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Stifel Venture Banking

Venture debt

San Francisco · Seed–Late Stage · 75 people tracked

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Investment thesis

Stifel Venture Banking positions itself as a banking partner for founders and finance teams across the startup lifecycle. It offers dedicated relationship teams with stage and sector experience, FDIC-protected cash management via ICS, fast digital account opening, modern treasury tools, and flexible non-dilutive credit facilities from seed stage through IPO. Services scale with the company: fast onboarding and digital treasury at seed; cash management and venture debt to working capital at Series A-B; institutional-grade FDIC protection at Series C+; and wealth management, exit advisory, and family office support at exit. Backed by the resources of Stifel's global financial firm, it also provides introductions to investors, customers, and talent.

Source: firm website, verified Sep 27, 2026.

Stage
Seed–Late Stage
HQ
San Francisco, CA, US
Instruments
Debt
Founded
1890
Tracked investments
27
Unicorns
1

Team · 75 people

from the firm's website
Nathaniel Stone· Managing Director & Founderin
Al Guerrero· Managing Directorin
Chris Morrison· Managing Directorin
Chris Stedman· Managing Directorin
Cody Nenadal· Managing Directorin
David Olk· Managing Director
Jake Moseley· Managing Directorin
Jim D'Elisa· Managing Director, Treasury Managementin
John DeMaio· Managing Director, Fund Banking
Julie Ebert· Managing Directorin
Samuel Subilia· Managing Directorin
Ted Wilson· Managing Directorin
Ellen Pizzuto· Directorin
Andrew Kidder· Senior Vice President
Annabella Kwei· Senior Vice President, Fund Banking
Barrett Goulden· Senior Vice Presidentin
Brendan Goodwin· Bank Portfolio Managerin
Brian Billen· Senior Relationship Banking Manager
Chris Pinkham· Vice President, Service Managerin
Daniel Greene· Directorin
Emily Callahan· Chief Administration Officer, Treasury Management
Hannah Donovan· Senior Vice Presidentin
Hunter Briggs· Senior Vice President, Treasury Managementin
Jack Downey· Vice Presidentin
Jonathan Mo· Vice President
Katherine Wolfe· Director
Katie Butler· Vice President, Treasury Managementin
Keyonna Overton· Relationship Banking Manager
Matthew Geraty· Director
Michael McManus· Senior Vice Presidentin
Natalie Bird· Senior Vice Presidentin
Ricky Agran· Senior Vice President
Rodney Malone· Vice President, Treasury Management
Ryan Burge· Relationship Banking Manager
Shelby Wagner· Vice Presidentin
Thomas Douthitt· Vice President, Treasury Operations & Solutions Manager
Tifanee Ingram· Relationship Banking Manager

What they invest in

from 18 of 27 portfolio companies

AI & Machine Learning ×10Enterprise Software ×9Data & Infrastructure ×5SaaS ×5Hardware ×4Cloud Computing ×3Robotics ×3Advanced Manufacturing ×2

HQs:United States×13New Zealand×1

Who they back

founder profiles across 14 portfolio companies
21%
solo founders
3 of 14 mapped founding teams
26%
repeat founders
of 23 founders with career history

Founding team size:solo founder×32 founders×13 founders×64+ founders×4

Where their founders studiedfrom 22 founders with education data

Arizona State University ×2Harvard University ×2University of California, Davis ×2University of Illinois Chicago ×2

What their founders studiedfrom 23 founders with field-of-study data

Computer Science ×9Engineering ×8Economics ×3Physics ×2

Where their founders worked beforefrom 23 founders with career history

Oracle ×4Meta ×2United States Air Force ×2University of California, Berkeley ×2

Accelerator rootsportfolio companies that came through a program

Y Combinator ×3

1 founders hold a PhD · 2 hold an MBA (of 23 with degree data)

Investments · 27 tracked

founders shown can be your intro path

By year:2024 · 12022 · 12020 · 12015 · 14 dated

Abstract Securityabstract.securityin

Abstract has built an AI-powered composable SIEM platform that enables organizations to detect threats, route security data to any destination without vendor lock-in, and migrate between different SIEM solutions.

AI & Machine LearningCybersecurityEnterprise SoftwareSaaS

Aaron Shelmire(Founder)inChris Camacho(Founder)Colby DeRodeff(Founder)

Co-investorsCheyenne VenturesCrosslink CapitalRally Ventures Management, LlcBlumberg CapitalGradient VenturesMunich Re Ventures

Carbon Roboticscarbonrobotics.comin𝕏Defunct

Carbon Robotics builds AI-powered agricultural equipment, including the LaserWeeder for herbicide-free weed control and Carbon Autonomy Kits that add self-driving capability to John Deere tractors.

