Silicon Valley Bank

Silicon Valley Bank (SVB), founded in 1983, specializes in providing diversified financial services to emerging and mature companies primarily in the technology, life science, cleantech, venture capital, private equity, and premium wine sectors. With a network of 27 offices in the United States and seven international locations, SVB offers a range of services including financing, treasury management, corporate investment, and international banking. The bank is known for its industry expertise and global connections, which enhance its clients' chances of success. In the UK, SVB has operated since 2010, facilitating cross-border transactions and supporting clients' strategic needs. Recognized for its exceptional service, SVB has received accolades such as being listed among America's Best Banks by Forbes Magazine.

Daniel Beck

Chief Financial Officer

Greg Becker

President and Chief Executive Officer

Mary Dent

VP of Public Policy

Michael Descheneaux

President

Michelle Draper

Chief Marketing Officer

Robin Gill

Northeast Region Manager - Global Fund Banking

Mark Lau

Managing Director

Scott McCarty

Director - Life Sciences

Meghan O'Leary

Director of Investor Relations

Adam Tweedy

Managing Director

Past deals in Banks

Liberis

Debt Financing in 2023
Liberis Limited is a financial services provider based in London, United Kingdom, specializing in cash advances and loans for small and medium enterprises. Founded in 2007, the company aims to enhance access to finance for small businesses by offering tailored financial solutions. Through its embedded finance platform, Liberis provides alternative financing options that support business growth and foster valuable relationships between partners and small business customers. Since its inception, Liberis has assisted over 10,000 small businesses globally, facilitating more than £300 million in funding and contributing to the support of approximately 82,000 jobs.

Wagestream

Series C in 2022
Wagestream allows your employees to have complete control over when they get paid. It effectively ends the need for employee advances, loans and employee stress suffered from short term, unplanned financial obligations. Mission 1#: Provide Financial Freedom to UK workers. Mission 2#: Destroy the Pay Day Loan industry. Ahmee.

Wagestream

Debt Financing in 2022
Wagestream allows your employees to have complete control over when they get paid. It effectively ends the need for employee advances, loans and employee stress suffered from short term, unplanned financial obligations. Mission 1#: Provide Financial Freedom to UK workers. Mission 2#: Destroy the Pay Day Loan industry. Ahmee.

Wise

Debt Financing in 2021
Wise is a company that specializes in international money transfer services, facilitating easy and low-cost transactions for individuals and businesses. Founded in 2010 and headquartered in London, Wise offers a core money transfer product and a borderless account designed for expats, freelancers, and travelers, which currently holds over £2 billion in deposits. The company also provides a mobile application that allows users to track their transfers and initiate new transactions conveniently. With additional offices in Tallinn and New York, Wise aims to simplify the process of sending money abroad swiftly and affordably.

Fireblocks

Series C in 2021
Fireblocks Inc. is a New York-based company that specializes in blockchain-based security solutions for managing digital assets. Founded in 2018, it offers a platform that safeguards the transmission of digital assets among exchanges, counter brokers, hot wallets, and cold storage. The company primarily serves financial institutions, providing a secure method for moving funds efficiently and safely. In addition to its headquarters in New York, Fireblocks has a presence in Tel Aviv, Israel.

Boston Private Wealth LLC

Acquisition in 2021
Boston Private is a premier Wealth Management and Private Banking organization that owns affiliates in New England, New York, Los Angeles and the San Francisco Bay Area. The Company positions its affiliates to serve the high net worth marketplace with high quality products and services of unique appeal to private clients.

Liberis

Debt Financing in 2020
Liberis Limited is a financial services provider based in London, United Kingdom, specializing in cash advances and loans for small and medium enterprises. Founded in 2007, the company aims to enhance access to finance for small businesses by offering tailored financial solutions. Through its embedded finance platform, Liberis provides alternative financing options that support business growth and foster valuable relationships between partners and small business customers. Since its inception, Liberis has assisted over 10,000 small businesses globally, facilitating more than £300 million in funding and contributing to the support of approximately 82,000 jobs.

TransferGo

Debt Financing in 2020
TransferGo Ltd. is a London-based payment service provider, established in 2012, that specializes in international money transfers. The company caters primarily to migrant workers, allowing them to send money to their relatives without incurring high bank fees. Operating under a digital account-to-account model, TransferGo offers a cost-effective alternative to traditional banks and cash bureaus, often ensuring same-day delivery of funds to the designated recipient. As a licensed payment institution regulated by the Financial Conduct Authority, TransferGo is recognized for its secure financial transactions. The company charges a fixed fee for transfers, along with a currency conversion fee ranging from 0.6% to 1.5% per transaction, making it an attractive option for both personal and commercial money transfers.

Nearside

Series A in 2020
Nearside, founded in 2018 and based in San Francisco, California, specializes in providing lines of credit for small business owners. The company offers a unique Hatch card that allows users to access funds for daily business expenses, addressing the needs of those who may struggle to secure credit from traditional sources. By empowering business owners with essential financial tools and support, Nearside aims to facilitate their success and improve access to credit for small businesses.

Borrowell

Series B in 2019
Borrowell Inc. is a Toronto-based company founded in 2014 that specializes in financial products and services for Canadians. The company operates an online marketplace-lending platform that connects borrowers with lenders, offering personal loans and credit cards. Borrowell also provides tools for consumers to check their credit scores, which can aid in securing personal loans, car loans, or mortgages. By leveraging technology and a community-focused approach, Borrowell aims to enhance the borrowing experience, offering users better rates and improved service.

