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Corporate Venture
FINANCIAL | Investment Firms & Funds
wellsfargo.com/com/financing/strategic-capital

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Investments

49

Portfolio Exits

6

About Wells Fargo Strategic Capital

Wells Fargo Strategic Capital is a specialized capital provider helping companies achieve financial success by providing capital solutions across the balance sheet, leveraging both equity and debt products. Its goal is to foster strong, long-term relationships with business owners and managers to help their businesses succeed financially now and for years to come. The firm has the flexibility to provide appropriate solutions using various financing structures including equity, debt, or both. Its investments can include venture capital, growth capital, middle market transactions, private equity/LBO, structured equity and debt.

Wells Fargo Strategic Capital Headquarter Location

400 Hamilton Avenue Suite 210

Palo Alto, California, 94301,

United States

650-885-2056

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Latest Wells Fargo Strategic Capital News

Wells Fargo Strategic Capital just poached a Credit Suisse investor to head up deals in wealth management and Wall Street’s behind-the-scenes tech

Aug 10, 2021

She will help oversee capital markets and wealth management technology investments. Even previously led strategic investments in fintech for Credit Suisse’s investment bank. Businesshala has learned that Wells Fargo Strategic Capital, the bank’s principal investment division, has hunted down an investor from Credit Suisse to handle the growing portfolio. Inessa Even, who previously led strategic investments in fintech for Credit Suisse’s investment bank, joined Wells Fargo Strategic Capital Principal Technology Investments (PTI) Group as a director on Monday, according to a spokesperson for the bank. went. At Wells Fargo, Even will help lead the bank’s equity investments in private companies operating in capital markets and wealth management. The spokesperson said his role will also include sourcing venture-capital and private-equity transactions and managing the portfolio of Wells Fargo Strategic Capital’s existing companies, including Westwell, Forge and Memx. Tom Richardson, managing director of Wells Fargo Strategic Capital and head of PTI, previously told Businesshala that the bank is looking to build a team investing in the technology that underpins Wall Street activities such as back-end trading and data analytics. “Right now the capital market is where we’re seeing the most active deal flow,” Richardson said at the time. is also no stranger to the importance of partnering with fintech companies . Speaking at an industry conference in 2019 , she said there are “a million ways” for big banks to collaborate with smaller technology providers. “We’re doing this very actively, and clearly for those small firms, for a small fintech firm, to be really massive and really influential in the market, they have to do it with banks or something like that. There is a need to partner with an organization that is the size of a bank,” he also said at the 2019 conference. At Credit Suisse, Even was tasked with handling the investment bank’s fintech investments and partnerships. Prior to Credit Suisse, he held similar roles in strategy and development at Bank of America Merrill Lynch. Even the hiring comes as Credit Suisse seeks to rebuild its roster of talent after seeing a wave of departures in recent months from family office Archegos Capital Management and supply-chain finance firm Greensil Capital. Inspired by the twin crises surrounding the fall of As The Businesshala reported, nearly 70 senior employees have left Credit Suisse amid the fallout at Archegos and Greensil. The bank has since started building its ranks by recruiting in investment banking and trading. Stay on top - Get the daily news in your inbox Subscribe

Wells Fargo Strategic Capital Investments

49 Investments

Wells Fargo Strategic Capital has made 49 investments. Their latest investment was in Super Home as part of their Series C on May 5, 2021.

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Wells Fargo Strategic Capital Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

5/19/2021

Series C

Super Home

$50M

Yes

AAA Allied Group, Aquiline Capital Partners, Asahi Kasei, Gaingels, Liberty Mutual Strategic Ventures, Moderne Ventures, Munich Re Ventures, NAR REACH, and National Association of Realtors

3

5/11/2021

Series C

Arkose Labs

$70M

Yes

M12, PayPal Ventures, SoftBank Group, and Sony Innovation Fund

3

5/4/2021

Series C

Forge Global

$150M

Yes

Borse Frankfurt, LUN Partners Capital, Temasek, and True Global Ventures

4

4/27/2021

Series D

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$99M

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10

3/16/2021

Series D

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$99M

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10

Date

5/19/2021

5/11/2021

5/4/2021

4/27/2021

3/16/2021

Round

Series C

Series C

Series C

Series D

Series D

Company

Super Home

Arkose Labs

Forge Global

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Amount

$50M

$70M

$150M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

AAA Allied Group, Aquiline Capital Partners, Asahi Kasei, Gaingels, Liberty Mutual Strategic Ventures, Moderne Ventures, Munich Re Ventures, NAR REACH, and National Association of Realtors

M12, PayPal Ventures, SoftBank Group, and Sony Innovation Fund

Borse Frankfurt, LUN Partners Capital, Temasek, and True Global Ventures

Sources

3

3

4

10

10

Wells Fargo Strategic Capital Portfolio Exits

6 Portfolio Exits

Wells Fargo Strategic Capital has 6 portfolio exits. Their latest portfolio exit was Forge Global on September 13, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

9/13/2021

Acq - Pending

$991

3

00/00/0000

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$991

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10

00/00/0000

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10

00/00/0000

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10

00/00/0000

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$991

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10

Date

9/13/2021

00/00/0000

00/00/0000

00/00/0000

00/00/0000

Exit

Acq - Pending

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Companies

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Valuation

$991

$991

$991

Acquirer

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Sources

3

10

10

10

10

Wells Fargo Strategic Capital Team

1 Team Member

Wells Fargo Strategic Capital has 1 team member, including current Managing Director, John Ryan.

Name

Work History

Title

Status

John Ryan

Managing Director

Current

Name

John Ryan

Work History

Title

Managing Director

Status

Current

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