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Joel Gragg

fitcapital - Financing Solutions for the Tech & Innovation Sector

Joel Gragg is an experienced investment professional with a diverse background in direct investment, lending, private equity, and venture capital across middle market and technology sectors.

He holds an MBA in Business Administration from San Diego State University-California State University and has studied at the University of California, Davis.

Joel has held prominent roles in various organizations, including being the Founder and Managing Partner at fitcapital, Managing Director and Head of Stifel Technology Capital at Stifel Bank, Managing Director at ORIX USA Corporation, Senior Vice President at Bridge Bank, Senior Relationship Manager at Wells Fargo Technology & Venture Banking Group, Principal at HCAP Partners, and Vice President at Wells Fargo focusing on commercial and technology lending.

Highlights

Jan 9 · linkedin

Happy New Year to my network! I hope everyone had a wonderful holiday season and are feeling energized for the year ahead.

As we embark on 2024, I look forward to assisting clients navigate the complex ecosystem of debt capital providers to secure the most optimal structures including - ARR Facilities, Growth Capital Term Loans, Buyout Financing, Venture Debt, Sub-Debt, Senior Bank Loans & more. We generally target capital raises of between $5MM - $50MM+. In addition, we help Institutional Investor clients to develop bespoke, strategically aligned co-lending investment partnerships.

Please reach out directly if you or anyone in your network are interested in learning more about how we can help with your capital raising and/or capital deployment initiatives.

To find out more please visit www.fitcapital.com

Nov 29 · linkedin

I’m excited to formally announce the launch of my new venture as Founding Partner of fitcapital (www.fitcapital.com), a financial services firm focused on Debt Capital Advisory and Co-Investment solutions across the Tech and Innovation sector.  With over two decades of experience and $1B+ in transaction experience across the venture debt, growth buyout, mezzanine and commercial banking sectors, we serve as an expert resource to Companies, Sponsors & Lenders seeking to raise debt capital and source co-invest partner solutions more efficiently.    The core pillars of our platform and services offering includes: ===> Debt Capital Advisory: Boutique Placement Agent and Debt Advisory services. We help clients navigate the complex ecosystem of capital providers to secure the most optimal debt structures including - ARR Facilities, Growth Capital Term Loans, Growth Buyout Financing, Venture Debt, Mezzanine, Senior Bank Loans & more. Target facility size of $5 - $50 million+

===> Co-Investment Partner Solutions: Assist Institutional Investor clients - Commercial Banking, Private Lending, Private Equity, Hedge Fund and Family Office - to develop bespoke, strategically aligned co-lending partnerships within the tech and innovation sector. Target Co-Invest partner programs of $25 - $100 million+

===> Outsourced Capital Markets & Strategic Finance: Trusted resource and extension of your existing leadership team to assist with a wide range of services including Capital Planning, Debt Restructuring, Due Diligence, Portfolio Management and more.  Offered on a fractional basis to Institutional Investors and Companies direct.   Please reach out directly if you or anyone in your network are interested in learning more about how we can help with your capital raising and/or capital deployment initiatives.

Joel Gragg
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Location

San Francisco Bay Area