Beam

Debt Financing in 2019
Beam is a venture-backed regulatory technology (“regtech”) software company based in the San Francisco Bay Area. Our proprietary transaction monitoring technologies incorporate advanced machine learning and new data sources. The result? Immediate, meaningful reduction in false positives, better catch rates, and increased efficiency. Beam’s tools help our bank, credit union, and fintech customers make the financial system safer and maximize the value and utility of critical compliance resources. Beam’s end-to-end compliance solution brings new data sources and advanced machine learning models to cut false positives and enhance transaction monitoring. Our unique transparent-box approach demystifies machine learning, exposes all data sources, and is built for regulator understanding and approval. Beam is supported by an experienced group of officers, directors, advisors, and investors.

Level

Venture Round in 2018
Level, operating under the name Zero Financial, Inc., is a financial technology company based in San Francisco, California, that offers a modern mobile banking experience. The company's primary products include a mobile banking application, a debit card known as Zerocard, and a checking account called Zero Checking. The app provides users with real-time insights into their finances, displaying debit card purchases alongside other transactions to help manage their budgets effectively. Unlike traditional banking options, Zerocard combines the convenience of a debit card with the benefits of a credit card, offering users unlimited cash back rewards ranging from 1.0% to 3.0% on expenditures, as well as competitive annual interest rates on account balances. Level aims to eliminate common banking fees, striving to simplify personal finance management for its users.

SVB Leerink LLC

Acquisition in 2018
SVB Leerink LLC is a prominent investment bank that specializes in the healthcare sector. Founded with a focus on providing strategic and capital markets advice, the firm leverages its extensive knowledge and experience to assist clients in achieving their financial objectives. SVB Leerink partners with companies involved in the development and commercialization of innovative healthcare products and services, playing a significant role in shaping the future of the industry. The firm is recognized for its commitment to understanding the unique challenges and opportunities within the healthcare landscape, allowing it to deliver tailored solutions that meet the specific needs of its clients.

Bluevine

Series E in 2018
BlueVine Capital Inc. is a financial technology company based in Redwood City, California, that specializes in providing working capital solutions to small businesses in the United States. Founded in 2013, BlueVine offers a variety of financial products including lines of credit, term loans, and invoice factoring, aimed at addressing the diverse financial needs of small and medium-sized enterprises. The company has developed an advanced online platform that enables business owners to access financing quickly and easily, featuring fast approvals and a user-friendly dashboard. Since its inception, BlueVine has facilitated nearly $2 billion in financing, helping businesses manage their cash flow challenges effectively. In addition to its financial products, BlueVine also offers a Business Checking Account to further support small business owners.

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.

Bluevine

Debt Financing in 2017
BlueVine Capital Inc. is a financial technology company based in Redwood City, California, that specializes in providing working capital solutions to small businesses in the United States. Founded in 2013, BlueVine offers a variety of financial products including lines of credit, term loans, and invoice factoring, aimed at addressing the diverse financial needs of small and medium-sized enterprises. The company has developed an advanced online platform that enables business owners to access financing quickly and easily, featuring fast approvals and a user-friendly dashboard. Since its inception, BlueVine has facilitated nearly $2 billion in financing, helping businesses manage their cash flow challenges effectively. In addition to its financial products, BlueVine also offers a Business Checking Account to further support small business owners.

Varo

Debt Financing in 2017
Varo Money, Inc. is a digital bank based in San Francisco, California, that offers a range of online banking products and services, including bank and savings accounts, checking accounts, and overdraft protection. Established in 2015 and known for being the only U.S. consumer fintech with a national bank charter, Varo aims to serve as a comprehensive banking partner for millions of Americans, especially those seeking better financial solutions. The company combines fintech innovation with the security of a chartered bank, providing tools and insights to enhance financial resilience for its customers. Varo's platform also includes features such as spending analysis, real-time budgeting, cash flow forecasts, direct deposits, and online bill payments, all designed to empower users to make informed financial decisions and improve their overall financial well-being.

Bluevine

Series D in 2016
BlueVine Capital Inc. is a financial technology company based in Redwood City, California, that specializes in providing working capital solutions to small businesses in the United States. Founded in 2013, BlueVine offers a variety of financial products including lines of credit, term loans, and invoice factoring, aimed at addressing the diverse financial needs of small and medium-sized enterprises. The company has developed an advanced online platform that enables business owners to access financing quickly and easily, featuring fast approvals and a user-friendly dashboard. Since its inception, BlueVine has facilitated nearly $2 billion in financing, helping businesses manage their cash flow challenges effectively. In addition to its financial products, BlueVine also offers a Business Checking Account to further support small business owners.

Standard Treasury

Acquisition in 2015
Standard Treasury, a YC-backed company, is hoping to make it easier for businesses to deal with their banks through standard APIs that ease transfers and other transactions. The company says that integrating banking services for small businesses and startups is overly complicated. They can end up sending large files over FTP with specs that take up hundreds of pages.

LendKey Technologies

Debt Financing in 2015
LendKey is a financial technology company that creates white-labeled lending solutions that transform financial institutions into profitable digital lending businesses. The company manages the entire lending process, which includes: demand generation, online decisioning, loan origination, customer service and balance sheet management. Based in New York and Cincinnati, the company was founded in 2009.

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.

Bluevine

Series B in 2015
BlueVine Capital Inc. is a financial technology company based in Redwood City, California, that specializes in providing working capital solutions to small businesses in the United States. Founded in 2013, BlueVine offers a variety of financial products including lines of credit, term loans, and invoice factoring, aimed at addressing the diverse financial needs of small and medium-sized enterprises. The company has developed an advanced online platform that enables business owners to access financing quickly and easily, featuring fast approvals and a user-friendly dashboard. Since its inception, BlueVine has facilitated nearly $2 billion in financing, helping businesses manage their cash flow challenges effectively. In addition to its financial products, BlueVine also offers a Business Checking Account to further support small business owners.