We advised Upgrade in connection with the transaction

Davis Polk advised Upgrade, Inc. in connection with its Series G equity financing round led by Neuberger, with participation from LuminArx Capital Management.

Headquartered in San Francisco, California, Upgrade is a financial technology company that offers affordable and responsible credit, mobile banking and payment products to mainstream consumers through cards and personal loans, together with free credit monitoring and education tools that help consumers better understand and manage their finances.

The Davis Polk corporate team included partners Tierney O’Rourke and Byron B. Rooney and associate Rong (Fiona) Huang. Partner Jack Orford, counsel Mark Xiong and associate Tony (Zihao) Kuang provided finance advice. Partner William A. Curran and associate Alanna Phillips provided tax advice. Partner Gregory S. Rowland and counsel Sarah E. Kim provided 1940 Act advice. Members of the Davis Polk team are based in the Northern California and New York offices.

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