Silicon Valley Bank

Silicon Valley Bank is a commercial bank headquartered in Santa Clara, California, specializing in providing diversified financial services to companies in technology, life sciences, cleantech, venture capital, private equity, and premium wine sectors. Established in 1983, it offers a range of services including debt financing, treasury management, corporate investment, and international banking. The bank operates through 27 offices in the United States and has an international presence with seven operations worldwide. By leveraging its industry expertise and global connections, Silicon Valley Bank aims to enhance the success potential of its clients, which include both emerging growth and established businesses. Additionally, its UK branch, founded in 2010, facilitates cross-border transactions and supports clients in meeting their strategic needs. The bank is recognized for its commitment to service excellence and innovation within the financial sector.

Trefor Bacon

Managing Director

Greg Becker

CEO

Julie Betts

Managing Director

Gerald Brady

Managing Director, SVB Network

Samantha Colletti

Director

Peter Freyer

Managing Director of National Healthcare Sponsor Finance and Life Sciences

Dennis Grunt

Director

Nicole Hawkey

Director

Stephen Lowery

Managing Director

Scott McCarty

Director - Life Sciences

Andrew Oddo

Managing Director, Startup Banking

Eric Otterson

Managing Director

Robert Parker

Director

Sameer Paul

Director

Priya Rajan

Managing Director - India and Middle East and North Africa

Laura Scott

Managing Director

Ben Tickler

Managing Director - Enterprise Software

Past deals in Accounting

Rimilia

Venture Round in 2020
Rimilia creates software finance people love by enabling tight integration between the front and back office. Rimilia provides companies around the globe increased revenue per customer, clearer information and better control over cash flow. As a global solution, Rimilia works with any currency, any bank, any ERP, in any country and language. Rimilia has offices located in Bromsgrove and London in the UK, Denver, Colorado in the US, and Toronto in Canada.

Charlie Finance Co.

Debt Financing in 2019
Charlie Finance Co. is a financial services company founded in 2016 and headquartered in San Francisco, California. The company has developed a text message application designed to simplify personal finance management. This platform features a chatbot that monitors users' transactions, tracks income and expenses, and provides suggestions for managing finances. It also alerts users to important financial matters, such as reminding them of due dates for credit payments and identifying potential savings opportunities. By focusing on enhancing users' understanding of their spending habits, Charlie Finance Co. aims to streamline the management of day-to-day financial activities.

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.

AppZen

Seed Round in 2016
AppZen Inc. is an artificial intelligence company that focuses on automating back office functions, particularly in the areas of expense reporting and compliance auditing. Established in 2012 and headquartered in Sunnyvale, California, with an office in Pune, India, AppZen's platform utilizes advanced technologies such as deep learning, computer vision, and semantic analysis. It reviews expense report data in real-time, cross-referencing it with external sources and social media to identify compliance issues and potential fraud. By offering automated solutions, AppZen helps enterprises, including a significant portion of the Fortune 500, to reduce expenses, ensure compliance with regulations, and streamline financial processes. The technology is designed to detect both accidental and intentional fraud while adhering to IRS rules and company policies.

Tally

Series A in 2016
Tally Technologies, Inc. is a financial automation company founded in 2015 and based in San Francisco, California. The company offers an application that simplifies the management of multiple credit cards, allowing users to avoid high annual percentage rates, costly fees, and the complexities associated with juggling various accounts. Tally’s platform automates credit card management by tracking balances and due dates, providing features such as debt management, late fee protection, and a line of credit. This approach empowers consumers to take control of their credit card usage, helping them save money on interest and achieve their financial goals.

Intacct

Debt Financing in 2016
Sage Intacct, Inc. is a cloud accounting software company that specializes in providing financial management solutions tailored for financial professionals. Its comprehensive platform includes applications for general ledger accounting, accounts payable, order management, accounts receivable, cash management, and financial reporting, among other functionalities. The company also supports a range of services such as contract and subscription billing, inventory management, project accounting, and vendor payment solutions. Sage Intacct serves a diverse clientele across various sectors, including accounting firms, healthcare, nonprofits, and wholesale distribution, primarily in the North American market. Established in 1999 and headquartered in San Jose, California, the company has expanded internationally with locations in India and Romania. Sage Intacct, formerly known as Intacct Corporation, operates as a subsidiary of The Sage Group plc and is recognized as a preferred provider by the AICPA, garnering high customer satisfaction ratings and multiple awards for its leadership and workplace culture.

BILL

Series F in 2015
Bill.com is a provider of cloud-based software designed to simplify and automate back-office financial operations for small and midsize businesses globally. The platform leverages artificial intelligence to enhance connections between businesses and their suppliers and clients, facilitating the management of cash inflows and outflows. Bill.com offers a suite of software-as-a-service products that automate accounts payable and receivable transactions, aiming to improve operational efficiency. The company also provides onboarding support, ongoing training, and assistance to ensure users can effectively implement their solutions. Bill.com collaborates with numerous prominent financial institutions and accounting firms, gaining endorsements from industry organizations. Founded in 2006 and headquartered in Palo Alto, California, Bill.com has received multiple awards for its workplace culture and innovation.

Nvoicepay

Series E in 2015
Nvoicepay, Inc. is a fintech company that specializes in cloud-based accounts payable software solutions designed to automate and optimize electronic invoice payments. Founded in 2009 and headquartered in Beaverton, Oregon, with an additional office in San Francisco, Nvoicepay enables customers to pay all of their invoices electronically. The platform helps businesses streamline their accounts payable processes by facilitating payments to suppliers through various electronic methods, thereby reducing costs and increasing operational efficiency. Nvoicepay also offers additional services such as payment command center, supplier enablement, and customer payment support. As of 2019, it operates as a subsidiary of FleetCor Technologies, Inc., and has formed strategic partnerships to enhance its service offerings.

Intacct

Debt Financing in 2014
Sage Intacct, Inc. is a cloud accounting software company that specializes in providing financial management solutions tailored for financial professionals. Its comprehensive platform includes applications for general ledger accounting, accounts payable, order management, accounts receivable, cash management, and financial reporting, among other functionalities. The company also supports a range of services such as contract and subscription billing, inventory management, project accounting, and vendor payment solutions. Sage Intacct serves a diverse clientele across various sectors, including accounting firms, healthcare, nonprofits, and wholesale distribution, primarily in the North American market. Established in 1999 and headquartered in San Jose, California, the company has expanded internationally with locations in India and Romania. Sage Intacct, formerly known as Intacct Corporation, operates as a subsidiary of The Sage Group plc and is recognized as a preferred provider by the AICPA, garnering high customer satisfaction ratings and multiple awards for its leadership and workplace culture.

Intacct

Venture Round in 2012
Sage Intacct, Inc. is a cloud accounting software company that specializes in providing financial management solutions tailored for financial professionals. Its comprehensive platform includes applications for general ledger accounting, accounts payable, order management, accounts receivable, cash management, and financial reporting, among other functionalities. The company also supports a range of services such as contract and subscription billing, inventory management, project accounting, and vendor payment solutions. Sage Intacct serves a diverse clientele across various sectors, including accounting firms, healthcare, nonprofits, and wholesale distribution, primarily in the North American market. Established in 1999 and headquartered in San Jose, California, the company has expanded internationally with locations in India and Romania. Sage Intacct, formerly known as Intacct Corporation, operates as a subsidiary of The Sage Group plc and is recognized as a preferred provider by the AICPA, garnering high customer satisfaction ratings and multiple awards for its leadership and workplace culture.

Archive

Venture Round in 2000
Archive is an application service provider that allows customers to aggregate and replay business-to-business transactions.
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