About Jacobi
Jacobi is a company based in San Francisco (United States) founded in 2014 by Tanya Bartolini, Greg Knox, and Tony Mackenzie.. Jacobi has raised $25.6 million across 5 funding rounds from investors including Plug and Play Tech Center, Western Technology Investment and QIC. Jacobi offers products and services including Jacobi Platform and Client Engagement Tools. Jacobi operates in a competitive market with competitors including Alkymi, Landytech, Wilshire, Position Green and BI-SAM, among others.
- Headquarter San Francisco, United States
- Founders Tanya Bartolini, Greg Knox, Tony Mackenzie
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Sectors
Financial ServicesTechnology
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Phone
*********
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Website
*********
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Social
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- Legal Name Jacobi, Inc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$25.6 M (USD)
in 5 rounds
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Latest Funding Round
$10 M (USD), Series A
Sep 20, 2022
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Investors
Plug and Play Tech Center
& 6 more
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Employee Count
Employee Count
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Products & Services of Jacobi
Jacobi offers a comprehensive portfolio of products and services, including Jacobi Platform and Client Engagement Tools. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Cloud-based platform for portfolio design and analytics tools.
Tools for integrating data and visualizations in investment workflows.
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Funding Insights of Jacobi
Jacobi has successfully raised a total of $25.6M across 5 strategic funding rounds. The most recent funding activity was a Series A round of $10 million completed in September 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 5
- Last Round Series A — $10.0M
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First Round
First Round
(07 Mar 2017)
- Investors Count 7
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep, 2022 | Amount | Series A - Jacobi | Valuation | QIC | |
| Jul, 2019 | Amount | Series A - Jacobi | Valuation | Illuminate Ventures , 8VC |
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| Apr, 2019 | Amount | Series A - Jacobi | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Jacobi
Jacobi has secured backing from 7 investors, including institutional and venture fund investors. Prominent investors backing the company include Plug and Play Tech Center, Western Technology Investment and QIC. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Early-stage venture capital is provided by Illuminate Ventures for B2B software startups.
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Founded Year | Domain | Location | |
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Venture capital firm investing in technology, life sciences, and related sectors.
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Founded Year | Domain | Location | |
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Venture debt is provided globally across multiple sectors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Jacobi
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Jacobi
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Jacobi Comparisons
Competitors of Jacobi
Jacobi operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Alkymi, Landytech, Wilshire, Position Green and BI-SAM, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Enterprise data digitization and analytics solutions are developed.
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| domain | founded_year | HQ Location |
Data platform for risk management and investment performance analytics, automated and consolidated reporting
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| domain | founded_year | HQ Location |
Performance reporting solutions are provided for the financial services industry.
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| domain | founded_year | HQ Location |
Sustainability reporting solutions are delivered online for companies.
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| domain | founded_year | HQ Location |
Market Risk Analytic and Portfolio Construction Solutions.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Jacobi
Frequently Asked Questions about Jacobi
When was Jacobi founded?
Jacobi was founded in 2014 and raised its 1st funding round 3 years after it was founded.
Where is Jacobi located?
Jacobi is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Who is the current CEO of Jacobi?
Tony Mackenzie is the current CEO of Jacobi. They have also founded this company.
Is Jacobi a funded company?
Jacobi is a funded company, having raised a total of $25.6M across 5 funding rounds to date. The company's 1st funding round was a Series A of $3.97M, raised on Mar 07, 2017.
What does Jacobi do?
Jacobi was founded in 2014 and is headquartered in San Francisco, United States. A SaaS platform is operated in the financial technology sector to support portfolio creation. Services encompass portfolio design, modeling, scenario testing, and cash flow analysis, all delivered through cloud infrastructure. The platform aids investment professionals in evaluating strategies and outcomes.
Who are the top competitors of Jacobi?
What products or services does Jacobi offer?
Jacobi offers Jacobi Platform and Client Engagement Tools.
Who are Jacobi's investors?
Jacobi has 7 investors. Key investors include Plug and Play Tech Center, Western Technology Investment, QIC, SVVI, and Illuminate Ventures.
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