About The Small & Medium Business Exchange
The Small & Medium Business Exchange is a Financial Services company based in San Francisco (United States) founded in 2016. Online P2P marketplace for term loans. The Small & Medium Business Exchange has raised $14.1 million across 4 funding rounds from investors including The University of California, Berkeley SkyDeck and Group 11. Its website thesmbx.com draws about 17 thousand monthly visits. Its focus areas include FinTech, Alternative Lending, Online Lenders and Business Loans. Its competitors include CrowdOut, Ovamba and SoMoLend; 3 of its 3 listed competitors have raised funding.
Company details
The Small Medium Business Exchange was founded in 2016 in San Francisco, United States. An online peer-to-peer marketplace is operated to provide term loans for small and medium enterprises. Investments in startups and small businesses are enabled by connecting owners with community investors. Operations focus on the fintech sector, with services centered in the U.S. to support business financing needs.
- Headquarters San Francisco, United States
- SectorsFinancial Services
- Website thesmbx.com
- Social LinkedIn X
- Total Equity Funding$14.1M (USD)
in 4 rounds
- Latest Funding Round$11.5M (USD), Seed
Oct 2021
- InvestorsThe University of California
& 7 more
Funding Insights of The Small & Medium Business Exchange
The Small & Medium Business Exchange has successfully raised a total of $14.1M across 4 strategic funding rounds. The most recent funding activity was a Seed round of $11.5 million completed in October 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $14.1M
- Total Rounds 4
- Last Round Seed — $11.5M
- First Round $100,000
(Jul 2018)
- Investors Count 8
All 4 funding rounds of The Small Medium Business Exchange with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2021 | $11.5M | Seed | – | Group 11 | |
| Jun 2021 | Seed | – | Group 11 | – | |
| Aug 2020 | $2.5M | Seed | – | Better Ventures | |
| Jul 2018 | $100,000 | Seed | – | Berkeley SkyDeck | – |
8 investors in total: 6 institutional and 2 angel.
Investors in The Small & Medium Business Exchange
The Small & Medium Business Exchange has secured backing from 8 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include The University of California, Berkeley SkyDeck and Group 11.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investments in fintech companies are made by Group 11. | group11.vc | Beverly Hills, United States | ||
Micro-venture capital firm investing in pre-seed to seed stage startups | better.vc | Oakland, United States | ||
Venture capital firm investing in early-stage companies | impactamericafund.com | Oakland, United States | ||
Venture capital fund focused on multiple sectors | unpopular.vc | San Francisco, United States | ||
Startups are accelerated and incubated across diverse industries. | 2012 | skydeck.berkeley.edu | Berkeley, United States | |
Various courses and degrees are offered across multiple academic streams. | 1868 | berkeley.edu | United States | |
PH Paul Heller | unknown_5071321ccd0a42e68 | |||
JN Jim Norris | unknown_83414d010be84cb9a |
Investor details for The Small Medium Business Exchange
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of The Small & Medium Business Exchange
6 people are tracked at The Small & Medium Business Exchange (3 in leadership, 3 in team).
| Name | Role | Group |
|---|---|---|
Jackie Chan | COO | Leadership |
Bhavish Balhotra | CTO | Leadership |
Benjamin James Lozano | CEO | Leadership |
Amanda Carlyle (she/her/hers) | Operations Officer | Team |
Grace L. | Operations Manager | Team |
Andrew Jones | Credit / Operations | Team |
Complete people profiles for The Small & Medium Business Exchange
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of The Small & Medium Business Exchange
3 dated milestones of The Small & Medium Business Exchange across 5 years, from founding to its latest funding, stage changes and deals.
- Founded The Small & Medium Business Exchange is founded.
- Funding First funding round of $100K.
- Funding Latest funding round, Seed, of $11.5M.
Competitors of The Small & Medium Business Exchange
The Small & Medium Business Exchange has 3 listed competitors in our database, 3 of them funded. They include CrowdOut, Ovamba and SoMoLend.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| crowdout.com | 2015 | Austin, United States | $2.26M | P2P funding is facilitated for middle market business loans. | ||
| ovamba.com | 2013 | Chevy Chase, United States | $220,000 | Online peer-to-peer lending is facilitated for SMEs by Ovamba. | ||
| somolend.com | 2011 | Cincinnati, United States | $4.23M | Online service compares consumer loans without security in Norway. |
Detailed competitors of The Small Medium Business Exchange
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Web traffic of The Small & Medium Business Exchange
The website of The Small & Medium Business Exchange (thesmbx.com) receives about 16.6K visits a month.
- Monthly visits16.6K
▲ 14.8% vs previous month
Websites whose visitors overlap most with The Small & Medium Business Exchange. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
smbxgame.com | smbxgame.com | 100% | #773,731 | – |
Top companies in Alternative Lending
3 companies that operate in the same segment as The Small & Medium Business Exchange (Alternative Lending) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified loans are provided via an AI-enabled online marketplace. | 2012 | Palo Alto, California, United States | USD 128.65 M | USD 1.04 B | 1,190 | |
Various consumer loans and financial services are offered online. | 2011 | San Francisco, California, United States | USD 3.04 B | USD 4.77 B | 6,843 | |
Credit score checking and comparison platform for financial products | 2007 | San Francisco, California, United States | USD 869.77 M | 1,487 |
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Related news about The Small & Medium Business Exchange
Complete news archive for The Small Medium Business Exchange
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Frequently Asked Questions about The Small & Medium Business Exchange
The Small & Medium Business Exchange was founded in 2016 and raised its 1st funding round 2 years after it was founded.
The Small & Medium Business Exchange is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
The Small & Medium Business Exchange is a funded company, having raised a total of $14.1M across 4 funding rounds to date. The company's 1st funding round was a Seed of $100K, raised on Jul 2018.
The Small Medium Business Exchange was founded in 2016 in San Francisco, United States. An online peer-to-peer marketplace is operated to provide term loans for small and medium enterprises. Investments in startups and small businesses are enabled by connecting owners with community investors. Operations focus on the fintech sector, with services centered in the U.S. to support business financing needs.
The Small & Medium Business Exchange has 8 investors. Key investors include The University of California, Berkeley SkyDeck, Group 11, Better Ventures, and Impact America Fund.