Private funds CFOs: We have your back

When you bank with us, you get what matters.

Expertise in your private fund type:

Buyout
Energy
Fund of Funds
Growth Equity
Infrastructure
Private Credit
Real Estate
Secondaries
Venture Capital

Select private funds clients

All companies and private equity entities listed are independent third parties, not affiliated with SVB.

Strength as part of First Citizens Bank

Top 20
US bank by assets1
139%
Uninsured deposits coverage2
Investment grade
rating from S&P and Moody's3

Commitment for your funds' full lifecycles

125+
years First Citizens Bank has been in business
30+
years banking funds
100%
dedicated fund banking team across client service, credit, treasury, and foreign exchange

Relationship building with your peers and LPs

40+
curated insights-sharing events annually4
225+
curated LP introductions annually4

We can help you

Manage your funds

Financing

  • Capital call lines of credit
  • Fund-guaranteed loans to portfolio companies

  • Net asset value loans and lender financing

Global banking

  • Cash distribution customized for funds
  • Global cash management
  • Foreign exchange and letters of credit
  • 24/7 online banking
  • Extended wire hours
Operate your firm

Financing

  • Management company working capital lines
  • Financing for tenant improvements and placement agent fees
  • Ownership buyout financing
  • Partner lines of credit

Global banking

  • Letters of credit for office leases
  • Global treasury with strategic payment solutions
  • Foreign exchange
  • 24/7 online banking
  • Extended wire hours
Support your portfolio companies

Sponsor Financing5

  • Leveraged buyouts
  • Add-on acquisitions
  • Refinancings
  • Recapitalizations
  • Growth financing

Middle Market Banking5

  • Financing solutions
  • Treasury management services
  • Deposits
  • Insurance services6

  • Wealth management7

  • Capital markets solutions8
  • Risk solutions6
Make industry connections
  • Relevant, curated introductions to peers, service providers, and LPs
  • Unique professional development events
  • CFO/COO curated information sharing events, enhanced by wine tastings from our premium wine clients
Access expert insights
  • SVB survey findings from CFOs/COOs and LPs

  • Portfolio intelligence in technology, healthcare, and life sciences

SVB's insights for private funds CFOs

Report Global Fund Banking Outlook Report H1 2026 SVB Global Fund Banking’s Private Markets report covers trends in fundraising, LP behavior, exit markets, and operating best practices for private equity, private credit, and venture capital fund CFOs. Download the full report. Explore the report
Blog | PE Operating Best Practices Back to basics: how private funds CFOs can prepare for 2026 SEC exams Find out what you need to prepare for 2026 SEC exams. Explore key risks and best practices for private fund CFOs and CCOs Read now
Blog | Private Funds CFO Insights 5 cyber risk questions private funds CFOs should ask in 2026 Cybersecurity leader, Lacy Rex addresses CFOs' essential questions about cybersecurity due diligence and cyber risks, including BEC fraud, AI threats, vendor exposure and data privacy compliance. Read now
Report Global Fund Banking Outlook Report H2 2025 SVB survey and proprietary data as well as discussions in-market shed light on private equity and venture capital professionals’ views of the dynamic fundraising environment and use of AI. Explore the report
Blog | PE Operating Best Practices Maximizing flexibility with NAV loans Learn how private equity funds use net asset value or NAV loans, important considerations for NAV loans, and how NAV lending is gaining momentum. Read now
Report Global Fund Banking Outlook Report H1 2025 Discover insights on fundraising, LP behavior, and operational best practices for private funds CFOs and COOs in 2025 Explore the report
Blog | Private Funds CFO Insights Protect your portfolio from cyber attacks in three steps Threats and their associated risks change constantly. Regular assessments can ensure you remain protected. Read now
Report Global Fund Banking Outlook Report H2 2024 SVB proprietary data and discussions in-market shed light on the private equity and venture capital CFOs and COOs need to know. Explore the report
Report Global Fund Banking Outlook Report H1 2024 SVB proprietary data and discussions in-market shed light on how private equity and venture capital professionals are weathering a difficult fundraising environment. Explore the report

FAQs

Why is First Citizens Bank changing the name of SVB Global Fund Banking to First Citizens Fund Banking?

First Citizens Fund Banking reflects our evolution as a division of First Citizens Bank, one of the top 20 U.S. banks by assets. Consolidating under the First Citizens brand creates stronger long-term brand equity and a simplified “one stop shop” client experience. Everything that defines our fund banking practice: our team, our products, and our commitment to the private equity and venture capital ecosystems, remains exactly the same.

The name is changing. The experience isn't.

What does the name change from SVB Global Fund Banking to First Citizens Fund Banking mean for private equity, private credit, and venture capital fund clients and prospects?

For clients and prospects, the transition to First Citizens Fund Banking means no disruption to your banking relationship. Your dedicated fund banking team, capital call lines, NAV loans, cash management, and foreign exchange services, etc. continue without change. No action is required from clients at this time. First Citizens Fund Banking will operate with the same products, the same team, and the same commitment to the private funds industry

When will the name change to First Citizens Fund Banking be complete?

First Citizens Fund Banking will officially launch in Q4 2026. We are announcing this change in advance so clients and prospects have ample time to understand what's coming. As we approach the transition, you can view updates in our Newsroom. If you have further questions, don’t hesitate to reach out to your SVB relationship team. The SVB Global Fund Banking platform and all client services will be fully operational until the transition to the First Citizens Fund Banking platform is complete.