Tech Company Financing Transactions

Jacobi Funding Round

Jacobi, operating out of San Francisco, secured $7.7 million from 8VC, CreditEase and Illuminate Ventures.

Transaction Overview

Company Name
Announced On
7/10/2019
Transaction Type
Venture Equity
Amount
$7,700,000
Round
Undisclosed
Investors

8VC (Lead Investor)

CreditEase (Lead Investor)

Illuminate Ventures (Lead Investor)

Proceeds Purpose
The company intends to use the funds for further development of the platform and expansion into the European market after signing a number of large institutional investment managers. The capital raise also coincides with the launch of Jacobi's office in London, building on locations in Brisbane and San Francisco.

Company Information

Company Status
Private & Independent
Industry
FinTech
Mailing Address
524 2nd St. 13
San Francisco, CA 94107
USA
Phone
Undisclosed
Email Address
Overview
Jacobi is a next-generation intelligence platform for investment managers to customize and scale multi-asset portfolio design. Its risk and portfolio-construction tools enable practitioners to work and communicate through intuitive storyboards.
Profile
Jacobi LinkedIn Company Profile
Social Media
Jacobi Company Twitter Account
Company News
Jacobi News
Facebook
Jacobi on Facebook
YouTube
Jacobi on YouTube

Management Team

Title
Name
Email & Social
Chief Operating Officer
Kurt Oeler
  Kurt Oeler LinkedIn Profile  Kurt Oeler Twitter Account  Kurt Oeler News  Kurt Oeler on Facebook
Chief Technical Officer
Charles Blaxland
  Charles Blaxland LinkedIn Profile  Charles Blaxland Twitter Account  Charles Blaxland News  Charles Blaxland on Facebook
Co-Founder
Gregory Knox
  Gregory Knox LinkedIn Profile  Gregory Knox Twitter Account  Gregory Knox News  Gregory Knox on Facebook
Co-Founder
Tony Mackenzie
  Tony Mackenzie LinkedIn Profile  Tony Mackenzie Twitter Account  Tony Mackenzie News  Tony Mackenzie on Facebook
VP - Bus. Development
Aaron Simon
  Aaron Simon LinkedIn Profile  Aaron Simon Twitter Account  Aaron Simon News  Aaron Simon on Facebook
VP - Engineering
Ram Viswanadha
  Ram Viswanadha LinkedIn Profile  Ram Viswanadha Twitter Account  Ram Viswanadha News  Ram Viswanadha on Facebook
VP - Product Management
Catherine Belward
  Catherine Belward LinkedIn Profile  Catherine Belward Twitter Account  Catherine Belward News  Catherine Belward on Facebook
VP - Sales
Tanya Bartolini
  Tanya Bartolini LinkedIn Profile  Tanya Bartolini Twitter Account  Tanya Bartolini News  Tanya Bartolini on Facebook


 

 

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Where The Data Comes From

We do our best to record every notable VC transaction. All VC database entries reported here are sourced from news reports and company announcements. The data is sourced from VentureDeal.com, an affiliated venture.

 


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