Referral Page - Kauffman

Stifel Bank + Kauffman Fellows: Dedicated Banking Support for the KF Network

Your Dedicated Stifel Bank Contact

Working hard to support you every step of the way

“I’ve spent over 17 years in venture banking, partnering with founders and fund managers across every stage—from first check to IPO, and from emerging managers to established platforms. At Stifel Bank, we bring deep experience across sectors like AI, Frontier, Consumer, Health, FinTech, Enterprise, and Cyber. I’m proud to serve as your point of contact and excited to continue supporting the Kauffman community through meaningful relationships and shared growth.
Feel free to reach out anytime!”

Ann Kim
Managing Director, Venture Banking, Stifel Bank
Kauffman Fellow, Class 24, Co-Chair of the San Francisco Chapter

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Comprehensive Banking for Funds and Startups

Tailored financial solutions and support – built to grow with you.

Banking for Emerging and Established VC Funds

Whether you’re an emerging manager launching your first fund or a seasoned GP expanding your platform, we’re here to support your growth—without the barriers. That means:

No minimum AUM requirements, no treasury or wire fees, and a relationship-first approach that puts your success front and center
Tailored credit solutions
- Fund capital lines of credit
- Management company lines of credit
- Personalized offerings like GP lending and NAV lines
High-touch service, access to a powerful network, and industry insights
Fund Administration Integration with all the top market participants including: Carta, JNPR, Standish, Gen II; and many more
Access to exclusive, highly curated, invite only events

Fund Flyer

At Stifel Bank, we believe in backing bold ideas from the very beginning.

Your Trusted Banking Partner

Banking For Your Portfolio Companies

A Strategic Partner for Companies of All Stages from Seed through IPO

Focused on seed stage through late stage, our Venture Bankers deliver valuable banking resources and capabilities to clients, focusing on technology and healthcare sectors. Committed to supporting the innovation community, our entrepreneurial culture and long-term vision make Stifel the right banking partner for Founders and Companies. We offer a dedicated relationship manager, speed and efficiency in the account opening process (our goal is to complete account openings within 2-3 business days), and access to Stifel Bank’s debt financing solutions, including venture debt.

Learn more about our Stifel Startup Solution to support your growing business.

Stifel Startup Solution

Premium offerings for Kauffman Fellows.

Earn competitive APY¹ on your Stifel Bank deposits.

Access to multi-millions in aggregate FDIC protection per entity via IntraFi network banks
Daily liquidity – funds sweep to cover transactions
No fees
Funds are swept out nightly in <$250,000 increments to other financial institutions that participate in the IntraFi^® network

To view the list of banks in the IntraFi network, visit www.intrafi.com/network-banks. Certain conditions must be satisfied for “pass-through” FDIC deposit insurance coverage to apply.

Direct connectivity to Quickbooks, Netsuite, Xero, and Sage Intacct, as well as third-party applications powered by Plaid
ACH, Bill Pay, Checks, and Wires (Domestic & Foreign)
Concierge Account Set-Up Services (Optional)

(Fees may apply for additional services)

To qualify:

Company needs to have raised a minimum of a $2 million Series Seed or a Series A from Venture Capital fund(s) in the last 24 months
Primary business banking account with Stifel Bank required to be established within 60 days of opening demand deposit account or money market account with ICS

With a proven track record of helping 15,000 businesses save over $600M and 8.5M hours of work, Ramp³ is the first finance automation platform and corporate card designed to help businesses spend less. Our strategic partnership brings together two industry leaders, both laser-focused on meeting the needs of the startup and venture community. In addition, Stifel clients have access to Ramp’s global corporate credit card with expense management, accounting automation, and a $1,000 bonus paid after account opening⁴.

Learn More about Ramp

Sequoia One⁵ offers competitive benefits and outsourced HR designed for innovative, growth-minded companies. Eligible Stifel Venture Banking and Sequoia One clients will receive a $1,000 monthly credit for a maximum cumulative total of $12,000 in one year⁶.

Company must be VC-backed
Company must maintain a monthly average balance of $2 million+ per month to qualify for payment in that respective month
Stifel Bank must be company’s primary operating account (all major inflow/outflows of funds + 50% of deposits) for 30 consecutive days prior to qualifying for credit
Program expires after one year

Deposit placement through an IntraFi service is subject to the terms, conditions, and disclosures in applicable agreements. Deposits that are placed through an IntraFi service at FDIC-insured banks in IntraFi’s network are eligible for FDIC deposit insurance coverage at the network banks. The depositor may exclude banks from eligibility to receive its funds. To meet conditions for pass-through FDIC deposit insurance, deposit accounts at FDIC-insured banks in IntraFi’s network that hold deposits placed using an IntraFi service are titled, and deposit account records are maintained, in accordance with FDIC regulations for pass-through coverage. Although deposits are placed in increments that do not exceed the FDIC standard maximum deposit insurance amount (“SMDIA”) at any one bank, a depositor’s balances at the institution that places deposits may exceed the SMDIA before settlement for deposits or after settlement for withdrawals. The depositor must make any necessary arrangements to protect such balances consistent with applicable law and must determine whether placement through an IntraFi service satisfies any restrictions on its deposits. IntraFi and ICS are registered trademarks of IntraFi LLC. IntraFi is not an affiliate of Stifel Bank.

