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Your Banking Team

First Republic Bank offers a specialized set of banking and, through our affiliates, wealth management services to support the success of venture funds, limited partners and startups at every stage of growth. Our Beyond Banking services provide you with connections and industry insights through our events, articles and research reports. We’re committed to relationship-based service and responsiveness through a dedicated banker backed by a team of experts.
To learn more, contact your local banking team at

Here’s how we can help.

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Advisory Network

With the unique needs of growing tech companies in mind, we can connect you with our vast network of industry leaders and third-party services and discounts to help you scale faster and save money. View Innovators’ Toolkit.

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Industry Insights

Articles and research reports for companies and investors, covering topics from best practices in building and running a startup or venture firm to industry trends and investment opportunities. Read more.

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Events and Industry Partnerships

For topics that matter most, we offer educational events and workshops, peer-to-peer gatherings and partnerships at local industry events, including RAISE, All Raise, Women in VC, Kauffman Fellows, Coolwater Capital and many more.

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Lending Solutions

Set your business up for long-term growth with our selection of flexible lending products — including specialized lines of credit, terms loans, partner loans and custom loans — to help you reach your goals.

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Operational Guidance

We’re here to help, whether you need guidance on firm operational infrastructure or fund best practices.

Treasury Management

Our team is well-versed in the unique cash flow issues innovative companies face. We provide sweep accounts, money market accounts, collection solutions and wire transfers to manage your cash flow and FX solutions to manage your foreign currency exposure.

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The Current State of Emerging Manager Fundraising in 2023

Private debt (or credit) has increasingly become a key component in private equity dealmaking. Read more.

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The State of Gender Compensation in Venture 2022

First Republic Bank is pleased to partner with J.Thelander Consulting, Inc., to provide compensation data and analysis for women in U.S. venture capital (VC) firms. Read more.

How Treasury Solutions Improve Startup Cash Management

Managing cash flow is critical for any tech company. Read on to learn about treasury management solutions for every business stage. Read more.

Banking Team

Sam Heshmati

Sam Heshmati

Senior Managing Director
Sector Lead – VC, PE and Tech Banking
(650) 847-0470

Jeffrey Javier

Managing Director
Venture Debt and Fund Banking
(650) 576-8483

Safa Aliabadi

Senior Director
NorCal Startup Banking
(925) 866-3200

Judy Lee Canalin

Managing Director
Fund Banking
(650) 234-8844

Trevor Harris

Trevor Harris

Charles Heaphy

Senior Managing Director
Fund Banking
(310) 407-7119

Kate McRoskey

Managing Director
Fund Banking
(310) 968-2003

Meggie Muyot Ramirez

Senior Director
Fund Banking
(650) 234-8874

Vince Timoney

Managing Director
Fund Banking
(415) 994-8354

Kim Manganaro-Whitall

Kim Whitall

Senior Director
Fund Banking
(650) 234-8863

Value-Add Team

In addition to offering banking services, our experts are here to help you navigate the details of setting up a fund, including data room review, operation best practices, CFO office hours and pre-close services.

Caroline Hale

Senior Director
Women in VC
Family Office Practice
Operations Specialist
(707) 688-0301

Sean Park

Managing Director
Fund Formation and
Operations Specialist
(650) 796-8206

First Republic’s Private Equity and Venture Capital Clients

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Your dedicated team is ready to serve you and looks forward to speaking with you about your tech banking needs.

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