United States · Investor

Bank of America

Last cheque observed Oct 2026; 119 cheques on record.

Deploying nowCompany

DebtVentureSeries BInternetSaaS

Deploying now
79%of best year26cheques in 12 months, 119 on record
Since the last cheque19days00hrs00min00sec
Median round$124MRounds led2 of 119Sole investor24 roundsExits9 from the portfolioMostly inUnited States, 85%
Pitch Bank of America

Bank of America highlights

  1. 01

    26 cheques in the last 12 months

  2. 02

    Mostly Debt and Venture: 74% of its rounds

  3. 03

    Sole investor in 24 rounds, median $60M

  4. 04

    9 exits from the portfolio

What they do

The homepage presents Bank of America as a provider of banking, credit cards, loans, and Merrill investing services.From their own website
Type
Company
Cheque size
Not stated
Sectors
InternetSaaS
Based in
United States
Cold pitches
Not stated

The record

Every round we can evidence, newest first119 appearances

  1. 2026

    22 rounds

  2. Oct
    energyReDebt · US · Mercom Capital Group$815MWith 2 others
  3. Oct
    CapitolisSeries E · US · AlleyWatch$120MWith 11 others
  4. Sept
    TXSE GroupUS · Ventureburn$155MWith 5 others
  5. Sept
    XpansivGrowth · US$125MWith 2 others
  6. Sept
    Fervo EnergyGrant · US$20MWith 4 others
  7. Aug
    FlexentialDebt · US · Ventureburn$800MWith 10 others
  8. Jun
    CrossBoundary AccessKE · CrossBoundary$10MWith 4 others
  9. Jun
    Matrix RenewablesDebt · ES$970MWith 4 others
  10. Jun
    Venture GlobalDebt · US$1.5BWith 2 others
  11. Jun
    CleneraDebt · US$2.6BWith 3 others
  12. May
    Wheels UpDebt · US$168MWith 2 others
  13. May
    American Healthcare REITUS$811MWith 1 other
  14. May
    Soloviev GroupDebt · US$1.8BWith 2 others
  15. May
    Triple Flag Precious MetalsDebt · CA$300MWith 4 others
  16. Mar
    mHUBGrant · US$1.0MWith 3 others
  17. Mar
    Venture GlobalDebt · US$8.6BWith 3 others
  18. Feb
    NETSTREITUS$209MWith 1 other
  19. Feb
    OSTTRASecondary · GB$100MWith 4 others
  20. Jan
    Summit Ridge EnergyDebt · US$290MWith 2 others
  21. Jan
    SB EnergyVenture · US$1.0BWith 4 others
  22. Jan
    Urban Edge PropertiesDebt · US$950MWith 4 others
  23. Jan
    Radial PowerDebt · US · Firms' own news pages$355MWith 1 other
  24. 2025

    29 rounds

  25. Nov
    Tampa Museum of ArtGrant · US$250KSole investor
  26. Nov
    American Healthcare REITUS$389MWith 1 other
  27. Nov
    Global Net LeaseUS$300MWith 4 others
  28. Nov
    Boston Legacy Football ClubVenture · USUndisclosedSole investor
  29. Oct
    EnergyReDebt · US$370MWith 1 other
  30. Oct
    MJH Life SciencesDebt · US$430MSole investor
  31. Oct
    Electric EntertainmentGrowth · US$20MWith 1 other
  32. Sept
    ShieldSeed · US · TechCrunch$5.0MWith 7 others
  33. Sept
    FnalitySeries C · GB · Silicon Canals$136MLed
  34. Sept
    SemiCabVenture · USUndisclosedWith 1 other
  35. Aug
    Wheels UpUS$50MWith 4 others
  36. Aug
    HoliwisePre-seed · GB$1.8MWith 2 others
  37. Jul
    DSD RenewablesDebt · US$238MWith 4 others
  38. Jul
    Obama FoundationVenture · USUndisclosedSole investor
  39. Jun
    OctauraUS · AlleyWatch$47MWith 9 others
  40. Jun
    VultrDebt · US$329MWith 5 others
  41. Jun
    Prairie OperatingDebt · US$475MWith 1 other
  42. Jun
    Industrial Logistics Properties TrustDebt · US$1.2BWith 4 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration9 named

CRClaire Renee BlissChief Compliance Officer / Registered Investment AdviseriForm ADV
GAGlen Alexander RaeChief Legal OfficeriForm ADV
JAJoseph Anthony Jr GuardinoChief Operations Officer & FinopiForm ADV
KPKashyap P BhatiaChief Compliance Officer / Broker DealeriForm ADV
LPLaura P ChepucavageDirector, State Designated PrincipaliForm ADV
MCMatthew C McqueenDirectoriForm ADV
SRSarang Rajan GadkariDirectoriForm ADV
SJSoofian J J ZuberiDirector & Chief Executive Officer, State Designated PrincipaliForm ADV
SFSyed Faruqe AlamChief Financial OfficeriForm ADV

We also hold 10 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

Registeredinvestment adviserfull reporting to the SEC
Legal name
BOFA Securities, Inc.
SEC number
CRD 283942

Funds they back

1 fund commitment on record

Managers
1

Every fund on record that it has committed money to, and the managers who invest it.Source: fund news.

Managers it backs most

Most recent commitments

Exits from the portfolio

Companies it backed that were later bought or listed9 in all

mFoundryBought by FIS$165MMar 2013
AtempoBought by ASGUndisclosedDec 2011
InQuiraBought by Oracle CorporationUndisclosedJul 2011
TheMarketsBought by S&P Capital IQUndisclosedSept 2010
SylantroBought by BroadSoftUndisclosedDec 2008
WayportBought by AT&T$275MNov 2008
Sphera CorporationBought by SWsoftUndisclosedSept 2007
KaVaDoBought by ProtegrityUndisclosedAug 2005
Tonic SoftwareBought by AltirisUndisclosedJan 2005

An exit counts when it came after the firm's first round in the company. From historical deal records.

Companies it bought

Acquisitions by the firm itself

FleetBoston Financial GroupUndisclosedOct 2003

Who they invest alongside

The investors most often in the same rounds as Bank of America. A count of rooms they were both in, not a relationship either has claimed.

Recently backed

The latest companies Bank of America put money into.

Quick answers about Bank of America

What does Bank of America invest in?

Bank of America invests most often at Debt and Venture (74% of the rounds on record), in sectors such as Internet and SaaS.

How active is Bank of America?

119 investments on record, 26 of them in the last 12 months, and it led 2. The most recent was in Oct 2026.

What has Bank of America invested in recently?

Its most recent investments on record: energyRe (Debt, Oct 2026), Capitolis (Series E, Oct 2026) and TXSE Group (Undisclosed round, Sept 2026).

How big are Bank of America's cheques?

The median round it joins is $124M.

Does Bank of America lead rounds?

Sometimes: it led 2 of its 119 investments on record (2%).

Where does Bank of America invest?

Most of the companies it backs are in the United States (85%) and the United Kingdom (8%).

Is Bank of America investing now?

Yes: it is actively investing, with 26 investments in the last 12 months.

Who does Bank of America invest alongside?

Most often Citibank (23 rounds together), Goldman Sachs (18 rounds together) and JP Morgan (14 rounds together).

Raising now?

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it