Investment tech platform Jacobi gathers $7.7 mln
Summary
We saw a super talented team with deep domain knowledge in the area cross-asset risk management – a thorny problem that remained virtually unaddressed by existing solutions. Equally important, they had built an elegantly designed set of offerings that were useful not just for asset managers, but that could also be put directly into the hands of the clients they served. Jacobi is a cloud-based technology platform for investment portfolio design and engagement, founded in 2014 by former QIC executive Tony Mackenzie, Tanya Bartolini and Greg Knox. Matthew Griffith, JANA’s Head of Portfolio Construction and Risk, explained “We are excited about the increased capabilities that the partnership between JANA and Jacobi offers to JANA’s clients. Our product “Solve” is the unique combination of JANA’s capital market insights and Jacobi’s technology and analytics platform designed to enhance the way we work with our clients on the risk profile of their portfolio”.