Private funds CFOs: We have your back

When you bank with us, you get what matters.

Expertise in your private fund type:

Buyout
Energy
Fund of Funds
Growth Equity
Infrastructure
Private Credit
Real Estate
Secondaries
Venture Capital

Select private funds clients

All companies and private equity entities listed are independent third parties, not affiliated with SVB.

Strength as part of First Citizens Bank

Top 20
US bank by assets1
159%
Uninsured deposits coverage2
Investment grade
rating from S&P and Moody's3

Commitment for your funds' full lifecycles

125+
years First Citizens Bank has been in business
30+
years banking funds
100%
dedicated fund banking team across client service, credit, treasury, and foreign exchange

Relationship building with your peers and LPs

40+
curated insights-sharing events annually4
75+
curated LP introductions annually4

We can help you

Manage your funds

Financing

  • Capital call lines of credit
  • Fund-guaranteed loans to portfolio companies

  • Net asset value loans and lender financing

Global banking

  • Cash distribution customized for funds
  • Global cash management
  • Foreign exchange and letters of credit
  • 24/7 online banking
  • Extended wire hours
Operate your firm

Financing

  • Management company working capital lines
  • Financing for tenant improvements and placement agent fees
  • Ownership buyout financing
  • Partner lines of credit

Global banking

  • Letters of credit for office leases
  • Global treasury with strategic payment solutions
  • Foreign exchange
  • 24/7 online banking
  • Extended wire hours
Support your portfolio companies

Sponsor Financing5

  • Leveraged buyouts
  • Add-on acquisitions
  • Refinancings
  • Recapitalizations
  • Growth financing

Middle Market Banking5

  • Financing solutions
  • Treasury management services
  • Deposits
  • Insurance services6

  • Wealth management7

  • Capital markets solutions8
  • Risk solutions6
Make industry connections
  • Relevant, curated introductions to peers, service providers, and LPs
  • Unique professional development events
  • CFO/COO curated information sharing events, enhanced by wine tastings from our premium wine clients
Access expert insights
  • SVB survey findings from CFOs/COOs and LPs

  • Portfolio intelligence in technology, healthcare, and life sciences

SVB's insights for private funds CFOs

Report Global Fund Banking Outlook Report H2 2025 SVB survey and proprietary data as well as discussions in-market shed light on private equity and venture capital professionals’ views of the dynamic fundraising environment and use of AI. Explore the report
Blog | PE Operating Best Practices Maximizing flexibility with NAV loans Learn how private equity funds use net asset value or NAV loans, important considerations for NAV loans, and how NAV lending is gaining momentum. Read now
Report Global Fund Banking Outlook Report H1 2025 Discover insights on fundraising, LP behavior, and operational best practices for private funds CFOs and COOs in 2025 Explore the report
Blog | Private Funds CFO Insights Protect your portfolio from cyber attacks in three steps Threats and their associated risks change constantly. Regular assessments can ensure you remain protected. Read now
Blog | Private Funds CFO Insights Evolving your due diligence process to keep up with the shifting technology landscape Third-party vendors and AI tools can be overlooked vectors for potential cybersecurity threats. Read now
Blog | PE Operating Best Practices How private funds CFOs can prepare for SEC examination Learn the best practices for how private funds CFOs should collaborate closely with their firm's CCO or compliance officer to be prepared for a potential SEC exam. Read now
Blog | Private Funds CFO Insights Lessons for managing the growth of VC firms on the rise A Q&A with Kristy Trieste, CFO of venture capital firm Motive Partners, about best practices for managing the growth of recently launched venture capital firms. Read now
Report Global Fund Banking Outlook Report H2 2024 SVB proprietary data and discussions in-market shed light on the private equity and venture capital CFOs and COOs need to know. Explore the report
Report Global Fund Banking Outlook Report H1 2024 SVB proprietary data and discussions in-market shed light on how private equity and venture capital professionals are weathering a difficult fundraising environment. Explore the report