¹Minimum initial deposit of $250,000. No minimum balance to earn APY. Interest rate is variable and subject to change at any time. Fees may reduce earnings. After the 12-month promotional period, the interest rate will adjust to Stifel Bank’s standard ICS rate tiers. To view the list of banks in the IntraFi network, visit www.stifel.com/Stifel-ICS-Banks-List.
²Services are free for initial 12-month period. After free 12-month period, all banking services are subject to regular fees. Talk with your banker about account fees.
³Ramp is not an affiliate of Stifel Bank.
⁴Bonus will be paid by Ramp via Amazon eGift Card after your first balance payment of $1,000 within 60 days of account opening.
⁵Sequoia One is not an affiliate of Stifel Bank.
⁶Reference the Stifel Venture Banking Preferred Partnership Rewards Agreement for full terms and conditions

Get to know Stifel

$32 Billion

in Bank assets

7th largest Wealth Management platform

by number of financial advisors with more than 2,300 financial advisors in 400 Branches across U.S.

Over $500 billion

in client assets under management

#1 in Equity Deals

Under $1 Billion Market Cap⁷

#3 in all Managed Venture Capital-Backed IPOs

A standout in venture-backed IPOs⁸

Growth via M&A

with 36 transactions in the past 20 years, including Thomas Weisel Partners, KBW, and Barclays Wealth & Investment Management, Americas

⁷Dealogic. Rank-eligible SEC registered IPOs and Follow-on offerings since 2012 as of 2/29/24.
⁸Dealogic. Venture-backed IPOs ranking since 2005 as of 2/29/24.
*Company data as of 12/31/2024 unless otherwise noted. Learn more at www.Stifel.com/Investor-Relations.

More than 135 years old and still thinking like a startup.

At Stifel, we have the knowledge, experience, and resources to help you address even the most complex needs. Stifel’s innovation community connects you with the full resources of our 9,000-person global financial firm.

Investment Banking
Private Banking
Wealth Management and Financial Planning with a Stifel Financial Advisor
Economic Insights, Thought Leadership, and Research

Stifel’s long-term leadership drives the entrepreneurial culture of our firm, empowering associates to deliver for our clients through collaboration, innovation, and ingenuity. These collective efforts are demonstrated by the growth of our firm, our financial strength, and our nimble approach to opportunity. It’s quite simple. We believe that when we put you – our client – first, we put you in the best position to achieve success, however you may define it. Let’s connect to see how Stifel’s nimble, innovative approach to banking can help you and your company.

Three overlapping circles with the following phrases on each:

Stifel’s equity research group is comprised of award-winning analysts. We offer objective, in-depth analysis and timely, actionable research ideas on more than 2,000 stocks across multiple sectors and geographies. Combined with KBW, Stifel operates the second largest U.S. equity research platform and is the largest provider of global small-cap coverage.⁹

KBW provides equity research coverage of more banks than any other investment bank. Enjoy exclusive access to award winning equity research with the opening of a Stifel Bank account.*

*Minimum Deposit amount required

⁹Source: StarMine rankings as of 1/31/21. Overall coverage includes only companies with a rating and domiciled in the U.S. Does not include closed-end funds. Small cap includes market caps less than $1 billion. Figures and award rankings include Stifel affiliate Keefe, Bruyette & Woods (KBW) and other firms acquired by Stifel Financial Corp.

Deep Industry Expertise with 600 IB Professionals globally, built through organic recruiting and M&A
Named Investment Bank of the Year 2022 by M&A Magazine
Eaton Partners brings over four decades of experience as an industry leading placement agency, raising over $140 Billion of institutional capital across more than 190 highly differentiated alternative investment funds and offerings
- Learn more about Eaton Partners

*Company data as of 12/31/2024 unless otherwise noted. Learn more at www.Stifel.com/Investor-Relations

**Eaton Partners is a division of Stifel, Nicolaus & Company, Incorporated, Member SIPC and NYSE. Eaton Partners subsidiary Eaton Partners (U.K.) LLP is authorized and regulated by the Financial Conduct Authority (FCA). Eaton Partners subsidiary Stifel Hong Kong Limited, doing business as Eaton Partners Hong Kong, is approved as a Type 1-licensed company under the Securities and Futures Commission (SFC) in Hong Kong. Eaton Partners and the Eaton Partners logo are trademarks of Eaton Partners, LLC, a limited liability company. Eaton Partners and the Eaton Partners logo are trademarks of Eaton Partners, LLC, a limited liability company ® Eaton Partners, LLC, 2021.