Citi, a global financial services holding company, operates through two primary segments: Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment caters to retail customers, offering traditional banking services, Citi-branded cards, and retail services. The ICG segment serves corporate, institutional, and high-net-worth clients, providing a wide range of banking, financial, and investment services. Citi also manages approximately $4.3 billion in equity investments and committed capital through its global emerging markets private equity arm, CVCI. Additionally, Citi Ventures, the company's venture capital arm, invests in innovative ideas across sectors like fintech, data analytics, and digital assets, fostering growth and collaboration with Citi colleagues, clients, and the broader innovation ecosystem.
Global Director, AI / ML / Data Investing at Citi Ventures
Meredith Shields
Managing Director
Ornit Shinar
Director and Head, Venture Investing
Cece Stewart
President
Kate Sullivan
COO
Avery Tiras
Equity Research Senior Associate
Luis Valdich
Managing Director, Venture Investing
Jelena Zec
Director
Past deals in San Francisco Bay Area
Quantifind
Venture Round in 2025
Quantifind, Inc. is a data science company that specializes in creating on-demand insights platforms aimed at enhancing marketing effectiveness and detecting financial crimes such as money laundering and fraud. Founded in 2008 by two Ph.D. graduates in atomic physics, the company offers several key products, including signum Analysis, which helps users assess performance drivers for brands and competitors; signum Voice, which focuses on revenue drivers; and signum Impact, which measures the effects of sponsorships on brand awareness and sales. Additionally, Quantifind's platform integrates internal financial institution data with public domain data to identify risks, thereby assisting financial crime analysts in minimizing false positive alerts and managing risk. The company serves various sectors, including automotive, consumer packaged goods, entertainment, financial services, pharmaceuticals, retail, and telecommunications, and has established a strategic partnership with Oracle Financial Services. Quantifind is headquartered in Menlo Park, California, with additional offices in Silicon Valley, New York, and Washington, D.C.
Databricks
Debt Financing in 2025
Databricks Inc. is a technology company that provides a unified data analytics cloud platform designed to facilitate data engineering and collaborative data science. The company offers a comprehensive suite of tools, including a just-in-time data platform that simplifies data integration, real-time experimentation, and deployment of production applications for developers and data scientists. Key products include Databricks Delta, which combines the capabilities of data warehouses with low-latency streaming, MLflow for managing the machine learning lifecycle, and Delta Lake for handling batch and streaming data. Databricks serves a diverse range of industries, including advertising, healthcare, manufacturing, and telecommunications, and has established strategic partnerships with various organizations to enhance its offerings. Founded in 2013, Databricks is headquartered in San Francisco, California, with additional offices in London, Amsterdam, and Bengaluru.
Zeta Global Holdings
Post in 2024
Zeta Global Holdings is a data and analytics company that offers a comprehensive cloud-based marketing platform designed to help brands acquire, grow, and retain customers. Established in 2007 by David A. Steinberg and John Sculley, Zeta employs advanced analytics, machine learning, and extensive consumer intelligence to support enterprises across various industries, including financial services, telecommunications, and retail. Its flagship product, the Zeta Marketing Platform (ZMP), leverages identity data to analyze vast amounts of structured and unstructured data, enabling businesses to predict consumer intent and optimize marketing efforts. Headquartered in New York City, Zeta has over 1,000 employees and maintains Centers of Excellence in key locations such as Silicon Valley, Boston, London, and Hyderabad, alongside numerous other global offices. The company competes with major players in the marketing technology space, including Oracle, IBM, Salesforce, and Adobe.
Traceable
Venture Round in 2024
Traceable Inc is a San Francisco-based company that specializes in security solutions for cloud-native applications, focusing on protecting application activity from user interactions to application programming interfaces (APIs) and underlying code. Founded in 2018, Traceable offers an end-to-end application security monitoring platform that utilizes machine learning technology to analyze user and session data alongside application behavior. This approach enables the detection of anomalies and potential cyberattacks, providing organizations with insights for threat protection and management throughout the Software Development Lifecycle. The platform includes features for security posture management and forensic analysis, empowering businesses to minimize risks while maximizing the value of their APIs in an increasingly cloud-driven environment.
