
Private Equity CFOs: We Have Your Back
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 annually1
75+
curated LP introductions annually1
Strength as part of First Citizens Bank
Top 20
US bank by assets2
264%
Uninsured deposits coverage3
Investment grade
rating from S&P and Moody's4
Expertise matters
We serve a full range of fund strategies and stages including:
Select private equity clients























We can help you
Manage your funds
Financing
- Capital call lines of credit
- Fund-guaranteed loans to portfolio companies
- NAV-based lending
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
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
- Private equity trends from our GFB Outlook Report
- PE operating best practices from fund CFOs/COOs and industry experts in SVB's network
- SVB survey findings from CFOs/COOs and LPs
- Portfolio intelligence in technology, healthcare, and life sciences
Ask us about next steps
SVB's insights for private equity CFOs
Trends Impacting Private Equity and Venture Capital
Liquidity crunch: How PE/VC funds are navigating today’s market environment
How private funds CFOs can prepare for SEC examination
Advice from a Fund CFO
Nine critical controls to protect your portfolio from cyber attacks
FX Hedging for Global Fund Investments
1 Events and LP introductions counts as of YE2022.
2 Top 20 bank rating as of YE2022.
3 Combined company has total liquidity that covers uninsured deposits by 264%; Source: First Citizens BancShares, 6/30/23.
4 Moody’s Investor Service, S&P Global Ratings data as of 4/17/23. All Silicon Valley Bank and First Citizens Bank data as of 6/30/23 unless otherwise indicated.
This material, including without limitation to the statistical information herein, is provided for informational purposes only. The material is based in part on information from third-party sources that we believe to be reliable but which has not been independently verified by us, and, as such, we do not represent the information is accurate or complete. The information should not be viewed as tax, accounting, investment, legal or other advice, nor is it to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision. Nothing relating to the material should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment, or to engage in any other transaction.
All credit products and loans are subject to underwriting, credit, and collateral approval. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs and underwriting policies subject to change without notice. This is not a commitment to lend. Terms and conditions apply.
SVB Wealth LLC (“SVBW”), SVB Asset Management (“SAM”) and SVB Investment Services Inc. (“SVBIS”) are wholly owned, non-bank subsidiaries of Silicon Valley Bank a division of First-Citizens Bank & Trust Company. SVBW and SAM are SEC-registered investment advisers; SVBIS a registered broker-dealer, Member FINRA and SIPC.
Services offered by SAM, SVBW, or SVBIS are not FDIC insured, not insured by any federal government agency, not bank guaranteed, and may lose value.
Foreign exchange transactions can be highly risky, and losses may occur in short periods of time if there is an adverse movement of exchange rates. Exchange rates can be highly volatile and are impacted by numerous economic, political and social factors as well as supply and demand and governmental intervention, control and adjustments. Investments in financial instruments carry significant risk, including the possible loss of the principal amount invested. Before entering any foreign exchange transaction, you should obtain advice from your own tax, financial, legal, accounting and other advisors and only make investment decisions on the basis of your own objectives, experience and resources.
Silicon Valley Bank is not selling or distributing wine or wine-related products. Silicon Valley Bank provides banking and financial services, along with industry insights to Vineyards and Wineries.
Investment products:
Are Not insured by the FDIC or any other federal government agency |
Are Not deposits of or guaranteed by a Bank |
May Lose Value |