Within a few months of raising capital led by a strategic investor, YCharts sought a new banking partner that understood the dynamic startup world and had the appetite to support its growth ambitions.

As an early-stage software company, CIBC provided YCharts a venture term loan to extend its runway. As a growth-stage firm, CIBC amended the structure to provide more flexibility and growth capital. With this steady backstop in place, YCharts continued its consistent growth without the need for additional dilutive capital, leading to a successful exit.