
Lending
Fund finance
Our fund finance team of banking professionals is located nationwide, dedicated to meeting your needs and contributing to your firm's strategic focus.
You need fund focused solutions
As a venture capital or private equity investor, you have complex and ever-changing needs that pivot quickly. You need a banking partner who listens and understands your specific situation so we can execute the integrated banking you need with flexibility and speed.

Comprehensive venture credit and line options
We provide customized options for qualified borrowers for:
- Capital call lines to bridge timing between capital calls and investments
- Subscription lines with tenors greater than 1 year
- Net asset value loans for end-of-fund life needs
- Financing for separately managed accounts
- Credit lines to bridge timing between receipt of management fees and expenses
We provide customized options for qualified borrowers for:
- Capital call lines to bridge timing between capital calls and investments
- Subscription lines with tenors greater than 1 year
- Net asset value loans for end-of-fund life needs
- Financing for separately managed accounts
- Credit lines to bridge timing between receipt of management fees and expenses

Venture banking products that work
We offer integrated banking product solutions customized to meet your unique needs:
- Streamlined treasury management tools with wire transfer and notification capabilities
- Financing for fundraising expenses
- Competitive interest-bearing deposit options
- Quick and efficient account opening process for one or multiple accounts, including SPVs
- Integration with fund administrators and 3rd party providers
We offer integrated banking product solutions customized to meet your unique needs:
- Streamlined treasury management tools with wire transfer and notification capabilities
- Financing for fundraising expenses
- Competitive interest-bearing deposit options
- Quick and efficient account opening process for one or multiple accounts, including SPVs
- Integration with fund administrators and 3rd party providers
Let's connect

Brad Smith
EVP, Fund Finance
Menlo Park,
California

Chuck Tedeschi
Managing Director, Fund Finance
Boston,
Massachusetts

Kay Parry
Managing Director, Fund Finance
Chevy Chase,
Maryland

Scott Wolfgang
Managing Director, Fund Finance
New York,
New York

Van Kwok
Senior Vice President, Fund Finance
San Francisco,
California