the name and brand have served us well over the years. As Acuity, we had a simple yet audacious goal: to help advertisers make smarter media buying decisions. In 2020 this culminated in the launch of our journey advertising platform, illumin. The platform’s success has grown beyond our expectations thus resulting in our decision to rebrand to illumin in 2023. As a company, illumin is committed to continuously improving digital advertising by aligning innovative technology with how marketers think and execute their advertising campaigns. As experts in programmatic media, we believe in leveraging technology that enables you to better connect with customers, building trust and transparency at every step of their journey.

Rimilia

Venture Round in 2020
Rimilia develops cash allocation software that enhances financial processes through automation and machine learning. The company's solutions enable businesses to efficiently match invoices to payments and manage outstanding balances by utilizing predictive analytics to prioritize collections. This results in reduced manual workload and improved cash flow management. Rimilia serves clients worldwide, offering compatibility with any currency, bank, and ERP system, regardless of location or language. With offices in Bromsgrove and London in the UK, as well as in Denver, Colorado, and Toronto, Canada, Rimilia aims to provide companies with improved revenue per customer and clearer financial insights.

Delphia

Series A in 2019
Delphia Inc., based in Toronto, Canada, specializes in developing artificial intelligence-driven surveys that assist individuals in making informed decisions across various domains, including careers, education, finances, and health. Founded in 1993, the company emphasizes the importance of data in fostering capital formation and economic empowerment. Delphia creates products designed to incentivize the sharing of proprietary data, aiming to provide users with a competitive advantage in financial markets. By actively managing personal data, Delphia seeks to unlock innovative avenues for wealth creation for both individual and institutional investors.

RenoRun

Series A in 2019
RenoRun is building the world's largest single source platform for general contractors to purchase materials. Their mobile-friendly platform is a one-stop-shop when it comes to construction material supply. This app is revolutionizing the construction industry by maximizing productivity, saving contractors wasted run-around hours, and allowing their clients to leave their competition in the dust. Their trained runners will collect and deliver the desired materials to the job site. RenoRun was founded in 2016 and is headquartered in Montreal, Canada, with offices in Toronto and Austin, Texas.

Parity

Debt Financing in 2019
Parity is a software company focused on enhancing energy management in urban buildings to promote sustainability. Its platform automatically manages energy consumption and tracks savings, aiming to eliminate power wastage. By utilizing artificial intelligence, Parity's software controls existing heating, ventilation, and air conditioning systems, providing users with an intuitive dashboard and monthly savings reports. This enables real estate professionals to access detailed energy-saving analyses for condominiums and other multi-residential properties, ultimately contributing to a more sustainable urban living environment.

Xanadu

Series A in 2019
Xanadu is a company founded in 2016 that focuses on developing quantum computing technology aimed at addressing complex real-world challenges. The company operates a quantum photonic platform designed to create accessible quantum computers for widespread use. By integrating advanced artificial intelligence with quantum silicon photonic chips, Xanadu develops a full-stack quantum computing solution that can seamlessly connect with existing hardware. This innovative approach enables clients to utilize quantum technology to effectively solve business problems, driving significant computational advancements over traditional methods. By combining academic research with industry expertise, Xanadu aims to make quantum computing widely available and beneficial for society.

Borrowell

Series B in 2019
Borrowell Inc., founded in 2014 and based in Toronto, Canada, is a financial technology company that specializes in providing credit education and personal financial services. The company offers free credit scores, credit monitoring, and personalized financial product recommendations through its online marketplace-lending platform. Borrowell helps Canadians access various financial products, including personal loans, credit cards, and mortgages, while also providing tools for debt management and financial improvement. By integrating innovative digital solutions such as personalized credit coaching and AI-driven recommendations, Borrowell aims to enhance the financial well-being of its customers and promote responsible borrowing practices.

Jam City

Venture Round in 2019
Jam City, Inc. is a prominent mobile game developer based in Culver City, California, with additional studios in Los Angeles, San Francisco, San Diego, Seattle, Buenos Aires, and a subsidiary in Toronto. Founded in 2009 by Chris DeWolfe and Josh Yguado, the company specializes in creating unique and engaging mobile games that appeal to a global audience. Jam City is known for its successful franchises, including Cookie Jam and Panda Pop, as well as for developing games based on well-known entertainment brands like Harry Potter, Family Guy, and Marvel Avengers. The company partners with various entertainment properties to offer a diverse range of games across genres such as action, puzzle, strategy, sports, and shooters. Jam City is recognized for its creative excellence and technological innovation, particularly in storytelling and data science, making it a key player in the mobile entertainment industry.

Inkbox

Debt Financing in 2018
Brothers Tyler and Braden Handley were discussing their shared interest in getting tattoos. The problem was they both knew they’d end up regretting them in the next 10 years. They recognized that they probably weren’t the only ones frustrating by the permanence of tattoos, and decided to create a completely new type of tattoo that had the look and feel of a real one - without the permanent time stamp. From there Inkbox was born, and what started as an idea between brothers quickly turned into a growing tribe of dedicated followers.

