Participated · Debt Financing · Jun 2026

DataBank operates large data center campuses and is expanding its roughly 300-acre Red Oak campus south of Dallas. At full buildout the Red Oak site is planned to include eight two-story data centers, each offering about 200,000 square feet of data center space; the fourth building will add approximately 60 megawatts of IT capacity. The company serves hyperscale, cloud and enterprise customers and is pursuing growth through both development and acquisitions. DataBank has secured significant project financing for Red Oak, including $2 billion in April and an additional $650 million announced in this financing round, bringing total loan commitments for the campus to $2.65 billion. The firm also added an $800 million revolver to support capital expenditures and corporate needs, strengthening its capital structure for continued expansion. Dallas remains a leading data center market, supporting demand for DataBank’s capacity growth.

Participated · Debt Financing · Aug 2025

CoreWeave operates an AI cloud platform providing high-performance, GPU-backed computing infrastructure to enterprise customers. The company is rapidly expanding its infrastructure footprint to meet accelerating demand for AI compute and has secured significant capital commitments to support that growth. Most recently it closed an $8.5 billion delayed draw term loan facility that is investment-grade rated and improves its cost of capital. CoreWeave reported roughly $28 billion in combined equity and debt financing commitments over the past year, reflecting strong institutional interest. The company plans to use the new financing to fulfill previously contracted cloud services and continue scaling its AI infrastructure.

Participated · Series B · Jul 2025

Trovata is a multibank data platform for cash and liquidity management that provides real-time visibility, intelligent forecasting, and unified money movement for corporate finance and treasury teams. Its system is built on a serverless, microservices architecture and is AI-powered and API-driven. Trovata recently acquired ATOM, an enterprise Treasury Management System from Financial Sciences Corporation, and will integrate ATOM features such as debt and investment support, intercompany transactions, and a complete payment workflow. The acquisition is positioned to modernize and democratize treasury technology, creating a cloud-native alternative to legacy TMS providers and expanding scale, flexibility, and performance for global finance teams. Trovata also announced a $9 million strategic extension to its Series B, bringing total funding to $80 million. Trovata provides a platform to automate cash reporting, forecasting, analysis, and money movement, fully integrated with corporate banking APIs for multi-bank data aggregation, cash visibility, forecasting, and payments with no IT required. Led by CEO Brett Turner, the company serves mid-market and enterprise customers. Since its market launch nearly three years ago, Trovata has served hundreds of customers managing over $100 billion in cash and more than 50 million bank transactions. The company has opened offices in London and Amsterdam to support its European expansion. Trovata says it will use new funding to accelerate growth, expand operations, and broaden its business reach. Companies using the platform can gain insights into cash flows and make business decisions more easily. Trovata.io provides a platform that aggregates companies' bank balances and transactions natively on wholesale banking APIs and acts as a high-performance data lake for bank data. Using AI and machine learning it automates cash-centric workflows such as cash reporting, analysis, and forecasting, and generates forecasts by establishing baselines from historical trends. The platform normalizes data, translates non-USD amounts into USD equivalents, supports tagging by region/entity/division, and offers a Google-like natural language search with a 300 millisecond response rate. Founder and CEO Brett Turner launched the 35-employee company in 2019 to enable prebuilt bank integrations that remove legacy implementations and enable self-setup. Trovata says revenue is confidential, its average deal size is roughly $25,00, and it has grown from 0 to nearly 100 mid-market and small enterprise customers in 18 months while expecting to grow 4 to 5 times this year. The company plans to use new funding to deliver new services, accelerate multi-bank APIs globally, add more bank distribution partners, and will announce a new up-market enterprise product later this month. Trovata.io is a San Diego-based provider of automated cash reporting and forecasting solutions for corporate finance and treasury teams. The company offers a big-data automation platform that uses direct APIs to bridge banks and accounting systems and provide visibility into cash flow. Its solution targets small, medium and large companies with revenues between $20 million and $5 billion. Trovata's platform enables users to gain insights into cash flows and make quicker business decisions. The company said it will use the funds to continue expanding its development efforts and broaden its business reach. Brett Turner is the founder and CEO. Trovata.io provides an automated cash-management and forecasting platform that bridges banks and accounting systems using open banking and machine learning. The product helps businesses build and update cash forecasts by automating data aggregation, typically with setup in less than an hour. Trovata targets finance and treasury teams at companies with revenue between $20 million and $2 billion. Since its launch late last year the company says it has experienced rapid expansion. Leadership plans to use new funding to ramp sales and marketing, accelerate product development, and hire additional team members. The company is based in San Diego and is led by founder and CEO Brett Turner.