AgTechAI & Machine LearningRoboticsSan Francisco, US

Daniel Corkum(Director)Rosanna Myers(Executive Officer, Director)inPaul Mikesell(Founder)inDouglas Downs(Executive Officer, Director)

BoardJay Lichter(Director)

Co-investorsBee PartnersBond Capital ManagementFUSEGiant Ventures Global LlpLDV CapitalRevolution+6 more

Click Houseclickhouse.comin𝕏

ClickHouse develops a column-oriented database management system that enables real-time analytical reporting via SQL queries.

AI & Machine LearningCloud ComputingData & InfrastructureDeveloper ToolsEnterprise SoftwareSan Francisco, US

Aaron Katz(Founder)inAlexey Milovidov(Founder)inYury Izrailevsky(Founder)in

Co-investorsCoatue ManagementIndex VenturesLightspeed Venture PartnersRedpoint VenturesAltimeter CapitalBenchmark+22 more

Formic Technologiesformic.coin𝕏Sep 2020

Formic develops automation and robotics solutions for factories to increase production capacity and reliability while reducing costs, downtime, and safety risks.

Advanced ManufacturingAI & Machine LearningRoboticsChicago, US

Saman Farid(Founder)inMisa I.(Founder)inMisa Ilkhechi(Founder)

BoardGarry Tan(Director)in

Co-investorsAlumni VenturesBlackhorn VenturesBlue Ivy VenturesCarnrite VenturesChapter OneCorrelation Ventures+16 more

Halterhalterhq.com

Halter develops GPS-based collars and monitoring towers for livestock management on farms.

AgTechHardwareIoTWaikato, NZ

Co-investorsArc AngelsBessemer Venture PartnersBlackbird VenturesBond Capital ManagementDCVC (Data Collective)Gen Capital+5 more

Nominanomina.io𝕏

Nomina provides infrastructure for onchain markets, offering a programmable interface for global 24/7 trading accessible to all users.

Crypto & Web3Data & InfrastructureFintech

Tyler Tarsi(Co-Founder and CTO)in

Co-investorsCoinbase VenturesMorningstar VenturesOIG Capital (Oracles Investment Group)PICUS CAPITAL

Nooks Communicationnooks.aiin𝕏Apr 2024 · $22M

Nooks is a unified workspace for sales outbound teams that combines rep activity with AI agents for prospect research, lead sequencing, calling, and performance coaching.

AI & Machine LearningSaaSSales Tech

Nikhil Cheerla(Founder)inRohan Suri(Founder)inDaniel Lee(Founder)Dan Lee(Founder)

Co-investorsFloodgateG VenturesKleiner PerkinsStonewater VenturesTola CapitalZigg Capital+1 more

Proprio Roboticspropriorobotics.comin𝕏

Proprio Robotics develops robots that perform physical maintenance tasks inside data centers, such as fan insertion, cable switching, RAM extraction, GPU cabling, disk hot-swapping, and heatsink removal.

Advanced ManufacturingAI & Machine LearningCloud ComputingHardwareRoboticsSan Francisco, US

Anirudh Pai(Founder)inRaghav Punnam(Founder)in

Co-investorsgumi IncY Combinator

Relationalairelational.aiin𝕏Mar 2022

RelationalAI builds a Snowflake-native platform that combines large language models with semantic models, relational knowledge graphs, and rule-based reasoning to enable organizations to create AI-powered decision engines for business operations.

AI & Machine LearningData & InfrastructureEnterprise SoftwareBerkeley, US

Molham Aref(Founder)inRobert Muglia(Director)Rafael Gonzalez Caloni(Executive Officer)Nikolaos Vasiloglouin

BoardSoma Somasegar(Director)Ennis Rimawi(Director)

Co-investorsMenlo VenturesAdditionTiger Global ManagementMadrona Venture GroupMADRONA ACCELERATION

Roofrroofr.comin𝕏

Roofr operates a digital platform for the roofing industry that uses satellite imagery to generate instant roofing estimates, connecting contractors and homeowners to streamline the sales and estimation process.

B2B MarketplacesConstruction TechConsumerEnterprise SoftwarePropTechSaaSSan Francisco, US

Richy Nelson(Founder)inKevin Redman(Founder)inRichard Nelson(Founder)

Co-investorsBullpen CapitalCrosslink CapitalEntrepreneur VenturesFuture Communities CapitalInterplay Ventures Early Stage Management LlcVertical Venture Partners+10 more

Stifelstifel.comin𝕏

Stifel Financial offers investment advisory services for individual investors seeking to delegate portfolio management and asset allocation decisions to professional advisors.

Enterprise SoftwareFintechSt. Louis, US

David M. Minnick(Executive Officer)Mark P. Fisher(Executive Officer)inBen A. Plotkin(Vice Chairman and Senior Vice President)inJames M. Zemlyak(Co-President, Chief Financial Officer and Director)inRichard J. Himelfarb(Vice Chairman, Senior Vice President and Director)Ron Kruszewski(Chairman and CEO)in

Striimstriim.cominApr 2015

Striim provides a cloud data integration platform that connects legacy systems to modern cloud applications for real-time data streaming.

