We exist to help small businesses.
At Upside Financial, our mission is to make it easy for small community bank lenders to service the PPP loans they’ve issued and make it easy for PPP borrowers to get the full benefit of loan forgiveness.

As PPP borrowers ourselves, we know from our own experience how challenging the process has been and it’s only added to our motivation to create a better solution for small banks and small businesses. Together with our partner Route 66 Ventures, we have a long history of serving small business America and navigating complex federal lending programs.

History has proven over and over again that the right tools and the right team can change everything, and that's what Upside Financial offers PPP lenders and borrowers alike.

Upside is a team of more than 100 business strategists, software engineers, architects, data scientists, product managers, and sales and marketers based in Washington, DC. Upside's leadership team has a long track record of innovation and transformation across industries including experience at Google, American Express, Dell, American Airlines, The Wall Street Journal, Alarm.com -- all of which proudly serve small businesses.
Scott Case
CEO, Co-Founder
Scott is a leader obsessed with harnessing the power of tech to make the world a better place. He began his career as founding CTO of Priceline.com and has served in a number of leadership roles for companies focused exclusively on servicing small businesses.
Jennifer Moyer
As Upside's Chief Financial Officer, Jen brings decades of financial and customer service know how to the team. Having previously served as the CFO for Alarm.com, Jen has helped to raise over $500M in equity and debt financing and oversaw Alarm.com's $100M IPO in 2015.
Warren Zentz
Director, Upside Financial
Jordan Birnbaum
Senior Manager, Operations
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