Private equity CFOs: We have your back

When you bank with us, you get what matters.

Select private equity 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
146%
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

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
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
Blog | Private Funds CFO Insights
Preparing for ISO 20022
By working with their banks ahead of time, funds CFOs can keep payments moving smoothly while avoiding payment delays and missed deal closes. 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
Blog | Private Funds CFO Insights
Three key approaches for creating value as a private funds CFO
A Q&A with Luis Rivera, CFO of leading global venture capital firm G Squared, about how private funds CFOs can best navigate market downturns, add value with LPs and benefit from diverse staff. Read now
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