Private Equity Banking

Borel Private Bank & Trust Company is a wealth management firm offering private banking, investment management, and financial planning services to our clients. Borel Private Bank provides specialized products and services tailored to meet the needs of the Private Equity and Venture Capital community.

Experience the Borel difference — We deliver:
•  Exceptional responsiveness
•  Local marketplace knowledge
•  Customized solutions
•  Personal, high-quality service

Private Equity Services

Capital Call Reporting — Stay current on all incoming funds and transfers. Get flexible, up-to-date notice on transfers, balances, and account activity. Our Capital Call Reporting solutions include:
•  Daily updates via email and/or phone
•  Courier service to pick-up checking deposits
•  Online viewing of funds transfer activity
•  Comprehensive Call Report Summary

Cash Management — Maximize your returns and let your money work for you. Our convenient cash management solutions provide you with versatility and convenience. Our solutions include:
•  Corporate checking services
•  Borel check imaging
•  Short-term investments via Money Market, CDs, and Separate Account Management
•  Executive Banking Program

Venture Capital Lending — Choose from a wide variety of credit facilities to help you finance your project and turn dreams into reality:
•  Working capital loans
•  Revolving lines of credit
•  Bridge loans
•  Commercial loans

Portfolio Companies Services

Cash Management — Increase your annual interest income with our suite of cash management services.
•  Liquid Asset Management Program (LAMP)
•  Identify the cash requirements of the company
•  Determine the company's investment objectives
•  Develop an Investment Policy
•  Cash Sweep

Extended Services — Take advantage of our wide range of extended banking services, including:
•  Business Plan Reviews
•  Referrals
•  Escrow Accounts
•  Commercial Lending Service
•  Executive Banking Service
•  Notary Service
•  Safe Deposit Boxes

Company owners, partners, and principals can also enjoy the benefits of our exclusive Executive Banking Services . Click here to learn more.

Partnerships and Alliances

The Mercury Group — Borel Private Bank has created many alliances with professional firms serving the venture capital industry. Like Borel Private Bank, these firms are committed to providing the highest level of customer service to their clients. Click here to learn more about the Mercury Group.

• Bingham, Osborn & Scarborough, Wealth Management
• Carr, McClellan, Ingersoll, Thompson & Horn, Legal
• EveryNetwork, Technology/MIS Consulting
• Ferneborg & Associates, Executive Search
• Greenberg Traurig, Legal
• Grubb & Ellis, Property Solutions
• Heffernan Insurance Brokers, Risk Management
• Ireland San Filippo, Accounting
• PricewaterhouseCoopers, Accounting
• Studio O+A, Office Planning/Design
• Venturi & Company, Investment Banking

For more information about Private Equity Banking contact:
Wyman C. Wong
Vice President, Private Equity Banking Officer
Office: 650.378.3619
wymanw@borel.com

08/03/07