Led · Debt Financing · Jul 2024

Naked Wines operates a platform focused on bringing wines from independent winemakers to customers and supporting those producers. The company said the new financing reinforces its liquidity and ability to invest in sourcing and offering wines. The firm secured a $60m credit facility with PNC Bank, replacing its prior facility with Silicon Valley Bank (a division of First Citizens). Features of the facility include a higher advance rate, improved inventory eligibility, no minimum cash holding requirement, reduced interest costs and greater operational flexibility. CEO Rodrigo Maza framed the deal as evidence of the strength of Naked Wines' balance sheet and business outlook. In its most recent trading update, total revenue for the year to 1 April 2024 was about £290m, down from £333m in 2023, and the company said it is driving towards profitable growth. NakedWines.com is a customer-funded online wine retailer that lets customers sponsor independent winemakers in return for roughly 25%–50% off retail prices and access to exclusive promotions. Launched in Britain in 2008 by Rowan Gormley and based in Norwich, England, the site reports 150,000 "Angels" who have invested over $40 million in 130 winemakers worldwide. The company ships over 10 million bottles annually. Sales grew to over $50 million in 2012, the year it recorded its maiden profit of $1.5 million, which was distributed to staff. The firm says it will use new funding to accelerate expansion into the U.S. and Australia, markets it had made available to buyers the prior year. NakedWines.com positions itself as elevating individual winemakers' profiles much like celebrated chefs in the restaurant industry.

Led · Debt Financing · Jun 2024

Seismic develops the Seismic Enablement Cloud, a unified enablement platform that equips customer-facing teams with skills, content, tools, and insights. The company positions itself as a global leader in enablement and says more than 2,000 organizations use its platform. Seismic serves customers from large enterprises to startups and small businesses and emphasizes recurring revenue streams in its market positioning. The company is headquartered in San Diego and maintains offices across North America, Europe, and Australia. Management says proceeds from the new credit facility will be used to accelerate strategic initiatives, expand market presence, and support working capital needs. Seismic also maintains a longstanding banking relationship with PNC, which provides treasury management and capital markets solutions in addition to lending. Seismic offers a sales enablement platform that integrates with business‑critical systems such as Microsoft, Salesforce, Google and Adobe to deliver continuous guidance to sellers. The platform is used by nearly 2,000 organizations, including customers like IBM and American Express. Seismic provides content, coaching and skill-improvement tools and recently expanded its product by acquiring Lessonly, adding training, practice scenarios and coaching plans. Lessonly, founded in 2012 and based in Indianapolis, serves more than 1,200 companies and nearly four million learners worldwide. Seismic is headquartered in San Diego and has offices across North America, Europe and Australia. The company intends to use recent funding to expand its platform, increase R&D and grow its global presence. Seismic provides a Storytelling PlatformTM for marketers to orchestrate content delivery across all channels and for sellers to engage prospective buyers throughout the buyer journey. The company serves more than 600 enterprises, including IBM and American Express. Seismic was founded in 2010 and is headquartered in San Diego, with more than 900 employees across 14 offices in North America, Europe, and Australia. Management, led by co-founder and CEO Doug Winter, plans to use the new capital to accelerate innovation, international growth, and M&A activity. The company has raised approximately $270M to date and was valued at roughly $1.6 billion in this round. Seismic, founded in 2010, builds sales enablement tools that serve as content management for sales and marketing. Its platform helps marketers create the right content and helps sellers navigate and assemble materials to move the sales cycle forward. The company serves more than 600 customers who average over $200,000 in spending. Seismic has more than 600 employees, including 185 engineers and project managers, and acquired the Savo Group in May to expand its market position. It has offices in San Diego and additional locations in Boston, Chicago, the U.K., and Australia, and plans further international expansion. Management says it aims to be public-ready and will use the new capital to expand sales and hiring. Seismic provides sales enablement and content management software that helps enterprises align sales and marketing teams. Its platform enables marketing teams to create, organize, and manage collateral and update content such as data points, logos, or case studies from various sources. The product also delivers analytics on content performance to help marketing and sales deploy collateral at optimal points in the sales process. The company serves 175 enterprise customers across financial services, life sciences, healthcare, technology, manufacturing and insurance. Seismic intends to broaden platform capabilities and expand its sales and marketing teams to increase presence in current markets and develop new key verticals. Led by CEO Doug Winter and based in San Diego, Seismic is focusing on product expansion and go-to-market growth.