Stifel Bank

Founders face hundreds of decisions, but few are more foundational than choosing the right accounting system. In collaboration with Attivo Partners, we break down the current ERP landscape, from familiar options like QuickBooks and NetSuite to newer entrants. What trends are shaping the industry today, and what features are must-haves for founders? Get expert insights on what to use at each stage, when to switch, and why it matters: https://lnkd.in/gCP29m9x

The GenAI era has arrived, and SaaS is feeling the pressure. During Seattle Tech Week, Managing Director Minh Le gathered product leaders from Zapier, Optimizely, and Amperity for a candid conversation on what it really takes to adapt and thrive. This wasn’t a hype session. It was a reckoning. ✔️ SaaS margins are tightening ✔️ AI fluency is now a baseline skill ✔️ Velocity is becoming the new moat Read the full recap from Minh to learn what these leaders are doing right now to transform pricing models, team structures, and product development. 🔗 https://lnkd.in/g2A6tT4c #VentureBanking #GenAI #SaaS #StartupGrowth #SeattleTechWeek #Zapier #Optimizely #Amperity #AIProductStrategy #FounderInsights #StifelBank

Techweek in LA is underway! Join panelist Alejandro Guerrero, Managing Director Venture Banking, on Thursday, October 16 for a lunch-and-learn bringing together founders, executives, and investors shaping the future of hardware and connected technology. The panel discussion will focus on the realities of building, scaling, and funding hard tech. Register here: https://lnkd.in/gVwFHc33

Venture and Fund Banking Associates Emma Marini and Chandyce A. recently had the honor of representing Stifel Bank at Diverse VC’s Emerging Managers Conference in San Francisco. This annual event brings together GPs and limited partners to build a stronger community and discuss trends, challenges, and opportunities. At the event, our Stifel team reiterated their mission to be the Venture and Fund Banking solution for startups, LPs, and fund managers.

Stifel Venture Banking is proud to provide a $2 million revolving line of credit support SARAH CREAL BEAUTY’s continued growth.

Stifel Bank has more than doubled venture client deposits in the past year and now holds over $10 billion in loan commitments, reinforcing our commitment to supporting innovation in life sciences and healthcare.   As covered by Banking Dive, we’re pleased to have expanded our team with seasoned professionals to deepen our expertise and strengthen client relationships.   “Our goal isn’t just to deliver the services Stifel has to offer — it’s to be a connector and a supporter to our clients,” said Managing Director Anthony Flores.   Read more: https://lnkd.in/gvZwb9du

Team Stifel showed up in full force again this year to support Pedal the Cause and their push toward A World Without Cancer. Thank you to each of our 75 associates who participated – whether it was cycling, spinning, or fundraising. Our Pedal the Cause team was originally formed 14 years ago to support Stifel Bank & Trust associate, Dave Hopper, and has turned into a ride to honor and support additional associates, friends, and loved ones facing cancer. We are extremely proud to recognize that Team Stifel has now passed a lifetime donation total of over $1 million to fund critical cancer research and inspire hope!

Stifel is proud to announce a major expansion of our Venture Banking team, welcoming a new group of senior bankers who bring deep expertise across the life sciences and healthcare ecosystem. This strategic move reinforces our commitment to supporting innovation-driven companies and investors in sectors such as biotech, diagnostics and tools, medical devices, and healthtech. Read the full press release here: https://lnkd.in/gcrpMUyz

In Southern California, hard tech is driving record deal sizes. Enterprise software remains strong, and venture firms are expanding their presence across LA, Orange County, and San Diego. Senior Vice President, Greg Singer, shares perspective from four years in-market, paired with sector and county-level data highlighting where momentum is building. Check out the full article: https://lnkd.in/gqDhzxEX

Last week, Stifel Venture Banking team members and valued clients came together at the Stifel Charity Classic Pro-AM. Joined by Woody Austin, multiple-time winner on the PGA Tour, everyone enjoyed some friendly competition and beautiful weather at this fantastic event.