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Stifel Venture and Fund Banking

Stifel Venture and Fund Banking: Trusted Bank Partner to Top Venture Funds and Portfolio Companies

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    Why Founders and Finance Teams Choose Stifel Bank

    From company formation to IPO and beyond, the Stifel Bank team evolves alongside you, offering the right solutions when you need them most.

    Seed Stage

    Fast onboarding, digital treasury.

    Founder-first guidance and digital tools to help you get started with confidence.

    Group

    Series A-B

    Solutions for growth.

    Cash management, comprehensive lending solutions from venture debt to working capital, and insights from a leading investment bank and research platform.

    SeriesAB

    Series C+

    Institutional tools for scale.

    ICS® offers you access to multi-millions in aggregate FDIC protection per entity, across network banks. ICS1 is a smart, secure, and convenient way to place large cash deposits directly through Stifel Bank.

    SeriesC

    Exit & Beyond

    Personal planning for liquidity and legacy.

    Comprehensive wealth management for founders, including exit advisory, long-term planning, and family office support.

    04

    Fund Banking Services for Fund Managers

    We understand the complexities of your fund’s operations to simplify them, scale them, and support your fund’s entire lifecycle.

    Subscription lines of credit

    Bridge investments and capital calls with flexible terms

    Management company credit

    Operating liquidity with tailored structuring and renewal

    NAV & hybrid facilities

    Custom solutions to match evolving portfolio needs

    Fund operations platform

    Online access for fund admins, no treasury/wire fees

    240+

    Fund clients across the VC and growth landscape

    $8B+

    Committed credit across funds and management companies

    Access up to $285 million

    Aggregate FDIC protection per entity, across network banks via ICS1

    Zero fees

    No treasury or wire costs for fund clients

    Representative Portfolio Company Clients

    Abstract Security
    Anyteam
    Better Trucks
    BlueFlag Security
    ClickHouse
    Cyware
    Distributional Logo
    DTEX
    Formic_Horizontal_Lockup_Black-1
    Miru
    Mytra
    Omni
    Paystand
    Relation AI
    Remedy
    Safely You
    Solara Health
    Sprout Social
    Stampli
    Striim
    Swift Navigation
    Tandem PV
    Thanx
    True Anomaly
    Unstructured
    Zeni

    Representative Venture Fund Clients

    ABS Capital Logo
    Akkadian Logo
    Cerberus Logo
    Costanoa Logo
    Golub Capital
    Hustle Fund Logo
    Insight Partners logo
    March Capital
    Mainsail Partners
    Primary

    Lending Solutions for Every Stage of Growth

    Venture Debt Growth Capital Loans Recurring Revenue Working Capital Acquisition Term Loan Hardware as a Service (HaaS)
    Stage Large Seed / Series A Growth Growth Growth Growth Growth
    Revenue Scale 0 - $5 million $5+ million $5+ million $5+ million $5+ million $5+ million
    Purpose Runway extension Runway extension Finance CAC/growth Finance day-to-day operations Finance acquisition Finance hardware
    Covenants No No Liquidity and/or performance Liquidity and/or performance TBD TBD
    Warrants / Success Fee Yes Yes Varies No Varies Yes
    Size $1 - $5 million $5 - $25 million $5 - $50 million $5 - $50 million $5 - $25 million $5 - $25 million

    Subject to credit approval, due diligence, and final documentation. For discussion purposes only and not a commitment to lend. Terms and availability may change without notice.

    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 Cap2

    #3 in all Managed Venture Capital-Backed IPOs

    A standout in venture-backed IPOs3

    Growth via M&A

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

    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.

    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.

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    Related Insights

    hustle fund’s Dedicated Stifel Team

    Chris Stedman Stifel Venture Banking

    Chris Stedman

    Managing Director, San Francisco

    Jake Golm Stifel Venture Banking

    Jake Golm

    Senior Vice President, San Francisco

    Emma Marini

    Emma Marini

    Sr. Business Development Associate, San Francisco

    Company data as of 12/31/2025 unless otherwise noted.  Learn more at www.Stifel.com/Investor-Relations.
    Hustle Fund is not an affiliate of Stifel Bank
    1To 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.
    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.
    2 Dealogic. Rank-eligible SEC registered IPOs and Follow-on offerings since 2012 as of 2/29/24.
    3 Dealogic. Venture-backed IPOs ranking since 2005 as of 2/29/24.
    4 Wealth Management services provided by Stifel, Nicolaus & Company, Incorporated, Member NYSE and SIPC.