# City National Bank: portfolio, investments and team > City National Bank is a vc firm based in United States. 15 investments on record, latest Apr 2019. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/city-national-bank (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # City National Bank Last cheque observed Apr 2019. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet VC firm Website unconfirmed Debt Series A Series B Information Services Telecommunications Banking Cheques on record **0%** of best year **0** **cheques in 12 months**, 15 on record Since the last cheque **2756** days **00** hrs **00** min **00** sec Median round **$25M** Rounds led **0 of 15** Sole investor **6 rounds** Exits **1 from the portfolio** Mostly in **United States, 100%** Pitch City National Bank ## City National Bank highlights - 01 15 rounds on record - 02 Mostly Debt and Series A: 67% of its rounds - 03 Sole investor in 6 rounds, median $10M - 04 1 exits from the portfolio ## What they do - **Type:** VC firm (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Information Services Telecommunications Banking - **Based in:** Los Angeles, United States - **Cold pitches:** Not stated A website was listed for this organisation, but we could not confirm it belongs to the firm that wrote these cheques. Either the site never mentions them, or it turned out to be a different company sharing the name. We show neither it nor anything read from it. [Tell us the right one](https://millionrounds.com/corrections?slug=city-national-bank). ## The record Every round we can evidence, newest first **15 appearances** - **2019** 1 round - **Apr** **[Extend](https://millionrounds.com/company/extend)** Series A · US · FinSMEs **$11M** With 3 others - **2016** 3 rounds - **Oct** **[Cloudian](https://millionrounds.com/company/cloudian)** US · FinSMEs **$41M** With 2 others - **Oct** **[Metamarkets](https://millionrounds.com/company/metamarkets)** US · FinSMEs **$14M** With 1 other - **Mar** **[Yieldbot](https://millionrounds.com/company/yieldbot)** **$35M** With 14 others - **2015** 4 rounds - **Nov** **[DICOM Grid](https://millionrounds.com/company/dicom-grid)** Debt · US **$3.0M** Sole investor - **Apr** **[Smule](https://millionrounds.com/company/smule)** Debt · US **$12M** Sole investor - **Apr** **[HyTrust](https://millionrounds.com/company/hytrust)** Debt · US **$8.0M** Sole investor - **Feb** **[Metamarkets](https://millionrounds.com/company/metamarkets)** Series C · US **$15M** With 7 others - **2014** 5 rounds - **Aug** **[SmarterHQ](https://millionrounds.com/company/smarterhq)** Debt · US **$7.0M** Sole investor - **Jul** **[Bark & Co](https://millionrounds.com/company/bark-and-co)** Series B · US **$15M** With 11 others - **Jun** **[TicketManager](https://millionrounds.com/company/ticketmanager)** Series A · US **$6.0M** With 2 others - **Jun** **[ClearCare](https://millionrounds.com/company/clearcare)** Series B · US **$11M** With 6 others - **May** **[Simply Hired](https://millionrounds.com/company/simply-hired)** Series E · US **$12M** With 2 others - **2013** 2 rounds - **Jun** **[Bizo](https://millionrounds.com/company/bizo)** Debt · US · finsmes.com **$13M** Sole investor - **May** **[Five9](https://millionrounds.com/company/five9)** Debt · US · bizjournals.com **$13M** Sole investor An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **6 named** DM **David Matthew Terrell** Sr. Vice President i Form ADV GP **Gregory Paul Francoeur** Director i Form ADV IP **Ivor Patrick O'Keeffe** President i Form ADV RJ **Richard Joseph Barton** Chief Compliance Officer i Form ADV RB **Rochelle Beth Levy** Chief Compliance Officer - Registered Investment Adviser i Form ADV SA **Santiago Avila Bretado** Vp, CFO i Form ADV We also hold **22** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$1.5B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** RBC Securities, Inc. - **SEC number:** CRD 103705 ## What they claim to have backed From their own portfolio page (on their website) **0** of 5 we have independently watched raise Enable-javascript FINRA Locations Manage Email Communications SIPC Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded. ## Exits from the portfolio Companies it backed that were later bought or listed **1 in all** **[Bizo](https://millionrounds.com/company/bizo)** Bought by [LinkedIn](https://millionrounds.com/fund/linkedin) **$175M** Jul 2014 An exit counts when it came after the firm's first round in the company. From historical deal records. ## The cheque Debt Series A Series B Median round joined **$25M** the round, not its cheque Alone, median **$10M** Led 0 of 15 rounds **0%** - **Sole investor:** 6 rounds - **Last cheque:** Apr 2019 - **Exits:** 1 from the portfolio Rounds by stage said on their site - Debt *6* - Series A *2* - Series B *2* - Series C *1* - Series E *1* Cheques by year Led Joined 2013 2019 Often in the room with - [BoxGroup](https://millionrounds.com/fund/boxgroup) 2 - [RRE Ventures](https://millionrounds.com/fund/rre-ventures) 2 **Pitching City National Bank?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Who they invest alongside The investors most often in the same rounds as City National Bank. A count of rooms they were both in, not a relationship either has claimed. [**BoxGroup** VC firm **2** rounds together](https://millionrounds.com/fund/boxgroup)[**RRE Ventures** VC firm **2** rounds together](https://millionrounds.com/fund/rre-ventures) ## Recently backed The latest companies City National Bank put money into. [**Cloudian** $41M · Oct 2016](https://millionrounds.com/company/cloudian)[**Yieldbot** $35M · Mar 2016](https://millionrounds.com/company/yieldbot) ## Mentioned on podcasts Episodes that name City National Bank in their description, not their title. - [This Week in Fintech](https://millionrounds.com/podcasts/this-week-in-fintech) 8 Feb 2024 · 12 min TWIF News Briefing - 9th February Mentions [City National Bank](https://millionrounds.com/fund/city-national-bank)[HSBC](https://millionrounds.com/fund/hsbc) Apple Podcasts ## Quick answers about City National Bank ### What does City National Bank invest in? City National Bank invests most often at Debt and Series A (67% of the rounds on record), in sectors such as Information Services, Telecommunications and Banking. ### How active is City National Bank? 15 investments on record, 0 of them in the last 12 months. The most recent was in Apr 2019. ### What has City National Bank invested in recently? Its most recent investments on record: Extend (Series A, Apr 2019), Cloudian (Undisclosed round, Oct 2016) and Metamarkets (Undisclosed round, Oct 2016). ### How big are City National Bank's cheques? The median round it joins is $25M. ### Does City National Bank lead rounds? Rarely, if at all: none of its 15 investments on record names it as the lead. ### Where does City National Bank invest? Most of the companies it backs are in the United States (100%). ### Is City National Bank investing now? No investments in the last 12 months; the latest was in Apr 2019. ### Who does City National Bank invest alongside? Most often BoxGroup (2 rounds together) and RRE Ventures (2 rounds together). ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=city-national-bank) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=city-national-bank)