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52 Results found

Top Professional services in Silicon Valley Bank Offers

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DocSend, a Dropbox Company

United States
DocSend, a Dropbox Company, operates as a specialized document sharing and engagement platform headquartered in San Francisco, California, United States. The platform transforms how organizations distribute, track, and manage business-critical documents across fundraising, investor relations, due diligence, board management, and sales engagement workflows. DocSend enables companies to monitor document viewer behavior, including detailed engagement metrics such as page-level time spent and viewing patterns, providing actionable intelligence for follow-up strategies. The platform serves venture capital firms, private equity organizations, corporate development teams, sales organizations, and fundraising entities by centralizing document distribution with comprehensive analytics and security controls. DocSend integrates within the Dropbox ecosystem, leveraging enterprise-grade infrastructure to deliver reliable document management capabilities. Organizations across multiple funding stages—from seed-stage startups to mature enterprises—utilize DocSend to streamline critical business processes, enhance document security, and optimize stakeholder engagement during sensitive transactions and fundraising initiatives.
  • Collaboration & Project Management
Working with:

Zendesk

United States and 5 other(s)
Zendesk is a service-first Customer Relationship Management (CRM) platform headquartered in San Francisco, California, United States, with global operations spanning São Paulo Brazil, England United Kingdom, Madison Wisconsin United States, Melbourne Victoria Australia, and Singapore Singapore. Founded in 2007 in Copenhagen, Zendesk has established itself as a critical customer experience infrastructure provider for thousands of leading startups and enterprise organizations worldwide, including AirBnB, Uber, Lyft, Shopify, Slack, and Zoom. The company operates as a moderately sized team of twenty-five professionals delivering integrated support, sales, and customer engagement products designed to improve customer relationships and enable businesses to deliver transparent, responsive, and empowering customer experiences. Zendesk's service-first CRM approach combines support ticketing, sales enablement, and customer engagement capabilities within a unified, cloud-native platform architecture that prioritizes ease of use, flexibility, and rapid deployment. The company's dedication to customer experience excellence stems from its foundational origins in customer service, positioning Zendesk as an expert partner for organizations seeking to infuse customer-centric strategies across all business operations and adapt quickly to evolving customer needs.
  • Go-to-Market Tools & Customer Support
Working with:
Year founded
2007
No of Employees
1-50

Prendio

United States
Prendio is a complete eProcurement platform purpose-built for biotech, empowering fast-paced research teams with the tools they need to streamline purchasing, stay on budget, and accelerate discovery.From lab supply requests to invoice approvals, Prendio simplifies and automates every step of the procure-to-pay process all in one intuitive system designed for science.In time-critical research environments, there’s no room for clunky processes or outdated spreadsheets. Prendio replaces manual workarounds with smart workflows, giving scientists the autonomy to order what they need without getting bogged down in admin and giving finance and operations teams the visibility and control to manage spend with confidence.Whether you’re a startup navigating your first round of funding or scaling toward the clinic, Prendio helps you:Automate routine procurement tasks to reduce administrative burdenGain real-time visibility into budgets, POs, and vendor spendDrive compliance and audit readiness from day oneImprove collaboration between lab and finance teamsShorten cycle times and increase operational efficiencyDitch the spreadsheet. Simplify procurement. Accelerate your science.
  • Accounting & Finance
Working with:
Year founded
2015

StartupOS

United States
StartupOS operates as a comprehensive startup acceleration ecosystem and launchpad platform designed to empower founders through integrated equity management, community collaboration, and investor connectivity. Founded in 2022 and based in La Quinta, California, StartupOS combines artificial intelligence-enabled PowerUps with innovative pitch deck generation tools, exclusive founder discounts, and dynamic community engagement to accelerate startup growth. The platform functions as both a funnel and accelerator, connecting emerging startups with mentors, investors, advisors, partners, and experienced founders within a thriving ecosystem. StartupOS delivers essential tools for early-stage companies seeking to unlock their potential, fuel ambition, and propel ventures toward extraordinary success through structured pitch day events, investor introductions, and enterprise partnerships that transform raw startup ideas into scalable, funded businesses.
  • Education & Training
Working with:
Year founded
2022

Escalon Services

United States and 1 other(s)
Escalon Services is an established back-office solutions provider serving venture capital firms and their portfolio companies since 2006. With over 20 years of operational expertise and a team of 500 professionals across New York and Palo Alto, Escalon delivers comprehensive business services including financial operations, people operations, and tax compliance. The company has supported over 20,000 clients and helped raise more than three billion dollars through strategic advice and efficient outsourced services. Escalon's tech-enabled, process-driven approach enables portfolio companies to concentrate on growth while maintaining standardized financial reporting, variable cost structures, and scalable back-office operations that reduce institutional turnover and enhance portfolio performance.
  • Accounting & Finance
Working with:
Year founded
2006
No of Employees
1-1,000
New Offers

