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Financing & Banking

Access to great credit and banking partners is not merely a convenience but a strategic imperative for the CFO's office. It underpins daily operations, fuels growth, optimizes financial structure, manages critical risks, and offers essential tools for financial management and strategic decision-making in a dynamic business environment. Explore below the universe of players offering a variety of financing options from short term working capital to venture debt to long term financing to growth your business

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Online financing platform that provides various funding solutions for small businesses.

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Owned by First Citizens Bank provides venture debt and strategic credit facilities to innovation companies

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United Capital offers financing to cover working capital needs of small, medium and high growth businesses

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Fintech that specializes in providing banking services and financial tools tailored  for tech & digital startups and small businesses

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Prominent firm, provides debt financing, leasing, and equity investments to venture capital-backed companies across various stages of development.

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Fintech that offers a range of banking and financial solutions to small and medium-sized businesses (SMBs)

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Brex partners with FDIC-insured banks to deliver financial offerings inclduing venture debt 

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Fintech company that offers online business banking and money management solutions specifically tailored for small businesses, entrepreneurs, and their financial advisors

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Fintech that partners with banks to provide online business banking and financial tools, primarily catering to small businesses, freelancers, and entrepreneurs

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 Fintech that provides online business banking and financial management solutions, primarily targeting small businesses, freelancers, and startups.

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Fintech designed for freelancers, sole proprietors, independent contractors, and small business owners. Combines  banking services with integrated accounting and tax tools.

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 Digital bank with an actual, FDIC-insured bank (Grasshopper Bank, N.A., Member FDIC),

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Online business checking account offered by American Express National Bank, Member FDIC. Caters to small businesses and startups, especially those that primarily operate digitally and value rewards.

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Fintech specializes in providing working capital solutions to small businesses, primarily through a revolving line of credit. 

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Online small business lender that provides short-term working capital solutions. Early pioneer in leveraging technology and data analytics to provide faster and more accessible financing to small businesses that might not qualify for traditional bank loans.

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 Lending service offered by Intuit, the parent company of QuickBooks to provide fast and accessible business financing to small businesses that use QuickBooks Online or  Desktop.  Leverages  existing QuickBooks financial data to assess eligibility and streamline the application process.

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Chase offers comprehensive suite of financial products and services offered by JPMorgan Chase & Co. specifically for small to large businesses

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Offers a comprehensive suite of banking and financial services designed for businesses of all sizes. Its strength lies in its extensive physical presence, a wide array of products, and an established reputation.

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Offers a comprehensive suite of banking, lending, and treasury management solutions for businesses of all sizes.

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Comerica primarily operates in a limited number of states: Texas, California, Michigan, Florida, and Arizona.

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Business Development Company (BDC) that specializes in providing venture debt to high-growth, venture capital-backed companies in the technology, life science, healthcare information and services, and sustainability industries.

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Venture debt firm that provides flexible capital solutions to late- and growth-stage companies.  Value prop being to offer minimally dilutive debt financing to help companies scale without significantly diluting their existing shareholders

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 Specializes in private credit markets & provides a wide range of financing solutions to businesses

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 Focuses on lending to middle-market companies, which generally refers to businesses with annual EBITDA  between $10 million and $150 million.

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Business Development Company (BDC) that specializes in providing debt and equity financing to high-growth, venture capital-backed companies.

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Pioneering revenue-based financing (RBF) lender that specializes in providing non-dilutive growth capital to small to mid-sized technology  & SAAS companies.

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 Largest Business Development Company (BDC) specializing in venture debt for high-growth, innovative companies. 

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Provider of flexible growth capital and alternative debt solutions for high-growth companies. Focuses on providing non-dilutive or minimally dilutive financing to companies in the U.S., the UK, and Canada.

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Japanese financial services group with a global presence

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Carlyle Secured Lending, largely represented by the publicly traded BDC CGBD, is a significant provider of senior secured debt to U.S. middle-market companies.

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