Quantifind
Venture Round in 2023
Quantifind, Inc. is a data science company that specializes in creating on-demand insights platforms aimed at enhancing marketing effectiveness and detecting financial crimes such as money laundering and fraud. Founded in 2008 by two Ph.D. graduates in atomic physics, the company offers several key products, including signum Analysis, which helps users assess performance drivers for brands and competitors; signum Voice, which focuses on revenue drivers; and signum Impact, which measures the effects of sponsorships on brand awareness and sales. Additionally, Quantifind's platform integrates internal financial institution data with public domain data to identify risks, thereby assisting financial crime analysts in minimizing false positive alerts and managing risk. The company serves various sectors, including automotive, consumer packaged goods, entertainment, financial services, pharmaceuticals, retail, and telecommunications, and has established a strategic partnership with Oracle Financial Services. Quantifind is headquartered in Menlo Park, California, with additional offices in Silicon Valley, New York, and Washington, D.C.
Tessian
Series C in 2021
Tessian Limited is a provider of an advanced email security platform that addresses human error in data handling, significantly reducing the risk of data loss. The platform employs machine learning and artificial intelligence to identify when emails are mistakenly sent to unintended recipients, alerting the sender in real time to allow corrections. It features tools such as CheckRecipient Guardian and CheckRecipient RuleBuilder, which enhance organizational control over email communications. Tessian’s technology is designed to analyze email networks and prevent the transmission of sensitive information to the wrong individuals, thereby safeguarding against threats like data exfiltration, business email compromise, and phishing attacks. The company serves various sectors, including legal services, healthcare, investment management, and technology. Founded in 2013 and headquartered in London, Tessian also has an office in San Francisco and is supported by prominent investors.
Datameer
Venture Round in 2019
Datameer, Inc. is a data analytics company based in San Francisco, California, specializing in applications designed for big data environments, particularly Hadoop. Founded in 2009, Datameer provides a range of products including data integration, analytics, and visualization tools that cater to industries such as financial services, healthcare, gaming, retail, telecommunications, and technology. Its platform allows data engineers and analysts to model and transform data directly within cloud data warehouses through simple SQL or no-code interfaces, facilitating complex analytical projects. Notable offerings include Datameer X for data preparation and exploration, Neebo for managing trusted information assets, and Smart Analytics for advanced analytical functions. The company's focus on accessibility enables collaboration between non-coders and technical users, streamlining the analytics process for large datasets.
Zum
Series C in 2019
Zum Services, Inc., established in 2014, specializes in safe and reliable transportation services for children and youth in the San Francisco Bay Area, Los Angeles, Orange County, and San Diego. The company offers scheduled or on-demand rides, as well as care services like nannies, for school drops and pickups, sports activities, and other needs. Zum's services include single family or carpool rides, one-off rides, babysitting, and stay and watch services, all facilitated through a network of vetted drivers and advanced scheduling technology.
Privitar
Corporate Round in 2018
Privitar Ltd. is an enterprise software company specializing in privacy-preserving data mining and advanced data anonymization solutions. Founded in 2014 and headquartered in London, the company serves a diverse global client base across North America, Europe, and Asia. Privitar's product suite includes Privitar Publisher, which allows organizations to securely manage and audit data access, and Privitar Lens, which facilitates the creation of privacy-preserving APIs for reporting and analytics. Additionally, its SecureLink system focuses on data de-identification, while the Privitar Data Privacy Platform enhances data utilization while safeguarding sensitive information. The company's technologies enable clients to analyze potentially sensitive data in compliance with regulations such as GDPR, CPRA, and HIPAA, thereby fostering data-driven innovation and maintaining customer privacy across various sectors, including finance, healthcare, telecommunications, and marketing.
Braze
Series D in 2017
Braze, Inc. is a customer engagement platform that specializes in enhancing interactions between consumers and brands across various industries, including retail, media, financial services, and hospitality. Founded in 2011 and headquartered in New York, Braze provides a suite of mobile marketing automation and customer relationship management solutions. The platform integrates tools for engagement orchestration, campaign optimization, and cross-channel personalization, utilizing an AI engine called Sage AI to enhance functionality. Braze enables brands to create meaningful, context-driven conversations through various channels, ensuring relevant and timely interactions. The company has additional offices in Chicago, London, San Francisco, and Singapore, reflecting its global presence and commitment to delivering exceptional customer experiences. Formerly known as Appboy, Braze rebranded in November 2017 to better align with its mission of fostering human connections between consumers and the brands they love.