Qapita

Qapita offers Comprehensive Equity Management Solutions across the Globe. Qapita helps companies manage Cap Tables and employee equity programs digitally, keeping equity records organized and ensures that the company is always due diligence ready for their next fundraise.​​Trusted by 2800+ companies across 30+ countries and managing $67B+ inequity value, Qapita also offers independent 409A Valuations.
  • Accounting & Finance
Languages
  • English
Year founded
2019
No of Employees
250-500

Carta

United States and 1 other(s)
Carta is an equity ownership, equity management, and fund administration platform serving founders, investors, and employees across the venture capital ecosystem since 2012. The platform enables cap table management, electronic securities issuance, 409A valuations, and liquidity event execution for private companies while providing comprehensive fund administration, formation, and investor management solutions for venture funds and private equity firms. Carta's total compensation tools leverage proprietary private company salary and equity data to support competitive compensation strategy, while fund administration services include ASC 820 valuations, limited partner management, and special purpose vehicle formation. The platform streamlines back-office operations, facilitates investor communication through cap table sharing and K-1 distribution management, and organizes corporate governance documentation for emerging and established companies. Operating from offices in Palo Alto and San Francisco, California, Carta has built its mission around creating more equity owners and carry earners by providing founders, investors, and employees with institutional-grade tools for managing private company equity, fund operations, and investor relationships.
  • Accounting & Finance
Working with:
Year founded
2012

Notion

United States
Notion is an artificial intelligence-powered workspace platform headquartered in San Francisco, California, United States, designed to streamline team collaboration and organizational workflows. Since its establishment in 2012, Notion has evolved into a comprehensive workspace solution that integrates documentation, project management, customer relationship management, and team communication into a single unified platform. The Notion workspace eliminates context switching by consolidating writing, planning, and organizational tasks through AI-enhanced capabilities. Organizations including Figma, Headspace, and Mixpanel, along with more than fifty percent of Y Combinator startups, leverage Notion to accelerate business operations from early-stage development through initial public offering stages. Notion AI transforms how teams collaborate by providing intelligent automation, seamless content organization, and integrated project tracking within one connected workspace environment.
  • Collaboration & Project Management
Year founded
2012

Pilot

United States and 1 other(s)
Pilot provides comprehensive accounting, bookkeeping, tax, and fractional Chief Financial Officer and Chief Operating Officer services designed specifically for early-stage startups and small businesses. Operating from offices in Nashville, Tennessee and San Francisco, California, Pilot combines expert human finance professionals with automation software to deliver accurate bookkeeping, strategic tax planning, and financial guidance across Pre-Seed through Series B funded companies and established small businesses. The company specializes in industries including technology, e-commerce, professional services, and consumer brands, offering dedicated finance teams that integrate with existing business tools like QuickBooks, Brex, Gusto, and Stripe. Pilot's services span modern bookkeeping and tax compliance, fractional CFO consulting for budgeting and fundraising strategy, fractional COO support for operational scaling, and specialized Research and Development tax credit optimization that can recover up to $250,000 or more in eligible credits. Since 2017, Pilot has grown to support founders, operators, and small business owners seeking to eliminate accounting errors, gain financial clarity, and extend runway through expert finance guidance powered by integrated software automation.
  • Accounting & Finance
Working with:
Year founded
2017

Engine

United States
Engine operates as a comprehensive corporate travel platform delivering no-cost, no-contract business travel solutions to over 12,000 customers globally. Based in Denver, Colorado, Engine provides access to deeply discounted rates across 750,000 hotels worldwide, averaging 26% savings on accommodations while offering integrated flight and car rental booking capabilities. The platform eliminates traditional travel management friction through streamlined centralized billing, advanced travel policy customization, real-time reporting and analytics, and dedicated 24/7 customer support. Engine's value proposition centers on removing financial barriers to enterprise travel management—no membership fees, no agent-assist charges, and no minimum contract requirements—while simultaneously enabling organizations to maintain governance through comprehensive expense controls, travel policy enforcement, and consolidated reporting. Backed by prominent investors including Telescope Partners, Blackstone, Elefund, and Permira, Engine serves large-scale operations across multiple industries with a team of 5,000 professionals since its 2017 founding.
  • Travel & Coworking Space
Year founded
2017
No of Employees
1-10,000
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