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    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
    150%
    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

    Ask us about next steps

    Robin Gill Robin Gill Head of Relationship Management, East, Global Fund Banking 16 years at SVB
    Larry Zahn Larry Zahn Head of Relationship Management, Central and West, Global Fund Banking 23 years at SVB

    SVB's insights for private funds CFOs

    Blog | PE Operating Best Practices
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    By working with their banks ahead of time, funds CFOs can keep payments moving smoothly while avoiding payment delays and missed deal closes.

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    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.

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    Report
    Global Fund Banking Outlook Report

    SVB proprietary data and discussions in-market shed light on how private equity and venture capital professionals are weathering a difficult fundraising environment.

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    Global Fund Banking Outlook Q4 2023

    SVB proprietary data and insights from discussions in-market shed light on how private equity and venture capital professionals are adapting to higher interest rates, tighter liquidity and slower fundraising.

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    Global Fund Banking Outlook Q3 2023

    As the macro economy moves toward stability, firms continue to navigate fundraising headwinds and a muted exit market.

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    Report
    Global Fund Banking Outlook Q4 2022

    In a market dominated by high inflation and interest rates, private equity is focused on mitigating risk and positioning itself to seize opportunity. Signs suggest a pullback to historical norms rather than a sustained downturn, amid the many challenges confronting fund managers and limited partners.

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