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Founding Investor - Supply Chain Financing
2017
White Oak Global Advisors, LLC is a leading alternative debt manager specializing in originating and providing financing solutions to support small and middle market enterprises. WOGA and its financing affiliates provide over twenty lending products to the market that include term, asset-based, and equipment loans. Since its inception in 2007, WOGA and its affiliates have deployed over $11 billion across its product lines. More information can be found at www.whiteoaksf.com.
Headquartered in San Francisco, White Oak and its affiliates have grown to nearly 500 professionals [2] with offices and personnel throughout the US, UK, and Australia.
[1] As of Q3 2023
[2] Includes locations of certain entities beneficially owned by White Oak funds and managed accounts.
Specialties:
Direct Lending, Senior Term Loans, Asset Based Lending, Equipment Financing, Special Situation Loans, Event Driven Strategies, Account Receivables Management, Credit and Collections Support, Full-Service Factoring Inventory Financing, Invoice Discounting, Supply Chain Financing, Trade Credit Risk Management, and U.S. Import/Export Financing to Small- and Middle-Market Businesses
Impact Investor
2016
TriLinc Global, LLC is an impact fund sponsor dedicated to managing innovative alternative investment products intended to increase participation in impact investing. Founded in 2008, TriLinc Global aims to harness the power of private sector capital for good and has developed a systematic approach to impact investment management.
Leveraging the experience and expertise of its employees and investment partners, TriLinc Global is providing investors with access to institutional-class impact strategies, structured to pursue market-rate, risk-adjusted returns while changing the world for the better. TriLinc Global is committed to creating scalable, sustainable solutions to help solve pressing socioeconomic and environmental challenges through investing.
TriLinc Global plays an active industry-building role with peers, investors, financial service providers, and the general public, in order to grow and strengthen the impact investing sector. In particular, TriLinc Global forges innovative partnerships with financial institutions and academia and spearheads initiatives to develop young talent for the industry.
Information provided is for general purposes only and TriLinc is not responsible for any third-party content provided. Questions or feedback may be directed to info@trilincglobal.com.
Experience · 9 entries
All (9)
Investments (2)
Founder (2)
2024
Co-Founder
2024
Helping Stealth Startups to Launch, Hire & Scale.
Here Recruiters Usually List Stealth Roles for early stage startups and job seekers can connect and consider those roles.
2023
Co-Founder
2023
Gestalt is an out-of-the-box data warehouse specifically for lenders. We are founders and lending veterans who have been watching lenders spend money to attempt to solve the same problem - a centralized, robust data warehouse as a single source of truth for ALL of their data coming from disparate systems.
The premise is solving the problem once - and for all lenders - therefore saving significant time and headache upfront and ongoing, along with providing a better product to help make the lender more successful. They have seen that every lender is doing the same work and incurring cost and time for something that can be out-of-the-box while still allowing the special cases by lender.
We have a passion for using this source of truth to help lenders across compliance, bank reporting, and other critical areas where having a third party "certify" the information could be useful.
From a market perspective, Gestalt is built for start-up or early-stage lenders because for approximately the same cost as a data engineer, the lender gets a robust data warehouse that would typically take significant money, time and many redos to get to, if ever at all. Gestalt is also great for established lenders who want to scale up their business without scaling up the back office to build and support it.
2021
Director, Venture Studio
2021
Companies around the world partner with Ensemblex to start, scale, and improve their credit products. Our clients range from fintech startups to global financial institutions and everything in between. The Ensemblex team has deep credit experience that spans every credit product, every customer segment, and every stage of the product lifecycle.
2019
New Product, Capital Markets, and Strategy
2019
Mission Lane is a purpose-driven fintech company that leverages advanced technology, data analytics, and machine learning to provide a dignified customer experience to people who are working hard to build or rebuild their credit and improve their financial lives. Mission Lane strives to offer branded products through its sponsor banks with better and easier-to-understand terms than many of the alternatives available to people with less-than-perfect credit or limited credit history. The company’s digital self-service tools make it easier for customers to stay on top of their accounts. And with responsible use, Mission Lane branded products and tools can help them on their journey to improve their credit. Over three million consumers have chosen Mission Lane, earning high customer ratings on Credit Karma for its market segment. Since its spinoff as an independent company in December 2018, Mission Lane has cumulatively raised over $600 million of equity from leading investors, including Invus Opportunities, QED Investors, LL Funds, funds affiliated with Oaktree Capital Management, and other leading investors to support the company’s mission of setting a new standard of financial services for everyday Americans seeking to improve their financial health.
2017
Founding Investor - Supply Chain Financing
2017
White Oak Global Advisors, LLC is a leading alternative debt manager specializing in originating and providing financing solutions to support small and middle market enterprises. WOGA and its financing affiliates provide over twenty lending products to the market that include term, asset-based, and equipment loans. Since its inception in 2007, WOGA and its affiliates have deployed over $11 billion across its product lines. More information can be found at www.whiteoaksf.com.
Headquartered in San Francisco, White Oak and its affiliates have grown to nearly 500 professionals [2] with offices and personnel throughout the US, UK, and Australia.
[1] As of Q3 2023
[2] Includes locations of certain entities beneficially owned by White Oak funds and managed accounts.
Specialties:
Direct Lending, Senior Term Loans, Asset Based Lending, Equipment Financing, Special Situation Loans, Event Driven Strategies, Account Receivables Management, Credit and Collections Support, Full-Service Factoring Inventory Financing, Invoice Discounting, Supply Chain Financing, Trade Credit Risk Management, and U.S. Import/Export Financing to Small- and Middle-Market Businesses
Show all 9 entries ↓
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