[Pensive yet uplifting piano music]
[CIBC Logo appears in the top left corner. Caption: Ambitions made real.]
A trolley car passes on a San Francisco, CA street.
We see Todd, a caucasian man with dark hair, sitting in a well-lit building. He is speaking to the camera.
[Caption: Todd Rovak, Co-Founder, Carefull]
TODD (IN VOICEOVER): Carefull is a FinTech platform that uses AI to look for elder fraud and senior exploitation.
We see Todd walking with his backpack on a busy San Francisco street. He has a smile.
We cut to Lori Karns, a caucasian blonde woman in a suit, walking on a busy sidewalk. She carries a binder of papers.
LORI (IN VOICEOVER): In September of 2023, we were able to secure our series A fundraise, and immediately, we knew we wanted to find a banking partner to help us scale our operations and grow for the long term.
We cut to Lori in an office interview setup, speaking to the camera.
[Caption: Lori Karns, Head of Finance, Carefull)
We see several CIBC employees sitting around a table with Carefull employees on a video conference.
We cut to Brittany Blanco, a caucasian blonde woman, looking pensive and happy while crossing the street in busy San Francisco.
BRITTANY (IN VOICEOVER): Carefull is a great example of our push to do more early stage lending opportunities.
We see Brittany in an office interview setup.
[CAPTION: Brittany Blanco, Director, CIBC Innovation Banking)
BRITTANY: We felt that the Carefull story was very compelling. We love the people there. We really wanted to go all in for them, so it was one that we worked really hard to gain their trust and win the business.
Todd and Lori greet Brittany in a CIBC lobby. Todd and Brittany shake hands. We cut to Brittany and Todd in a conference room together, smiling.
Todd, Brittany and CIBC employees meet in the conference room, with Carefull-branded presentation materials behind them. The conversation looks jovial and positive.
LORI: Todd, Max and I all really enjoyed getting to know CIBC. They really leaned in in their investment in the innovation economy.
The scene in the conference room continues.
TODD: Banking relationships have terms. All the action happens in between the words and in between the terms.
The conference room scene continues, with Todd laughing.
TODD: It's the human beings on the other side of the table.
Quick cuts of San Francisco: The bridge, a skyline, a trolley.
LORI: In the Bay Area and in the innovation ecosystem, there's been a lot of turnover with some larger banking partners.
Lori is back on camera in her interview.
LORI: And the nice thing about CIBC, is they have a very strong balance sheet supported by assets globally.
The conference room scene continues, as CIBC employees wave to Carefull employees on the video conference.
Brittany smiles in the meeting.
TODD: Beyond the term sheet, we've been really focused on kind of who we want along for the ride with us.
Lori smiles in the meeting.
TODD: And with CIBC, we saw a relationship that understood where we were going and was excited about investing in the things that we needed to build.
Todd and Brittany shake hands in the CIBC Lobby.
A red animation takes over the frame, and the CIBC Logo animates on.
[CAPTION: CIBC. Ambitions made real®
Legal text includes:
® The CIBC logo and “Ambitions made real” are registered trademarks of CIBC, used under license. CIBC Innovation Banking is a trademark brand name under which CIBC, its subsidiaries and affiliates provide products and services to clients around the world. Loans are subject to credit approval.]
