🎣 The bite


It happens faster thank you think

Rising interest rates by Fed meant staying put with your cash in SVB was worse than government bonds.

Collapsing an institution down takes hours - not days. Startup founders moved at internet speed to force the run.

As it happened

In retrospect, I ask could we have moved faster? should we have diversified our banking partners. Hindsight is always 2020. For those without a pre-existing account and not in US at that time, the best they could do was initiate a wire - but to where? We got the be aware of something being amiss when someone shared this in a startup founders group we were a part of.

Thursday [It starts] 9PM IST

The first hint

There was no clear line of action or advice at that point in time. A large number of cross-border startups (Indo-US corridor SaaS) happen to bank with SVB. SVB’s own books don’t seem to be very worrisome as per their public filings - showing liquidity is there. Asks by early stage founders - should we look for alternatives at this point in time for our bank?

Larger teams with more capital and dedicated in-house CFO’s already seemed to bank with larger banks like Chase / MS and park capital. But so far nothing significant in the newswire to say we should act now.

[10:30 PM IST] Remember this time, it’s cutoff time for wires for the day. This will come back later

Friday

[Update] 1:15 AM IST - Webinar by SVB - update

Confidence seems low, bank still seems to be in process of raising.

Founders are now thinking of moving from SVB → wells / others. For folks with loans / debt move is unlikely because of pre-conditions.

[Update] 4:55 AM IST - $300mn withdrawn via checks in person. Do you have someone in the US who can visit a branch in person? This could be a way to get out.

[Update] 10:15 PM IST - FDIC announces take over. None of the wires which were done past cut-off from previous day were processed.