"Upgrade, Inc. Secures Series G Financing Led by Neuberger with Davis Polk's Legal Guidance"

"Davis Polk advised Upgrade, Inc. on its Series G equity financing round, led by Neuberger and supported by LuminArx Capital Management. Upgrade, based in San Francisco, is a fintech company that provides affordable credit, mobile banking, and financial education tools to consumers. The advisory team included various partners and associates from Davis Polk's Northern California and New York offices."

Davis Polk & Wardwell LLP advised Upgrade, Inc. in its Series G equity financing round, which was led by Neuberger and included participation from LuminArx Capital Management. The transaction involved Upgrade, a San Francisco-based financial technology company, raising funds to enhance its offerings of affordable credit, mobile banking, and payment products, as well as providing free credit monitoring and educational tools for consumers. The Davis Polk team included partners Tierney O’Rourke (corporate), Byron B. Rooney (corporate), Jack Orford (finance), William A. Curran (tax), and Gregory S. Rowland (1940 Act), along with counsel Mark Xiong (finance) and Sarah E. Kim (1940 Act), and associates Rong (Fiona) Huang (corporate), Tony (Zihao) Kuang (finance), and Alanna Phillips (tax). Members of the team are based in the Northern California and New York offices.

"Upgrade, Inc. Secures Series G Financing Led by Neuberger with Davis Polk's Legal Guidance"

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