About Versana
Versana is a Financial Services company based in New York (United States) founded in 2021 by Cynthia E Sachs. Versana has raised $152 million across 4 funding rounds from investors including Citi, Barclays and Deutsche Bank. Its chief executive, as recorded, is Cynthia E Sachs. Versana offers products and services including Versana Platform and Reconciliation Module. Its focus areas include FinTech, Banking Tech, Loan Life Cycle Management and Loan Syndication. Its legal entity is VERSANA LLC. Its competitors include Syndicated Loan Direct, Loan Ecosystem and Octaura; 1 of its 3 listed competitors has raised funding.
Company details
Provider of real-time syndicated loan data and processing platform. It offers a centralized platform digitally capturing administrative agents syndicated loan data, providing transparency and accuracy into loan-level details and portfolio positions. The platform streamlines workflows for agent banks, lenders, administrators, trustees, and the broader market, reducing manual processes and operational risks. It facilitates straight-through processing, improving efficiency and reducing costs across the syndicated loan market. The platforms design incorporates input from seasoned loan market professionals to address industry challenges.
- Headquarters New York, United States
- Founders Cynthia E Sachs
- SectorsFinancial Services
- Website versana.io
- Social LinkedIn X
- Legal Name Versana Llc
- Total Equity Funding$152M (USD)
in 4 rounds
- Latest Funding Round$43M (USD), Series D
Apr 2026
- InvestorsCiti
& 13 more
Products & Services of Versana
Versana offers a comprehensive portfolio of products and services, including Versana Platform and Reconciliation Module.
Delivers real-time syndicated loan data for enhanced transparency.
Facilitates digital transformation in corporate loan markets.
Funding Insights of Versana
Versana has successfully raised a total of $152M across 4 strategic funding rounds. The most recent funding activity was a Series D round of $43 million completed in April 2026. 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 $152M
- Total Rounds 4
- Last Round Series D — $43M
- First Round $40M
(Mar 2023)
- Investors Count 14
All 4 funding rounds of Versana 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 |
|---|---|---|---|---|---|
| Apr 2026 | $43M | Series D | – | BNP Paribas | |
| Apr 2026 | $43M | Series D | – | BNP Paribas | |
| Sep 2024 | $26M | Series C | – | Barclays | |
| Mar 2023 | $40M | Series C | – | J P Morgan, Bank of America |
14 investors in total: 14 institutional.
Investors in Versana
Versana has secured backing from 14 investors, including institutional and venture fund investors. Prominent investors backing the company include Citi, Barclays and Deutsche Bank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| unknown_febc9ca6fed04c08b | ||||
| massmutualventures.com | ||||
| motivepartners.com | ||||
| apollo.com | ||||
Diversified financial services are provided across global markets. | 1690 | home.barclays | London, United Kingdom | |
Commercial banking and asset management services are offered worldwide. | 1904 | bankofamerica.com | Charlotte, United States | |
Diversified financial services are offered through commercial banking operations. | 1812 | citigroup.com | New York, United States | |
Diversified banking and financial services are provided globally. | 1870 | db.com | Frankfurt Am Main, Germany | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | jpmorgan.com | New York, United States | |
Wealth management, investment advisory, and financial services are provided. | 1935 | morganstanley.com | New York, United States |
Investor details for Versana
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Versana
21 people are tracked at Versana (9 in leadership, 12 in team).
| Name | Role | Group |
|---|---|---|
Cynthia E Sachs | Founder & CEO | Leadership |
Margaret Tolentino | Head Of People | Leadership |
Kevin Held | Head Of Finance | Leadership |
Bruce Manson | Chief Operating Officer | Leadership |
Tony Bilello | Head of Finance & Operations | Leadership |
David Kamp | Chief Technology Officer | Leadership |
Sophia Sgarbi | Head Of Client Engagement | Leadership |
Melissa Magner | Head Of Legal | Leadership |
Ritesh Makwana | Head Of Technology Operations | Leadership |
Alan Nguyen | Software Engineer | Team |
Farzana Ramjohn | People Operations Analyst | Team |
Ahan Shah | Full Stack Engineer | Team |
Chabelis Alegria | Technical Project Manager | Team |
Adina Bruce | Software Engineer | Team |
Wallance Miranda | Software Engineer | Team |
Alfredo Vargas | Software Engineer | Team |
Allana Gilgeous | Client Success Specialist | Team |
Christine Rahe | Senior Implementation Analyst | Team |
Michael Estrella | Technical Recruiter | Team |
Esha Shah | Operations Analyst | Team |
1 more people are available in the full profile.
Complete people profiles for Versana
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Versana
3 dated milestones of Versana across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Versana is founded.
- Funding First funding round of $40.0M.
- Funding Latest funding round, Series D, of $43.0M.
Competitors of Versana
Versana has 3 listed competitors in our database, 1 of them funded. They include Syndicated Loan Direct, Loan Ecosystem and Octaura.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| syndicatedloandirect.com | 2013 | New York, United States | Software is offered for syndicated loan research and deal analysis. | |||
| loaneco.net | 2014 | Chicago, United States | $7.32M | 6 | Loan syndication processes are automated for businesses and lenders. | |
| octaura.com | 2022 | New York, United States | Loan syndication solutions are provided online to lenders and institutions. |
Detailed competitors of Versana
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Versana
The website of Versana (versana.io) receives about 3.4K visits a month.
- Monthly visits3.4K
▲ 4.4% vs previous month
Top companies in Banking & FinTech Platforms
3 companies that operate in the same segment as Versana (Banking & FinTech Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | USD 2.71 M | 1,807 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | 237 |
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Related news about Versana
Complete news archive for Versana
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Frequently Asked Questions about Versana
Versana was founded in 2021 and raised its 1st funding round 2 years after it was founded.
Versana is headquartered in New York, United States. It is registered at New York, New York, United States.
Cynthia E Sachs is the CEO of Versana, as recorded in our data. They have also founded this company.
Versana is a funded company, having raised a total of $152M across 4 funding rounds to date. The company's 1st funding round was a Series C of $40M, raised on Mar 2023.
Provider of real-time syndicated loan data and processing platform. It offers a centralized platform digitally capturing administrative agents syndicated loan data, providing transparency and accuracy into loan-level details and portfolio positions. The platform streamlines workflows for agent banks, lenders, administrators, trustees, and the broader market, reducing manual processes and operational risks. It facilitates straight-through processing, improving efficiency and reducing costs across the syndicated loan market. The platforms design incorporates input from seasoned loan market professionals to address industry challenges.
Versana's top competitors include Octaura, Loan Ecosystem and Syndicated Loan Direct.
Versana offers Versana Platform and Reconciliation Module.
Versana has 14 investors. Key investors include Citi, Barclays, Deutsche Bank, J P Morgan, and Bank of America.
Versana operates through Versana Llc.