Private Equity CFOs: We Have Your Back

When you bank with us, you get what matters.

Relationship building with your peers and LPs

40+
curated insights-sharing events annually1
75+
curated LP introductions annually1

Expertise matters
 

We serve a full range of fund strategies and stages including:

 
buyout
energy
fund of funds
growth equity
infrastructure
private debt
real estate
secondaries
venture capital
 

Select private equity clients
 

andreessen pe client logo 225x120
bain pe client logo 225x120
battery pe client logo 225x120
bregal pe client logo 225x120
bv pe client logo 225x120
firstmark pe client logo 225x120
foundry pe client logo 225x120
francisco pe client logo 225x120
gsquared pe client logo 225x120
huron capital pe client logo 225x120
insights pe client logo 225x120
lcatterton pe client logo 225x120
landmark pe client logo 225x120
marlin pe client logo 225x120
orbidmedical pe client logo 225x120
pamlico pe client logo 225x120
primus pe client logo 225x120
revolution pe client logo 225x120
silverlake pe client logo 225x120
silversmith pe client logo 225x120
ta pe client logo 225x120
trive pe client logo 225x120
wynnchurch stacked pe client logo 225x120
All companies and private equity entities listed are independent third parties, not affiliated with SVB.

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

  • 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


Report
Trends Impacting Private Equity and Venture Capital
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.
Blog
Liquidity crunch: How PE/VC funds are navigating today’s market environment
Learn how funds are supporting their portfolio companies through a difficult time in the market cycle.
Blog
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.
Video
Advice from a Fund CFO
Luis Rivera, CFO and partner of G Squared, a global venture capital firm, discusses the seven strategies for navigating a market downturn, how CFOs can add value to limited partners and tips for CFOs to drive success with DEI.
7 min watch
Case Study
Nine critical controls to protect your portfolio from cyber attacks
The financial and reputational impacts of a cybersecurity breach are a risk for today’s private funds CFOs. Following these nine cybersecurity prevention controls could mitigate those risks.
Blog | FX Risk Advisory for PE & VC Investors
FX Hedging for Global Fund Investments
Help eliminate FX rate uncertainty in your deals