Cloud ComputingData & InfrastructureEnterprise SoftwarePalo Alto, US

Ali Kutay(Founder & CEO)inSteve Wilkes(Founder)inAlok Pareek(Founder & Head of Products)inSAMI AKBAY(Executive Officer)inElisabeth(Founding Member & Chief of Staff)

BoardPETER CHUNG(Director)in

Co-investorsAscension VenturesAtlantic Bridge VenturesBosch VenturesDell Technologies CapitalGolub GrowthSummit Partners+3 more

Submittablesubmittable.comin𝕏

Submittable is a platform for managing grant applications and fund disbursement, serving nonprofits, foundations, and government agencies that administer grants and programs.

Enterprise SoftwareGovTechSaaSMissoula, US

Michael FitzGerald(Founder)inJohn Brownell(Founder)inBruce Tribbensee(Founder)inJoseph Silver(Executive Officer)Thor Culverhouse(Executive Officer, Director)in

BoardMichael Smerklo(Director)in

Co-investorsAccel-KKRK5 VenturesLLRNext Coast VenturesNext Frontier CapitalY Combinator+8 more

Swift Navigationswiftnav.comin𝕏

Swift Navigation provides low-cost, high-accuracy GPS and GNSS positioning solutions for autonomous vehicles, mobility applications, and mass-market uses.

Deep TechHardwareMobility & TransportationCalifornia, US

Timothy Harris(CEO and Co-Founder)

Co-investorsClear VenturesEnerTech CapitalEssentia VenturesEvolution VenturesFirst Round CapitalFraser McCombs Capital+19 more

Thanxthanx.comin

Thanx builds an operating system for restaurant guest relationships and loyalty programs, helping restaurants drive customer frequency profitably by shifting away from discount-driven models toward habit-building systems.

AI & Machine LearningFoodTechMarketing TechRetail TechSaaS

Co-investorsJavelin Venture PartnersRed Swan VenturesXG Ventures

True Anomalytrueanomaly.spacein𝕏

True Anomaly designs and builds hardware and software systems for space security and defense.

Defense TechHardwareSpace TechCentennial, US

Even Rogers(Founder)inKyle Zakrzewski(Founder)inThomas Nichols(Founder)Daniel Brunski(Founder)inTom Nichols(Founder)

BoardJesse Michaels(Director)

Co-investors645 VenturesAccelACME CapitalBlack FlagChampion Hill VenturesCortado Ventures+17 more

Unstructuredunstructured.ioin𝕏

Unstructured transforms complex, unstructured data (64+ file types) into clean, structured data suitable for AI and analysis, handling ETL, security, compliance, and integrations across enterprise systems.

AI & Machine LearningData & InfrastructureEnterprise SoftwareRocklin, US

Brian S. Raymond(Founder)inBrian Raymond(Founder)Crag Wolfe(Founder)Matt Robinson(Founder)

BoardKaran Mehandru(Director)inEnrique Salem(Director)in

Co-investorsAlumni VenturesAngel Collective Opportunity FundAnsa CapitalBain Capital VenturesEssence Venture CapitalM12 (Microsoft's Venture Fund)+11 more

Yardstikyardstik.comin

Yardstik provides AI-powered workforce trust infrastructure combining fraud prevention, background screening, credential verification, and continuous monitoring for employers and platforms.

AI & Machine LearningEnterprise SoftwareHR TechMinnetonka, US

Matthew P. Meents(Executive Officer, Promoter)Andrew Johnson(Chief Executive Officer)inBrian Carney(Director)Nick Schneider(Director)Jessica Robinson(Chief Financial Officer)inMatt Meents(Founder)

Co-investorsCrosslink CapitalGreat North VenturesGrotech VenturesMissionOGRally Ventures Management, LlcBlumberg Capital+2 more

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Arena ClubDistributionalEH2GladlyLevitateMiruMytraOpen SesameTeam Ohana

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has Stifel Venture Banking made?
Stifel Venture Banking has 27 tracked investments.
What stage does Stifel Venture Banking invest at?
Stifel Venture Banking invests at the Seed, Series A, Series B, Series C, Growth, Late Stage stages.
What sectors does Stifel Venture Banking focus on?
Stifel Venture Banking focuses on AI & Machine Learning, Biotech, Climate Tech, Consumer, Cybersecurity, Deep Tech, Digital Health, Enterprise Software, Fintech, Healthtech, SaaS, Sector Agnostic.
Where is Stifel Venture Banking located?
Stifel Venture Banking is headquartered in San Francisco, US.
Who does Stifel Venture Banking co-invest with?
Stifel Venture Banking most often shares deals with Bond Capital Management, Crosslink Capital, Menlo Ventures, among 124 tracked co-investors.

Images

Stifel Venture Banking photoStifel Venture Banking photo

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