Airbnb
Debt Financing in 2016
Airbnb, Inc., established in 2007, operates a global online platform that connects hosts offering accommodations with guests seeking short-term stays. Its diverse listings range from private rooms and luxury villas to unique stays and boutique hotels, totaling over 8 million active listings worldwide. Airbnb facilitates bookings and provides management tools for both hosts and guests, generating revenue through transaction fees. As of 2023, North America contributes to 50% of its revenue.
Braze
Series C in 2016
Braze, Inc. is a customer engagement platform that specializes in enhancing interactions between consumers and brands across various industries, including retail, media, financial services, and hospitality. Founded in 2011 and headquartered in New York, Braze provides a suite of mobile marketing automation and customer relationship management solutions. The platform integrates tools for engagement orchestration, campaign optimization, and cross-channel personalization, utilizing an AI engine called Sage AI to enhance functionality. Braze enables brands to create meaningful, context-driven conversations through various channels, ensuring relevant and timely interactions. The company has additional offices in Chicago, London, San Francisco, and Singapore, reflecting its global presence and commitment to delivering exceptional customer experiences. Formerly known as Appboy, Braze rebranded in November 2017 to better align with its mission of fostering human connections between consumers and the brands they love.
Persado
Series C in 2016
Persado Inc., established in 2011, specializes in AI-generated marketing language solutions. Headquartered in New York, with offices in San Francisco, Chicago, Europe, and the UK, Persado serves major brands across retail, finance, travel, telecom, and healthcare. Its AI platforms, including Pro Email, Pro Social, and Persado Enterprise, create emotionally resonant language for emails, social ads, and personalized consumer interactions, driving short-term sales and long-term relationships. Persado's solutions have generated over $1.5 billion in incremental revenue for clients like Ally Bank, JPMorgan Chase, and Verizon, demonstrating an average 41% lift in conversion rates.
Optimizely
Series C in 2015
Optimizely, Inc. is a company that operates a website optimization platform designed for A/B testing, multivariate testing, and website personalization, catering to both technical and non-technical users. Founded in 2009 and headquartered in San Francisco, California, it also has offices in Amsterdam, Sydney, and Austin. The platform allows organizations to conduct experiments that facilitate data-driven decision-making and is available in multiple languages, making it accessible to a global audience. Optimizely's offerings include web content management, digital experience software, and integrated capabilities for content, commerce, multi-channel marketing, and predictive analytics. The company serves a diverse clientele, including agencies, developers, e-commerce businesses, enterprises, publishers, and small businesses primarily in the United States, Germany, the United Kingdom, and Spain. Optimizely, formerly known as Spreadly, operates as a subsidiary of EPiServer AB.
Persado
Series B in 2015
Persado Inc., established in 2011, specializes in AI-generated marketing language solutions. Headquartered in New York, with offices in San Francisco, Chicago, Europe, and the UK, Persado serves major brands across retail, finance, travel, telecom, and healthcare. Its AI platforms, including Pro Email, Pro Social, and Persado Enterprise, create emotionally resonant language for emails, social ads, and personalized consumer interactions, driving short-term sales and long-term relationships. Persado's solutions have generated over $1.5 billion in incremental revenue for clients like Ally Bank, JPMorgan Chase, and Verizon, demonstrating an average 41% lift in conversion rates.
DocuSign
Series E in 2014
DocuSign, Inc., established in 2003 and headquartered in San Francisco, specializes in cloud-based software for digital agreement processes. The company's core offering, DocuSign Agreement Cloud, enables businesses to automate and manage the entire agreement lifecycle, from preparation to execution and acting on agreements. This suite includes e-signature solutions, workflow automation, AI-driven insights, and industry-specific tools. DocuSign serves a wide range of sectors, from financial services to real estate, and caters to enterprises, small businesses, and individuals. The company also operates DocuSign Ventures, its corporate venture capital arm, investing in and partnering with startups innovating around the agreement process.
Datameer
Series D in 2013
Datameer, Inc. is a data analytics company based in San Francisco, California, specializing in applications designed for big data environments, particularly Hadoop. Founded in 2009, Datameer provides a range of products including data integration, analytics, and visualization tools that cater to industries such as financial services, healthcare, gaming, retail, telecommunications, and technology. Its platform allows data engineers and analysts to model and transform data directly within cloud data warehouses through simple SQL or no-code interfaces, facilitating complex analytical projects. Notable offerings include Datameer X for data preparation and exploration, Neebo for managing trusted information assets, and Smart Analytics for advanced analytical functions. The company's focus on accessibility enables collaboration between non-coders and technical users, streamlining the analytics process for large datasets.
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