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Silicon Valley Bank Data Project (view source)
Revision as of 21:23, 28 February 2011
, 21:23, 28 February 2011no edit summary
*[http://www.svb.com/viewprofile.aspx?id=4294968147 Michael Graham] (MGraham@svb.com), Senior Managing Director of SVB Analytics
*[http://www.svb.com/viewprofile.aspx?id=4294967514 Dave Krimm](DKrimm@svb.com), Head of Strategy and Research for SVB Analytics
Where: Haas School of Business
===Notes From the Meeting===
The SVB VentureSource license allows SVB to provide aggregate venture capital data to their clients, and integration of this data into the benchmarking data is being considered by SVB.
=====The CAPMX CapMx Data=====
One core service that the bank offers to its clients is the management of their firm's capital tables. The CAPMX CapMx database was estimated to have approximately 2000 users, and contains details on the capital structure of the firm including common stock outstanding, preferred stock outstanding, warrants and stock options, employee share option plans, and liquidation preferrences. The users of this data are both the firms themselves, and accounting/law firms that work for these firms. The tables are 'initialized by agents' and then accessed by the firms.
==The February 4th Meeting (at SVB)==
==Caveat==
This write up contains some subjective interpretation of the facts, because I believe that this is useful. However, it is possible that I might be error in my understanding, and where this is relevant I note it with the bracketed moniker [EJE].
==Attendees==
'''From Haas''':
*Ed Egan (ed_egan@haas.berkeley.edu), PhD Student in BPP
'''From SVB''':
*[http://www.svb.com/viewprofile.aspx?id=4294968147 Michael Graham] (MGraham@svb.com), Senior Managing Director of SVB Analytics
*[http://www.svb.com/viewprofile.aspx?id=4294967514 Dave Krimm](DKrimm@svb.com), Head of Strategy and Research for SVB Analytics
*Dan Zaelit (dzaelit@svb.com), SVB Analytics
*Jan, a manager partially responsible for the CapMx data entry
Where: SVB San Francisco office - 8th Floor, 555 Mission St, San Francisco.
===Background on SVB Analytics===
[http://www.svb.com/svbanalytics/ SVB Analytics] is a 'non-bank affiliate' of SVB. It runs two for-profit services: the valuation services, and the equity compensation management services (CapMx). It also provides the benchmarking service (which is currently being rolled out [EJE]), and other advisory/industry reporting services, that are run primarily to increase awareness of the bank and its other services [EJE]. Crucially, the SVB analytics group directly 'controls' the valuation data, whereas the data for the benchmarking service (the financial reports) is generated and maintained elsewhere in the bank. The CapMx data appears to fall between these two - with the R&D group running the underlying databases and SVB Analytics providing the service [EJE].
The organizational hierarchy is: Michael <- Dave <- Dan Zaelit (dzaelit@. Michael has the authority to distribute the data to, or to otherwise engage in a relationship with, Haas [EJE]. Michael may report to [http://www.svb.com/viewprofile.aspx?id=4294967465 Iris Hit-Shagir], the president of SVB Analytics [EJE]. A new individual has been/is being hired, possibly with the title of [http://www.svb.com)/careers/search/ Director of Technology], to work with Dave, but has not yet started [EJE].
