Your PE & VC Bankers
Resources for Those Who Fuel Innovation’s Lifespan
Our Equity Fund Resources (EFR) group serves as a central hub that delivers resources and solutions for private equity, venture capital and SBIC funds. With bankers who deliver solutions from startup banking through maturity, mergers and acquisitions, we’re tuned to the pulse of the Private Equity and VC communities.
Solutions for Private Equity Banking1
You’ll find the resources you need to improve your internal rate of return and enhance investment efficiencies, from a team with serious expertise. Our team spans the U.S., working with companies wherever innovation happens.
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Flexible banking dedicated to you: When you call, we pick up the phone. You’ll reach a banker who knows you and your business and can quickly get you answers and resources.
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Credit that works: We offer a wide variety of credit tools to maximize your value.
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Sophisticated solutions: Find flexible answers with solutions that soon will include the TassatPay® blockchain-based payments platform.
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Cash flow optimization: We help you monitor and project cash flow to enhance working capital and liquidity. We’ll optimize your transactions for better cash management.
Venture Capital and Private Equity Solutions1
Our PE banking solutions mean business. Your business. Of course, we offer lines of credit, term loans and a complete range of advanced banking products and services. As a venture bank, we also build relationships to meet rapidly changing deadlines and help you deliver on the promise of success.
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Capital call lines of credit, based on blended LP commitments to enhance investment efficiencies
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Subscription facilities to enhance IRR
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SBIC fund credit lines
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Management company working capital call lines of credit and term loans
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Sophisticated cash management, escrow services, letters of credit and foreign exchange tools
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End-of-life fund liquidity solutions for seasoned funds
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General partner contribution loans
At the Center of an Equity Fund Ecosystem
Along with our comprehensive suite of banking services, we also foster an ecosystem for venture and equity fund partners, CFOs, managers and their portfolio companies. Our tech lending expertise serves innovation hubs throughout the U.S., where we seek out creative networking and mutually beneficial opportunities for growth.
Head of Equity Fund Resources
Guy Simpson
Equity Fund Resources
8350 Broad Street, Suite 1825
Tysons Corner, VA 22102
[email protected]
(703) 345-9308
Managing Director
John DeMaio
Equity Fund Resources
201 Spear Street, Suite 1500
San Francisco, CA, 94105
[email protected]
(650) 276-7675
About Us
Contact Us
Our entrepreneurial spirit matches yours. And you’ll see our passion for collaboration in the way we listen intently, respond quickly and offer solutions to maximize your efficiency and returns. Let’s talk about how we can work for you.
55 Almaden Boulevard
Suite 100
San Jose, CA 95113
United States

1. All offers of credit are subject to credit approval, satisfactory legal documentation, and regulatory compliance. Borrowers are responsible for any appraisal and environmental fees plus customary closing costs, including title, escrow, documentation fees and may be responsible for any bank fees including bridge loan, construction loan, and packaging fees.