SMBX
Overview
SMBX is a financial marketplace that enables small businesses to raise capital by issuing bonds directly to retail and community investors.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Pan's Mushroom Jerky | Jan 2025 | Debt | Co-investor |
| Gather in Omaha | Oct 2025 | Debt | Co-investor |
For institutional investors. Book with your work email.
Key People
Bhavish Balhotra
Chief Technology Officer, Co-Founder
Benjamin James Lozano
Chief Executive Officer, Co-Founder
Arthur Do
Investor & Advisor
Bernard Liang
Investor
Wesley Schwalje
Investor
For institutional investors. Book with your work email.
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is SMBX based?
SMBX is headquartered in San Francisco, California, United States.
When was SMBX founded?
SMBX was founded in 2016.
How many portfolio companies does SMBX have?
SMBX has 5 portfolio companies in Caplight's dataset.
What are some companies in SMBX's portfolio?
Portfolio companies visible on Caplight include Pan's Mushroom Jerky, Gather in Omaha.
What was SMBX's most recent investment shown here?
SMBX's most recent investment in this portfolio sample was in Gather in Omaha in 2025.
What sectors does SMBX focus on?
SMBX focuses on Consumer & Commerce, Consumer & Commerce, Consumer & Commerce, Cybersecurity, Enterprise Software, FinTech, Real Estate & PropTech, Energy & Sustainability.
What company stages does SMBX focus on?
Stage focus information for SMBX is not publicly available.