Illumin

Post in 2018
AcuityAds came to be in 2009, and the name and brand have served us well over the years. As Acuity, we had a simple yet audacious goal: to help advertisers make smarter media buying decisions. In 2020 this culminated in the launch of our journey advertising platform, illumin. The platform’s success has grown beyond our expectations thus resulting in our decision to rebrand to illumin in 2023. As a company, illumin is committed to continuously improving digital advertising by aligning innovative technology with how marketers think and execute their advertising campaigns. As experts in programmatic media, we believe in leveraging technology that enables you to better connect with customers, building trust and transparency at every step of their journey.

Agreement Express

Debt Financing in 2016
Agreement Express is Software as a Service platform that automates the onboarding and underwriting processes for financial services firms. Developed with scale in mind, Agreement Express enables organizations of all sizes to provide an incredible customer experience, while collecting and processing infinite amounts of customer data. Agreement Express enables top merchant acquirers, wealth management firms, and insurance companies to open client accounts faster than their competition at less than half the cost, with an intuitive, digital experience. Global Fortune 500 companies are using the product every day to grow their businesses, such as Global Payments, Vantiv Integrated Payments, Holliswealth, NBCN, and HUB International.

Nulogy

Venture Round in 2014
Nulogy Corporation provides cloud-based contract packaging software solutions to enhance supply chain operations. Its flagship product, PackManager, streamlines contract packaging workflows by managing various processes, including quoting, planning, warehouse management, production, quality control, invoicing, and reporting. Additionally, the company offers QCloud, which focuses on improving quality control through efficient data collection and analysis. Nulogy also provides professional, integration, and consulting services, serving diverse market segments such as food, beverage, consumer goods, pharmaceuticals, high-tech, and hard goods both in Canada and internationally. Founded in 2002 and based in Toronto, Nulogy enables collaboration among customers and their supplier communities, helping them adapt to the complexities of the consumer market while reducing costs and enhancing compliance and traceability.

Q4

Venture Round in 2014
Q4 Inc. is a cloud-based provider of investor relations and capital market solutions, serving clients in Canada and internationally. The company offers a comprehensive suite of services, including Q4 Desktop, which equips clients with essential tools and insights for effective investor communication and engagement. Q4 specializes in designing and developing investor relations websites, delivering online reports, and offering a range of audio/video webcasting and conferencing services for organizations of all sizes. Their platform facilitates detailed analytics on trading behaviors, institutional stockholder activity, and market trends, providing actionable intelligence for investor relations officers and C-suite executives. Additionally, Q4 enhances clients' online presence and engagement capabilities through innovative storytelling approaches to corporate reporting. With a focus on customer support and a commitment to improving investor relations effectiveness, Q4 serves over 2,200 major brands and operates from offices in Toronto, New York, Chicago, and Copenhagen.

POET Technologies

Post in 2011
POET Technologies is a design and development company offering integration solutions based on the POET Optical Interposer™ a novel platform that allows the seamless integration of electronic and photonic devices into a single multi-chip module using advanced wafer-level semiconductor manufacturing techniques and packaging methods. POET’s Optical Interposer eliminates costly components and labor-intensive assembly, alignment, burn-in and testing methods employed in conventional photonics. The cost-efficient integration scheme and scalability of the POET Optical Interposer brings value to any device or system that integrates electronics and photonics, including some of the highest growth areas of computing, such as Artificial Intelligence (AI), the Internet of Things (IoT), autonomous vehicles and high-speed networking for cloud service providers and data centers. POET is headquartered in Toronto, with operations in Allentown, PA and Singapore.

eVestment

Venture Round in 2010
eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive data through robust, user-friendly products, with an unparalleled commitment to client service. Through its online eVestment Global Database, eVestment captures the most comprehensive dataset in the industry and distributes all information via its fully Web-based eVestment Analytics system, a platform that has set the software standard for online manager comparisons, research and competitive intelligence. Drawing upon its data management expertise, eVestment also offers its powerful Omni system to address the industry's redundant data request problems by automating the transformation and precise update of manager data to multiple databases. With better data, more flexible analytics and custom data automation and delivery platforms, eVestment’s robust tools enable clients to conduct more thorough research, generate more insightful analysis, and significantly improve their overall efficiency. Named the “Most Influential Database” by FundFire, ranked first in the top 10 list of "Must Be In" databases by Money Management Letter and iisearches, and selected for the Inc. 5000 list for the fifth consecutive year, eVestment’s diverse clients include leading investment consultants, asset managers, plan sponsors and others among the world’s foremost financial organizations. eVestment was founded in 2000 and is headquartered in Atlanta with offices in New York, London, Sydney and Hong Kong and regional sales offices in Boston, Seattle, Raleigh, Chicago and Toronto.
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